Shweta Chavan

To pursue a career in a good professional environment where my knowledge will be put to best use thus helping me to improve and achieve the best & to contribute positively to the growth of the organization by ensuring efficient and effective support.

Specialist | Securities / Settlements - UBS Business Solutions

(2022-08 - 2023-10)

• Matching the trades for all economic details and Instructions with the clients
• Inventory management of the stock across markets
• Noting of all Trades/Breaks/task in the system within time as per noting conventions
• Risk Reporting of High value and Unmatched trades
• Interacting (Calls & mails) with the clients, Brokers, exchanges to clear any discrepancies on the trades
• Interacting (Calls & mails) with internal clients (Middle Office, Static teams etc) for any amendments required on the trades
• Escalating any potential issues as per process requirements

Analyst | FID Client Operations - Morgan Stanley Pvt Ltd.

(2022-02 - 2024-06)

• Managing and supporting a wide range of products/markets and clients, this extends to equity products settling via Euroclear, DTC and International domestic settlement.
• Monitoring unmatched trades and taking prompt action for a timely settlement; dealing with various queries from the clients and the sales traders.
• Ensuring all required reporting to the exchanges and agents are done on a regular basis

Production Operator | Reconciliation - Deutsche Bank of India

(2020-09 - 2021-09)

• Matching the Equity trades for all economic details and Instructions with the clients
• Inventory management of the stock across markets
• Reconciliation of the Nostro & Depot breaks across markets
• Noting of all Trades/Breaks/task in the system within time as per noting conventions
• Risk Reporting of High value and Unmatched trades
• Interacting (Calls & mails) with the clients, Brokers, exchanges to clear any discrepancies on the trades
• Escalating any potential issues as per process requirements

Senior Process Assistant | Accounts Receivable - Infosys BPM Ltd.

(2018-07 - 2020-01)

• My role is to manage risk by escalating contracts that are in default to management and seeking solutions.
• Work with the Customer Accounts Manager and the Legal & Compliance team on legal cases.
• Collaborate with other team members to deliver value to our customers, internal or external.
• Follow the priority order set by management for making or receiving calls.
• Track and report on operational metrics and SLA compliance.
• Standardize customer service processes and handle collection issues, such as account adjustments, discrepancies, short payments, write offs, and credit memos.
• Build effective and cooperative relationships with account Reps.
• Report weekly and monthly to my supervisor and participate in team planning meetings.
• Analyze and report on the performance and credit of existing clients and monitor monthly AR reports and past-due balances.

Specialist | Investigation - CRIF Solutions Pvt Ltd.

(2016-04 - 2017-08)

• My role is to manage risk by escalating contracts that are in default to management and seeking solutions.
• Work with the Customer Accounts Manager and the Legal & Compliance team on legal cases.
• Collaborate with other team members to deliver value to our customers, internal or external.
• Follow the priority order set by management for making or receiving calls.
• Track and report on operational metrics and SLA compliance.
• Standardize customer service processes and handle collection issues, such as account adjustments, discrepancies, short payments, write offs, and credit memos.
• Build effective and cooperative relationships with account Reps.
• Report weekly and monthly to my supervisor and participate in team planning meetings.
• Analyze and report on the performance and credit of existing clients and monitor monthly AR reports and past-due balances

BACHELOR OF COMMERCE - SHIVAJI UNIVERSITY (2013)

HIGHER SECONDARY EDUCATION - MAHARASTHRA BOARD