Sonia Das

Experience

• 

  HDFC Bank

  Sept 2014 - Aug 2016

  Assistant Manager

  PG certified Banking Professional, having experience in cash handling department and financial analysis of accounts for designated portfolio customers o Experience in handling Pre/post Sales activities which required interaction with external customers and clients to understand the requirements in managing their annual financial records and statements. o Maintained a customer centric track for status reporting of financial management to the senior faculty on a fortnightly basis. Attending a minimum of 200 transactions in the cash/accounts department in a live retail branch banking environment. o Helped in increasing the customer base of the branch by making an extreme healthy and warm environment by understanding their needs and support them accordingly Show less

• 

  Northern Trust Corporation

  Apr 2018 - now

  Reconciling accounts accurately and efficiently within relevant deadlines. Monitoring the processing quality and timeliness of offshore teams. o Working with other Transfer Agency (TA) teams to monitor and report on the aged reconciliation items. Accordingly Liaise with clients and investors to resolve and report unreconciled items. o Maintain a close working relation with other TA areas, such as- Dealing, Registration and other internal areas such as client services. o Achievement of monthly KPIs. Also working with other team members to ensure team mailbox is kept up to date, all emails are actioned within the standard SLD. o Working towards maintaining a clean debtor log file. Managing a regular chaser to the aged debtor’s items. An active member of Cash Management Team. o Working single handedly on all the daily centralized tasks. Show less

  • Technical Coordinator

    Feb 2023 - now

  • Senior Analyst

    Sept 2019 - Feb 2023

  • Contractor

    Apr 2018 - Sept 2019