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Bharatkumar Bhandari

Bharatkumar Bhandari

Team Leader

Followers of Bharatkumar Bhandari47 followers
location of Bharatkumar BhandariMumbai, Maharashtra, India

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  • Timeline

  • Skills

    Usd payments and products
    Usd global clearing
    Business process improvement
    Trabsaction processing
    Microsoft excel
    Micosoft access
    Business objects application
    Prpc
    Mis
    Data analysis
    Equity derivatives

  • About me

    4.5 years of experience in Back office operations for International wire/swift payment investigations process. Strong Investigations experience and knowledge of various investigation types like Unable to apply, Return of Funds, Unable to Execute, Amendment/modification requests, Compensation. Delivered 6 Full Time Employee (FTE) saves & ~ $0.2 million incremental annual revenue (Y. 2009) Delivered 30 FTE saves and ~ $0.4 million incremental annual revenue (Year 2010) New ideas/work flow changes/system automation and worked on 3 year process automation and efficiency improvement plan. (Year 2011). Hands on experience of SAP Business Objects application for query creation, data extraction Driving efficiency improvement projects for the process assigned Data analysis and recommendations for process improvements Strong product/process knowledge of international wire payments, Foreign currency payments, USD clearing, SWIFT messages/payments and investigation Prepared draft documentation for business requirement(s)/functional requirement(s)

  • Education

    • NSE

      -
      Certification in Financial Markets (NCFM) Capital Markets

      Certification in Financial Markets in the following modules:• Options Trading Strategies Module (Jan-2010)• Capital Market (Dealers) Module (Jul-2006)• Derivatives Market (Dealers) Module (Jan-2006)• Commodities Market Module (Jan-2006)

    • National Institute of Securities Markets (NISM)

      -
      Currency Derivatives Certification Examination Currency Derivatives

      • NISM-Series-I: Currency Derivatives Certification Examination (Jan-2010)

    • D.G. Ruparel College

      1997 - 2000
      Bachelor of Commerce (B.Com.) Accounting and Finance

    • The Institute of Chartered Accountants of India

      2001 - 2005
      CA Inter {PE II} Accounting and Related Services

  • Experience

    • J.P. Morgan

      Sept 2007 - Apr 2012
      Team Leader

      Lead the FX AutoConvert team and ensured error free BAU (Team Size handled: 3 Team Members)Participated in global projects as a process/product SME and provided key inputs in project BRD and FRD phasePlayed a vital role in initial migration phase for Asia AutoConvertEnsured SOP’s are up to date, & BCP plan is documented; agreed with business partner and tested as per agreed timelines and achieved cross training for the teamConducted regular monthly one-on-one and appraisals for the entire teamMonitored daily volume trend and shared exception summary with the senior management and actions taken to reduce the volumesConducted various training sessions for the New Joiners and cross-trained membersStrong Investigations experience and knowledge of various investigation types for USD & Foreign currency international wire payments like Unable to apply, Return of Funds, Unable to Execute, Amendment/modification requests, CompensationCo-ordination with client service officers to improve service delivery and client satisfactionReaching out to various internal departments to co-ordinate and achieve enhanced straight through processingWorked on RAMP (Risk Audit Mitigation Programme), QA/QC (Quality Audit/Quality Check) as part of risk & control process.Efficiency improvement projectsSWIFT/Wire payments MISAdminitrative functions Show less

  • Licenses & Certifications

    • Accounting Technician Certificate

      Institute of Chartered Accountants of India
      Nov 2009

    • Currency Derivatives Certification Examination (NISM-Series-I)

      National Institute of Securities Markets
      Jan 2010

    • Options Trading Strategies (NSE's Certification in Financial Markets{NCFM})

      NSE India
      Jan 2010

    • Derivatives Market (Dealers) Module (NCFM)

      NSE India
      Jan 2006

    • Commodities Market Module (NCFM)

      NSE India
      Jan 2006

    • Capital Market (Dealers) Module (NCFM)

      NSE India
      Jul 2006

  • Honors & Awards

    • Awarded to Bharatkumar Bhandari
      Treasury Services Operations Innovation Winner - Sep 2011 New ideas/work flow changesSystem automation Worked on 3 year process automation and efficiency improvement plan
    • Awarded to Bharatkumar Bhandari
      Project delivery and achieving significant milestones in productivity initiatives - Sep 2010 Annual Recognition team AwardMajor accomplishments of the project: 30 FTE saves and ~ $0.4 million incremental annual revenue
    • Awarded to Bharatkumar Bhandari
      Efficiency Enhancements and Excellence in Project Execution Award - Sep 2009 Two awards for Efficiency Enhancements and Excellence in Project Execution (Treasure Services - India)Major accomplishments of the project: 6 FTE saves and ~ $0.2 million incremental annual revenue