Saravanan Chinnaswamy

Saravanan Chinnaswamy

Assistant Vice President Operations

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location of Saravanan ChinnaswamyChennai, Tamil Nadu, India

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  • Timeline

  • About me

    Client Onboarding/Implementation

  • Education

    • International College of Financial Planning

      2011 - 2013
      Master of Business Administration (MBA) Financial Planning and Services
    • International College of Financial Planning

      2011 - 2012
      PGDFP Financial Planning and Services
    • Guru Nanak College

      2007 - 2010
      Bachelor of Commerce (B.Com.) Banking, Corporate, Finance, and Securities Law
  • Experience

    • BNP Paribas

      Dec 2012 - now
      Assistant Vice President Operations

      • Client services or client setup/onboarding and engaged all impacted external / internal parties• Actively managing the migration event for the client, following with a project management discipline• Migration and moving of client assets to the different sub custodian, tax accounts etc., • Instructing the client migration trades, liaising with custodian for the trade status and providing the settlement reports to the client• Opening the client portfolio’s cash and securities accounts at the Market and Custody side• Liaise with compliance and other department on the KYC,CRDS, FATCA setup• Prefilling and completion of client market, tax and FX documentation• Managing the static data, client FX setup and handling queries • Reporting the client portfolios and outstanding reports on a monthly wise• Preparing the monthly MIS, FX reporting• Business analyst for a client onboarding systems• Project Management• SLA, SOP, Risk and Governance maintenance• People Management Show less

  • Licenses & Certifications

    • MCX certified commodity professional (MCCP)

    • NISM certification of mutual fund distributors

    • NSE certification of capital market dealer's module (CMDM)

    • NSE certification of derivatives market (dealers) module (DMDM)

    • Google Project Management Certificate

      Coursera
      Dec 2022
      View certificate certificate