
Saravanan Chinnaswamy
Assistant Vice President Operations

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About me
Client Onboarding/Implementation
Education

International College of Financial Planning
2011 - 2013Master of Business Administration (MBA) Financial Planning and Services
International College of Financial Planning
2011 - 2012PGDFP Financial Planning and Services
Guru Nanak College
2007 - 2010Bachelor of Commerce (B.Com.) Banking, Corporate, Finance, and Securities Law
Experience

BNP Paribas
Dec 2012 - nowAssistant 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)
- View certificate

Google Project Management Certificate
CourseraDec 2022
Languages
- enEnglish
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