Experience

• 

  Kotak securities

  Aug 2013 - Oct 2014

  Management trainee
• 

  Stockaxis.com

  Nov 2014 - May 2015

  Equity advisor
• 

  Capita

  Jun 2015 - Jul 2019

  • Responsible for daily processing of ISA application ensuring accuracy is high always and all queries are chased with the relevant contacts and followed up in a timely manner.• Managing the workflow of specific processes such as ‘Transfer Rejections’ ensuring all letters from plan managers are processed within SLA, all parties are informed accordingly and systems are updated to reflect latest actions.• Adhering strict deadlines when processing workload which is affected by valuation points.• Complying with Fund Solutions requirements on personal account dealing and ensuring all information taken or processed is done according to the Data Protection Act.• Assisting in the resolution of investors issues and complaints.• Providing training and support during implementation of new workflow systems. Show less

  • Senior Dealing Administrator in Capita India

    Mar 2017 - Jul 2019

  • Senior Fund Administrator in Capita India

    Sept 2016 - Feb 2017

  • Fund Administrator in Capita India

    Jun 2015 - Aug 2016
• 

  Link group (lnk)

  Aug 2019 - Jan 2022

  Senior associate - finance operations

  Business transition from Capita India to Link Group.• Sent settlement reports to external counterparties for confirmation.• Having depth knowledge of BACS, MT940, T-1 Transactions Settlement, Client money investigation, bank statements etc.• Managed daily processing of ISA application, transfer rejections and ensured that accuracy was high always and all queries were chased with the relevant contacts and followed up in a timely manner.• Complied with Fund Solutions requirements on personal account dealing and ensured all information taken or processed was done according to the Data Protection Act. Show less

• 

  Eviden

  Mar 2022 - Feb 2025

  Managing 6 TLs & team of 110+ associates.Providing clear directions, goals and optimizing resource allocation for processes and projects and improved productivity from 80% to 100% in the span of 6 months.Working closely with global teams and across various functions and attending global calls and meetingsPreparing data for monthly reports for clients and internal stakeholders.Ensuring an organized, motivating & team-playing environment.Guiding team leaders to develop technical as well as soft skills & job competencies. Work allocation to members to ensure all BAU activities are completed as per defined SLA’s.Managing escalations and timely resolving the same to the satisfaction of the customer and client. Show less

  • Deputy Manager

    Nov 2023 - Feb 2025

  • Assistant Manager - Team Leader

    Mar 2022 - Oct 2023