Vishal Kulkarni

Vishal Kulkarni

Process Associate

Followers of Vishal Kulkarni245 followers
location of Vishal KulkarniBengaluru, Karnataka, India

Connect with Vishal Kulkarni to Send Message

Connect

Connect with Vishal Kulkarni to Send Message

Connect
  • Timeline

  • About me

    Client Services, Middle Office and Settlement Back Office Functions

  • Education

    • Visvesvaraya Technological University

      2005 - 2007
      MBA Finance
  • Experience

    • Deutsche Bank

      Jun 2008 - Apr 2010
      Process Associate

      Main responsibility was to support Cash and Securities reconciliation teams by ensuring the SWIFT messages flow smoothly to the reconciliation platform ie, Smart Stream Reconciliation.Other activities were - Control and Administration of stock and cash break investigations performed within / across the teams.

    • JPMorganChase

      Apr 2010 - Apr 2011
      TM

      Loan operations - APAC region.

    • Societe Generale Global Solution Centre

      Apr 2011 - Oct 2013
      Associate

      Fixed Income settlements - Ex JapanHandling Primary issuance and secondary market trades.Preparation and Validation of SWIFT Messages (MT2XX, MT53X)

    • Accenture in India

      Oct 2013 - Jul 2019
      Sr.Analyst

      Fixed Income and Equities settlement Back Office Operations.Main activities covered - Trade validations, Position Management, Treasury forecasting, STPs, Settlement follow Up with MO,FO, Clients,Regulatory Reporting, Leading various calls with management.

    • Societe Generale Global Solution Centre

      Jul 2019 - now
      Oversight, Client Services and Middle Office Functions

      Client Service manager - This is a position with a high level of responsibility which ensure providing seamless post trade service delivery to the global clients, along with it SLA execution, change management, and key performance reporting.The main aim of this profile is to achieve highest NPS from the clients.Leading Governance Calls with different stakeholders like BOs, Oversight management, Sales, FOs etc.Building a healthy and continuous relation with clients and ensuring they provide good business to the bank.Acting as a primary Escalation point for all the stakeholders for fixed income settlement related queries.OVS - KPI discussions with management via Business presentations.Active involvement with BMOs on the continuous improvement to exceed clients expectations. In parallel overseeing the Back Office operations for smooth functioning of processes.Middle Office - Trade capture and validations of various products like FX,MM,Repo,Bond Show less

  • Licenses & Certifications