
Sohail Khan
Senior Process Associate

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About me
Intermediate Representative, Investor Services Operations
Education

Moledina High School, Technical Section & Junior College
2005 - 2007Bachelor of Arts - BA Political Science and Government BActivities and Societies: RSP (Road Safety Patrol Pune), Workshop technology and Engineering Drawing, Environmental Awareness, NCC (National Cadet Crop) Awarded as best drawing by Pune division of Drawing Association

Savitribai Phule Pune University
2004 - 2007Bachelor of Arts (B.A.) Political Science
Experience

Infosys
Feb 2008 - Jan 2009Senior Process Associate• Responsible for handling an entire process, obtaining in depth knowledge of the process and the business.• Troubleshooting and diagnosing customers technical queries.• Co-ordination with customers with their issues.• Booking appointments of Engineer to visit end user premises• Communicating with UK colleagues and TL’s on a weekly basis to resolve critical queries, general discussion over business flow and cascade new updates to and fro.• Telephonic conversations with SFI engineers to resolve complex queries, which in turn helped in building strong customer relationships eventually providing excellent service.• Maintaining and updating query logs, SOP’s and monthly performance data of the team to be presented at Dashboards and to be used for various purposes later.• Organizing events such as Quarterly parties, monthly celebrations, fun Fridays.• Helping the team members in query resolution and day to day hurdles.• Member of the Newsletter and the CSR team; thereby coordinating with colleagues from different departments and operating units.• Working as a main source between the Engineers, Service Provider and End user Show less

Capita
Dec 2009 - Oct 2023Senior Account ExecutiveLedger ReconciliationPremium claims collectionPremium claims paymentReconciliation and allocation of funds received from clientStatement RenderingCash and Credit ControlPortfolio managementResolving the queries raised by clientsQuery Management

BNY
Jan 2023 - nowIntermediate Representative, Investor Services OperationsProviding quality, and complex client service and support to internal and external clients on a daily basis, including phone interaction, problem resolution, transaction processing (i.e., STP, manual), reconciliations and accounting services, Conducts independent analysis and policy interpretation. Performs complex, manual processing of updates to client accounts or company records. Responsible for reconciliations, including reconciling cash breaks, position differences, and gathering and compiling data. Show less
Licenses & Certifications

CloudU Certification
RackspaceNov 2016
Honors & Awards
- Awarded to Sohail KhanSeveral awards from Capita Capita India Pvt Ltd
Languages
- enEnglish
- hiHindi
- urUrdu
- maMarathi
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