Savio D'Souza

Experience

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  The Citizen Co-operative Bank

  Sept 2008 - Feb 2010

  Customer Advisor

  In a pivotal role where vigilance was paramount, I proactively safeguarded the bank from potential financial losses amounting to INR 79,000. My focus was on adeptly detecting and preventing the circulation of fake and counterfeit currency notes.Outcome:This proactive approach not only protected the financial integrity of the bank but also ensured a secure and trustworthy banking environment for clients. By successfully identifying and thwarting attempts at circulating counterfeit currency, I played a crucial part in maintaining the bank's reputation and financial stability. This experience reinforced my commitment to diligence and attention to detail in safeguarding against financial threats. Show less

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  JPMorganChase

  Jul 2010 - Apr 2011

  Accounts & Reference Data Specialist - Global Financial Services - Treasury Services

  In my role as an accomplished professional, I consistently surpassed targets, showcasing a commitment to proactive efficiency. A pivotal aspect of my responsibilities was centered around client management, wherein I played a key role in creating accounts, fostering team relationships, and actively contributing to a control-centric environment. This multifaceted approach involved meticulous documentation and strategic training initiatives.Outcome:The outcomes of my endeavors were evident not only in consistently exceeding targets but also in the form of heartfelt appreciation from senior management. My contribution to client management proved instrumental, as it resulted in the seamless creation of accounts and the cultivation of robust team relationships. Show less

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  EY

  May 2011 - Dec 2017

  I began my journey at Ernst & Young as a Client Support Specialist and steadily progressed to the position of an Associate Analyst. In this role, I owned accountability for overseeing client engagement teams and managing Fortune 100 portfolios. Implementing competent strategies, I enhanced client satisfaction through effective issue resolution, updated tax positions, and ensured seamless operations. My contributions extended to presenting critical reports for senior management decision-making, assessing corporate actions, and ensuring accurate fund repatriation for clients in the Indian Capital Market.Outcome:In my tenure, I transformed financial data interpretation efficiency from 30% to an impressive 95%, overseeing tax compliance for global banks and funds, including Citigroup, Macquarie, Barclays, JPMorgan, and others. Besides, I excelled in daily computations, audits, foreign exchange transactions, and tax-related guidance, earning recognition with the prestigious 2014 EY Kudos Award for exceptional performance.Additionally, I revamped a complex tax financial model using Excel for foreign portfolio investors, aligning it with the overhaul of investment instruments in the Indian Capital Markets in 2017. These initiatives not only showcased my expertise but also significantly contributed to the overall efficiency and adaptability of the team and organization. Show less

  • Associate Analyst - Global Financial Services - Tax and Regulatory Services

    Jul 2014 - Dec 2017

  • Client Support Specialist

    May 2011 - Jul 2014
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  Unemployed at this time

  Jul 2018 - Jul 2019

  Customer Service Associate

  In July 2018, I embarked on a significant journey, relocating to a new country. Faced with challenges in securing a position in my desired field, I proactively embraced other roles during this transition period.Outcome:This transition period turned out to be a transformative phase, allowing me to hone my skills in customer interaction, needs assessment, and tailored solution delivery. I successfully enhanced customer satisfaction through efficient issue resolution. Simultaneously, my commitment to maintaining strict compliance with finance, accounting, AML, GDPR, and adeptly managing cash flow and electronic payment processes showcased my expertise in planning, budgeting, and reporting. This diverse experience not only broadened my skill set but also reinforced my adaptability and resilience in navigating career transitions. Show less

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  DO & CO AG

  Sept 2019 - Nov 2020

  Loader

  In a unique role, I managed the loading and placement of food carts for flights, ensuring strict compliance and clearance. Additionally, I efficiently organized food trolleys based on specific aircraft requirements.Outcome:This hands-on experience not only contributed to the seamless functioning of flight services but also enhanced my organizational and logistical skills. Following this role, I experienced a career gap due to the global COVID-19 pandemic. However, I used this period as an opportunity for personal development, actively engaging in upskilling initiatives, and staying abreast of evolving industry trends. This intentional investment in self-improvement has further equipped me for future professional endeavors. Show less

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  EE

  Mar 2022 - Jun 2022

  Customer Advisor

  During the challenging times of the COVID-19 pandemic, I made a decision to shift back to India from December 2020 to February 2022.Outcome:Post-COVID, I navigated a dynamic career transition and returned to the UK, where I took on a new role in a different field for engagement and productivity. As a Customer Advisor at EE Limited, a Mobile Telecom Company in London, I offered personalized assistance to customers. My responsibilities included addressing inquiries, resolving concerns, and ensuring a positive experience. This intentional move allowed me to broaden my skill set and contribute to a new industry while staying adaptable in the ever-changing professional landscape. Show less

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  Citi

  Jul 2022 - now

  Transaction Capture Intermediate Analyst - Client & Sales Support, Equity Middle Office - Operations

  In my role as a Transaction Capture Intermediate Analyst at Citigroup Global Markets Limited, Belfast, UK, I am currently playing a crucial role in managing Commission Management Services and Equity Middle Office operations. Collaborating with the front and middle office, I oversee commission calculations for trades and facilitate invoicing for the research service department, enhancing overall client support.Outcome:My current contributions include strategic leadership in addressing operational challenges, such as ensuring accuracy in client invoicing and payment validations. Through proactive ownership and continuous learning, I am actively streamlining trades in the CSA trade system, overcoming complexities during the CRM-Sebill integration. This demonstrates collaborative teamwork, ensuring timely invoice delivery to clients and maintaining operational efficiency.I also excel in managing and coordinating with the team in India, addressing concerns and ensuring accurate adherence to daily processes and targets. Proactive communication and operational control processes enable uninterrupted client servicing and assistance to the Sales team in resolving queries.Moreover, I address a 70% increase in GCMS payment receivable issues from clients by identifying and rectifying loopholes, ultimately improving client communication and enhancing payment processing efficiency by 70%.In terms of technology, I proactively identify root causes in applications, mitigating risks and contributing to improved data accuracy.Ensuring compliance in daily activities is another ongoing challenge, where I implement stringent controls, reducing exceptional trade scenarios and contributing to a more controlled and streamlined operational environment. Addressing issues in Sebill/Frequency/QMA, I actively support the development and testing phases, resulting in improved system reliability and enhanced client satisfaction with timely invoice delivery and efficient communication. Show less