Saurabh Bhambhani

Experience

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  Reliance

  Feb 2013 - Sept 2015

  Technical Support Engineer

  -Provided technical support to in-house and remote users 8 locations. This involved troubleshooting any software and in-house hardware problems.-Administrator for Microsoft office 365Responsible for creating user accounts, assigning and keeping track of License available and provisioning permissions to SharePoint site, groups and Distribution lists as per requirement. An active member during the transition of Microsoft Exchange 2010 to 2013 which helped smoother functionality and also provided technical support of office365 application on the desktop and mobile devices.Other DutiesCreating user accounts and Providing access to shared drives on Windows Server 2008 and Windows Server 2012 Active Directory. Show less

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  IMyDigital

  Sept 2015 - Feb 2016

  Bussiness Analyst

  Primary Responsibilites-Assisted and captured the reasoning for initiating a project or task. -Ascertained planning activities to ensure critical project features are adhered for the lifecycle of the project. -Successfully ensured client’s expectation are met by providing them with project constraints and objects.-Interacted with developers, to prepare user friendly documents for client’s understanding and transparency.- Constantly interacted with clients during the development phase and made the necessary changes in the project as per the requirements. Show less

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  AGIO PHARMACEUTICALS LIMITED

  Feb 2016 - Apr 2018

  Manager

  -Helping businesses implement technology solutions in a cost-effective way by determining the requirements of a project or program, and communicating them clearly to stakeholders, facilitators and partners.-Motivated, reliable individual who maintained a high level of trust within the organization and consistently produced positive results.-Evaluated risks related to requirements implementation, testing product, project communications, and training helping the company save an average $5,000+.-Identified and reconciled errors in client data to ensure accurate business requirements.-Drafted and maintained business requirements and aligned them with functional and technical requirements.-Facilitated monthly meetings with clients to document requirements and explore potential solutions.-Assisted the team in creating the documentation of the product being developed for all current and future requirements. Show less

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  Rogers Communications

  Jul 2018 - Dec 2018

  Quality Assurance Analyst

  -Identifies business opportunities by identifying prospects and evaluating their position in the industry; researching and analyzing sales options.-Sells products by establishing contact and developing relationships with prospects; recommending solutions.-Maintains relationships with clients by providing support, information, and guidance; researching and recommending new opportunities; recommending profit and service improvements.-Make service changes, recommend service options, and schedule installations for Smart home monitoring systems -Maintain quality control/satisfaction records, constantly seeking new ways to improve customer service Show less

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  BMO Financial Group

  Jan 2019 - Jan 2021

  Personal Banking Specialist

  Completing call resolution for everyday banking clients incuding online banking questions and concerns ,credit cards and service charges. -Build ,enhance and protect clients relationship through active listening and recommending products solutions amd services based on clients need . -Applied advice based sales ,service principles , practices and techniques towards the retention & sales of everyday banking .-Handling challenging , unforeseen circumstances on daily basis with respect to customer , technology , processes and systems ensure stability without customers and business impact .-Strictly adhering to audit requirement as per banking regulations and compliance -Effectively Contributing towards the revenue targets of multiple SBU's coordinating with various departments for ensuring the smooth functioning of the front line and backend unit .-Maintain, Monitor and deliver high standards of service levels.-Exceeding companies expectation on customer satisfaction survey and sales revenue. Show less

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  SS&C GlobeOp

  Mar 2021 - Aug 2022

  Investor services (Hedge funds)

  -The responsibilities of the Investor Services Associate at SS&C Globeop are as follows:Act as main contact for fund investors and managers via email and telephone correspondence.-Process investor subscription and redemption activity in accordance with the fund’s offering documents and anti-money laundering (AML) requirements.-Communicate pending transactions to fund management as required.-Prepare and validate investor statements to fund accounting information.-Prepare distribution of investor statements, letters and miscellaneous documents in accordance with investor and fund management instructions.-Ensure distribution information is up to date and compliant in accordance with investor and fund management instructions.-Prepare wire transfer instructions in accordance with investor and/or fund management instructions through various Internet banking platforms.-Confirm expected cash activity was processed by the bank and communicated to fund accounting and/or fund management.-Comply with department policies and procedures for processing of above activities.-Participate in system and process enhancement.-Perform other related duties as assigned by department management. Show less

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  Apex Group Ltd

  Aug 2022 - now

  Senior Associate

  • Supervise TA oversight for subscription, redemption, switch, transfer, and distribution procedures executed by the back office team. • Lead day-to-day operations, providing guidance and technical support to address complex issues. • Ensure timely resolution of all outstanding queries, prioritizing quality customer service through regular client communication. • Collaborate with internal teams to meet client service goals and present Key Performance Indicators as needed. • Serve as a point of contact for client escalations, managing issues to resolution in line with internal policies. • Assess completeness of Know Your Client (KYC), anti-money laundering (AML), and due diligence documents during investor onboarding. • Maintain investor information for FATCA and CRS compliance. Proactively identify and implement process improvements to enhance customer satisfaction, efficiency, and risk mitigation. • Adhered to quality and service standards to support operational goals. Show less