Aug 2020 – Oct 2023 · 3 yrs 2 mos · Gurgaon, Haryana, India

Aug 2017 – Jul 2020 · 2 yrs 11 mos · Gurgaon, Haryana, India

Dec 2015 – Jan 2017 · 1 yr 1 mo · Gurgaon, Haryana, India

• Lead a team of 20 Analysts for a US based reconciliation process
• Developing & Coaching Associate Competencies, Conduct Performance Discussions, and Performance Reviews & Appraisals on Half Yearly Basis
• Responsible for building Productive Teams, assessing training needs, providing training opportunities to new and existing Associates
• Forming effective Client & LOB communication channels. Sharing Process Dashboards on weekly & monthly basis

Oct 2014 – Oct 2015 · 1 yr · Delhi NCR

• Lead a team of 30 Analysts and took care of day to day requests for funding the client’s investments through various Superannuation plan
• Allocation of client’s funds in a superannuation account which will grow typically without any tax implications until retirement or withdrawal. These plans are usually either defined-benefit or defined-contribution plans
• Performing Deposit, Redemption, Transfer of shares & term deposit and Reconciliation on daily/weekly & monthly basis
• Performing reconciliation to ensure that fee is charged correctly per the agreement between agent & client

Sep 2013 – Oct 2014 · 1 yr 1 mo · Gurgaon

• Lead a team of 20 Analysts and took care of day to day requests for funding the client’s investments for channels for buying assets/shares for the end clients
• Reconciliation of trades and error accounts, firm/ project basis
• Reversals and Corrections of Incorrect Cash Receipts and Trades

Nov 2011 – Mar 2013 · 1 yr 4 mos · Gurgaon

• Bank reconciliation and Audit on daily and bi-monthly basis for U.S. Banks
• Worked along with the onshore trading team and perform reconciliation on all the previous day trades, thereby, ensuring that income/dividends are posted correctly. Also, ensuring account updates caused by exceptions like Merger, CUSIP Change, Dividends, Stock Splits
• Providing Portfolio Analysis report by evaluating the performance of the portfolio on monthly basis and providing an insight into the top 10 performing holdings through secondary Research

Apr 2010 – Nov 2011 · 1 yr 7 mos

• Managing Back End Operations for Global Wealth Investment Management Group of Bank Of America. Supporting Portfolio Managers for their day to day Operations Work. Had a team of 6 Analysts to manage routine operations work.

Oct 2008 – Mar 2010 · 1 yr 5 mos

• Has worked with Global Wealth Management US Trust Investment Group of Bank of America which provides integrated Portfolio Management Support Services to the Portfolio Managers of US Trust Bank of America Private Wealth Management on the work types like Client Presentation, Independent research, Overlap and Tax lot Analysis and Investment Compliance & Policy. Continuous interaction with Line of Business, Business Executives and Portfolio Managers for understanding their continuous requirements to build mutually productive relationships. My Profile included Performance Evaluation & Reporting, Portfolio Analytics, Stock/Funds Research & Internal Compliance Monitoring. Managing Back End Operations and Supporting Portfolio Managers for their day to day Operations Work.

Aug 2007 – Sep 2008 · 1 yr 1 mo