Balakrishna Ramgiri profile photo 1 on Tal

Balakrishna Ramgiri

Open to Opportunities in Fund Accounting & Mutual Fund Operations

Mumbai

2+ years of work experience

SS&C Technologies
Apr 20251 yr 3 mosPresent

Mumbai, Maharashtra, India

I was a part of the pilot batch team for Rowan Dartington where we migrated RD process from the UK to India successfully. I have Worked on Onboarding, Withdrawals, Deposits of the clients. Placing high value deals on behalf of the client.
SS&C Technologies
Apr 20251 yr 3 mosPresent

I was a part of the pilot batch for the Rowan Dartington process, contributing to process setup, stabilization and system testing. Processed client withdrawals and residual payments ensuring accuracy and SLA compliance. Updating client bank detail setup and verification in line with compliance and controls. Handled client offboarding activities, including account closure and final settlements. Executed client and portfolio amendments (personal, banking, and account-related changes) with proper authorization. Performed fee setup, fee calculation, and deductions as per agreed mandates. Generated and delivered portfolio Ad-hoc valuations, Capital Gains Tax, Consolidated Tax Certificate for clients and investment managers. Collaborated in team settings to optimize processes, proposing innovative solutions that aligned with business objectives. Contributed to streamlined operations and improved data accuracy.
SS&C Technologies
Jan 20253 mosMar 2025

Mumbai Metropolitan Region

Thane Bharat Sahakari Bank Ltd
May 20243 mosJul 2024

Thane, Maharashtra, India

I am thrilled to share that I have joined Thane Bharat Sahakari Bank as an intern at their head office. This incredible opportunity allows me to gain hands-on experience in the banking sector and work with an esteemed team of professionals. I am eager to learn and contribute to the team while further developing my skills. A big thank you to everyone who has supported me on this journey!
Thane Bharat Sahakari Bank Ltd
Apr 20242 mosMay 2024

Performed daily reconciliation of transactions to ensure accuracy and resolve discrepancies. Processed cheque payments for the customers.

Education

Dr V N Bedekar institute of management studies

MBA

Dr V N Bedekar institute of management studies

20232 yrs2025

BMS, Marketing/Marketing Management, General

SIES College of Arts, Science & Commerce SION(W)

20203 yrs2023

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Headline

Open to Opportunities in Fund Accounting & Mutual Fund Operations

About

MBA finance student with keen interest in financial analysis, financial modelling, risk management, and investment strategies. Eager to contribute to organizations' financial success. Let's connect!

Location

Mumbai

Work experience

Financial Services operations - Associate at SS&C Technologies, Apr 2025 - Present · 1 yr 3 mos, Mumbai, Maharashtra, India, I was a part of the pilot batch team for Rowan Dartington where we migrated RD process from the UK to India successfully. I have Worked on Onboarding, Withdrawals, Deposits of the clients. Placing high value deals on behalf of the client.

Financial Services Associate at SS&C Technologies, Apr 2025 - Present · 1 yr 3 mos, I was a part of the pilot batch for the Rowan Dartington process, contributing to process setup, stabilization and system testing. Processed client withdrawals and residual payments ensuring accuracy and SLA compliance. Updating client bank detail setup and verification in line with compliance and controls. Handled client offboarding activities, including account closure and final settlements. Executed client and portfolio amendments (personal, banking, and account-related changes) with proper authorization. Performed fee setup, fee calculation, and deductions as per agreed mandates. Generated and delivered portfolio Ad-hoc valuations, Capital Gains Tax, Consolidated Tax Certificate for clients and investment managers. Collaborated in team settings to optimize processes, proposing innovative solutions that aligned with business objectives. Contributed to streamlined operations and improved data accuracy.

Financial services operations Associate at SS&C Technologies, Jan 2025 - Mar 2025 · 3 mos, Mumbai Metropolitan Region

Internship Trainee at Thane Bharat Sahakari Bank Ltd, May 2024 - Jul 2024 · 3 mos, Thane, Maharashtra, India, I am thrilled to share that I have joined Thane Bharat Sahakari Bank as an intern at their head office. This incredible opportunity allows me to gain hands-on experience in the banking sector and work with an esteemed team of professionals. I am eager to learn and contribute to the team while further developing my skills. A big thank you to everyone who has supported me on this journey!

Finance Intern at Thane Bharat Sahakari Bank Ltd, Apr 2024 - May 2024 · 2 mos, Performed daily reconciliation of transactions to ensure accuracy and resolve discrepancies. Processed cheque payments for the customers.

Education

MBA, Dr V N Bedekar institute of management studies

BMS, Marketing/Marketing Management, General, SIES College of Arts, Science & Commerce SION(W)

Balakrishna Ramgiri - Financial Services operations - Associate in Mumbai | Tal