Headline

Team Lead Citi 4 years - present - Mutual funds TCS 3 years -2019 -2022 Morgan Stanley- investment banking

About

Result-oriented Professional with over 5.2 years of experience in Investment Banking, Mutual Funds, Trade Finance, Trade Settlements, Trade Processing, Client Management, Fund Management,Risk Management, Financial Planning, Financial Forecasting, Financial Reporting, Financial Analysis, Financial Risk

Location

Greater Chennai Area

Work experience

Senior Associate at Citi, Oct 2022 - Present · 3 yrs 10 mos, Chennai, Tamil Nadu, India, Domain: Mutual funds/North America ¢ Monitoring the trade flow & reaching out to the custodian in case of discrepancies ¢ Prioritizing the sensitive clients and settling their trades on time to avoid huge penalties ¢ Utilizing the interest money from the non-sensitive clients and keeping it on reserve accountfor short period to settle out the unpaid clients and managingrisks ¢ Handling bulk sweep change accounts ¢ Opening new accounts and shutting downthe old ones onceit reaches maturity period ¢ Switching the funds to claim the maximum interest by monitoring coupon rate fluctuations

Associate at Tata Consultancy Services, Jul 2019 - Oct 2022 · 3 yrs 4 mos, Chennai, Tamil Nadu, India, Domain: client service group/equities/pre-Match(all off-shore Markets) ¢ To investigate the trades and resolving the discrepancies which might arise due to incorrect bookings and insufficient shares. ¢ Reaching out to the clients directly to investigate the status of the trades also serving them essential details to match the trades. ¢ Updating the transaction details and settlement instructions in our system whichhelps the trades to get matchedon time(before or /on the value date). ¢ Ensuring the trades whetheritis fully fundedor partially funded by the settlements and guiding them to settle the trades on or before cutoffs to avoid additional charges. ¢ Raising templates/Tracker to Monitorthe status of the trades also to highlight the issue to the managementwhich helps to maintain smooth progress also will creates high visibility. ¢ Handling Risk cutoffs and converting the currencies using FX spot (Currency converting application)

Education

Master of Business Administration - MBA, Finance, General, Loyola & Pondicherry University

Bachelor of Commerce - BCom, Corporate Secretaryship, Guru nanak college