Finance professional with 2 years of experience in banking and 3 years in investment banking, specializing in OTC trade confirmations, including drafting, matching, and exception handling. Adept at optimizing workflows, ensuring regulatory and process compliance, and enhancing operational efficiency. Strong background in exposure drafting and risk control, with a proven ability to collaborate effectively across internal teams to improve performance, reduce risk, and support regulatory obligations.
Overview
5
5
years of professional experience
Work History
Process Specialist
Cognizant Technology Solution
08.2021 - 11.2024
Created and maintained detailed BRDs and FRDs for multiple automation initiatives within trade confirmations, ensuring clarity, accuracy, and full traceability of business and system requirements across the project lifecycle.
Collaborated closely with front-office trading desks and middle-office teams to gather, analyze document requirements for confirmation processes, ensuring solutions were aligned with regulatory standards, internal controls, and business objectives.
Spearheaded collaboration with internal teams, the legal department, and clients to streamline and automate manual drafting processes, resulting in a notable reduction in errors and processing time.
Fostered cross-divisional collaboration to ensure the swift and effective resolution of discrepancies, improving overall efficiency and accuracy.
Conducted in-depth data analysis to identify opportunities for process optimization, driving efficiency improvements and streamlining workflows across multiple departments along with onshore team.
Delivered precise and timely reports to business and operations teams, ensuring high client satisfaction and contributing to improved operational efficiency.
Contributed to a 2 FTE reduction through active participation in multiple automation initiatives, driving productivity and operational cost savings.
Phone Banking Officer
ICICI Bank LTD
07.2019 - 08.2021
Provided exceptional customer service by addressing inquiries related to accounts, transactions, net banking, and a variety of banking products, ensuring a positive and efficient customer experience.
Managed banking transactions efficiently, consistently achieving sales targets and actively cross-selling a diverse range of financial products, contributing to the growth of business revenue.
Effectively handled customer complaints, resolving issues promptly by coordinating with internal teams and adhering to established bank policies, ensuring customer satisfaction and retention.
Ensured strict adherence to compliance and risk management protocols, maintaining data privacy and security standards to safeguard customer information and meet regulatory requirements.
Educated customers on digital banking channels and self-service options, empowering them to manage their banking needs independently and improving customer engagement.
Accurately maintained call logs and service request records, ensuring proper documentation of customer interactions and timely follow-ups, contributing to operational efficiency.