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Customer Service Management

Cambridge, Massachusetts, United States
April 30, 2019

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Chinmay Naik

Boston, Massachusetts USA +1-415-***-**** Education Master of Science (MS) in Finance March 2018

Hult International Business School Boston, Massachusetts Key Area: Financial Reporting, Treasury Management, M&A, Asset management. Master of Science (MS) International Business August 2017 Hult International Business School San Francisco, California Key Area: Operation Management, International Marketing, Foreign Exchange, Global Economics. Experience Bank Of New York Mellon (BNY Mellon) — Everett MA. Operations - Senior Income Administrator (Corporate Actions) 2018 – Present

Analyzed of complex processing requirements to identify risk, operational complications and confirm that all events have been processed in accordance with standards of operational excellence.

Interacted with other team members across geographies demands and communicate about complex financial, business, and mathematical concepts.

Maintained database by entering, verifying, and backing up data.

Created announcements of market events to send out to eligible clients providing full offer details and documentation. WSMIHUB — Boston, MA.

Analyst Intern 2017 – 2018

Identified financial status by comparing and analyzing actual results with plans and forecasts. Maintained technical knowledge by attending educational workshops; reviewing publications. Maintained database by entering, verifying, and backing up data. Wipro Technology Ltd. (Charles Schwab, USA) — Pune, India. Corporate Action Analyst 2014 – 2016

Managed the full life cycle of US Mandatory and Voluntary Corporate Action events (Sourcing, PM Notification and Response, Custodian Instructions, Entitlement Calculation and Processing, Payment Reconciliation)

knowledge of DTCC Corporate Action processing routines, systems, and methods. Knowledge of DTCC settlement systems and cash movement systems.

Analyzed and research company event, payments and foreign currencies conversions information on DTC. ICICI Bank (Retail Banking Group)— Pune, India.

Customer Service Officer 2013 - 2014

Additional Information

CFA Institute Research Challenge – San Francisco, California Dec 2016 – April 2017 o Chosen as a representative of Hult International Business School for local CFA Investment challenge hosted by the San Francisco Charter to prepare a comprehensive initiative-of-cover report on Hewlett Packard, Inc (NYSE: HPQ) and a definitive presentation to be evaluated by CFA Charter holders and Investment professionals. Accomplishments

Article: Implications of Blockchain (as an emerging technology) on Treasury Management

Wipro technology Ltd.

o Maintained a 99 percent process accuracy and assisted in developing a new procedure to avoid error o Amended a processing techniques to ensure the increase efficiency Skills

Soft Skills: Team work, Multitasking, Analytical thinking, Problem solving, Planning Organizational ability, Motivation.

Hard Skills: Blockchain Technology, Financial Reporting, Forecasting, Quantitively Analysis, VLOOKUP, Data processing.

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