coordination, typing skills, documentation, computer skills

MADHAVI MUSUKU

Mobile: ***-********** 050-*******

Email: ***********@*****.***

CAREER ABSTRACT

An Osmania University Post graduate in Master of Business Administration with 3 years of

experience in various fields (Credit & Credit Operations, Financial services – Wealth Management)

PROFESSIONAL EXPERIENCE

Worked as Data encoder/Credit Coordinator in FGB (First Gulf Bank)(ABU DHABI) from

May 2012 to May 2013

Worked as an associate for UBS Financial Services India Pvt. Ltd., Hyderabad ( Swiss bank

division) in Wealth Management division from Dec 2007 to Nov 2009

CREDIT & CREDIT OPERATIONS CAREER

Working on Finn one CAS.

Post approval duties include verifying relevant information provided by customer

After verification carefully approve case and generate account number and credit card number

Coordinate with sales to verify customer’s information

Coordinate with credit department for approvals

Prescreening documents if all documents are correct enter into the system if not decline case to

sales coordinator.

Entering data accurately onto computerized databases.

Maintaining up-to-date records of clients Applications for Credit Card.

Scrutiny of Application Forms

Reviewing validation output and performing specified manual checks on the data to ensure

consistency and completeness.

Follow up rejected Application Forms with Sales coordinator.

Verifying all the customer details on CAS which should be matching with the application form &

the documents. (customer name, passport details, mobile no., DOB, local and home country

address & telephone no., QC/BT details etc)

Scanning documents in to the Document Management System (DMS).

Submitting scanned documents to Credit Operations.

Make sure all the scan documents in the DMS is matching with the original docs

FINANCIAL SERVICES CAREER

Creating, Tracking and Researching of Securities (Equity, Bonds, Mutual Funds etc.) in the

company’s database to be traded by the Trade Desks in US

Tracking of Symbol changes, Listings & Delisting of Equities in the Stock Exchanges.

Identify the effect on Securities by the Corporate Actions

Research on Corporate Actions taken towards different firms, and identify the effect on

securities. Modifications shall be done to the Securities portfolio of the clients if any deviations

identified.

Sourcing prices from approved sources an all securities appearing in the reports

Research Bloomberg, Telekurs, and Thomson to secure prices if not available from vendor or

trader sources.

Pricing securities in our internal system FPM [Firm Price Management] ensuring the price is

maintained for 35 days.

Deletion of securities which are manually priced if vendor feed is available consistently so that

the manual intervention would be less.

Contacting respective pricing sources to check for price variance +/– 4% for confirmation.

Providing information to the originators through STAR for requests raised for DOD Valuations,

Missing, Incorrect & Historical Prices.

Handling Email requests for any pricing information needed.

Handling all escalations of Missing & Incorrect price in the client statements. Providing on-the–

job training for new joiners. Doing Quality check for the work done by others.

ACHIEVEMENTS

Received a Certificate of Appreciation for handling the process for the Half year, 2008.

Joined as an Associate trainee & in six months promoted as an Associate.

Received a Certificate of Appreciation for handling the process for the month of April 2009

PROFESSIONAL STRENGTHS

• Good knowledge in Accounting. Basic knowledge in Capital markets, Mutual funds,

Equities & Derivatives.

• Data Entry Management, Analytical and General Math Skills & Tally

• Well-organized and highly efficient working in a multi-tasking dynamic environment.

Ability to plan, Organize, and supervise the work of others.

• Good knowledge in MS-office. Knowledge of clerical & administrative procedures.

PERSONAL DETAILS

Education : MBA from Osmania University(2007)

Nationality : Indian

Marital Status : Married

Languages Known : English, Hindi, and Telugu

Visa Status : Husband Sponsor

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