Ramesh R Email: ***********@*****.***
Mobile: +91-994*******
Career Objective
To learn and enrich my career in a competitive and challenging environment, that would widen the scope of my current abilities and utilize the business, analytical and organizational skills, which would simultaneously contribute to the growth and success of my organization.
Academic Chronicle
Secured MBA in Finance with 65% from Indira Institute of Engineering & Technology, Anna University, Thiruvallur District in 2010.
Secured B.COM with 55% from Sri Pushpam College, Bharathidasan University, Thanjavur in 2008.
Technical Skills:
Operating Systems : MS Windows
Application & Tools : Tally 8.1
Packages : MS Office / Visual FoxPro
Executive Summary
A thorough professional armed with good Investment banking & Banking and Financial Services Knowledge and analyzing skills by virtue of over 6 years of experience.
Manage customized Investment Banking transactions pertaining to special clients and Specialized in end to end processing of Mutual fund & Insurance in Banking And Financial Services.
Work Experience Summary:
COGNIZANT Technology Solutions, Chennai working as Senior Process Executive from May 2013 to till date.
Cholamandalam Distribution Services Ltd, Chennai, worked as a Process Associate from December 2010 to May 2013.
Work Experience Details
Cognizant Technology Solutions (CTS) - May 2013 to till date
Project: BBT – Branch Banking Trust (Banking)
Role and Responsibilities:
Validating the paperwork scanned by onshore team and capturing the policy information’s through OCR (Optical Character Recognition).
Matching the statement total with the cash receipts, Exporting the data to excel and matching statement amount to cash receipt amount.
Reconciling the policy wise commission statements received to Client from each carrier separately for both Employee Benefit & Property & Casualty.
Reconciliation of adhoc statements and daily cash transactions as a high priority basis.
Managed CPS and CMOL payments as accurately recorded on all statements.
Maintaining the Inventory data such as the Quality report & Open items on cash receipts & statements.
Carrying out quality checks on high risk and high exposure monetary transactions observing and relating risk concerns to the manager.
Preparing daily production report and circulate to team as well as to the client.
Preparing and sharing Daily, Weekly and monthly service decks to share with the client.
Guiding and helping the team with their queries.
Preparing Monthly Dashboard, Documentation, and Process Work Flow & SOP’s preparation.
Providing Process training to new entrants.
Achievements:
1.Opel, WOW & Spotlight Awards for managing peak volume with 100% accuracy
2.Awarded for valuable contribution to team.
Cholamandalam Distribution Services Ltd, Chennai (December 2010 to May 2013)
Project: Mutual fund Reconciliation (Investment banking)
Roles and Responsibilities:
Reconciliation process between our own data’s of clients and RTA transactions, also performing the fixed income operations.
Co-ordinating transaction processing and back office operations including Redemptions, Purchases and Switches.
Preparation of monthly accruals and forecasts, and the interpretation of variances from a financial, commercial and delivery perspective.
Interfacing with Branches of AMC, R&T agents with regard to timely redressed complaints and ongoing improvement in the process and systems for achieving zero defect service.
Handling complaints redressed from various sources like Unit Holders, Branches, RM and Managers. Authorities.
Identify and deal with issues which affect business Performance.
AUM Reconciliation process like Differences in - Units - Schemes RTA Vs Our Wealth Management System.
Reconciliation of all GL revenues accounts relating to mutual funds & insurance business like, advisory fee, commissions brokerages.
Uploading Transaction feed received from RTA’s into our Wealth Management System.
Proactive to fulfil Business/Management expectations on various MIS.
Achievements:
Awarded STAR PERFORMER consecutively for 6 times in maintaining the accuracy for more than a year and for provided process improvement ideas.
Personal Traits
Team Player.
Good Inter-personal skills.
Innovative Learner.
Optimistic and straight forward thinker.
Adaptive to all environments.
Personal Profiles
Date of Birth : 5th February 1988
Gender : Male
Marital Status : Married
Nationality : Indian
Passport : Available
Declaration:
I hereby declare that the information furnished above is true to the best of my knowledge.
Place: Chennai [Ramesh.R]