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Process Improvement Client Service

Location:
Perkasie, PA
Posted:
March 02, 2024

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Resume:

Chetan Gandevia

Mobile No: 267-***-**** Email: ad32e0@r.postjobfree.com

Perkasie, PA18944

Carrier Snapshot

More than 13 years of experience in process management, operations and administration. Proficient managing and leading high-performing teams to run successful process operations, experienced with developing procedures and service standards for business excellence.

Recognized for my collaborative approach, excellent trouble-shooting skills and consistently out-performing expectations, contributed to business by establishing an innovative and self-financing project with notable success.

Education

Bachelor of Commerce in 2000

Pune University – India

Certification

Certificate course in E-commerce, NIIT – India

Project

Process improvement Lean/Kaizen Certification, BNY Mellon International Ops. Pvt. Ltd – India

Experience

SEI (Oaks PA)

Duration: August 2017 – Till Date

Designation: Client Service Professional (Portfolio Aggregation Services)

In March 2023 through internal job posting promoted and joined the PAS team as a specialist.

Primary responsibility to resolve reconciliation breaks, expectations for various clients.

On daily basis communicate with each client for accounts breaks and their resolution.

Run daily reports for pre balance transactions, check for closed accounts delete them from the system.

Designation: Analyst III (Asset Data Services - ADS)

Setup and Maintain Asset Data per client requests for both internal and external clients.

Solely responsible for quality check of all the prior day assets request which subscribed by client and went straight through processing (STP). Additionally, QA the assets which manually setup by individual team member.

Solely responsible for maintenance of pricing data.

Analyze client queries by looking at data and do possible fixes or assign the query to the right team. Maintain the query register for future review and continuous process improvement.

Run/coordinate complex asset setup/maintenance game plans spanning multiple teams including development teams.

Resolved and provided guidance to new team members for escalated data issues. Enhance and maintain ADS Procedure documents with each release.

Participate in the UAT for ADS Component with each SWP release.

For SPTC 2022 Icon Awards recognized by my colleagues and selected as Runner up.

Vertical Screen Inc (Warminster PA)

Duration: May 2017 – August 2017

Designation: Case Setup Operator

Enter information into the computer, which setup new client investigative cases for research.

Follow standardized procedures.

Proofread client correspondence, resolve basic client issues.

Highlights special instructions for review.

Wal-Mart (Quakertown PA)

Duration: September 2015 – April 2017

Designation: Associate

Managing inventory as per received general fright in breaks pack and deliver to the right department for stocking. Responsible for arranging back room for new fright, unloading the new fright and schedule transfers to sales floor for stocking.

Responsible for strategic stocking & verifying of General Merchandise. Handle return of damage goods to claim department and also auditing back-room shelf.

Knowledge of MC40 & MC 70 scanner, Printer and Electric Pallet Jack

BNY Mellon International (India) Operation Pvt. Ltd (India)

Duration: January 2006 – May 2015

Designation: Analyst

Responsible for Banking process where team identify the credits against relevant outstanding contract also pass the relevant ledger posting journals on system also for payment process to take out balances for forecast and as per instruction input telegraph transaction (Wire Processing) in the relevant bank account via AHC, CHAPS, International & Inter Account Transfer. Also give training to staff about process. Migrated Treasury Banking (Receipts & Payments) Process from UK to India in less than 2 months.

Reconciliations for Cash & Securities transaction using Smart stream Reconciliation System (SSR). Communicating with the Business groups (internal settlement teams) regarding the exceptions found in the process of Reconciliation. Managing Cash reconciliations (Smart stream application) and Stock reconciliations as per the daily, weekly and monthly SLAs.

Successfully complete ISO 9001:2008 model certification and implement with in process. Responsible for MIS reporting and formatting also responsible for Audit and compliance.

Received various awards for efficiently managing the operations and Treasury Banking process

CEO Recognition Award for excellent contribution in May 2007

Kaizen excellent contribution award in July 2010 for successfully implement two process improvement ideas and release 1 People. Lean Star Certificate in 2012 for successfully revamped process and saved 4 people.

Selected as Employee of the Quarter Q3 2012.

Previous Experience:

P&O Nedlloye IT Service (PONL), June 2005 – December 2005 Designation: Trainee Officer

JLL (Convergys India System Pvt. Ltd.) February 2004 – May 2005 Designation: Facility Executive

Pamac Finserve Private Limited, (India) April 2003 – February 2004 Designation: Admin – Coordinator

Arena Multimedia, (India) Duration: January 2002 – December 2002 Designation: Faculty



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