Nagarajan Seenivasan

Totally have 7 years 8 months of experience in investment sector under trade processing and reconciliation.

OTC Derivative Reconciliation - Process Lead | State Street HCL Services
Nov 2018 - Aug 2023

Currently Managing 12 members team adding 1 SME, 3 Specialist, 4 Sr. Analyst, 4 Analyst.
Successfully migrated middle and back-office reconciliation from Dublin to India in 5 months’ time frame.
Executing internal process audit for find out the risk and gaps, validating existing controls and suggesting alternatives to moderate risk.
Coordinate with all the stakeholders, internal team to analyze and get the change requests implemented and moved to the production on time.
Defines, develops, implements and tracks appropriate KPIs and SLAs for the group.
Responsibility for volume, quality, timeliness and delivery of complex deliverables
Keeping all operational guidelines updated and ensure adherence to standard, procedures and also identify plan to mitigate risks.
Supervise, Monitor, Control and Co-ordinate with the department.
Interacting with team to make sure to deliver the reconciliation with high accuracy and to deliver on time.
Supporting and motivating the team to provide a continuous improvement which helps the process to deliver high quality and accuracy.
Supports a wide range of internal clients (product, sales, client delivery, and technology) and external corporate clients.
Participate in Breaks call, Governance call and service call with internal & external parties.
Getting the updates from team on daily, weekly, monthly on break status.
Working with internal teams to resolve the aged breaks & new client onboarding.
Connecting with team on monthly basis to provide a feedback and Managing Appraisal discussions.
Experience in accounting platform Tri-resolve(trioptima)/MCH.
Proficiency training provided to the new joiners and experience team mates to improve the process.

Key Achievements:

Outstanding Performer award in State Street HCL.
Ten major new client onboardings completed on top-priority.
Won best Team leader award 2022 and won the best team award 2022.

Intermediate Process Representative | BNY Mellon
Trade Capture (Fund accounting)
July 2016 - October 2018

Reviewing all trades captured into the accounting (SunGard Invest one) are as per instructions provided by Clients.
Interacting with both internal and external parties to resolve any discrepancy or issue in matching trade details.
Ensuring client positions are accurate by processing all trades into accounting in timely manner.
Verifying Bloomberg for any price, income and other trade related discrepancies.
Interacting with SDM team to setup all IPO and new securities into the accounting platform.
Resolve queries from other operational areas, thereby ensuring the ongoing support of the client needs and reduction in potential impact to the NAV.   
On boarded new Clients and new funds for existing clients.
Mentoring and training up junior and new staffs.
Need to do reconciliation to avoid breaks.
Experience in accounting platform SunGard Investone/Enterprise platform.
Good knowledge of Bloomberg.
Participating and helping management in the Audit & Projects.

Relationship Executive | BAJAJ CAPITAL LTD
September 2015 - May 2016

New client acquisition
Need to active inactive clients. 
Selling investment products (Mutual fund, Insurance(LI,GI), Bonds)
Achieving monthly & weekly Margin 
Maintain ongoing relationships with clients, keeping them updated about any changes affecting their finances.
Client’s overall financial picture and understanding their needs to devise an appropriate financial plan.
Handling customer escalations / complaints, follow up with relevant investments
and bring the case to closure with utmost customer satisfaction.
 

B.COM - Computer Application | JJ College of arts and science
June 2009 - May 2012