JPMorgan Chase & Co.Transaction Specialist
May. 2014 - Aug. 2015Mumbai, Maharashtra, IndiaTransaction Processing Specialist – JP Morgan Chase India Ltd.
Worked under the NATO Custody Cash and Custody Callback Team, ensuring seamless financial operations and adherence to global compliance standards. Key Responsibilities: ❇️ Managed high-value financial transactions by acting as a custodian for elite global clients, including Prudential, BlackRock, Standish Mellon, Columbia, and Franklin Templeton, overseeing fund movements and ensuring regulatory compliance.
❇️ Executed and processed large-scale fund transfers, including outgoing and incoming funds, securities, and share movements with precision, ensuring accuracy and compliance with international financial regulations.
❇️ Led the callback process for high-value transactions by directly liaising with clients to confirm fund movements, mitigating risks, and ensuring the integrity of financial transactions.
❇️ Collaborated with leading financial institutions, such as Citibank, Merrill Lynch, and Barclays, to facilitate smooth transaction processing and resolve operational issues efficiently.
❇️ Spearheaded the preparation and analysis of comprehensive Management Information System (MIS) reports, providing actionable insights to senior management for strategic decision-making.
❇️ Delegated tasks and responsibilities across the team, ensuring optimal workflow, accountability, and adherence to internal service level agreements (SLAs).
❇️ Ensured strict compliance with internal controls, regulatory frameworks, and anti-money laundering (AML) policies to uphold financial integrity and minimize risk exposure.
❇️ Provided exceptional support to high-net-worth clients by addressing inquiries and offering timely solutions, enhancing client satisfaction and retention.
❇️ Coordinated with cross-functional teams to implement process improvements, achieving greater efficiency and accuracy in fund management operations.