Harpreet Minhas
Sr. Associate/Manager
Pune
Summary
Self-driven and detail-oriented Investment Banking Client reporting and Servicing professional, boasting over 15+ years of comprehensive experience across a diverse spectrum of investment vehicles. My expertise is in adeptly managing and delivering both standard and tailor-made investment reports, ensuring accuracy and clarity in financial data presentation. With a proven track record, I am committed to excellence in investment reporting and analysis, consistently delivering high-quality work that meets the dynamic needs of clients and stakeholders. Being a People Manager for more than 7+ year have experience in Process Management, Transitions, Audit, Documentation, People Management, Hiring, Project Management, Training, Stakeholder Management and MIS.
Overview
18
18
years of professional experience
11
11
years of post-secondary education
2
2
Certifications
Work History
Sr.Associate/Manager
TIAA Global Capabilities
Pune
02.2021 - Current
- Managing a team of 15 members of Client Reporting team responsible for preparation and review of portfolio, performance and transaction reports
- These reports are standard as well as customized report
- Leading Institutional, Private and ESG reporting team
- Responsible for transition management
- Engaging with internal and external stakeholders, ensuring effective escalation management and fostering collaborative relationships
- Driving process improvements through automation, quality check, and root cause analysis,resulting in enhanced operational efficiencies and cost savings
- Answering client inquiries regarding investment portfolios and providing required reports
- Processing various types of client reports and maintaining online tools and reporting platform
- Coordinating with internal teams to ensure data availability of reports and meeting SLA and key deliverables
- Training new team members and ensuring all business documents are up to date to maintain knowledge base
- Connects with key partners, prepares/presents leads the monthly performance review meetings
- Conducting monthly one-on-one meetings and team meetings to align team objectives with organizational goals
- Responsible for Appraisals, Hiring and Attrition Management
Assistant Manager: Client Reporting
AXA Business Services
Pune
04.2010 - 01.2021
- Managing a team of 25 members responsible for Client Reporting, Client Servicing and Performance reporting
- Responsible for process improvements, system testing and coordinating with IT partners
- Prioritized, tracked, and reviewed custom reports through all phases of development
- Conducted data analysis and quality control for new custom reports and enhancements
- Assisted with adhoc data requests and issue resolution for reporting
- Updated process documents and built workflow schedules for deliverables
- Responsible for 1 to 1, Appraisals, Hiring and Attrition Management
- Team was also responsible for Onboarding new investors, updating information on platform and coordinating with Compliance for approval
- Participated in ISO audit and was certified Internal Auditor
- Been part of various Internal Transversal teams
- MIS Management for team and reporting to Management and Onshore partners
Specialist: Insurance Process
AXA Business Services
Pune
02.2007 - 01.2025
- Worked as Claim Specialist for Insurance process
- Handling various inbound calls for registering motor claim and notifying the benefits
- Reviewing work of other members in the team
- Conducted process related quizzes and training for the team
- Meeting given SLA targets
- Been part of various Transversal committees
Education
Personnel Management -
Neville Wadia College
Pune 04.2001 - 06.2008
Commerce - Business Administration
Ness Wadia College
Pune 04.2001 - 06.2005
Skills
- Team leadership
- Customer relations
- Team building
- Time management
- Adaptability and flexibility
- Process improvement
- Coaching and mentoring
- Problem-solving
- Recruiting and interviewing
- Recruitment and hiring
- Workload management
- Goal setting
- Performance evaluation
- Training
- Microsoft Applications
Certification
NISM & CRISIL ESG Risk Analyst certified
Timeline
Sr.Associate/Manager
TIAA Global Capabilities
02.2021 - Current
Assistant Manager: Client Reporting
AXA Business Services
04.2010 - 01.2021
Specialist: Insurance Process
AXA Business Services
02.2007 - 01.2025
Personnel Management -
Neville Wadia College
04.2001 - 06.2008
Commerce - Business Administration
Ness Wadia College
04.2001 - 06.2005
NISM & CRISIL ESG Risk Analyst certified
Green Belt Six Sigma certified
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