Jinal Sheth
Mumbai
Summary
Dedicated Associate with 6+ years of experience in collaborating with clients, promptly identifying their needs and implementing resolutions to manage clients' expectations. Strong communicator focused on delivering outstanding customer care.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Associate
BlackRock
2018.03 - Current
- Responsible for Metrics/KPIs of Structured Requests bucket for Critical High Volume Clients.
- Managing process related improvement strategies by working with regional functional and operational leaders to achieve initiatives of the firm.
- Accountable for client adoption of internally developed self-service tools to reduce inquiries sent to team by 15% which involves internal testing and Gap Analysis.
- Establish excellent working relationships with client representatives, who also operate at group level within their business.
- Focusing primarily on development of internal products/tools to be delivered to the client for purpose of client self servicing (e.g. New portfolio setups, Counterparty Maintenance, Trade Notifications and User Maintenance).
- Responsible for handling and implementing client portfolios and counterparty related queries across APAC, EMEA and AMRS regions.
- Overseeing day to day operational queries for addressing their immediate needs related to Trading, Investment and Operations.
- Implementation and maintenance of settlement details, broker confirmations and trade orders for clients on Aladdin using SQL.
- Integration of Aladdin with platforms such as DTCC, OMGEO Oasys, CTM.
- Maintaining counterparty setups including confirmations, trade settlements and broker setups.
- Preparation of quarterly Service Level Agreement (SLA) reports for Aladdin clients to ensure delivery as per agreed SLA and partnering with the Business Operations/Relationship Management team globally to present consistent client experience
- Led training sessions for new employees to ensure smooth integration into company culture and workflow.
Education
P.G.P.M. - FINANCE -
ICFAI Business School
Mumbai01.2018
B.Com - FINANCE -
Thakur College of Science And Commerce
Mumbai01.2013
H.S.C. -
MAHARASHTRA BOARD
Mumbai01.2010
S.S.C. -
MAHARASHTRA BOARD
Mumbai01.2008
Skills
- Client Servicing
- Strong Analytical Skills
- Complex Problem-Solving
- Leadership Qualities
- Attention To Detail
- Teamwork And Collaboration
- Multiple Priorities and Time Management Skills
- Relationship Building
- Customer expectations management
Certification
- Power BI Certification
Summer Internship
Asset Liability Management, Understanding the importance of Asset Liability Management, Functions of Asset Liability Committee (ALCO) and Treasury Management., Reading Interest Rate Sensitivity Report, Statement of Structural Liquidity and ALCO meeting minutes.
Timeline
Associate
BlackRock
2018.03 - Current
P.G.P.M. - FINANCE -
ICFAI Business School
B.Com - FINANCE -
Thakur College of Science And Commerce
H.S.C. -
MAHARASHTRA BOARD
S.S.C. -
MAHARASHTRA BOARD
- Power BI Certification
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