Prathamesh Sawant
Team Lead
Mumbai
Summary
Dynamic Team Lead with a proven track record at SS&C Fintech Services, excelling in operations management and performance monitoring. Recognized for enhancing customer service and coaching junior staff. Skilled in authorizing international payments and implementing process improvements, driving team success while fostering strategic client relationships.
Overview
9
9
years of professional experience
14
14
years of post-secondary education
3
3
Certifications
Work History
Team Lead
SS&C Fintech Services India Private Ltd.
Mumbai
01.2020 - Current
- Promoted to leadership position in recognition of strong work ethic and provided exceptional customer service.
- Conducted performance appraisals for team members, providing feedback and identifying areas of improvement.
- Resolved escalated customer complaints or queries promptly and efficiently.
- Ensured compliance with company policies and procedures throughout the team.
- Provided leadership and guidance to team members, ensuring that tasks were completed on time and to a high standard.
- Collaborated with other departments to develop effective solutions that meet clients' needs.
- I authorize SWIFT payments (international payments) and domestic payments using banking systems like NatWest, Barclays, Lloyds, Bank of America, Royal Bank of Scotland (RBS), HSBC, CitiDirect, etc.
- Monitored team performance against targets, taking corrective action where necessary.
- I handle treasuries on a daily basis and also monitor the dealing and client money accounts of management companies.
- Delegated tasks appropriately according to individual skill sets.
- Provided support to junior staff during peak periods of workloads.
- Assisted the manager in setting achievable goals for the team, while monitoring progress toward them.
Senior Associate
Syntel Private Ltd.
Mumbai
05.2017 - 01.2020
- Resolved client queries in a timely manner while adhering to service level agreements.
- Provided direction and guidance to junior associates on complex tasks.
- Used banking systems like NatWest, Bank of America, Lloyds, Barclays, and Royal Bank of Scotland (RBS), CitiDirect.
- Handled treasury reports on a daily basis, and also monitored the dealing and client money accounts of management companies.
- Adopted the payment tickback system to ensure all the payments made to the client are successfully released in the banking systems.
- Used FAST systems to pass the receipts ledger postings, and FSU systems to pass the payment ledger postings.
- Maintained positive working relationship with fellow staff and management.
- Managed the payment summary sheet to maintain the payment data.
- Learned new techniques to handle client queries more efficiently by providing a swift, prompt response.
- Collaborated with cross-functional teams to drive successful completion of complex projects within deadlines.
Online Mutual Fund Executive
HDFC Securities
Mumbai
10.2016 - 04.2017
- Created reports summarizing progress against organizational goals and objectives.
- Led initiatives to improve customer service levels throughout organization.
- Formed and sustained strategic relationships with clients.
- Helped customers with their queries related to investments and provided proper guidance on the same.
- Assisted clients in managing their portfolio effectively.
Education
Bachelor of Commerce - Accounting And Finance
Model College
Dombivali, India 04.2011 - 04.2014
Higher Secondary Examination -
Model College
Dombivali, India 04.2009 - 04.2011
Secondary School Examination -
Swami Vivekananda Vidyamandir
Dombivali, India 01.2000 - 03.2009
Skills
Leadership Skills
Operations management
Performance monitoring
Process improvement
Coaching and mentoring
Quality control
Quick learner
Accomplishments
- Received a SPOT award for exhibiting exemplary performance for the month of November 2022 at SS&C Fintech Services India Private Limited
- Recognized with the Performance Converge Award for the excellent performance delivered for the quarter during process migration in FY 2018-19 at Syntel Private Ltd
- Awarded the Quarterly SDBS Incentive Reward for the best performance in the quarter, I have also been given the chance to fly to the client office in the United Kingdom to offshore the management company to India
Certification
NISM mutual fund certification
Hobbies
- Likes to learn new skills, which helps me enhance my knowledge
- I play virtual games in my free time
- Loves to travel and explore new places
Timeline
Team Lead
SS&C Fintech Services India Private Ltd.
01.2020 - Current
Senior Associate
Syntel Private Ltd.
05.2017 - 01.2020
Online Mutual Fund Executive
HDFC Securities
10.2016 - 04.2017
Bachelor of Commerce - Accounting And Finance
Model College
04.2011 - 04.2014
Higher Secondary Examination -
Model College
04.2009 - 04.2011
Secondary School Examination -
Swami Vivekananda Vidyamandir
01.2000 - 03.2009
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