Anjali Kalbande
Team Lead - Corporate Action
Mumbai
Summary
Corporate Actions Specialist with 7 years of experience in the financial services, including 3 years as a Team Lead. Expertise in corporate actions, Pricing, Settlements, team handling and research. Result-focused and proactive in planning day-to-day operations and solving service issues. Offers advanced abilities in tackling issues impacting team and business success. Excels at managing team and personal time to consistently exceed expectations.
Overview
10
10
years of professional experience
1
1
Certification
3
3
Languages
Work History
Team Lead
State Street Corporate Services
01.2018 - Current
- Managing end-to-end corporate actions events, including processing, researching, validation, and settlement of all voluntary and mandatory events, such as dividends, mergers, and stock splits.
- Identify the corporate actions event through various sources like Bloomberg, Captain notification and on MCH (Multi Currency Horizon ).
- Responding to all queries raised by fund groups or onshore business partners on a timely basis to ensure a high level of customer service and satisfaction.
- Investigate and resolve cash and stock breaks related to corporate action bookings, collaborating with custodians, fund accounting, and global teams to minimize financial risk.
- Leading the weekly and monthly calls with the business unit, discussing the various process-related issues.
- Preparing the monthly executive MIS for approval in the business unit.
- Managing team members and delegating responsibilities among the employees, while providing daily updates to the management.
- Adept at handling high-volume operations under strict SLAs, and minimizing operational risk.
- Led a team of professionals to enhance operational efficiency, resulting in streamlined processes and improved service delivery.
- Developed and implemented training programs for new staff, fostering skill development and increasing team productivity.
- Analyzed operational workflows to identify areas for improvement, which contributed to a reduction in processing times and increased accuracy
Accounting Assistant
KVSS & CO.
09.2015 - 12.2017
- Prepared vendor statement with ageing for payment.
- Working on Genius software for submitted tax forms and returns.
- Performed financial calculations for amounts due, interest charges, and balances.
- Assisted in the preparation of monthly financial statements, enhancing the reporting accuracy for management review.
- Maintained organized and up-to-date financial records, which facilitated smoother audits and improved operational efficiency.
- Supported senior accountants during annual audits, contributing to compliance with financial standards and regulations.
Education
Bachelor of Commerce -
Mumbai University
01.2013
Skills
- Corporate Action
- Data Analysis
- Bloomberg terminal
- Team Management
- Reconciliation
- Asset Servicing
- Trade Settlement
- Trade Life Cycle
- Multi-Currency Horizon
- MIS & Audit support
- MS Excel (VLOOKUP Pivot Macros)
- KPI reporting
- Break investigation & Resolution
- Cash and Stock reconciliation
- Corporate actions management
- Client communication
Certification
MS-CIT - passed with first class
Accomplishments
Streamlined workflow by consolidating lengthy processes and redundant documentation, which resulted in more effective and timely completion of corporate action processing.
Interests
Trade Life Cycle Management, Securities Settlement & Reconciliation, Asset Servicing, Cross-border Team Coordination
ACHIEVEMENTS & AWARDS
Titan of the month, Performers Converge Award, Promotion from Associate to Sr. Associate, Sr. Associate to Team Lead, Long Service Award, Bravo Awards
PROFESSIONAL SKILLS
- Risk Management & Mitigation
- Team Leadership & Mentoring
- Problem-Solving & Decision-Making
Timeline
Team Lead
State Street Corporate Services
01.2018 - Current
Accounting Assistant
KVSS & CO.
09.2015 - 12.2017
Bachelor of Commerce -
Mumbai University