Utkarsha Gurjar

• Managed and motivated employees to be productive and engaged in work to perform tedious FX settlement profile for ASIA region handling 10 sites.
• Accomplished multiple tasks within established timeframes by bringing system enhancement by closely working with IT stakeholders.
• Maximized performance by monitoring daily activities and mentoring team members.
• Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.

Post settlement process

• FX settlement process for the bank and platinum clients
• Nostro breaks monitoring and resolving the IRECS breaks
• Making manual payments to the client and banks and clearing out the SSI issues
• Settling the clients account for any excess debits in our nostro
• SSI setups are banks and corp client along with running automation.
• Issuing debit authority and liaising with stakeholders during cashouts.

Collateral Ops:

• Managing Platinum clients
• Resolution of IM / VM disputes
• Reconciling client portfolio on TriResolve & Manual Recon
• Identification, resolution and escalation of trade valuation of margin call disputes
• Adjusting margin calls to correct the collateral call
• Proactive tracking of NFA / EMIR & high value aged breaks
• Preparing daily metrics
• Client interaction to resolve portfolio breaks
• Supporting automation / enhancements projects across process

Trade & Finance

• Portfolio Reconciliation
• Proofing Balance Sheet Accounts Internal Account Reconciliations Preparation of MIS
• Tracking Nostro Accounts