Vaishnav Garad
Intermediate Representative
Pune
Summary
Seeking a position and having a competitive and challenging environment where i can utilize my skills for delivering high quality services along with enhancing my experience through continuous learning.
5 + Years of experience in Investment banking with Bank of New York Mellon and Tata Consultancy Services (Deutsch Bank).
Overview
2025
2025
years of professional experience
3
3
Languages
Work History
Intermediate Representative
Bank Of New York
8 2022 - Current
- Performing Account Opening and Onboarding activities globally.
- Capturing, amending, and reviewing the static details of client accounts in relevant downstream systems and applications based on the requests received.
- Sending swift messages to sub-custodian via downstream system to onboard client globally.
- Performing KYC checks of supporting documents before sending swifts messages to sub-custodian.
- Collaborated with cross-functional teams to resolve discrepancies and improve KYC processes before sending Swift to sub-custodian.
- Performing quality checks on work done by teammates.
- Supporting team on conversions for various markets, continuously.
- Performing EOD reports, MIS, Pending, and handover reports to stakeholders.
- Responded to customer questions via telephone and written correspondence regarding their queries.
- Ensuring the work is completed within the given SLA with utmost quality checks.
- Communicated with clients and customers to gather, provide and share updated information on products and services.
Analyst (SME – Quality checker)
TCS – DEUTSCHE BANK
08.2019 - 07.2022
- Account Opening, Account maintenance, and Standard Settlement Instructions (SSIs) activities for foreign exchange and OTC derivatives products.
- Client Onboarding, Account Management, and SSI Setup Activities
- Managing client account requests received via various sources and providing static data support for financial products like Loans, Collateral Cash, FX, OTC Derivatives, and Money Markets.
- Handling Client Settlements and 4-eye check on Standard Settlement instructions process.
- Performing EOD reports, MIS, Pending, and handover reports to stakeholders.
- Allocating spot fire report and daily BAU, checking the pending request in the workbasket.
- Providing required details on a daily basis to the RPA team in accomplishing automation.
- Performing a 4-eye check daily on 30-35% of the daily volume processed by the team.
- Handling escalations from clients and assisting them in their queries.
- Highlighting the issues faced by teammates and other concerns, if any, for process updates and other activities with Internal Management and Teams across locations in team meetings or video conferences.
- To ensure Team is meeting the KPIs designed by the client on daily basis and finding out the Gaps or misses when team fails to meet the same
- Actively participating in guiding the RPA team to build and support the process in getting automated.
Education
MBA -
Chandigarh University
Chandigarh 04.2001 -
B.com -
RSML
Latur 04.2001 -
HSC -
Maharashtra State Board
Latur 04.2001 -
Skills
Client Onboarding
Client Account Management
SSI Setup Activities
KYC
Conversions
Awards
TCS Star Performer
VIP Recognition Spark Award BNY
Passion for excellence BNY
Disclaimer
I hereby declare that the information given above is true to best of my knowledge and belief.
Timeline
Analyst (SME – Quality checker)
TCS – DEUTSCHE BANK
08.2019 - 07.2022
MBA -
Chandigarh University
04.2001 -
B.com -
RSML
04.2001 -
HSC -
Maharashtra State Board
04.2001 -
Intermediate Representative
Bank Of New York
8 2022 - Current
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