Akshay Vaidya

Angestellt, Customer Service Team Leader, Northern Trust Corporation

Abschluss: Masters of science, University of Wales

Erwitte, Deutschland

Über mich

I am Strategic thinker and Team Player with attention to detail & execution of strategies with growth model. Risk Mitigation and talent development with equal amount of exposure to the team. I have functional expertise over multiple roles of Client Service, Stakeholder Management, Trade Lifecycle and Leadership & Mentoring. Good understanding of technology and its applications especially in FinTech space. Valid European Union Work Permit with validity until July 2024

Fähigkeiten und Kenntnisse

Management
Customer service
Investment banking
Asset Management
Leadership
Key Account Management
Currency
Process Optimization
People Management
Leadership skills

Werdegang

Berufserfahrung von Akshay Vaidya

  • Bis heute 3 Jahre und 1 Monat, seit Sep. 2021

    Customer Service Team Leader

    Northern Trust Corporation

    · Managing day to day investment queries for Investment Managers & Clients · Providing Custodian Services in resolving issues for Trades, Corporate Actions, Settlements, Foreign Exchange, Tax, Security Setups/ Account Setups and many more activities. · Single point of contact for clients & IMs in the bank for all their investments queries with Custodian. · Preparing and maintaining Service Level Agreement, Key Performance Indicators, Productivity/Capacity Utilization Matrix for the team.

  • 2 Jahre und 5 Monate, Mai 2019 - Sep. 2021

    Team Leader

    State street HCL services

    · Managing Equity Trades Settlements, Cash & FX Non-receipts for US Based Client. · Primarily Monitoring Unmatched Trade Fails and Cash Settlements and FX Non-receipts · Responsible for Fail Trade Reporting with highest level of accuracy along with timely delivery of reporting · Liaising with Internal and external stake holders for resolution of Trade and Cash & FX fails. · Responsible for Managing Daily/ Quarterly & Annual Task (Attendance/ Claims/ Appraisals) for my Team

  • 5 Jahre und 1 Monat, Mai 2014 - Mai 2019

    SENIOR REPRESENTATIVE/ PROCESS LEAD

    Bank of New York Mellon

    Senior Representative/ Process Lead · To setup inbound records (Accounts) in TradeFlow to receive trades from IM. · Setup linkage of Brokers in Omgeo - CTM & WebSTP for matching Domestic & Global Trades. · Setup Inbound & Outbound records in TradeFlow for Straight through Processing of Trades. · Responsible to identifying and reporting Zero Day Breaks and Missing Transactions for Cash & Position Reconciliation.

Ausbildung von Akshay Vaidya

  • 1 Jahr und 1 Monat, Okt. 2012 - Okt. 2013

    Investment Banking

    University of Wales

Sprachen

  • Englisch

    Fließend

  • Deutsch

    Grundlagen

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