SRITHAR R
Chennai
Summary
Experienced and highly committed investments and RTA specialist around 7+ years of active experience in mutual fund and reconciliation with broad knowledge of handling financial and non financial transaction with the ability to accurately keep records of every transaction. Looking for senior level position in an organization where strong knowledge of banking services and operations will be utilized for the greater benefit. Motivated Operations Supervisor possessing excellent vendor relationship and contract manager skills. Well-versed in mentoring and developing high-performing teams to meet organizational goals. Comfortable working with people of all levels coupled with outstanding commercial approach to solving problems and developing business processes.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Lead Operations Specialist
Computer Age Management Services CAMS
Chennai
06.2017 - Current
- Company Overview: CAMS is one of the leading mutual fund asset management companies (AMC) dealing with an employee base of over 10,000 professionals.
- Handled payment from various banks, and payouts to domestic and foreign investors.
- Managed the reconciliation of banking credit, debit proof, and payout file.
- Managed client portfolio, Know Your Customer (KYC) verification, and approval process.
- Responsible for queue monitoring and allocation transactions.
- Addressed customers' queries over the email and chat process.
- Assessed customers' needs and aided in completing the transaction.
- Handling the MFS process.
- Good knowledge in NSE NMF II in transaction processing, and capable of handling tasks individually.
- Matching and importing the GOLD sovereign bond transaction, and transferring to RBI during business hours.
- Prepared MIS and sent reminders to clients about the outstanding credits.
- Excess credit was refunded to the investor's account manually.
- CAMS is one of the leading mutual fund asset management companies (AMCs), dealing with an employee base of over 7,000 professionals.
- Analyzed user requirements and developed test plans, cases and scripts for UAT testing.
- Collaborated with developers and other stakeholders in troubleshooting issues encountered during UAT testing.
Education
B.C.A - Bachelor Computer Application
E G S Pillay Arts & Science College
Nagapattinam, TN05.2016
Skills
- Cash management
- Import/export transactions
- Leadership Support
- QA Management
- Customer query handling
- Reconciliation and MIS
- AMC
- RIA services
- Team management
- UAT support
Affiliations
- Employee Of the year 2024
Certification
- NISM 2B
Languages
Tamil
First Language
English
Intermediate (B1)
B1
Timeline
Lead Operations Specialist
Computer Age Management Services CAMS
06.2017 - Current
B.C.A - Bachelor Computer Application
E G S Pillay Arts & Science College
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