Lakshmanan Arunachalam
Chennai
Summary
Completed Master of Business Administration in the field of finance with Anna University, graduated in Commerce with University of Madras. Working in financial & banking sector for more than 15 years. Seeking a good position where I can leverage my skills towards a challenging work environment.
Overview
16
16
years of professional experience
Work History
Senior Associate, Client Processing Team Lead
BNY Pershing
04.2015 - Current
- Joined BNY Pershing in the Level G and now in Level I.
- Overall 9 years of experience in BNY Pershing
- Had multiple experiences within cash team. Handling Client Cash, Cash Management, Dublin Ops and Data Input.
- Handling Investor Reporting from Jan 2024 & into Allasso from July 2024.
- Received multiple appreciations and recognitions within the organization.
Assistant Manager
HDFC Bank Ltd
08.2011 - 04.2015
- Company Overview: HDFC Bank is a well-known private sector bank
- Worked for central processing unit (CPU), Retail Liabilities
- Responsible for document verification of individual savings account opening
- Also Responsible for opening of demat accounts
- Document verification of individual demat account opening
- Coordinating with trading team, linking of three in one accounts namely savings, demat and trading account
- Managed salary processing of corporate employees
- Responsible for the team of 10 processors
- Handled pan India salary requests of HDFC Bank
- Processing of salary request posted by the branch within agreed TAT
- Handled customer instructions and resolving branch queries regarding salary, demat account opening
- Providing end to end solutions to them
- Acting as one point contact for branches
- Involved in other activities of retail liabilities like query resolution, compliant resolution management
- HDFC Bank is a well-known private sector bank
Senior Associate
Wealth Advisors (India) Pvt Ltd
08.2009 - 08.2011
- Company Overview: Wealth Advisors is an independent investment advisory firm, covering the entire spectrum of wealth management services
- Joined the company as Associate and was promoted to Senior Associate
- Responsible for data support to the Central Advisory Team
- Dealt with data’s of Equity, Mutual Funds and Debt Markets
- Provided support to Wealth Managers, Relationship Managers of all functions
- Handled client reports of both Individuals and Institutions
- Wealth Advisors is an independent investment advisory firm, covering the entire spectrum of wealth management services
Data Analyst in Pricing Department
Fedby Information Services Pvt Ltd
07.2008 - 08.2009
- Company Overview: Fedby Information Services Pvt Ltd (Known as Financial Express in UK)
- Responsible for updation of NAV’s of UK Based Mutual Funds, communicated with the Fund Managers regarding the NAV’s and updated the same
- Fedby Information Services Pvt Ltd (Known as Financial Express in UK)
Education
M.B.A - Finance
Jaya Engineering College (Anna University)
06-2008
B.Com -
D.G.Vaishnav College (University of Madras)
05-2006
Twelth (Higher Secondary) -
St.Mary’s A.I Hr. Sec. School
05-2003
Skills
- Nexus – Software used for dealing trade and cash transactions in UK
- Flexcube & Finware (Software used for banking transactions)
- Prowess - Indian Markets Equity Software used for equity research and analysis of Indian companies provided by CMIE
- MFI - Indian Mutual Fund Software used for mutual fund research and analysis of Indian mutual fund companies
- Bloomberg - Software used for research and analysis of World Wide Equity, Debt, Mutual Funds including Indian markets
Activities and workshops
- Student President in Management Meet HORIZON 2K7.
- Anchor of Management Meet HORIZON 2K6.
- Participated in Personal Effectiveness & Service Excellence program organized by HDFC Bank Ltd.
- Participated in National Banking Conference and Research Seminar organized by Indian Bank
- Participated in seminar of Emerging Growth and Employment in Small and Medium Enterprises (SME) organized by Madras Management Association.
- Industrial Visit to Indian Oil Corporation, Tondairpet
Academic excellence and qualification
- School second in commerce group (1100/1200)
- 198 out of 200 in Economics in Twelth.
- PGDCA (Post Graduate Diploma in Computer Application), Distinction
- Tally Graduate (Conducted by Tally Solution Pvt. Ltd.)
- Typewriting (Junior, Distinction – conducted by Department of Technical Education)
- Hindi Exam (Prathamic, Madhyama - conducted by Dakshina Bharath Hindi Prachar sabha, Chennai)
Projects
Main Project - Treasury Management System of Cholamandalam DBS Financial Ltd, CDFL ‘Dare House’, NSC Bose Road, Chennai
Preliminary Project - Financial Analysis of Tube Investments Of India Ltd, TI ‘Dare House’, NSC Bose Road, Chennai
Languages Known
English & Tamil (To read, write and speak)
Hindi & Telugu (To speak)
Timeline
Senior Associate, Client Processing Team Lead
BNY Pershing
04.2015 - Current
Assistant Manager
HDFC Bank Ltd
08.2011 - 04.2015
Senior Associate
Wealth Advisors (India) Pvt Ltd
08.2009 - 08.2011
Data Analyst in Pricing Department
Fedby Information Services Pvt Ltd
07.2008 - 08.2009
M.B.A - Finance
Jaya Engineering College (Anna University)
B.Com -
D.G.Vaishnav College (University of Madras)
Twelth (Higher Secondary) -
St.Mary’s A.I Hr. Sec. School
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