Basic Details

Gender -

Male

Blood Group -

O+

Marital Status -

Married

Date of Birth -

1989-12-02


Languages

English

Hindi

Marathi

Gujarati

Urdu

Skills

Microsoft Office - (Word, Excel, PowerPoint)


Accomplishments

Extra Miler Award


Titan Award


Synergy Award


Bravo Award


Gratitude Long Service Award – 15 Years


Profile Summary

Results-driven professional specializing in Corporate Actions, Fund Accounting, Trade Settlements and Financial Reporting within dynamic, high-stakes environments. Expertise in leading cross-functional teams, streamlining operations, and advancing process automation to enhance accuracy and operational efficiency. Adept at ensuring compliance with regulatory standards while maintaining strong governance and risk controls. Known for delivering strategic insights, fostering collaboration across stakeholders, and cultivating high-performing teams through mentorship and engagement—consistently aligning operational execution with broader organizational goals and client expectations.

Key Skills

  • Project Management
  • Process Transition & Migration
  • SOP & Documentation Development
  • Training & Development
  • People Management
  • Trade Processing
Soft Skills
  • Analytical Thinking
  • Decision Making
  • Financial Reporting
  • Corporate Actions
  • Custodian Operations
  • Reconciliation
  • Bloomberg & DTC Knowledge
  • Stakeholder Coordination

 

  • Effective Communication
  • Interpersonal Skills

Employment History

Officer - Manager at State Street Corporate Services Mumbai Pvt. Ltd.

January, 2024 - Present

  • Executing Corporate Actions (CA) activities for Middle Office funds using the Record Keeping System (RKS), ensuring accurate and timely client data updates.
  • Collaborating with clients to release tradeable positions in RKS and reviewing reconciliation reports to resolve position and cash discrepancies.
  • Engaging with Client Service and Portfolio Service teams to ensure timely and accurate reporting of Corporate Actions.
  • Managing analysis, validation, execution, and settlement of Corporate Actions via the Multi Currency Horizon (MCH) platform.
  • Participating in leadership discussions, strategic forums, and cross-functional initiatives to address and resolve long-standing and high-impact issues.
  • Owning the governance and annual review of Service Level Agreements (SLAs) and Standard Operating Procedures (SOPs) to ensure compliance and operational consistency.
  • Driving automation and process improvement initiatives to enhance operational efficiency.
  • Organizing team events and Rewards & Recognition (R&R) programs to promote motivation, engagement, and a performance-driven culture.
  • Reviewing regulatory and compliance requirements related to Corporate Actions, ensuring adherence to internal controls and industry standards.

Deputy Manager at State Street Corporate Services Mumbai Pvt. Ltd.

May, 2021 - December, 2023

  • Supervised a team of 40+ associates across 7 functional units in North America Corporate Actions Accounting, overseeing full-cycle operations and ensuring accurate, timely, and client-focused service delivery with day-to-day operational workflows, ensuring alignment with performance benchmarks, risk mitigation strategies, regulatory compliance, and service excellence standards.
  • Demonstrated subject matter expertise in Mandatory and Voluntary Corporate Actions processing, including understanding of NAV implications, downstream financial impact, and regulatory reporting protocols.
  • Established and maintained robust quality control frameworks, driving continuous improvement, error reduction, and enhanced operational efficiency.
  • Led monthly business review meetings with NAM senior leadership, presenting monthly performance trends, risk updates, and strategic initiatives to drive informed decision-making.
  • Prepared and analyzed monthly operational dashboards and KPI reports, design and deliver learning and development workshops while partnering with IT and automation teams.

Team Leader at State Street Corporate Services Mumbai Pvt. Ltd.

May, 2016 - April, 2021

  • Led and managed a team of 20 members, consistently achieving SLA targets for accuracy, timeliness, and client satisfaction.
  • Conducted daily, weekly, and monthly connects with Oversight teams to track BAU operations, performance metrics, and resolve process challenges.
  • Prepared, compiled, and presented detailed Monthly MIS reports and KPI dashboards to Senior Management for performance monitoring and approval.

Senior Associate at State Street Corporate Services Mumbai Pvt. Ltd.

May, 2012 - April, 2016

  • Performed comprehensive examination of Voluntary and Non-Voluntary corporate action events utilizing Bloomberg, Captain, and client materials, ensuring information integrity through thorough verification.
  • Updated and managed settlement tracking records for Toronto/Montreal and international funds, addressing discrepancies via Security Entitlement Services (SES).

Associate at State Street Corporate Services Mumbai Pvt. Ltd.

May, 2010 - April, 2012

  • Prepared and reviewed the Portfolio of Investments (POI), updated and validated all securities and derivatives data using Bloomberg, client reports, and financial statements.
  • Compiled supplementary and derivatives schedules (Repurchase Agreements, Top Holdings/Sectors, Futures, Options, Swaps) and audited funds processed by the team for compliance.

Education Details

Bachelor Degree (Commerce)

Mumbai University


Bachelor Degree (Law)

Mumbai University


Master Degree (Commerce)

Mumbai University