Radhika Tavakari
Nashua,NH
Summary
L2 Visa holder, fully authorized to work in the US
Motivated Assistant Manager with over 10 years of experience in Investment Banking industry. As Onboarding and Trade Settlement Specialist ensured project deadlines and client needs are met. Experience in handling teams efficiently.
Overview
13
13
years of professional experience
Work History
Financial Customer Associate
Fidelity Investments
Merrimack, NH
06.2024 - Current
- Answering inbound calls and providing support to customers regarding their 401(k) plans and other retirement-related questions.
- Assisting with transactions, such as contributions, withdrawals, and rollovers.
- Offering basic financial guidance and education to customers.
- Resolving customer inquiries and issues in a professional and efficient manner.
- Developing rapport with customers and building strong relationships.
Assistant Manager
State Street Corporate Services
Bengaluru, India
09.2021 - 08.2023
- Responsible for efficiently loading contracts to Enterprise Contract Management Solution (ECMS)
- Properly terminate or deactivate customer contracts in ECMS to maintain an accurate inventory of contracts for the bank.
- Familiarity with contracts and the products also knowledge about contract-related terms that get negotiated such as price, governing law, legal entities in terms of clients and counterparties.
- Cognizance with parts of the contract like signature page, appendices, schedules and ability to deconstruct the contract in general terms .
Team Leader
JP Morgan Chase & Co.
Bengaluru, India
10.2018 - 09.2021
- Responsible for driving and coordinating all aspects of client onboarding experience, which includes account opening , set-up of cash management products and services along with supporting client coverage teams in the fulfillment of AML/KYC requirements.
- Responsible for single and multi-entity client onboarding and product implementations.
- Validation of appropriate core legal documents as listed in P&P's and Scanning and Indexing the documents to the centralized repository.
- Holding team meetings with direct reports and communicating all process and client changes.
- Experience of handling a team of 5-7 members .
- Assisting management with hiring processes and new member training.
Process Supervisor
Deutsche Bank
Bengaluru, India
11.2015 - 10.2018
- Performed settlement-to post settlement functions to business in APAC and Emerging markets
- Pre-matching and monitoring trades for timely settlement and reconciliation in compliance with market practice, investigating and following up on irregularities in settlement instructions
- Ensuring prompt settlement of high value trades associated with risk in order to avoid Buy In Risk or market fines and losses
- Reporting on failing and pending risk to clients and management on a daily basis and assisted settlements team on escalated issues across EM and APAC markets.
Advance Associate
Xchanging Technology Services India Private Limited
Bengaluru, India
08.2014 - 05.2015
- Was part of GRS Live-Pro-Rata Team under Aon Benfield.
- I was part of a team who would analyze and deal with collection/settlement of claims, premiums, refunds & brokerage
- Calculation of Premiums, Claims, Outstanding Loss and sending invoices to Reinsurers and Clients.
- Claim processing and Verification, Invoice Processing , Review & offer statements of pro-rata documents to Re-insurer / Client .
- Liaising with various divisions to resolve Client/Reinsurer queries.
Customer Support Executive
HSBC Electronic Data Private Limited
Bengaluru, India
06.2012 - 04.2014
- Client onboarding team’s mandate is to support Relationship Managers, Bankers, and Product Sales teams in regards to the on-boarding and maintenance of clients.
- I was accountable for delivering smooth client experience at the same time met bank’s compliance, risk and regulatory requirements.
- Engage existing clients in the collection of detailed client information and supporting documentation required for the completion of Customer Due Diligence profile for periodic reviews and trigger events.
- Complied with the Global Standards and local requirements for onboarding and periodic review.
Education
MBA - Finance
Sikkim Manipal University
Bengaluru, IndiaBachelor of Commerce - Marketing
Maharani Lakshmi Ammanni College For Women
Bengaluru, IndiaPUC -
Maharani Lakshmi Ammanni College For Women
Bengaluru, IndiaSSLC -
Indian Public School
Bengaluru, India2007
Skills
- Client onboarding experience
- Perseverance
- Teamwork
- MS Office
Accomplishments
- Nominated for the yearly award in HSBC in 2012.
Timeline
Financial Customer Associate
Fidelity Investments
06.2024 - Current
Assistant Manager
State Street Corporate Services
09.2021 - 08.2023
Team Leader
JP Morgan Chase & Co.
10.2018 - 09.2021
Process Supervisor
Deutsche Bank
11.2015 - 10.2018
Advance Associate
Xchanging Technology Services India Private Limited
08.2014 - 05.2015
Customer Support Executive
HSBC Electronic Data Private Limited
06.2012 - 04.2014
MBA - Finance
Sikkim Manipal University
Bachelor of Commerce - Marketing
Maharani Lakshmi Ammanni College For Women
PUC -
Maharani Lakshmi Ammanni College For Women
SSLC -
Indian Public School