Volunteer
Middle School
2023.08 - Current
- Used strong interpersonal communication skills to convey information to others.
- Parent Lead (volunteer) for Speech and debate Club
Sukhminder Rayet Madtha
Saratoga,CA
Summary
I have over fourteen years of experience in the banking industry, specializing in equities, back office operations, and middle office. I have a track record of delivering process improvement initiatives, enhancing operational efficiency, and ensuring compliance with regulatory standards and best practices.
I have completed Executive MBA from NMIMS (year 2021), which gave me valuable insights into accounting, finance, and leadership. I also earned multiple certifications from LinkedIn and Harvard Business Publishing Education, demonstrating my commitment to continuous learning and professional development. I am passionate about applying my skills and knowledge to contribute to the success of a dynamic and innovative organization in the financial services sector.
Work History
Volunteer
Elementary School
2019.08 - 2022.05
- Volunteer at "Project Cornerstone" , program conducted in schools, aimed towards helping youth feel valued, respected.
- Led group discussions of students and conducted engaging, fun activities for them.
Volunteer
Santa Clara Library
2021.10 - 2022.04
- Helped people with English reading and writing skills.
Officer
Credit Suisse
2016.08 - 2019.02
- Reporting:
- Preparing Financial-Statements and reports for submission to MAS [Monetary Authority of Singapore]
- Providing stakeholders with summary of companies asset position on daily basis with details of day over day movement of asset's
- Presented with opportunity to attend R Studio - training to further assist with automation of reports.
- Product Control:
- Reporting daily P&L in the books of accounts.
- Ensuring that Balance Sheet and Profit & Loss numbers reported in Product Control (PC) systems are complete, accurate and validated by investigating and resolving exceptions
- Conducted various in person sessions to impart knowledge and training to new team members and across to other teams.
- Assisted in “Deep dive adjustment” project with analysis, and data collation.
- Successful completion of project related to exception management of “zero PV”- “zero nominal” breaks which reduced number of daily exceptions generated.
- Worked on project to investigate possibility of generating system reports for late trades, which will aid in identifying and resolving exceptions quickly.
- Prepared Standard Operating Procedure for team which was later also used as basis for machine learning process.
Assistant Vice President
Barclays Capital
2007.08 - 2011.12
- Collateral Management Team:
- Calculating daily exposure, and ensuring settlement both cash and non-cash.
- Booking Non-cash trades in system.
- Pricing of securities (calculating, uploading: source BB) in internal systems.
- Billing Team :
- Monitoring cash pools, generating reports and investigating discrepancies to settle monthly billing.
- Cash Management Team:
- Making third party payments through swift , advising Treasury team regarding funding and resolving any cash settlement discrepancies.
Associate Manager
GlobeOp Financial Services
2005.10 - 2007.08
- Managing both pre- and post-OTC settlements, resolving discrepancies through collaboration with various stakeholders .
- Supervised training process for all newly hired team members.
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Assisted team members in enhancing their professional development and accountability in workplace.
- Managing quarterly roll date settlements for CDS using DTCC (Pre and Post).
Team Member
JP Morgan Chase
2003.04 - 2005.09
- Derivative Settlement Team [Post]:
- Handling post settlements, making swift payments and resolving discrepancies associated with it.
- Reference Data Team:
- Updating and managing client information following multiple verifications.
- Contributed to team success by completing jobs quickly and accurately.
- Learned all required tasks quickly to maximize performance.
- Trained new team members by relaying information on company procedures and preparing and maintaining Standard Operating Procedure.
- Assisted in BCP testing and in system testing for implementing enhanced functions and by knowledge sharing in area of Back office automation.
- Handling mapping of Special Purpose Numbers and Special Purpose Vehicle in Verve.
Customer Service Officer
SSKI Pvt Ltd
2001.10 - 2003.03
- Responding to Customer and NSDL queries within reasonable time frame.
- Handling Erroneous transfer cases.
- Giving business requirements details to new back-office system development team.
- Responded to customer calls and emails to answer questions about products and services.
- Handled customer inquiries and suggestions courteously and professionally.
Customer Service Officer
Standard Chartered Bank
2000.05 - 2001.10
- Front Desk Associate:
- Handling HNI clients and front desk customer queries.
- Sales Associate [Marketing]:
- Fixing up appointments with potential customers for Dematerialization briefing and opening of account.
- Communicated with clients regarding account services, statements, and balances.
- Completed data entry to record call notes, suggestions and questions.
- Initiated investigations into complex or sensitive complaints, identifying solutions swiftly and to customer satisfaction.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Responded to customer requests for products, services, and company information.
Education
Executive MBA - Applied Finance And Leadership
NMIMS
Mumbai, India10.2021
Diploma in Financial Management - Financial Management
Welingkar Institute
Mumbai, India04.2006
Skills
- Teamwork and Collaboration
- Documentation and Reporting
- Positive Attitude
- Attention to Detail
- Customer Relations and Customer Service
- Process Improvement
- Training Employees and other team members
- Process Migration / Offshore Migration
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Accomplishments
- Awarded 3 Service Stars from client for successful completion of project request within TAT and zero error.
- Awarded Service Star in the month of July 2003 for successful contribution during migration stage.
- Awarded Team of the year for year 2004.
- Awarded Spot Award for successful migration of Verve.
- Received letter of Appreciation for successful implementation of migration project.
- Received Product and Quality award for business initiative.
- Awarded Spot award for 100% agreed rate for CDS roll dates with 97% cash settlements on 21st.
- Successful Migration of Collateral Management function & Cash process from UK.
Quote
It is never too late to be what you might have been.
George Eliot
Timeline
Volunteer
Middle School
2023.08 - Current
Volunteer
Santa Clara Library
2021.10 - 2022.04
Volunteer
Elementary School
2019.08 - 2022.05
Officer
Credit Suisse
2016.08 - 2019.02
Assistant Vice President
Barclays Capital
2007.08 - 2011.12
Associate Manager
GlobeOp Financial Services
2005.10 - 2007.08
Team Member
JP Morgan Chase
2003.04 - 2005.09
Customer Service Officer
SSKI Pvt Ltd
2001.10 - 2003.03
Customer Service Officer
Standard Chartered Bank
2000.05 - 2001.10
Executive MBA - Applied Finance And Leadership
NMIMS
Diploma in Financial Management - Financial Management
Welingkar Institute
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