Volunteer
Middle School
08.2023 - 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
08.2019 - 05.2022
- 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
10.2021 - 04.2022
- Helped people with English reading and writing skills.
Officer
Credit Suisse
08.2016 - 02.2019
- 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
08.2007 - 12.2011
- 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
10.2005 - 08.2007
- 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
04.2003 - 09.2005
- 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
10.2001 - 03.2003
- 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
05.2000 - 10.2001
- 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
swipe to browse
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
08.2023 - Current
Volunteer
Santa Clara Library
10.2021 - 04.2022
Volunteer
Elementary School
08.2019 - 05.2022
Officer
Credit Suisse
08.2016 - 02.2019
Assistant Vice President
Barclays Capital
08.2007 - 12.2011
Associate Manager
GlobeOp Financial Services
10.2005 - 08.2007
Team Member
JP Morgan Chase
04.2003 - 09.2005
Customer Service Officer
SSKI Pvt Ltd
10.2001 - 03.2003
Customer Service Officer
Standard Chartered Bank
05.2000 - 10.2001
Executive MBA - Applied Finance And Leadership
NMIMS
Diploma in Financial Management - Financial Management
Welingkar Institute
Similar Profiles
Rachel J. BeckwithRachel J. Beckwith
Teacher at Middle SchoolTeacher at Middle School
RIDDHI JASANIRIDDHI JASANI
Teacher at Middle SchoolTeacher at Middle School
Kennedy K. OwensKennedy K. Owens
Volunteer at Middle SchoolVolunteer at Middle School