Abhijeet Kad

Senior Representative at BNY(Associate-Trade Settlements and Custody Services)|MBA(IT)|BE(IT)|worked as an System Engineer at Infosys ltd |

Role
Associate Client Representative at BNY
Location
Pune, IN
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

About Abhijeet Kad

Highly motivated and detail-oriented trade settlement specialist with Proven track record…

Experience

  1. Associate Client Representative

    BNY

    Apr 2023 — Present · Pune, IN

    Core Responsibilities*1.*Client Support*: Provide exceptional service to clients, responding to trade settlement inquiries, and resolving issues promptly.2.*Trade Settlement*: Process trades through clearinghouses and settle transactions, ensuring timely and accurate execution.3.*Risk Management*: Identify and mitigate potential risks associated with trade settlement.5.*Process Improvement*: Identify opportunities for process improvements and implement changes- Provided exceptional client support, resolving trade settlement inquiries- Processed trades through clearinghouses and settled transactions- Resolved trade-related issues, escalating as needed-Providing training to onshore team as well as new team members-Updating SOPs and keeping it up to date with respect to market changes-Works with SUB-CUSTODIAN to assist the Clients query within deadline-Processing trade settlement for EMEA and T2S markets-Having deep knowledge of SWIFT messages related to trade settlement (MT540 to MT 548)-Facilitated the accurate and timely settlement of equities, and derivatives trades across EMEA markets-Reconciled trade discrepancies, investigated failed trades, and ensured compliance with T+2 and market-specific settlement cycles-Coordinated with custodians, brokers, and internal teams to resolve trade breaks and ensure smooth transaction processing-Utilized settlement platforms such as SWIFT, DTCC, and Euroclear to monitor and execute settlement processes-Streamlined settlement workflows, improving efficiency and reducing operational risk.Key Performance Indicators (KPIs): • Accuracy rate in trade settlement processing. • Timeliness in resolving trade discrepancies. • Compliance with regulatory and internal standards. • Efficiency improvements in settlement.

Education

  • Savitribai Phule Pune University

    Bachelor of Engineering (B.E.)

    2009 — 2013

  • Savitribai Phule Pune University

    Master of Business Administration - MBA

    2017 — 2019

Skills

  • Javascript
  • Html
  • Microsoft Office
  • Angularjs
  • Jsf
  • Microsoft Excel
  • Microsoft Word
  • Jsp
  • Windows
  • Java
  • Powerpoint
  • C
  • Jquery
  • C++

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Abhijeet Kad — Associate Client Representative at BNY in Pune, IN | Unifers