Adrian Dsouza
Vice President, Investment Analytics Consultant, Asset Servicing
- Role
- Vice President, Investment Analytics Consultant, Asset Servicing at BNY
- Location
- Pune Division, MH, IN
- LinkedIn followers
- 500 followers
About Adrian Dsouza
MBA Finance with over 16 years experience with Bank of New York in Data and Analytics. Currently working in Bank of New York as an Investment Analytics Consultant, Asset Servicing, Data and Analytics.Rewards and Recognition:•Received a WOW Bravo Award in July 2016. Recognition received for Drives and Delivers Excellence.•Received a WOW Take a Bow Award in November 2017. Recognition received for Helps Clients Succeed.•Received a WOW Applause Award in April 2017. Recognition received for Helps Clients Succeed.•Received a WOW Applause Award in October 2017. Recognition received for Helps Clients Succeed.Goals - To be at the right place at the right time.Specialties: Sincerity, keen interest to learn, Ardent believer that an \"Attitude makes an Individual\", Innovative and Holistic approach.
Experience
Vice President, Investment Analytics Consultant, Asset Servicing
Jul 2024 — Present · Pune, IN
To provide excellent proactive consultative service to clients as per the client tier level.• Understand client` s investment process and assist clients to meet their goals and objectives.• Delivering on commitments to clients and strive to achieve excellence in periodic client scorecards.• Drive growth by maintaining revenue through client retention.• Contribute to revenue growth by identifying and closing out cross sell opportunities for new business and existing clients. This includes third party fintech offerings.• Identify projects for efficiency for operations processes and resolve client specific non-standard offerings to advance the business support model.• Conduct periodic reviews of client invoices and resolve any invoice related queries to ensure clients are invoiced appropriately.• Support initiatives for operational efficiencies to improve the way we support clients which include product developments.• Promote best practices to limit manual operational activities and risk.• Participate and contribute towards Request for proposal (RFP), Request for Information (RFI) and sales initiatives for existing and prospective clients.
Education
Savitribai Phule Pune University
MBA, Finance
2007 — 2009
Pune University
B.Com, Banking & Finance
2002 — 2005
Higher Secondary School - India
Bachelor of Commerce - BCom, Banking and Finance
St. Vincent`s High School, Pune
SSC, High School/Secondary Certificate Programs
1989 — 1999
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