Ashvin Nambissan

Capital Markets Operations Associate @Accenture

Mumbai, IN

Monitor daily collateral accounts of counterparties within the wealth management process, ensuring securities are sufficient against loans.Conduct OOC validation: review collateral status, expired loan dates, and accounts requiring closure.Perform credit policy assignment for new loans under Truist Dynamic, TruistLC, and Minimum Balance policies to ensure proper monitoring of collateral values.Review and verify legal documentation (Master Agreements, Security Agreements, Promissory Notes, Assignments of Deposit, Business Agreements) for open/closed collateral accounts.Reconcile counterparties’ collateral statements in Fastnet and FS Application, updating market values and ensuring accuracy.Draft and issue client communications (low collateral balance, expired accounts, TIS/TAS/external brokerage letters).Collaborate with internal teams on new issues and present updates in weekly client calls.Maintain daily/weekly trackers, allocate activities within the team, and ensure smooth BAU execution.Key Achievements:Maintained 100% accuracy in high-volume collateral reconciliations and reporting.Strengthened client satisfaction through timely escalation of risks and precise documentation management.Improved operational efficiency by streamlining activity allocation and document follow-ups.

University of Mumbai

B.Com

University of Mumbai

Bachelor of Commerce - BCom