Dhiraj Khatri

About Dhiraj Khatri

Experienced with a demonstrated history of working in the financial services industry…

Experience

1. Team Leader

   Northern Trust

   Sep 2022 — Present · Pune, IN

   Manage and motivate a high-performance team of direct reports through communication, learning, development and mentoring.• Conduct performance management processes including but not limited to staffing and disciplinary actions.• Oversee investor updates and capital activity processes for the Investor Services Team.• Ensure strict compliance with SLAs including accuracy and timeliness.• Liaise with the Onshore Investor Services Team on day to day progress and issue resolution.• Ensure accurate and timely processing of all capital activity transactions including: subscriptions, redemptions, transfers, and name changes.• Ensure proper entry and updates for investor related information, including FATCA/CDOT due diligence.• Enter and validate tax forms.• Process incoming and outgoing cash movements related to capital activity.• Self-motivation and ability to oversee and inspire a team in a demanding environment.• Excellent communication skills, both written and verbal, to liaise effectively with the Onshore Investor Services Team.• Excellent analytical, organizational and problem-solving skills.• Ability to organize a demanding workload.• Detail-oriented and accurate in a fast-paced environment.• Work independently and cooperatively within a team environment.• Manage multiple tasks simultaneously and with accuracy.