Girish Bhat
Senior Associate/Team Lead at Goldman Sachs/NISM - VIII Certified
- Role
- Senior Associate Team Lead - Pwm Reconciliation & Portfolio Accounting at Goldman Sachs
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
About Girish Bhat
A highly motivated and detail-oriented professional with over 5 years of experience in financial services, specializing in reconciliation, portfolio accounting, and client management. Proven track record of improving operational efficiency, mentoring teams, and delivering high-quality client solutions. Seeking to leverage my expertise in a dynamic and growth-oriented organization.
Experience
Senior Associate Team Lead - Pwm Reconciliation & Portfolio Accounting
Dec 2024 — Present · Hyderabad, IN
Leadership & Strategic Initiatives:Spearheaded strategic initiatives to enhance operational efficiency across the Portfolio Accounting and Reconciliation teams.Led cross-functional projects to automate manual processes, reducing errors by 25% and improving turnaround time by 30%.Collaborated with senior management to develop and implement long-term strategies for team growth and client satisfaction.Client & Stakeholder Management:Acted as the operations primary point of contact for high-net-worth clients, ensuring their portfolios were accurately managed and reported.Worked closely with sales, trading, and client reps to resolve complex client issues, achieving a 98% client satisfaction rate.Conducted quarterly reviews with clients to provide insights into portfolio performance and recommend strategic adjustments.Team Development & Mentorship:Mentored a team of 6 professionals, fostering a culture of continuous learning and professional growth.Implemented a training program that improved team efficiency by 20% and reduced onboarding time for new hires by 15%.Recognized as a top performer for consistently exceeding team goals and delivering exceptional client service.
Education
Dayananda Sagar Institutions
Bachelor of Commerce - BCom, Audit, Tax, Accounts
2016 — 2019
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