Heli Shah
Team Leader @JPMorganChase
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WORK HISTORY
Team Leader @JPMorganChase
Mumbai, IN
Managing the daily transaction processing and workflow for Client Instruction Capture & Settlements team by involving in Trades Processing and Trades Support. Develop and manage innovative, secure service solutions to meet client’s needs globally. Using the various latest technology and work to deliver industry-leading capabilities to the clients and customers, making it easy and convenient to do business with the firm. Driving growth by refining technology-driven customer and client experiences that put client’s first
EDUCATION
St. Francis Institute Of Management and Research
Post Graduation in Diploma & Management
KES Shroff College of Arts & Commerce
Bachelor of Management Studies
SKILLS
ABOUT HELI SHAH
As a Team Leader at JPMorgan Chase & Co, I manage the daily transaction processing and workflow for the Client Instruction Capture & Settlements team. I have over 3 years of experience in this role, where I develop and manage innovative, secure service solutions to meet client\'s needs globally. I use various latest technologies to deliver industry-leading capabilities to clients and customers, making it easy and convenient to do business with the firm. I also drive growth by refining technology-driven customer and client experiences that put clients first. Before joining JPMorgan Chase & Co, I worked as a Financial Analyst at Morgan Stanley for over 4.9 years. There, I processed internal requests for accesses to various external trading platforms and Morgan Stanley systems, maintained existing internal accounts, and ensured compliance with policies and procedures. I also participated in periodic entitlement reviews and tracked role changes for internal employees. I have a Post Graduation in Diploma & Management from St. Francis Institute Of Management and Research, where I studied Finance. I am also certified in the Alternative Investment Industry (CAII) by SS & C GlobeOp. I am fluent in French and have a beginner level certification from Duolingo.
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