Bharat Joshi
Associate @ BNY
- Role
- Associate, Client Service Ii at BNY
- Location
- Pune, MH, IN
- LinkedIn followers
- 500 followers
About Bharat Joshi
Focused Client Service & Operations professional with over 6 years of progressive experience in custody operations, corporate actions, reconciliations, financial reporting, and operational risk management across global banking leaders — BNY Mellon, JPMorgan Chase, and Deutsche Bank. I help financial institutions achieve operational excellence by delivering accurate, timely, and insight-driven reports, enhancing client satisfaction, and streamlining workflows. My focus is on reducing risk, improving efficiency, and building strong client relationships that drive long-term value. I thrive in high-pressure, deadline-driven environments, managing complex workflows while collaborating with cross-functional teams in multiple geographies. My approach blends data-driven decision-making with strong relationship management, ensuring that client expectations are not just met — but exceeded.Core Strengths: Client Service & Relationship Management | Custody Operations | Corporate Actions | Reconciliations | KPI & SLA Management | Operational Risk & Compliance | Process Automation
Experience
Associate, Client Service Ii
Jun 2025 — Present · Pune, IN
Manage client reporting deliverables for global investment banks and fund managers, including Board Reports, Quarterly Service Reviews (QSR), Monthly Service Reviews (MSR), and KPI dashboards.• Ensure timely resolution of client queries and escalations, maintaining high satisfaction scores.• Collaborate with internal teams to streamline reporting workflows and improve accuracy in deliverables.• Monitor SLAs and KPIs to ensure adherence to client service agreements.
Education
University of Mumbai
Bachelor of Commerce - (Accounting and finance )
2016 — 2019
Welingkar Institute of Management
PGDFM, Finance
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