Karunakaran Kasivishvanathan
Client onboarding senior Rep C05 at Citi /Ex-NTT DATA/Ex-BARCLAYS/Ex-HGS
- Role
- Client Onboarding Senior Rep -c05 at Citi
- Location
- Chennai, TN, IN
- LinkedIn followers
- 500 followers
About Karunakaran Kasivishvanathan
Results in driven management professionals with 7+ years of experience in Client…
Experience
Client Onboarding Senior Rep -c05
Apr 2023 — Present · Chennai, IN
PBWB - Account opening and Account Maintenance.Account opening - Managed and retail account openings (PFC Escrow & Custody type accounts|| CIM accounts || Investors accounts || GL Canada account opening || LATAM accounts || Trust accounts || Pershing accounts opening Process/validate account opening & various types of maintenance requests for the accounts of private banking clients. SOP creation|| assessment creation for new employees || knowledge transfer.Account Maintenance -Linkages || statement setup || imaging || Address change ll MIFT ||ODS (Supports all regions)|| title change || product change II investment code and investment objective change || swift sender /receiver code setup || end user testing || Trust account maintenance || investment restrictions setting || contact information amendment || statement addition/removals || Gl canada account interest rate changes || address chanage || product code || all types of account closing request.Processes client\'s requests related to system set up including signatories\' updates and documentation lodgment.Co-operates with internal partners to perform systems maintenance based on documentation related to account opening and maintenance processes. Provides response to client and internal inquiries.Prepares documentation for archiving.Applies appropriate bank\'s regulations while processing the requests. Remains up to date with the current procedures, internal rules, external regulations, and follows the changes in the aforementioned documents. Review of documentation for entities such as Corporation, Trust, Private Holding Company, Individuals as per the policy/ jurisdiction for all KYC documents and raising request for information/documents.
Education
Government Higher Secondary School - India
12th
2012 — 2013
Government Higher Secondary School - India
10th
2010 — 2011
Anna University Chennai
Bachelor of Engineering - BE
2013 — 2017
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