Manjunath Gowda
Estate servicing Operations
- Role
- Assistant Manager at Bank of America
- Location
- Thane, MH, IN
- LinkedIn followers
- 500 followers
About Manjunath Gowda
With over ten years of professional experience, I specialize in estate administration…
Experience
Assistant Manager
Nov 2022 — Present · Mumbai, IN
Handling total span of 20+ members, across Mumbai, and GIFT• Managing the end-to-end probate process, ensuring compliance with internal policies and legal requirements. This involves reviewing and approving probate applications, documentation, and requests, and coordinating with legal and compliance departments when needed.• Facilitate training and development programs for team members, ensuring they have the necessary knowledge and skills to effectively perform their jobs. You will also conduct regular performance reviews, set performance goals, and identify opportunities for improvement and growth.• Liaise with internal stakeholders, such as legal, compliance, and customer service teams, to ensure smooth collaboration and coordination, and also build and maintain relationships with external parties, such as law firms and external service providers, to facilitate probate-related activities.• Overseeing the quality and accuracy of probate documentation, ensuring all necessary information is collected, analyzed, and processed correctly. This includes reviewing legal documents, verifying beneficiary information, and resolving discrepancies or errors.• Identifying opportunities for process improvement and streamline workflows to enhance operational efficiency within the probate department. This may involve implementing new technologies, developing standardized procedures, or re-evaluating existing processes.• Ensure compliance with regulatory requirements and internal controls related to probate operations. This includes monitoring and mitigating potential risks, identifying, and reporting any suspicious activities or fraud, and ensuring data privacy and security.• Establish key performance indicators (KPIs) and metrics to measure the team\'s performance and productivity. Regularly track and report on these metrics to senior management, identifying areas of improvement and taking appropriate actions to meet or exceed targets.
Education
VPMs Ramniklal Z Shah College of Arts Science and Commerce Mithagar Road Mulund East Mumbai 400 081
Bachelor of Commerce - BCom
2011 — 2014
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