Purva D.

Experience

1. Associate Ii

   Atos

   Apr 2024 — Present · Mumbai, IN

   Working For Aegon UK Clients Transactions Processing: • Handling investments and portfolios for UK clients, ensuring transactions are executed according to client specifications and requirements. • Provide exceptional client service, ensuring clear communication and timely updates regarding their investments. • Independently review and verify the transactions related to fund transfers, payments, and settlements. • Perform ongoing AML risk monitoring on clients account transactions covered by AML activity. • Placed deals, updated client information, performed settlements and reconciliation reporting. Indexing: • Reviewed and processed client information in indexing, ensuring accurate allocation of instructions to appropriate workflows. • Segregating and distributing client information to respective teams. • Risk recognition and mitigation ensuring deep understanding policies and procedures. • Ensuring awareness and full compliance of internal processes, regulations policies, guidelines, procedures and practices. • Proficient in handling urgent escalation cases and manage client and internal team expectations. • Collaborating with indexing and complaints teams to implement process enhancements. SMPI • Review client investment portfolios to ensure alignment with their SIPP objectives and risk profiles and identify clients and access their profiles.• Add and manage charges applicable to client SIPP as per product norms and regulatory requirements.• Calculate charges, fees, and other financial aspects related to SIPP accurately.• Create and disseminate reports on client SIPP performance, transactions, and portfolio status as required. • Generating the letters and communications to clients based on specific instructions, covering aspects like SIPP updates, changes, reminders, etc.• Ensure all actions comply with regulatory guidelines and internal policies related to SIPP management.

Education

• Ramanand Arya D A V College

  Bachelor of Commerce - BCom, Financial Accounting and Auditing

• IBS Mumbai

  PGPM