Ramesh Kadam
Associate at Eviden (Atos) |Transfer agency | UK Pension funds | Mutual fund Investment & Insurance | Financial services |
- Role
- Associate at Eviden
- Location
- Navi Mumbai, IN
- LinkedIn followers
- 500 followers
Experience
Associate
Jan 2024 — Present · Navi Mumbai, IN
Managed client investments, including:* Verifying client details and executing trade sells to liquidate client\'s fund holdings.* Transferring funds between management companies within service level agreements (SLAs).* Executing investment orders per client instructions or financial advisor recommendations.* Conducted Anti-Money Laundering (AML) verification procedures.* Ensured accuracy in all deal and transaction placements.* Proactively identified and escalated potential complaints to the relevant department to prevent penalties.* Performed quality checks on work types, re-amending details as necessary.* Processed various work types, such as Transfer Outs and Transfer Value Quotes (TVQs).* Utilized and operated systems including PEGA, Composer, Evolve, Origo, and Experian.* Collaborated with onshore teams to address queries, receive updates, and disseminate information to team members.* Provided training and ongoing support to new team members.*Managing manager duties ( Like volume update and work allocation task ).\"Resolved complex queries as a Subject Matter Expert (SME).Ensured daily tasks were completed before deadlines.
Education
Mumbai University Mumbai
Bachelor's of Commerce
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