Ritesh Ghodke

About Ritesh Ghodke

Disciplined and client-focused professional with an engineering background and strong experience in wealth management operations and client services. I bring a blend of analytical thinking, operational precision, and service excellence to fast-paced, compliance-driven financial environments.My professional journey includes rigorous defense exam preparation, which strengthened my resilience, time management, and ability to perform under pressure—skills that directly support my effectiveness in high-stakes financial operations.Currently, I specialize in money movement processing, risk management, and regulatory compliance within the wealth management domain. I handle complex financial transactions, support last-mile operations, contribute to audit and documentation processes, and deliver a consistent, high-quality client experience through contact center and operational workflows. I have supported large-scale national money movement initiatives involving transactions worth billions, while upholding the highest standards of accuracy, trust, and accountability.Driven by a proactive mindset and commitment to continuous learning, I am passionate about creating value through precision, clear communication, and operational excellence.

Experience

1. Financial Analyst Ii

   Northern Trust Wealth Management

   Feb 2025 — Present · Pune, IN

   Money Movement Operations-Execute and validate trust and banking money movement transactions (e.g,Transfer To/From Banking, Loan Payments, Recurring Instructions) via Partner Workstation and Web Cash Movement (WCM) platforms-Ensure compliance with Wealth Management Asset Transfer Standards (WMATS) and Approved Methods of Authentication, including verification callbacks for high-value transactions-Manage cases in I Move Money queue, updating statuses and resolving “Pending Clarification” requests promptly-Process profile setups and standing instructions for recurring transactions.Client Servicing & Contact Center-Act as a liaison between front-office partners and NCSS for transaction escalations, clarifications, and technical issues-Provide timely updates on transaction status, including daily Start-of-Day (SOD) and End-of-Day (EOD) reports for WCM cases.Risk Management & Compliance-Maintain rigorous controls to mitigate financial risk, including dual authentication and callback procedures for sensitive transactions-Ensure all documentation meets NCSS standards for audit readiness and regulatory compliance.Process Improvement & Knowledge Management-Contribute to drafting and reviewing Detailed Process and Documentation (DPAD) for money movement activities, ensuring clarity and accuracy-Participate in training sessions and OJT programmes for new processes (e.g, ISO Profile Updates, Address Change Procedures)-Collaborate with leadership and cross-functional teams to implement enhancements in transaction workflows and digital tools-Work closely with internal teams and training consultants to update job aids andprocess documentation-Provide feedback and improvements for operational procedures to enhance efficiency and accuracy.Ethical Standards & Governance-Follow Northern Trust’s Code of Ethics and compliance guidelines, ensuringtransparency and integrity in all client interactions and internal reporting.

Education

• Maharashtra Institute of Technology Aurangabad

  Bachelor of Technology, Mechanical Engineering

  2016 — 2019

• Shri Saraswati Bhuvan Prashala ,Aurangpura Aurangabad

  Matriculation

  2013

• Marathwada Institute of Technology Engineering College, Satara Road.

  Diploma of Education, Mechanical Engineering

  2013 — 2016