Santosh More
BFSI I Middle and Back office Operations I Financial Data Analysis, Transformation and Visualization | Trade Operations | CIBOP Certified
- Role
- Project Team Lead at Datamatics
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Santosh More
I have 9+ years of experience in Back and Middle Office operations within banking and…
Experience
Project Team Lead
Jan 2022 — Present · Mumbai, IN
Financial data Transformation, Trade Validation & Processing, Portfolio Reconciliation & Visualization•Initiated the data processing by extracting financial investment reports from PDFs, excel sheets, anddata feeds using advanced internal systems.•Conducted thorough portfolio reconciliations with precision, identifying and aggregating Asset Classeswhile resolving discrepancies during data onboarding to maintain data integrity.•Efficiently supervised Data Analysis, Data Transformation, Trade Validation, processing and Portfolio Reconciliations, as well as theprocessing of Corporate Actions, ensuring accurate Data Visualization for banks, portfolio managers,and family offices.•Swiftly resolved cash and holding mismatches, which significantly enhanced accounting accuracy and client satisfaction.•Analyzed automated UAT test results, maintained testing solutions, and contributed to achieving 87%automation by suggesting improvements.•Maintained effective communication channels with custodians and portfolio managers, streamlining theresolution of data visualization queries.•Collaborated with business analysts, developers, and sales teams to address customer inquiries,regulatory reporting needs, and client onboarding support.•Led the training and development plans for new hires, established Key Result Areas (KRAs) for the team, accelerated their integration, and optimized overall performance.•Initiated weekly Q&A sessions to foster a knowledge-sharing culture and enhance team expertise, leading to improved Key Performance Indicators (KPIs).•Managed client escalations and service level agreements (SLAs)Crafted Performance Summary Reports, Weekly Review Reports, and Monthly Progress Reports on exceldashboards for Senior Management.•Handled Hiring process, Client Invoicing and team dynamics to boost morale and productivity.
Education
Model collage of Commerce and Science
Bachelor of Commerce - BCom
2011 — 2013
Imarticus Learning Institute
Certification in Investment banking operation
2015 — 2015
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