Santosh Teli

About Santosh Teli

Currently working with BNY Mellon as Sr Analyst, Pune.

Experience

1. Senior Analyst, Client Onboarding Transactions Conversions Kyc

   BNY

   Mar 2022 — Present · Pune, IN

   Responsible to open and set up new and incremental account openings, perform maintenance on existing clients accounts and account closure based on the instructions from various business groups.Perform independent review on customer identification, document formalities of different markets and ensure all accounts satisfy the required standard before onboarding or maintenance is processed.Onboarding new client accounts on timely and accurate mannerReview and process account maintenance items according to SLA’s.Process client-directed changes to existing portfolios (E.g, Strategy changes, Account number changes, cease requests, terminations, etc.)Process quality control checks of new accounts and maintenance items in accordance with the departmental guidelinesInterface with internal and external business teams to identify root cause of exceptions and assist with corrective and preventive actionCollaborate with internal departments to resolve complex issuesMonitor various database application, accuracy reports and daily management?s reports to ensure all changes are updated.Processes client\'s instructions ensuring the highest accuracy and effectiveness (ensuring deadlines are adhered to). Verification and authorization of data entered in the systems.Ensures all queries are dealt with in an efficient and timely manner. Escalates urgent / risk issues through the appropriateEnsures high levels of client satisfaction through strong product, process, and client knowledge.Train and coach peer team members

Education

• Savitribai Phule Pune University

  Master of Business Administration - MBA

  2013 — 2015