jmohan111

• Supported daily operations for proprietary cryptocurrency trading activities across multiple exchanges. • Monitored trade execution, fund transfers, and exchange balances. • Performed daily reconciliation of positions, wallets, and transaction records. • Assisted with collateral management and funding operations for derivatives trading. • Investigated operational incidents and trading discrepancies. • Generated daily P&L, exposure, and risk reports for traders and management. • Collaborated with trading teams to maintain operational efficiency. • Identified and implemented process improvements to reduce operational risk.

• Led a 15-member team across the UAE and India, overseeing post-account-opening services and maintaining SLA. • Managed priority service requests for HNI and royal family clients, resolving complex issues and complaints. • Validated Customer Information Files (CIFs) in line with KYC/AML policies; verified profile changes, signatory updates. • Coordinated with Credit, Collections, Compliance and Operations teams to deliver projects and BAU activities. • Reviewed and updated SOP, identified process improvement opportunities and contributed to workflow automation. • Supported migration of operational processes to SSC in Chennai and led BAT for digital banking and dormancy modules. • Handled exception reporting, account maintenance and closure activities, liability documentation and operational controls. • Processed subscriptions and settlements for mutual funds, open-ended and structured products, and bonds for HNI clients through asset managers and settlement agencies including Euroclear and Clearstream. • Calculated and accounted for coupons and matured structured products, ensuring timely credit to client accounts. • Reconciled third-party insurance products, commissions, Assets Under Management (AUM), SWIFT transactions, suspense accounts and provisions. • Prepared daily and quarterly MIS reports to support investment operations oversight and transactional accuracy.

• Researched and set up securities including mutual funds, bonds and shares using Bloomberg, CUSIP Web, Reuters and FTS. • Verified security and issuer data across vendor sources, assigned industry classifications and completed issuer audits. • Processed corporate actions including amalgamations, reconstructions, coupon distributions and redemptions in accordance with internal policies and AML controls.

• Coordinated task allocation and daily workflow within the IDOG team; acted as backup to the Team Lead. • Liaised with US-based colleagues, escalated process and technical issues, and supported delivery against SLA