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To reach the pinnacle of success through diligent hard work and by putting best of my abilities in attaining the desired objectives set by the organization


AS 400
Visual Basic for Applications
Microsoft Project
Microsoft Access
Microsoft Excel

Work experience

Jan 2010Present

Senior Associate – Banking and Reconciliations

Fidelity Business Services India Pvt Ltd
  • Responsible for the daily Reconciliation of the Client Money and Settlement Bank Accounts on JDE, GFAS and Excel within the regulatory timeframe
  • Part of Section 166 review held by FSA (Financial Services Authority, UK) relating to Client Money Protection
  • Knowledge of working on JDE and GFAS
  • Conducted Testing prior to System release
  • Creation of Test Scripts on HP Business Process Testing Software
  • Creating Daily/Weekly/Monthly MI for the top management
  • Conducted training session for Excel and VBA across Fidelity India
  • Creating data for the COO desk on Fortnightly basis
  • Awarded Employee of the month four times and Employee of Quarter once

Major Projects Completed whilst working under the team.

  • Created Daily Calculation process in Excel to identify Client money breaches at currency level currently being used in both India and the UK team.
  • Created a Switch tool for the Dealing team to auto calculate switch deals to be placed by the client.
  • Developed a Macro to link AS400(GFAS) with Excel to feed in and out of data automatically
  • Developed a Provider tool for the Monthly reconciliations of Assets and Pricing, saving a total of 15 hours per month
  • 8 projects successfully completed with the functionality to link Excel via AS400 (GFAS)
  • Consolidation of over 100k client accounts to access to be used by various teams to feed in and out of data for client letters to be prepared
  • Used mail merge for automating the letters to be prepared for the Unclaimed client Assets
  • Developed a Deal Correction tool to automatically process the client instructions for any correction
  • Transitioned several manual processes to Excel and MS Access for automation
  • Developed Macros for various teams to eliminate manual intervention
  • Part of the Fidelity worldwide Excel Forum team
  • Transitioned the entire Ledgers maintained to MS-Access from Excel as per FSA requirements
Jan 2008Jan 2010

Senior Customer Service Associate

Customer Service, US
  • Managing performance and ensuring quality of service provided by each team member
  • Was a part of the Escalation desk, which involves taking supervisor calls and handling on call queries
  • Awarded for being an Extra Miler in the process five consecutive months


Jan 2011Present


Aug 2003Aug 2006