Aishwarya Desai
Krakow
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
6
6
years of professional experience
Work History
Mandate Transition Manager
UBS Financial Services
10.2023 - Current
- Creation of GMI accounts for global clients.
- Assisted in coordinating resources and timeliness to ensure smooth transitions.
- Checking all KYC requirements.
- Collaborated with various departments to gather necessary information and requirements.
- Communicated effectively with stakeholders to provide updates and address concerns.
- Creating SKE and SKC accounts.
- Maintained detailed documentation of all transition-related activities for future reference and knowledge transfer purposes.
- Reduced downtime during organizational changes by efficiently coordinating cross-functional teams and resources.
Int. Process Associate
BANK OF NEWYORK MELLON
06.2020 - 11.2022
- Perform an independent check of KYC information provided by front office
- Develop strong relations with the RM's
- Complete KYC on boarding for new and pre existing customer (EMEA Region)
- End to end management of client KYC process
- Account Opening: processing and submitting the GSP and IMMS opening request
- Account Control System: Maintaining deal details and establishing the ticklers servicing as reminders for clients
- Documentation: Imaging on deal data required for administering accounts for daily reporting, compliance and AML purpose
- GSP: Creating GSP and CID for account opening and processing IPID for the particular clients to proceed payment.
Equity Advisor
KARVY STOCK BROKING
01.2019 - 11.2019
- Interact with clients to update them on research calls and advising them on asset allocation within their portfolio and guide them on Buy, Sell or hold strategy
- Keep micro & macroeconomic indicators, global & domestic financial markets and impact on stock moments.
Education
Masters of Business Administration (Fin & Market) -
Rani Channamma University
Belagavi, Karnataka01.2019
Bachelor of Computer Applications -
Rani Channamma University
Belagavi, Karnataka01.2017
Skills
- Leadership Quality
- Adaptability to new environment
- Can work under pressure and meet deadlines
- Good time management
- Smart worker and fast learner
- Client Relations
- Risk Assessment
- Work Planning and Prioritization
- Relationship Building
- Stakeholder Relations
Hobbies and Interests
- Volunteering and community involvement.
- Learning Languages.
- Sports.
- Outdoor activities
Timeline
Mandate Transition Manager
UBS Financial Services
10.2023 - Current
Int. Process Associate
BANK OF NEWYORK MELLON
06.2020 - 11.2022
Equity Advisor
KARVY STOCK BROKING
01.2019 - 11.2019
Masters of Business Administration (Fin & Market) -
Rani Channamma University
Bachelor of Computer Applications -
Rani Channamma University
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