SHALINI GEHLOT
Acknowledged for strengthening companies to lead in highly competitive situation, targeting assignments in Finance & Accounts and Investment Banking with an organisation of high repute
Location Preference: Doha and Wakrah (Qatar)
Profile Summary
Achievement-driven professional with an experience of nearly a decade years
Skilled in formulating accounting systems, and preparing accounting records & financial statements
Assisted with project work, developed and prepared marketing presentations, analysed client equity and fixed income portfolios, conducted research on current trends, provided general client service and team support
Experience of using market data products like MyStatestreet, Omgeo, Axys Accounting System, Eagle PACE, OASYS, Merketserv, Bloomberg, Icelink and CRTS
Worked on trades which came as rejection in Espear due to various reasons by using various applications like Crest GUI, Euclid, Smart stream, Webmax and TRAX
Communicated regulatory, financial information and complex strategic issues in a clear, concise and relevant manner to assist and guide decision-makers in corporate finance transactions
Guided the Accounting Department in creating reports and financial statements to be presented at annual meetings
Marketed services both to internal directors and external clients, developed client networks, and supported efforts in developing and executing sales and marketing strategies
Selected Highlights and Contributions
-Reduced processing time by 60% and increased efficiency by 45% by documenting process flows
- Spearheaded 20 members across locations (Jaipur & Bangalore) to make sure team achieves deliverables on time
- Administered issues raised by Client, Auditor, Brokers, Counterparts and Onshore related to process
- Used market data products like MyStatestreet, Omgeo, Axys Accounting System, Eagle PACE, OASYS, Merketserv, Bloomberg, Icelink and CRTS
Core Competencies
- Business Operations
- Finance & Accounts
- Investment Banking
- Client Relationship Management
- Process Management
- Business Analysis
- Liaison & Coordination
- Change Management
- Team Management
Work Experience-
Process Supervisor, DBOI Global Services Private Limited, Bengaluru / Jaipur Feb’08 – Mar’15
Key Result Areas:
Asset Wealth Management (AWM) Department Jul’13 – Mar’15
Analysing and improving existing systems and procedures, preparing business continuity plans, designing internal control systems and facilitating to subordinates
Confirming FI Trades (CB, GB and BD), derivative products and equity trades for Asian and European markets
Operating with a team which on-boarded the Automated Trade Confirmation of FI Trades with the brokers
Working with custodians and brokers to resolve trade and allocation related issues at the earliest and monitoring & reviewing various reports for the team
Capturing all fails which are reported by broker and custodian and allocating the same amongst the team; allocating and resolving reconciliation breaks between custody records and records
Drafting monthly reports on volumes and comparative fails for the month along with accumulative report for the year
Liaising with front desk, counterparts, brokers and other sub processes on daily trade related communication
Managing monthly calls with onshore to escalate the issues related to breaks, counterparties and open position to ensure minimal impact on the reputation of the bank
Supporting, attending and following up for issues in the respective team meetings
Training new employees and supporting cross-training within team to all team members to have backups
Monitoring collateral attained on future trades
Private Wealth Management (PWM) Oct’09 – Jun’13
Monitored Live Orders which is integral part of pre-execution functions and fixed income domestic and foreign, equities domestic and foreign which is integral part of post-execution function
Worked on Trade Pre-Post Settlements
Migrated from US – New Jersey to Jaipur, India in six weeks the pre-execution function – Monitoring of Live Orders
Headed whole process successfully gone live (TG – 5 Stage) without any major issues
Created the backups for safe flow of process and cross-trained for the post execution function – Fixed Income Domestic and Foreign
Analysed smooth flow of orders from company system to trader’s system and flow of trades from trader’s system to company system
Monitored odd orders like Directed Broker, Same Day, Next Day, Stop Loss, and Limit Orders and informed the traders regarding the same
Performed proper research on all the private management client a/c numbers done by DB
Liaised between PM and Trader in any reversal or cancellation of orders and trades and ensured all the trades get posted to Global Plus posting system in a timely manner
Drafted MIS for order desk on mid of the month and end of the month basis
Highlights:
Successfully managed the team as Team Manager’s Backup
Pivotal in manually inputting of trade into a system called TRAX which directly reports to FSA
Implemented Deutsche Bank Operational Procedures (DBOP) for process improvement to minimize escalations to resolve trade disputes
Executed migration from Bengaluru to Jaipur and provided short-term assistance to areas with unexpected volumes
Facilitated procedure writing, restructuring of work processing; drafted monthly quality analysis reports on team productivity
Worked as Secretary of Deutsche Bank Global Fun Committee
Recognized as Star of the Month in April 2009 for delivering excellent performance
Previous Experience
Executive (Finance & Accounts), IBM Daksh Business Process Services (P) Limited, BengaluruAug’06 – Feb’08
Trainings Attended
Participated in Green Belt Project and attended Six Sigma & Green Belt Training
Completed White Belt Training and Online Finance Training Modules
Successfully completed Lean Training and also implemented Lean Project in Process
Internship
Company: Development Credit Bank
Duration: 6 Months
Profile: Consultant, Personal Loans
Role: Marketing of Personal Loan to Corporate-Salaried Clients &Self-Employed Clients strategizing for Tele Caller Executives to track potential customers, SMART documentation check.
Company: SIC Stocks and Services Pvt. Ltd.
Duration: 45 Days
Profile: Undertaking Script Analysis, Portfolio Construction, Evaluation & Market Forecast.
Education
MBA (Finance & International Business) from Dr. M.G.R. Educational & Research Institute, Location in 2006
B.Com. (ABST Hons.) from MDS University, Ajmer, Rajasthan in 2004
Other Course
Impact 2 years Computer Course from SSI, Ajmer in 2004
Technical Skills
Languages: BASIC, C, C++, HTML, Oracle & Java
MS Office (Word, Excel and PowerPoint)
Windows 9x/NT/Linux, SAP
Personal Details
Date of Birth: 13th June 1982
Languages Known: English and Hindi
Passport Details: K 3936027 with 10 years B1/B2 US Visa & Qatar Dependent Visa
Address: E-389, Shastri Nagar, Ajmer- 305006, Rajasthan, India