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Client Relationship Manager Resume
Sarita
US
Operations Analyst
MBA background with 5 years work experience. Looking for a consulting position
SARITA P. HEDA
35 River Drive South, Jersey City, NJ 07310
E-Mail: sarita.heda@gmail.com
Home: (201) 255-0096 Cell: (201) 628-5501
Skill summary
Seasoned professional with several years of experience in leadership roles in various service oriented industries with expertise in serving clients across different geographies and industries. Currently specializing in financial services and capital markets, managed and led various projects catering to areas such as business process management, business technology synergy, strategic management and client relations. Posses sound technological understanding and working knowledge of development processes thus driving results by effectively liaising between diverse measurable business results and achieving high levels of client satisfaction
Employment
Morgan Stanley- Operations Analyst: OTC Equity Derivatives Swaps -July 2007- April 2008 New York, NY
Served as primary liaison between institutional clients and firm to ensure settlement and reconciliation of OTC Swap trades, and managing pre and post settlement issues and investigations. Overall aim was to improve post trade process efficiencies. Individually responsible for 22-member client group, consisting of U.S. based Prime Brokerage and Institutional Equity clients. On a daily basis, led:
Communication with sales force, trading desk, prime brokerage and operations colleagues worldwide regarding client settlements and issues.
Settlement and Reconciliation management, and reduction in settlement time to avoid aged breaks
Exceptions gathering and process improvement within proprietary systems in-house.
Overall Achievements:
Achieved process efficiencies with settlement time across entire client portfolio by 100% in first 5 months.
Assigned top revenue inducing client and tie up with prime brokerage team to lead client relationship and process efficiency- currently at 60%
UBS- Operations Consultant: OTC Equity Derivatives Confirmations- Sep 2006-July 2007 Stamford, CT
Part of the Confirmations Team under Equity Derivatives Operations that provide post trade services on all OTC vanilla and exotic derivative trades. Served as primary point of contact for client relationship and fulfilled three core functional roles: Chasing, Query Management and Eco-Agreement.
On a daily basis, led:
Communication with Sales and Trading, regarding Confirmations status, client issues and feedback
Confirmations delivery in a timely manner from clients, to achieve and surpass federal targets
High level reporting to senior management on legal issues surrounding confirmation documents.
Confirmations management of 15 member client group, consisting of High Net Worth, Hedge Fund and End User clients.
Requirements gathering for proposed automated DTCC system enhancements and customization.
Onsite Team Lead for Equity Derivative Wipro technologies- Consultants Team:
• Managed UBS-Wipro communication, thus acted as primary liaison supervising an average staff of twenty in Equities as a whole across Confirmations and Settlements. Led the administration of benefits, relocation management, professional development, position management and performance management for the team.
Overall Achievement: Met and exceeded Federal target of 25% with an actual of 62%
Transperfect Translations -Talent Management Analysis and Project Coordinator- March 2006-Sep 2006 New York, NY
As the Department Head of Linguistic Resources, at Transperfect Translations, Global Language Services Provider, New York, was responsible for 30 worldwide offices, 5 vertical industry groups- Brand Marketing, Finance, Legal, Medical Devices and Life Sciences. As Project Coordinator I was responsible for:
Re-sourcing language consultants for projects
Managing project milestones and deliverables as per the project plans
Managing client expectations and contribute to overall process improvement
Education
MBA International Business, minor Marketing, American University, Summa Cum Laude (GPA: 3.8)- May 2004
BSc International Business Management, United States International University, Summa Cum Laude. Jan 2000
SPECIFIC KEY SKILLS AND KNOWLEDGE
• Financial services: Equity Derivatives product knowledge; Bloomberg; Morgan Stanley and UBS In-house proprietary applications; OTC Online and DTCC- automated trade matching system
• Communication: Effective verbal and written communication across diverse audience. Languages: basic French, Spanish, Hindi and Swahili
• Office Productivity Tools: Windows Office, Lotus Notes.
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