Sudha Medepalli
Gachibowli
Summary
Holding 10.6 years of experience in the Banking Financial Services industry (National and International Process) having multi-disciplinary skills in Operations Handling, Customer Service, and Quality Management. Skilled in Wealth Management, Trade processing, and trade settlement. Adept at working under deadlines in a fast-paced environment, while still maintaining precision and accuracy
Overview
10
10
years of professional experience
1
1
Certification
Work History
Senior Associate
Mass Mutual Center
07.2022 - 01.2024
- Enhanced team performance by implementing effective project management strategies and providing consistent guidance.
- Preparing Standard Operating Procedures (SOPs), training materials, and operation schedules. Meeting or exceeding productivity and quality standards.
- Transitions of processes from the US to India. Making a detailed plan for the shift, setting goals, targets, and deadlines.
- Establishing audit control points within the process. Assigning tasks to the team and setting deadlines.
- Streamlined operational efficiency by identifying areas for improvement and proposing actionable solutions.
- Increased client satisfaction through a thorough analysis of project requirements and delivering high-quality results.
- Trained and supported new team members, maintaining a culture of collaboration.
- Trained and supervised employees on office policies and procedures.
- Collaborated with cross-functional teams to drive successful completion of complex projects within deadlines.
Specialist
State Street
09.2019 - 07.2022
- Make sure trades get settled on time following the instructions received from custody and brokers. Check for any issues with trades and let custody, counterparties, and our internal teams know about any updates.
- Monitor Equity and fixed‑income trades with custodians and counterparties across US and LATAM markets, ensuring prompt settlements. Check and fix any problems with trades before they're finalized.
- Work together with the other parties involved to solve any issues and make sure trades are settled every day. Create written instructions and movement requests to fix trade instructions as needed.
- Manage risks associated with buy‑ins, investigate and resolve settlement discrepancies on time. Report and escalate unmatched or failed trades to oversight and clients.
- Help out and take charge when the team leader is not around. Find ways to make the team work better and faster, and decrease mistakes. Create reports during the day and at the end of the day for daily statements.
Process Associate
Genpact
02.2017 - 09.2019
- Processed instructions from brokers to facilitate the booking of fixed-income and equity securities and identified discrepancies between client and broker information.
- Verified and allocated trade date, settlement date, quantity, price, and account number, analyzing trade details using BETA and Trade Port applications prior to confirmation.
- Addressed breaks by entering the necessary information into accounting packages, thereby suspending discrepancies. Led, trained, and monitored team members to ensure accuracy in backend operations.
- Collaborated with team members for enhanced process efficiency and productivity.
- Conducted quality assurance checks on completed work, ensuring accuracy and compliance with established guidelines.
- Communicated with clients through email and phone, ensuring timely acknowledgment of all queries within the specified turnaround time (TAT).
- Managed multiple tasks simultaneously, ensuring timely completion of all assignments.
- Supported management in analyzing process performance data, identifying areas for improvement.
- Developed strong working relationships with cross-functional teams for seamless collaboration on projects.
Executive
Karvy Computershare Private
04.2014 - 10.2016
- Provided training and assistance to team members to enhance their effectiveness in the process.
- Ensured teammates have the necessary knowledge by providing them with relevant organizational information and updates.
- Conducted thorough reviews to ensure compliance with KYC/AML policies and procedures, including the completeness of the investor's KYC, bank details, communication address, status, and documentation.
- Maintained high-quality standards by consistently updating records with the latest information and actively managing work queues.
- Met all turnaround time (TAT) requirements and delivered error‑free collected information.
- Responded promptly and professionally to all investor and client queries received via email.
Customer Care Executive
Franklin Templeton
08.2013 - 04.2014
- Enhanced customer satisfaction by resolving inquiries effectively and efficiently.
- Streamlined customer support processes for improved call handling times and resolutions.
- Reduced customer complaints with proactive issue identification and resolution strategies.
- Increased repeat business, fostering strong relationships with clients through exceptional service delivery.
- Managed a high volume of inbound calls, multitasking effectively to address diverse customer needs simultaneously.
Education
Bachelor of Arts -
GITAM University
Visakhapatnam, IndiaSkills
- Strong organizational & Time management Skills
- Exceptional communication & interpersonal skills
- Ability to work independently & part of a team
- Team & Client Management
Certification
- Lean Six Sigma Green Belt Present
- Advance Excel using Chat GPT AI
Languages
English
Bilingual or Proficient (C2)
Hindi
Bilingual or Proficient (C2)
Telugu
Elementary (A2)
Timeline
Senior Associate
Mass Mutual Center
07.2022 - 01.2024
Specialist
State Street
09.2019 - 07.2022
Process Associate
Genpact
02.2017 - 09.2019
Executive
Karvy Computershare Private
04.2014 - 10.2016
Customer Care Executive
Franklin Templeton
08.2013 - 04.2014
Bachelor of Arts -
GITAM University