ANIL KUMAR R
Emai:firstname.lastname@example.org Phone: 9948522987
Wish to work for a multinational which can offer a great variety of tasks and provide challenging opportunities
in the fields of international finance, Wealth Management, or dealing of financial instruments. As a straight
forward kind a person, who is not afraid of any kind of workload in order to get the job done, would like to use
analytical and interpersonal skills and creative thinking in work related, plan to learn everything in the field of
finance and to move up to higher positions in order to gain new experiences.
Name of the Organization : Cognizant Technology Services Private Limited
Type of Business / Sector
: Banking and Financial Services
: Senior Process Executive
Department & Client : Wealth Management Performance Reporting , UBS
Duration : Feb2013 – Aug2016
WM (Wealth Management) US Ops – Performance Reporting:
• Reconciling the accounts based on the statements provided by UBS.
• Account reconciliation responsibility is to undertake all general account related problems, this can be
the desired situation which can occur anyhow and must be efficient to find the best solution for it.
• Helps in calculating performance of client portfolios in regular intervals by balancing the accounts
according to the client requirement.
• Preparing accurate and timely MIS reports on a daily basis to clients.
• If any incorrect position taken by Client/Trader/UBS Dealer: aptly alerting the trading desk to cover
the position and assist middle office in taking timely decision to execute trades especially related to
short sale of shares.
• Building strong relationships with clients, business partners, whilst managing expectations.
Roles and responsibilities:-
• Held responsible for maintaining and reconciling cash and quantity positions in the client portfolio
as per internal books and maintaining client SOX requirements.
• Actively participated with additional responsibilities in process improvements methods to maintain
and reach accuracy, maintain Risk metrics & stats.
• Liaising with Trading, Sales and Product Control.
• Sourcing the appropriate marks from the respective trading desks.
• Ensuring full compliance with the Global Client.
• Providing excellent client service regarding their Performance on trading, account maintenance and
Post-Graduation- MBA Finance –Osmania university
Graduation –B.com - Osmania University – Hyderabad
Summary of Situations:
• Self-motivated and Patience
• Hard worker
NAME : R Anil Kumar
FATHER’S NAME : R. Ettaiah
DATE OF BIRTH : 18/06/1989
NATIONALITY : Indian
LANGUAGES KNOWN : English, Hindi and Telugu
“I hereby declare that all the information, represented by these curriculum vitae is true to the best of my
knowledge. I pay my sincere thanks for you if you provide me an opportunity to let in to your