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TARAVATI UPPU
Indian, Female Email: tarauppu@yahoo.com
Saiplaza Apt., Flat-3, S.No.133/1, Walhekarwadi, Chinchwad. Pune-33. Mobile: +91-7838368683
CAREER OBJECTIVE
I wish to contribute to the organization that I work with while developing my skills and realizing my potential.
PROFESSIONAL EXPERIENCE
FinEdge Advisory Private Ltd. (New Delhi) - Assistant Manager (Mar/15 to May/16)
Responsibilities
 Managing the team of four members.
 Representing AMC’s and clients on behalf of the company.
 Responsible for issuance and other operational process of Mutual funds like Subscriptions,
Redemptions etc.
 Coordinating with AMC’s and clientsfor resolving operational queries.
 Handling service desk queries for Advisors and clients.
 Preparing Business Quality Management reports.
 Processing of KYC documents and resolving KYC related queries
 Responsible forhandling BSE star platform.
eClerx Ltd. (Pune) - Analyst (Jun/08 to Oct/12)
Responsibilities
 Managing, generation and reconciliation of OTC derivative trades report (CDS, IRS & Equity)
 Identifying mismatches on the trades, and research on their causes
 Generation of weekly and monthly FED Metrics
 Core analysis of reports while creating and maintaining ad-hoc customized reports
 Provide Back office assistance to client in Loans Syndication.
 Responsible for Loan servicing and Cash Reconciliation
 Maintaining volumes of trades for internal metrics & billing purpose
 Preparing the Business requirement documents.
 Conducting training and associated activities for all BAU teams
 Communication with Client for enhancement of existing reports and other value added services
 Preparing Business process document (BPD) with the detailed information regarding process in such a
way that new joiners or quality management team would easily understand the process, people
involved, risks, key points, infrastructure, advantages, improvements and changes in the process
Academic Background
B.Com 2006 K. J. Somaiya College of Arts and Commerce, Mumbai
Class XII 2003 Sandesh Vidyalaya Junior college, Mumbai
Class X 2001 St. Francis Xavier’s High School, Mumbai
Certification
 NISM series V A-Mutual Fund Distributor
Achievements
 Won bronze medal in Interschool hockey tournament
 Two spot rewards for various process improvements
 Key role in developing DTCC BAU rule book used across 5 processes.
Computer Competencies
 Proficient in use of MS Office and Internet.
 Proficient in using Excel.
 Working knowledge of using Loan IQ, Safe Cash, Intellimatch, Matloc applications,
Hobbies and other Interest
 Travelling andcooking.

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Tara Uppu_CV

  • 1. TARAVATI UPPU Indian, Female Email: tarauppu@yahoo.com Saiplaza Apt., Flat-3, S.No.133/1, Walhekarwadi, Chinchwad. Pune-33. Mobile: +91-7838368683 CAREER OBJECTIVE I wish to contribute to the organization that I work with while developing my skills and realizing my potential. PROFESSIONAL EXPERIENCE FinEdge Advisory Private Ltd. (New Delhi) - Assistant Manager (Mar/15 to May/16) Responsibilities  Managing the team of four members.  Representing AMC’s and clients on behalf of the company.  Responsible for issuance and other operational process of Mutual funds like Subscriptions, Redemptions etc.  Coordinating with AMC’s and clientsfor resolving operational queries.  Handling service desk queries for Advisors and clients.  Preparing Business Quality Management reports.  Processing of KYC documents and resolving KYC related queries  Responsible forhandling BSE star platform. eClerx Ltd. (Pune) - Analyst (Jun/08 to Oct/12) Responsibilities  Managing, generation and reconciliation of OTC derivative trades report (CDS, IRS & Equity)  Identifying mismatches on the trades, and research on their causes  Generation of weekly and monthly FED Metrics  Core analysis of reports while creating and maintaining ad-hoc customized reports  Provide Back office assistance to client in Loans Syndication.  Responsible for Loan servicing and Cash Reconciliation  Maintaining volumes of trades for internal metrics & billing purpose  Preparing the Business requirement documents.  Conducting training and associated activities for all BAU teams  Communication with Client for enhancement of existing reports and other value added services  Preparing Business process document (BPD) with the detailed information regarding process in such a way that new joiners or quality management team would easily understand the process, people involved, risks, key points, infrastructure, advantages, improvements and changes in the process Academic Background B.Com 2006 K. J. Somaiya College of Arts and Commerce, Mumbai Class XII 2003 Sandesh Vidyalaya Junior college, Mumbai Class X 2001 St. Francis Xavier’s High School, Mumbai Certification  NISM series V A-Mutual Fund Distributor Achievements  Won bronze medal in Interschool hockey tournament  Two spot rewards for various process improvements  Key role in developing DTCC BAU rule book used across 5 processes. Computer Competencies  Proficient in use of MS Office and Internet.  Proficient in using Excel.  Working knowledge of using Loan IQ, Safe Cash, Intellimatch, Matloc applications, Hobbies and other Interest  Travelling andcooking.