1. Vikrant Tarachand Sharma
B-14, Camps Corner, Near Sapna Hotel,
Kalyan (west),
Thane PN; - 421103
E-mail ID: - vikrant_s4@yahoo.co.in
Contact Detail:-(m) 9820145078 (R)9820861605
Professional Experience: - Overall 7.6 Years
Since Sep’2008 with State Street Syntel Services Pvt. Ltd. Mumbai as Team Leader in
Operation management.
Project Undertaken:-
Title : - IFDS (International Financial Data Services)
Brief : - It is one of the leading Transfer Agency in UK working for more than 38 open ended
Mutual Fund Companies, Close Ended Funds, Institutional Funds and is an administrator of the
Funds of Funds.
Core Competencies:-
Investor Service Solutions, Mutual Fund Operations, Cash Reconciliation,
Anti Money Laundering, Transition Management, NAV calculation.
Duties and Responsibilities:-
• Handling a team of 15 team members. Major responsibilities are controlling over the
volume of different work types. I.e. financial & non-financial processing like fund
settlement, placing deal of purchasing, repurchasing or fund transfer by proper allocation
of work within the given deadlines. Maintaining SLA for the fund settlement volumes.
• Conduct performance appraisals annually.
• Maintain current employee records on direct reports.
• Review CMS (Claim Status Request) statistics on a daily basis and provide constructive
feedback.
• Ensure training needs of subordinates are met.
• Modify Operations as needed to meet service level agreements under supervision of
Operations Manager.
• Successfully complete all client related training.
• Resolve escalated customer issues
• Hold team meetings on a regular basis with direct reports.
• Communicate all process and client changes to direct reports within specific timeliness
• Responsible for day-to-day functional supervision of non-exempt work group, including
work assignment and attendance monitoring; providing input into selecting, training,
developing, and completing performance appraisal of work group(s) in accordance with
the organization's policies and applicable legal requirements.
• Preparation of team productivity and quality.
2. • Monitor and take action on personnel and payroll issues.
• Maintain current employee records on direct reports.
• Preparation of EFT, shrinkage report.
Process Migration:-
I have played key role in new business transition from UK to India
• September 2012 migrated the project In Transfer Agency .i.e Investor services solution.
Investor Service Solutions: - For this process I visited to LONDON (UK) office to migrate this
process.
• Investor Services team provide resolution to client for their investment query.
• Also provide the details on fund performance, Valuation, Mergers, Company Takeover &
allotment of share, Bones Issue all this satisfactory information team provide to client.
• Investor services team do the AML verification for client and do the KYC check.
• Preparing reports on daily and monthly basis about the total changes in Net Asset Value
(NAV).
Trainings Attended:
• Business Continuity Planning
• Six Sigma Awareness
• LEAP (Leadership Excellence through Awareness and Practice) Training.
• Lean Awareness
• ISO Awareness
• Train the trainer’ Workshop
• Anticipate Risk and prepare for Future Analytical Thinking.
Educational Qualifications:
Qualification Institute
University /
Boar
d
Year of
Pas
sing
Class
S.S.C.
Century
Rayo
n
High
Scho
ol
Mumbai 2003 II
H.S.C. R.K.T College Mumbai 2005 I
T.Y.B.COM R.K.T College Mumbai 2008 II
MBA Karnataka State Karnataka 2014 I
3. Open University
Other Qualifications:
IOC (InvestmentOperationsCertificate) from CISI (UK regulated exam)
Computer Literacy:
• Diploma in Office Automation and Graphics, Tally, Access, Computer Concept.
• Introduction to Networking, Multimedia & Hardware.
• HTML, Photoshop,Java Applets & Script, Database Designing.
• Dreamweaver, Flash, programming in Flash, 3D MAX, Maya.
• Passed MS-CIT with 66% in July-2006.
Personal Details:-
Date of Birth : 11th AUG, 1987
Marital Status : Single
Language Known : English & Hindi.
Hobbies : Music, Playing video game.
Interests : Trekking and Photography