Priyanka More

Specialist - Financial Services Operations

Dombivali, Thane

Profile Score

About

A Passionate and hardworking Finance professional wanting to transition into an Information Technology. Looking to leverage my 6 years of interpersonal and leadership skills, and client management expertise to add value to my next role.

Skills & Expertise (7)

Capital Market Mutual Fund SDLC Life Cycle STLC Life Cycle Defect Life Cycle White Box Testing Black Box testing

Work Experience

Senior Associate

Atos Syntel Pvt. Ltd

11-2016 - 11-2019

Processed and administered mutual fund operations for UK-based clients, ensuring compliance and accuracy. Quality-checked processes, provided feedback, and facilitated team training for new joiners. Collaborated with teams across India and the UK to meet stringent deadlines and deliver end to- end investment solutions.

Specialist - Financial Services Operations

SS&C FinTech Services India Pvt Ltd

02-2022 - Present

Manage the onboarding process for clients, including portfolio setup based on client instructions. Process legal documentation for UK clients (e.g., Power of Attorney, Court of Protection, Marriage Certificates). Track and prioritize emails, providing timely responses to ensure smooth operations. Train new joiners in onboarding processes and promote knowledge-sharing across teams. Promoted to Quality Coach, responsible for query resolution and guiding new team members. Ensure task completion within deadlines, maintaining high-quality standards and avoiding escalations. Cross-trained in client amendment-related processes to enhance team flexibility and support.