Looking for a role in Transfer Agency operations, Fund Administration, Regulatory Compliance (FATCA/CRS), Reconciliation, Trade Settlements, securities settlement, AML/KYC, CDD, Derivative, Fincorp, Investment Banking and Accounting. ready to drive operational excellence."
Looking for a job
Mohit Milind
@mohitmilind
Finance consultant at Deloitte supporting operational processes, with experience across transfer agency and capital markets.
IndiaWhat I'm looking for
At Deloitte, I support internal team activities and process-related requirements, drawing on my experience in Transfer Agency and financial services.
At FIS GLOBAL, I led Transfer Agency operations for the Franklin project and managed high-risk Dealer Agreement activities, including Block Transfers and Conversions. I also supported a successful migration to the US project and helped onboard and train team members.
At Northern Trust Operating Services, I worked on margin calls, collateral movements, Treasury transactions, and payments. Earlier, at State Street Syntel Services, I processed financial and fund reports and worked across Reporting, Compliance, Transfer Agency (DSTO), and SAS Reporting functions.
Experience
Work history, roles, and key accomplishments
DE
Current
Supporting internal team activities and process-related requirements. Assisting team members with operational activities and ensuring timely completion.
Led end-to-end Transfer Agency operations for the Franklin project, ensuring alignment with client and regulatory mandates. Managed high-risk Dealer Agreement activities, including Block Transfers and Conversions, while maintaining data integrity across TA systems.
NS
Calculated and issued margin calls, including validation and follow-up, ensuring calls were met in a timely manner. Resolved and escalated client disputes and queries, and managed daily Treasury transactions including payments, FX deals, funding, and investments.
Processed and quality-checked financial and fund reports across daily, monthly, quarterly, and annual cycles. Managed group mailboxes and ensured timely resolution of client and internal queries.
Supported logistics billing operations and validated shipment data. Identified and resolved issues related to incorrect shipper, consignee, and shipment details.
Education
Degrees, certifications, and relevant coursework
Indira Gandhi National Open University
Master of Commerce, Commerce
Pursued a Master of Commerce degree from Indira Gandhi National Open University.
MU
Magadh University
Bachelor of Commerce, Commerce
Completed a Bachelor of Commerce degree from Magadh University.
Availability
Looking for a job
Location
IndiaAuthorized to work in
Salary expectations
1560k+ INR
Social media
Job categories
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