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Prakash Dhalwani

@prakashdhalwani

I streamline corporate actions operations through accurate processing, automation, reporting, and team leadership.

At UBS, I deliver accurate client instructions for voluntary events, coordinate high-value transactions exceeding $100M annually, and improve corporate-actions workflows through automation.

I built tools that standardize messy custodian text and flag urgent or overdue corporate-action events, cutting scrubbing time by 80% and reducing manual intervention by 20–25%.

Previously at BNY Mellon, I processed and validated corporate-action data with 98.7% accuracy, improved validation to reduce errors by 20%, and introduced Excel Macro reporting that reduced turnaround time by 60%. I also led a team of four and coached more than 35 employees.

My earlier work spans business development, sales and distribution, and entrepreneurship across India and Malawi, including pricing, supplier negotiations, market research, client onboarding, and operations.

Experience

Work history, roles, and key accomplishments

Current

Senior Associate

Current

UBS

Jan 2024 - Present (2 years 8 months)

Delivered accurate client instructions for voluntary events, achieving a 98% accuracy rate. Trained and mentored new team members, reducing training time by 30% and manual intervention by 20-25% through automation.

Automation Workflow Optimization Training Mentorship Client Coordination Data Processing Corporate Actions Risk Management

Senior Financial Analyst

Bank of New York Mellon

Apr 2019 - Jan 2024 (4 years 9 months)

Processed and validated corporate action data for client-held securities, achieving a 98.7% accuracy rate. Reconciled data discrepancies, reducing errors by 20%, and implemented new reporting formats with Excel Macros, reducing turnaround time by 60%.

Corporate Actions Data Validation Reconciliations Excel Macros Reporting Team Leadership Client Communication Process Improvement

Assistant Director

Nicky's Mobikes

Jan 2017 - Jan 2021 (4 years)

Conducted macro research to analyze market trends and competitive landscape in the automotive sector. Developed and implemented aggressive pricing strategies, achieving 30% sales growth year on year, and collaborated with Japanese suppliers to import vehicles.

Market Research Pricing Strategy Sales Growth Supplier Negotiation Import Management Marketing Campaigns Partnership Building

Business Development Executive

Precision Organization

Jan 2018 - Jan 2019 (1 year)

Identified and engaged potential customers through referrals, direct outreach, cold calls, and networking events, achieving a 15% conversion rate. Maintained a 99% accuracy rate in assisting clients with documentation and collaborated with marketing to increase client onboarding by 20%.

Business Development Sales Client Engagement Cold Calling Networking Documentation Reporting Marketing Collaboration

Sales and Distribution Coordinator

Chandan Glass Traders

Jan 2017 - Jan 2018 (1 year)

Managed and processed an average of 100 orders weekly with a 98% accuracy rate. Coordinated with the supply chain team to maintain optimal stock levels, reducing discrepancies by 20%, and prepared research reports on market trends to support sales forecasts.

Sales Coordination Distribution Supply Chain Management Order Processing Market Research Forecasting Strategic Planning