At MPHASIS (INDIA) PVT. LTD, I review investor onboarding documents and perform KYC and AML checks. I work with internal teams to resolve documentation gaps and support approvals.
I’ve developed working knowledge of end-to-end CDI processes, including onboarding, account lifecycle, reporting, and data quality controls. I’ve also worked with EAP (InvestCloud) onboarding and reporting workflows and reviewed external advisor account lifecycles.
At FIS Solutions (India) Pvt. Ltd, I managed client onboarding and checked tax forms for regulatory compliance. Earlier, at BNY Mellon International Operations India Pvt. Ltd, I performed daily reconciliation, investigated breaks, and used TLM, RMS, and ARO to manage reconciliations.
