Open to opportunities

Soni Kumari

@sonikumari

Message

Result-oriented asset and wealth management professional specializing in client servicing and operations.

India

Message

What I'm looking for

I am seeking a senior operations role in asset/wealth management to improve client servicing, payments, reconciliation, and compliance while driving process improvements in a collaborative, client-focused environment.

I am a results-driven senior analyst in asset and wealth management with extensive experience supporting EMEA and NA clients. I have delivered high-quality client servicing for 120+ clients, managed account setups, reconciled fees with 99% accuracy, and validated global payments and SWIFT/WIRE transactions.

I excel at risk mitigation, KYC onboarding, loan and payment processing, and process improvement, resolving 95% of client issues independently and reducing escalations. I collaborate closely with account managers and stakeholders to optimize operations and ensure compliance while maintaining a high client experience.

Experience

Work history, roles, and key accomplishments

Senior Analyst

Northern Trust

Jul 2022 - Mar 2024 (1 year 8 months)

Delivered operational and client-servicing support for 120+ clients across EMEA and NA, resolving 95% of client issues within SLA and executing 200+ trade settlements in multiple currencies. Achieved 99% fee reconciliation accuracy and completed 100+ global payment profile setups, reducing escalations by 20%.

Client Servicing Swift Risk Management

Analyst

ANZ Support Services India Pvt. Ltd.

Sep 2019 - Nov 2021 (2 years 2 months)

Administered 100+ loan customer profiles and prepared mortgage guarantee documentation while servicing 50+ accounts and handling critical escalations within SLA. Established credit limits for 70+ clients, supervised bank guarantee issuance and amendments, and processed securities transactions for 30+ corporate clients.

Loan Documentation Stakeholder Management Credit Limits Bank Guarantee Compliance

Senior Customer Care Executive

Concentrix Daksh Services Pvt. Ltd.

Sep 2016 - Jan 2019 (2 years 4 months)

Provided technical and billing support for Etisalat's international voice process, achieving a 90% issue resolution rate and high first-call resolution. Implemented service benchmarks and collaborated with field operations to support business development and improve customer satisfaction.