Summary
Overview
Work History
Education
Skills
Languages
Certification
Projects Undertaken
Accomplishments
Timeline
Hi, I’m

Amrutha Rashmi

Dubai,UAE
Amrutha Rashmi

Summary

I am a passionate investment banker having expertise of 5+ years. I work closely with clients to develop skills in cross-selling financial products, resolving complex inquiries, and streamlining processes for efficiency. I am a strong team player and a social butterfly.

Overview

5
years of professional experience
1
Certification

Work History

HSBC
Bangalore

NTB CASE MANAGER - Client Lifecycle Management)
08.2021 - 05.2023

Job overview

  • Coordinated client onboarding cases from initiation to point that account was open and basic products had been activated.
  • Managed over 20-30 customer calls per week to schedule appointments and go through documentation.
  • Reviewed customer transactions, financial activity and funding sources to build risk profiles.
  • Utilised government databases to complete identity verification checks, reducing overall risks.
  • Provided first-class client services, from onboarding to daily account management.
  • Assessed client pain points and business needs to create comprehensive, tangible business solutions.
  • Conducted screening of clients to identify sanction, PEP and adverse media risks.
  • Communicated clearly and concisely with external stakeholders to describe various requirements and minimize delays.

HSBC
Bangalore

CLIENT MANAGER (WHOLESALE CLIENT SERVICES)
09.2019 - 08.2021

Job overview

  • Renewals for UK Corporates, Ensuring timely renewals of GBM clients (Multinationals Banks, and NBFIs) across different HSBC booking countries
  • Oversaw documentation and maintained records to support efficient renewal tracking.
  • Contributed insights to enhance renewal strategies and optimize client portfolio management.
  • Maintaining excellent rapport with the Relationship Managers (RM), Financial Crime Compliance Team, Sanctions team, and Onshore Client Managers.
  • Followed escalation procedures to efficiently resolve complex queries.
  • Applied creative solutions quickly to arising problems impacting customer satisfaction.

HSBC
Bangalore

BUSINESS ANALYST (Global Data Services - HSBC Security Services (HSS))
03.2019 - 08.2019

Job overview

  • SPoC for Customer and vendor Landscape project which included liaising with CRMs and market data team for insight of Golden reference data service.
  • Dealt with Equities, Fixed Income, and Derivative products referring to vendors like Bloomberg, Reuters, and LSE.
  • Identified areas for improvement, devising and implementing cost-effective solutions to improve results.
  • Collaborated with cross-functional teams to implement operational improvements and business strategies.
  • Documented process flows and implemented requirements for functional improvements. Maintained securities of UK, USA, HK, and Middle East regions
  • Worked closely with stakeholders to define key performance indicators (KPIs) and establish metrics for processes and projects.
  • Collaborated with diverse teams to gather and document precise business requirements for alignment with organizational goals.

HSBC
Bangalore

FIXED INCOME ANALYST
02.2018 - 02.2019

Job overview

  • Oversaw Research and Analysis of Financial Instruments (i.e., Fixed Income, Derivative, Equities) across vendor sources for regular maintenance of these instruments on database systems, including Corporate Actions e.g., De-listing, Identifier change, Acquisition and Merger, etc.
  • Worked closely with SMEs to ensure risk and compliance guidelines were adhered to account maintenance
  • Stayed current on securities, stocks and bonds trends to deliver accurate information to clients..
  • Created monthly reports on Sanctioned securities added and rejected as per regulations.
  • Business knowledge of Vendor such as Bloomberg, DataStream, Reuters, S&P, Calendar data.
  • Oversaw day-to-day operations of company, maintaining operational and service standards.
  • Drafted KPI reports to senior management with strategic recommendations.

Education

Visvesvaraya Technological University
India

Bachelor of Engineering from Electronics and Communication Engineering
2013 - 2017 (4 years)

Skills

  • Problem-solving
  • Customer-focused
  • Communication skills
  • Leadership
  • Financial risk assessment
  • Multilingual
  • Time management
  • Portfolio management

Languages

English
Fluent
Hindi
Fluent
Malayalam
Intermediate
Kannada
Fluent
Telugu
Intermediate

Certification

  • FULL STACK BIG DATA DEVELOPER COURSE, Zeyobron Analytics Aug 2022 - Feb 2023
  • Six Sigma, LinkedIn
  • Account Management- Business Banking, LinkedIn
  • Career Essentials in Generative AI by Microsoft and LinkedIn

Projects Undertaken

  • Global Data Service Automation
  • SPS ICON Additions Project.
  • Centre of Excellence project focused mainly on Corporate/FI renewals for various booking countries in HSBC regions (UK, US, AUS, HK, MENA, FR). Primary Onboarding Migration project

Accomplishments

  • Recognized as a top performer for consistently achieving high sales figures.
  • Recognized by management for contributions that significantly impacted the bank's success.
  • Achieved certifications or professional development milestones relevant to banking.
  • Initiated and led a project that reduced processing time for specific banking operations.
  • Streamlined internal processes, resulting in increased operational efficiency.
  • Mentored new employees, leading to increased productivity within the team.
  • Received multiple commendations for exceptional customer service.
  • Successfully resolved complex customer inquiries, leading to improved client retention.

Timeline

NTB CASE MANAGER - Client Lifecycle Management)

HSBC
08.2021 - 05.2023

CLIENT MANAGER (WHOLESALE CLIENT SERVICES)

HSBC
09.2019 - 08.2021

BUSINESS ANALYST (Global Data Services - HSBC Security Services (HSS))

HSBC
03.2019 - 08.2019

FIXED INCOME ANALYST

HSBC
02.2018 - 02.2019

Visvesvaraya Technological University

Bachelor of Engineering from Electronics and Communication Engineering
2013 - 2017 (4 years)

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