Janardhan Nagulapati

Managed mutual fund transaction processes (DTR, Purchase & Redemption), monitored quality assurance, and provided guidance to client associates. Responsibilities included driving automation projects, system enhancements, managing team assignments, and acting as a subject matter expert on KYC/QC matters. Supported quarterly audits and created/updated SOPs.

Handled transition processes and new client projects, focusing on ownership and proactive management of client onboarding risks. Key duties included researching and analyzing security values (Bloomberg, IDC, Reuters), preparing SOPs, checking corporate actions, and updating securities prices using PSA.

Managed fund services activities, including KYC-AML processes for Superannuation Funds and transfer agency dealing/reconciliation. Responsibilities involved account opening, ledger scrutiny, investor record maintenance, and supervising existing processes and new projects.

Gathered account opening documentation and completed KYC requirements for various international clients. Facilitated client onboarding by working closely with Legal and Operations teams, and handling middle office queries.

Managed PMS clients' KYC, account opening, and bank reconciliation. Responsibilities included supervising mutual fund investment/redemption, stock reconciliation, and handling corporate actions updation (Dividend, Bonus, Share Split & Rights Issue).

Managed bank reconciliation, supervised client receipt & payment processes, and handled vendor bill verification. Responsibilities included ledger scrutiny and coordinating with banks and branches for BRS pending issues.