Soni Kumari

Soni Kumari Senior Analyst-linkedin.com/in/sonisuran Delhi NCR, Haryana, IN | - Result-oriented professional with experience in asset and wealth management, specialising in client servicing, portfolio operations, and investment banking operations support for the EMEA and NA regions. Proven track record in fee reconciliation, SWIFT, WIRE and global payments, KYC onboarding, and risk mitigation. Enhanced operational efficiency, ensuring compliance and delivering high client experience. Work Experience SENIOR ANALYST Jul 2022 - Mar 2024 Northern Trust | Bengaluru Delivered high-quality client servicing and operational support in asset and wealth management for 120+ clients. Oversaw account setup for 60+ clients, ensuring compliance adherence. Associated with 80+ Global Family & Private Investment Offices (Global Family Offices) serving the needs of family offices, family foundations, ultra-high-net-worth individuals and families primarily in NA and EMEA region. Built and maintained relationships with 50+ Global Family Offices, providing bespoke investment advice and solutions. Promptly and accurately address client instructions and queries to ensure seamless service delivery. Resolved 95% of client issues independently within SLA, reducing escalation by 20%. Executed 30+ client activities, handles inquiry resolution, obtains appropriate documentation, and ensures accurate system updates, resulting in 15% processing accuracy. Verifying 80+ trade transactions done by clients via SWIFTS and WIRES. working as a key point of contact. Achieved 99% accuracy by meticulously setting up and reviewing fee reconciliation. Proactively worked with 50+ Account Managers to minimise risk and anticipate needs. Coordinate requests from clients for Account closing, 300+ Money Movement Profile Setup, Repricing, Authorized signatories and other Ad-hoc tasks. Managing overdraft notifications to clients 50+ Clients, writing off petty cash amounts, facilitating stop payments on cheques made in error by clients, and providing third-party services through SS&C, and conducting 200+ trade settlements in various currencies such as GBP, EUR, and NOK. Proven capability in payment processing for 80+ clients, 100+ global payment profile setups, and fee reconciliation, contributing to exceptional client experiences. Demonstrated expertise in risk assessment, regulatory compliance, and process optimization, achieving 90% accuracy Validation of Swift payment and Wire instructions for over 50+clients. Administered monthly loan payments for 80+ clients under SOFR and LIBOR systems, guaranteeing timely execution. Managed account closure processes for 50+ clients, implemented loan repricing strategies, and accurately reconciled financial statements from Citibank, JP Morgan, and Credit Agricole. ANALYST Sep 2019 - Nov 2021 ANZ Support Services India Pvt. Ltd. | Bengaluru Administered over 100+ loan customer profiles, conducted thorough document validation, and prepared Mortgage Guarantee documentation. Executed account servicing for 50+ clients and collaborated with Relationship Managers in Australia to drive effective stakeholder communication. Handled critical escalations while ensuring compliance with SLA and turnaround time. Performed securities exchange transactions for over 30 corporate clients and supervised refunds for billing discrepancies, while administering Temporary Overdrafts and modification requests. Established credit limits for 70+ clients in accordance with the Letter of Offer and customer account details, supervised the issuance, amendments, and cancellations of Bank Guarantees. SENIOR CUSTOMER CARE EXECUTIVE Sep 2016 - Jan 2019 Concentrix Daksh Services Pvt. Ltd. | Bengaluru Developed strong relationships with the field oper ations team to support business de velopment opportunities and enhance service. Worked with Etisalat Telecommunication Company in UAE for international voice process and provided technical support to customers, addressing billing-related queries. Resolved customer queries, achieving a 90% issue resolution rate and first-call r esolution. Implemented comprehensive benchmarks to set and monitor customer service standards. Core Skills Process Improvement, Investment banking ops, Internal Audits, High net worth Clients, Swift & Global payments, Stakeholder management, Reconciliation, Invoicing & Fee Setup, Risk management, Analytical & Problem solving, High Business Ethics & Trustworthy, Leadership & Delegation, Attention to Detail, Communication & Collaboration, Custodian Activities, KYC/CDD, Documentation and Compliance, Security & Collateral Management, Loan Documentation Management, Loan Processing, Advance Excel , PIVOT , VLOOKUP Education Bishop Cottons Women's Christian College B.com Accounts and Finance