Sonal Jauhari Email & Phone Number | Currently working with Citibank as a Tax Information Reporting Manager. A dynamic Professional with expertise in Operations,Hedge and mutual funds Stockbroking, Investor services/Transfer Agency, AML,FATCA/CRS validation and Client On boarding. An individual who understands how to motivate, plan, track and monitor achievement of operational goals. Possess seasoned abilities with identification of operational issues and the methods to address them. Brings a Master’s degree in Business Administration(Finance/Banking) along with 12.5 years of operations experience.Currently managing a team size of 7 comprising of Associates, Senior Associates and Associate Managers in Investor services/relations,anti-money laundering,hedge funds/mutual funds trading,end to end process. Strong background in providing financial services to the company's valued clients. Seeking a challenging position in similar industry with a focus on Operations, Investment Management,AML and Client Onboarding. Current Role involves Mutual/Hedge funds Investor services and related products. Supervise a team of approximately 8 FTEs and ensure that all key metrics of performance as per the Client SLA are met and exceeded Identified operational issues and devised goals and plans to address them. Conducted analysis of progress and held monthly meetings regarding goals and tasks Attending Review Calls with Investment Managers Mentoring and training team members. Sharing procedure updates with the team. Reporting, review and analysis. Regression Testing. Share registry,End to end trade processing including settlements and money movement Provide feedback on employee and team performance to the Manager Problem Solving and resolving complex issues. Error management. Productivity enhancement. Ability to work under pressure with consistent results.

Sonal Jauhari

Currently working with Citibank as a Tax Information Reporting Manager. A dynamic Professional with...
Mumbai, Maharashtra, India

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Sonal Jauhari’s Email sonal.jauhari@citigroup.com

Sonal Jauhari’s Phone Numbers +1 800-788-****

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Sonal Jauhari’s Location Mumbai, Maharashtra, India

Sonal Jauhari’s Current Industry

Sonal Jauhari’s Prior Industry Ss And C Globeop | Northern Trust | Standard Chartered Bank

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Work Experience

Citi

Manager, Tax Information Reporting

Present

Ss And C Globeop

Manager

2019-05-01 00:00:00 - 2019-12-01 00:00:00

Northern Trust

Team Leader

2009-02-01 00:00:00 - 2019-04-01 00:00:00

Standard Chartered Bank

Senior Relationship Officer

2008-05-01 00:00:00 - 2008-08-01 00:00:00

Skills

No Skills Available

Languages

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FAQ About Sonal Jauhari

Sonal Jauhari is located at
Mumbai, Maharashtra, India

Sonal Jauhari is a Currently working with Citibank as a Tax Information Reporting Manager. A dynamic Professional with expertise in Operations,Hedge and mutual funds Stockbroking, Investor services/Transfer Agency, AML,FATCA/CRS validation and Client On boarding. An individual who understands how to motivate, plan, track and monitor achievement of operational goals. Possess seasoned abilities with identification of operational issues and the methods to address them. Brings a Master’s degree in Business Administration(Finance/Banking) along with 12.5 years of operations experience.Currently managing a team size of 7 comprising of Associates, Senior Associates and Associate Managers in Investor services/relations,anti-money laundering,hedge funds/mutual funds trading,end to end process. Strong background in providing financial services to the company's valued clients. Seeking a challenging position in similar industry with a focus on Operations, Investment Management,AML and Client Onboarding. Current Role involves Mutual/Hedge funds Investor services and related products. Supervise a team of approximately 8 FTEs and ensure that all key metrics of performance as per the Client SLA are met and exceeded Identified operational issues and devised goals and plans to address them. Conducted analysis of progress and held monthly meetings regarding goals and tasks Attending Review Calls with Investment Managers Mentoring and training team members. Sharing procedure updates with the team. Reporting, review and analysis. Regression Testing. Share registry,End to end trade processing including settlements and money movement Provide feedback on employee and team performance to the Manager Problem Solving and resolving complex issues. Error management. Productivity enhancement. Ability to work under pressure with consistent results.