manikandan sathiyavelu

* Pursuing Wood Badge (N6-524-17) - Proud to be an Owl * Completed BALOO (Basic Adult Leader Outdoor Orientation) * Back to Gilwell, Happy land * I am going to work my ticket, if I can

* Build client reporting portal which will provide 360 degree view of clients for internal and external users * Design master databases for securities, entitlements and customer accounts linkage * To define the business requirements working with the users * Responsible for creating deliverables for various stages of SDLC including business requirements document, Use Cases, Wireframe prototypes, Functional specification document * As part of master databases, responsible for designing the conceptual data model for securities, entitlements and accounts masters which will interface with custody systems Global plus, Pershing ADP

* Responsibilities Included * Profiling the Prospects * Analyzing their current investment pattern after receiving the request for information * Filling the gap with the recommendations and strategies as necessary (Strategies for Cash flow management, Debt management, Investments Planning, Tax Planning, Risk management and Insurance Planning) * Assisting for good asset allocation decisions by providing them personalized financial solutions (Viz. Equity (discretionary & non discretionary) Debt products, Mutual funds, Fixed deposit, IPOs, Insurance and Structured products) * Interacting with client on Ongoing basis * Managing the portfolio on individual basis with customer’s return expectations and risk profile * Deepen and strengthen relationship with customers to retain the customers and gain maximum market share * Training Relationship managers and assisting them to give better solutions for their clients

* Investments Advisory * Assisting Bank’s clients and Relationship managers to build investment portfolio by educating on various investment products and current trends * Training and managing various channels in order to promote the sales of various investment and fee based income products * Retail Banking * Responsible for sales of all liability products of the bank * Cross sales of all other products of the bank * Monitoring and servicing of key accounts (NRI and private banking customers) and their transactions, having client visits for enhancing relationship value * Training and Managing a Direct Sales team * Conducting market study and Promotional activities in Prime locations * Conducting Corporate Presentations

* Product Management for Wealth Management Solution * As a Domain Specialist, my responsibilities include: * Define Global business processes for the next gen wealth management platform * Define requirements, Develop prototypes and scenarios for functional assurance testing for assisting the product engineering team * Pre Sales and Centre of Excellence * As a CoE member, my responsibilities include * Responding to the RFPs with solution map in the Wealth and Asset management domain * Demonstrating the product capabilities for the prospects, analysts and internal sales teams * Preparing case studies to showcase past experience and the expertise of the WM&AM domain * As a member of modeling centre, creating the models and assets to incorporate in the in-house products and for consulting assignments

SEI (NASDAQ:SEIC) is a leading global provider of investment processing, investment management, and investment operations solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth. As of June 30, 2016, through its subsidiaries and partnerships in which the company has a significant interest, SEI manages or administers $707 billion in mutual fund and pooled or separately managed assets, including $269 billion in assets under management and $438 billion in client assets under administration. For more information, visit seic.com.

Consultant Investments at SEI

Bachelor's in Computer Science

Created models for Options pricing, fixed income pricing"]

Created models for Options pricing, fixed income pricing, structured products, credit derivatives, Portfolio Management, Optimization Models

Master of Business Administration Activities and Societies: Debate Team, Basketball Team, Fund raising events