Kirat Singh Chilana

• Provided trade support for our Sell-Side Trader Order Management System (TOMS) regarding compliance, P&L tracking, electronic trading, and post-trade operations.
• Collaborated with cross-functional teams to identify opportunities for process improvement, and increased efficiency.
• Collaborated closely with the TOMS Product Sales team to conduct sales campaigns and manage key accounts within the ASEAN region.
• Evaluated customer needs and feedback to drive product and service improvements.
• Optimized customer experience by delivering superior services and effectively troubleshooting issues.

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• Resolved 7,000+ complex client queries on fixed income analytics, query language construction in Excel, and data manipulation, achieving a 99% customer satisfaction rate.
• Delivered 100+ technical trainings and demos for financial professionals on pricing and analysis of bonds, derivatives, FX products, and hedging strategies.
• Designed custom workflow solutions, including Excel templates for interest rate derivative analysis, enhancing client decision-making and risk management.
• Led cross-functional initiatives with Research, Product, and Sales, creating high-impact webinars on fixed income strategies, generating sales leads and increasing adoption

• Assisted in the preparation of comprehensive reports, presenting findings clearly and concisely for management review.
• Maintained up-to-date knowledge of accounting standards, ensuring accurate application throughout all assurance engagements.
• Conducted reviews of interim financial information, providing timely insights into potential risks or areas requiring further investigation in year-end audits.
• Supported audit preparation through research, analysis and presentation development

• Supported Relationship Managers in providing bespoke banking service to high net-worth clients including set-up of credit lines & trade execution
• Presented clients with information & research on current market trends & bank products, tailored to high net-worth clients' wealth & investing needs
• Tasked with timely & accurate execution of client on-boarding journey, periodic review of investment portfolio & Know Your Customer (KYC) procedures
• Actively participated in risk & governance controls, in terms of monitoring, report management & data analysis