Sarala Dakshina

"Focus on Family and New Beginnings".
After taking a purposeful career break to focus on my family, I dedicated time to raising my children, supporting elderly family members, and adapting to life in a new country. This period has enriched me with transferable skills that continue to shape my personal and professional life.

During this time, I have:
1)Honed time management.
2)Refined problem-solving abilities.
3)Cultivated adaptability and developing resilience.
4)Strengthened my emotional and practical connections.
As I prepare to re-enter the workforce, I am eager to leverage these skills and experiences professionally, bringing a fresh perspective and renewed dedication to my career.

Business Projects Lead

• Led business projects for the Data Administration team, focusing on Static Data management.
• Designed and implemented strategic process enhancements aligned with global objectives, improving efficiency and reducing risks.
• Collaborated with stakeholders through demos, workshops, and training to integrate new technologies and industry best practices.
• Managed business change programs, defining pre-requirements and harmonized solutions for global standardization.
• Delivered project management responsibilities, including planning schedules, deliverables, and stakeholder coordination.
• Mentored junior team members and ensured the sustainability of core projects and tools.
• Identified process weaknesses, proposed automation solutions to minimize manual workload, and contributed to productivity improvements.
• Facilitated cross-functional communication among Business users, IT, Fund Accounting, and Custody teams.

Key Responsibilities & Achievements

• Led a 14+ member team, driving process improvements, cost controls, and quality assurance.
• Managed seamless migrations to Chennai, ensuring on-time delivery, budget compliance, and smooth transitions.
• Designed and implemented tools like the Colibri asset creation tool for Multifonds and Hiport UK.
• Established controls ensuring SLA adherence, audit readiness, and consistently green reviews.
• Streamlined KPI tracking with the introduction of the AFSO dashboard.
• Conducted BCP exercises, ensuring uninterrupted service delivery.
• Optimized operating models, reducing costs and enhancing efficiency.
• Delivered key projects (e.g., PICTET, Parvest, Bradesco) within scope and budget.
• Strengthened team performance through training, recognition, and engagement initiatives.
• Maintained client satisfaction with zero escalations and excellent feedback on quality.

Key Responsibilities

• Organized and executed business projects tailored to client requirements.
• Conducted initial assessments to identify and analyze client challenges.
• Formulated recommendations and solutions, delivering clear and actionable reports.
• Developed comprehensive business plans to drive both incremental and transformative changes.

Key Responsibilities & Achievements

• Mentored and guided a team of 4, driving performance, cross-training, and process improvements.
• Managed reporting for daily, monthly, MIS, KPI, and audit purposes, supporting onshore and management teams.
• SME in Chennai for the markets in the USA, UK and APAC.
• Ensured accurate security setups and pricing across systems like Hiport, Quasar, Trade-flow, Intraday, and ACE.
• Performed quality checks and priced securities using vendor feeds such as Bloomberg, Reuters, and FTS.
• Aligned team performance with organizational goals through effective leadership and support.

Key Responsibilities & Achievements

• Ensured accurate security setups and reports for comprehensive asset management.
• Set up various securities in databases, including trading systems (CRTS, ARQS, XIP, RTS) and accounting systems (Eagle Pace, PIMS).
• Conducted pricing of securities using vendor feeds such as Bloomberg, IDC, and Reuters.
• Resolved client queries related to reference data, compliance issues, and static data quality checks.
• Generated and delivered end-of-day and month-end reports to onshore teams, ensuring accuracy and timeliness.
• Trained new team members and participated in project initiatives, including system testing.
• Maintained MIS and statistical reports to support operational efficiency.