Summary
Overview
Work History
Education
Software
References
Timeline
Generic
IYN KASINATHAN

IYN KASINATHAN

Senior Client Relationship Manager
9 Rue de Chiny L-1334 Luxembourg

Summary

I am currently employed as a Senior Client Relationship Manager for FundRock Management Company S.A. The Senior Client Relationship Manager is the first point of entry for clients who have day-to-day requests to the operations connected with their funds. My main tasks are to build and maintain client relationships, gauge satisfaction, on board new clients, liaise with existing clients on a daily basis, assist with project management, handle queries, conduct service reviews, manage complaints and generally ensure compliancy in an ever changing regulatory environment. I have extensive operational experience including project management, gained working within the banking/financial services sector on both the private and institutional sides. I consistently work to strict deadlines, accurately ensuring all queries and requests are dealt with in a timely and professional manner. I am motivated and flexible in terms of assignments. Additionally, having an international background, I am a good team player possessing excellent communication skills.

Overview

21
21
years of professional experience
5
5
years of post-secondary education
5
5
Languages

Work History

Senior Client Relationship Manager

Fundrock Management Company S.A.
02.2019 - Current
  • First point of entry for client queries and complaints.
  • Accurate recording of queries, requests and projects in CRM system.
  • Follow up of all client requests, ensuring timely resolution to client’s satisfaction.
  • Co-ordination of fund document updates, new product launches, on boarding with both internal and external stakeholders.
  • Organisation of and participation in regular client service review meetings.
  • Ensuring quality of service delivery. Identifying and implementing measures for improvement. Instruction of client orders.
  • Timely invoicing of all fees in accordance with client agreements.
  • Monitoring of client profitability.
  • Participate in client Board meetings conducting management company review.

Client Relationship Manager

SEB Fund Services S.A.
10.2018 - 02.2019
  • Responsible for the service delivery to existing clients, for maintaining and developing the existing client relationships and supporting the implementation of additional business to existing clients.

Process Improvement Manager

Skandinaviska Enskilda Banken S.A.
02.2013 - 10.2018
  • Promote a common process view and hold detailed process knowledge of the end-to-end process in related process areas
  • Responsible for increasing the efficiency in the processes within Operations, as well as those between Operations and other parts of the bank.
  • Handle regulatory implementation within Operations such as TAF, EMIR, MIFID, and MIFIR including development of systems and infrastructure
  • Representative as one point of entry to Operations

Operations Processes Specialist

Skandinaviska Enskilda Banken S.A.
11.2011 - 01.2013
  • Liaison between Custody Operations and IT departments, primarily involved with custodial system upgrade to OLYMPIC A.
  • Analyse individual processes on group level to eliminate redundancies, improve efficiency, and minimise risk.

Head of Private Client Support, Operations

Skandinaviska Enskilda Banken S.A.
12.2008 - 11.2011
  • Structure group level tasks for optimum efficiency.
  • Monitor KPIs and Key Controls for all group functions.
  • Conduct annual appraisal of individual group members.
  • Convene monthly stakeholder meetings with all relevant departments including IPB Luxembourg, TA, and FA.
  • Manage outsourcing of relevant operational tasks both on client and process level.

Team Leader Custody Operations Support

Skandinaviska Enskilda Banken S.A.
02.2008 - 12.2008
  • Control processing of trades; monitor investments in SEB funds, lending/borrowing settlement and reconciliation, derivatives trading margin allocation and settlement.

Custody Operations Junior Officer

Skandinaviska Enskilda Banken S.A.
05.2005 - 02.2008
  • Process manual and STP transactions for securities and mutual funds & derivatives including cash and position reconciliation.

Account Controller

State Street Bank S.A
10.2004 - 04.2005
  • Calculated NAV on a daily basis for selected funds.
  • Investigated various issues related to the NAV calculation.

Education

Bachelor of Arts - Business Administration

Illinois Wesleyan University
USA
09.2000 - 05.2004

High School Diploma -

American International School
Luxembourg
09.1998 - 05.2000

Software

MS Office

Salesforce

Workday

Olympic

References

References Available Upon Request

Timeline

Senior Client Relationship Manager

Fundrock Management Company S.A.
02.2019 - Current

Client Relationship Manager

SEB Fund Services S.A.
10.2018 - 02.2019

Process Improvement Manager

Skandinaviska Enskilda Banken S.A.
02.2013 - 10.2018

Operations Processes Specialist

Skandinaviska Enskilda Banken S.A.
11.2011 - 01.2013

Head of Private Client Support, Operations

Skandinaviska Enskilda Banken S.A.
12.2008 - 11.2011

Team Leader Custody Operations Support

Skandinaviska Enskilda Banken S.A.
02.2008 - 12.2008

Custody Operations Junior Officer

Skandinaviska Enskilda Banken S.A.
05.2005 - 02.2008

Account Controller

State Street Bank S.A
10.2004 - 04.2005

Bachelor of Arts - Business Administration

Illinois Wesleyan University
09.2000 - 05.2004

High School Diploma -

American International School
09.1998 - 05.2000
IYN KASINATHANSenior Client Relationship Manager