Verified recordFinancial Services

Mohan Tayde

Nuveen, a Tiaa Company at Nuveen, A Tiaa Company

Based in Pune, India

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Seniority

Staff

Department

General Business & Management

Location

Pune

Industry

Financial Services

Company size

3.2K

Contact information

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Email

1 credit

m•••••••@nuveen.com

Phone

5 credits

+91 ••• •••• ••••

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Background

About Mohan Tayde

Highly experienced investment banking professional with over 10 years of experience in Retail Separately Managed Accounts (SMA). Proven track record of successfully managing email escalations, queries, and SME responsibilities. Skilled in onboarding new accounts, account maintenance, terminations, and liquidation requests. Proficient in K2 application workflow management, reconciliation, and cash flow management. However migrated end to end process for all sponsors like Merrill Lynch, UBS, AMP, JP Morgan, Lockwood and Schwab.Preparing management reports like Volume tracker, Leave tracker, capacity utilisation, Inventory management and maintaining documents like SOP's.

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