Amrutha Rajesh

• Manage the transition of clients from various lines of business into Commercial Banking,
ensuring a seamless and efficient onboarding experience.
• Serve as a primary point of contact for clients during migration, providing clear
communication and guidance throughout the process.
• Collaborate cross-functionally with internal stakeholders to coordinate account setup,
documentation, and product alignment.
• Ensuring compliance with AML/KYC standards and technical accuracy, so no funds or
data are compromised during the move.
• Identify and resolve processing discrepancies proactively to enhance efficiency and
reduce potential client impact, along with maintaining strong client relationships through
responsive, solution-oriented service and effective communication
• Working in the trade of investments and applications for smooth transfer performance.
• Handling the movement of online profiles to ensure smooth and faster transactions in
their business environment.
• Conduct quality assurance reviews (QAQC) of peer transactions to ensure accuracy,
compliance, and error-free client movement processing.
• Assisted in large-scale client migration following a business acquisition of over 15, 000+
clients into internal systems, successfully transitioning acquired clients into JP Morgans
systems while maintaining regulatory compliance and uninterrupted client service.
• Additionally, participated in talent showcases and extracurricular activities,
demonstrating creativity, teamwork, and engagement beyond core responsibilities and
strengthening cross-team collaboration.
• Currently learning and gaining experience on Altreyx & Power BI to present client data
and provide easier implementation and onboarding.

• Gained hands-on experience using Tally ERP & MYSQL for recording financial
transactions, maintaining ledgers, and supporting bookkeeping activities.
• Assisted in preparing balance sheets and financial statements, ensuring accuracy and
compliance with accounting standards.
• Developed practical knowledge of accounting processes taxation for small to mid-scale
business clients.
• Supported the preparation of VAT and ICV certifications, contributing to regulatory
compliance and timely reporting.
. Developed foundational knowledge of accounting processes, financial reporting, and tax
documentation.