Steps to Set Up your Profile
Note: The content for your Linkedin Profile is
available after the steps
LinkedIn is a powerful platform for networking, job opportunities, and personal branding. It
connects professionals globally, helping them showcase their skills, share insights, and stay
updated on industry trends. For job seekers and recruiters, LinkedIn streamlines hiring
processes, making it a go-to for career growth and recruitment. Additionally, LinkedIn aids
businesses in lead generation and reaching targeted audiences, supporting both individual and
organizational success.
Register at LinkedIn. :
Go to the LinkedIn sign-up page.
Enter your first and last name, email address, and create a password.
Verify your email address.
Add more details to your profile, including photos and experience .
Click here to Sign in
LinkedIn Page: Your LinkedIn homepage would look similar to the following sample.
The “Me” tab: This is the sixth tab from left after the search option. The "Me" tab on LinkedIn
is your personal profile menu. It provides quick access to settings, account management, and
other profile options. Click on it and view your profile.
The “Me” tab, Click here
The “View Profile” tab, Click here
Add Profile Section:
The Add Profile Section on LinkedIn allows you to enrich your profile with essential details such
as Experience, Education, Skills, and Accomplishments. This feature highlights your
background and achievements, making your profile more appealing to recruiters and
connections. The sections are organized into three main categories—Core, Recommended, and
Additional—each containing specific sub-sections, as illustrated in the image below.
Here, you will be able to edit various sections such
as About, Education, Skills etc.
You may click or upload your picture here to
represent yourself to other people on LinkedIn. It
is always suggested to put a photo.
Here, you will be able to edit various sections such
as Licenses & Courses etc.
Here, you will be able to edit various sections such
as Volunteer Experience, Publications, Projects,
Honors & Awards, Languages etc.
CORE RECOMMENDED ADDITIONAL
Add Resume Draft: The following are the steps to upload the resume,
Open LinkedIn, click on the "Me" icon at the top right, and select Setting & Privacy.
On the left hand side under Setting, Click on Data Privacy
Scroll down to find Job Seeking Preference, click on Job Application Settings.
Click on Upload Resume
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3 4
EDUCATION: (Me > View Profile > Add Profile Section > Core > Add Education)
It is important to fill this section, because companies may have minimum education requirements for
their roles. Additionally, in case the recruiter knows about your institute or is an alumni also, by
chance, then it can help your chances.
Note: You can refer to the Education section in your resume to fill up information in this
segments
WORK EXPERIENCE: (Me > View Profile > Add Profile Section > Core > Add
Position)
Note: You can refer to the Work Experience section in your resume to fill up information in this
segment. The order in which you enter the information does not matter as LinkedIn re-arranges
it from most recent to oldest.
SKILLS: (Me > View Profile > Add LICENCES & CERTIFICATIONS: (Me >
Profile Section > Core > Add Skills) View Profile > Add Profile Section >
Recommended > Add Licenses &
It is important to adds the right skills, since
Certifications)
recruiters often search for candidates based
on the skills required in the position they are Be sure to mention any relevant
looking to fill. certifications you have, be sure to show it.
COURSES: (Me > View Profile > Add PROJECTS: (Me > View Profile > Add
Profile Section > Recommended > Profile Section > Recommended >
Add Courses) Add Projects)
Adding courses to your LinkedIn profile can Adding project details gives an idea of specific
enhance your professional presence and knowledge and skills you have, and exactly
make you more attractive to recruiters and how you have used them.
connections.
RECOMMENDATIONS: (Me > View Profile > Add Profile Section > Additional >
Add Recommendations)
Here are a few polished examples of recommendations:
"[Name] excelled in [add an accomplishment]. His/Her role included [add task one] and [add
task two], and he/she consistently ensure their KPIs are updated and adhered to, helping me
understand what went well and what could be improved. I am confident that [Name] will
achieve great things in their career."
"I’m continually impressed by [Name]'s ability to [add a skill], a talent he/she leverage
effectively when preparing and presenting to clients and colleagues. With laser-like focus and
an analytical mindset, his/her energy was infectious, driving us toward major goals."
"[Name] is exceptional at [add a skill]. Organized, meticulous, and a fast learner, these traits
were invaluable when [add something the person did]. His/Her quick grasp of market
dynamics allowed him/her to strategically choose the best path forward. It was a pleasure
working alongside [Name]."
HONORS & AWARDS: (Me > View LANGUAGES : (Me > View Profile >
Profile > Add Profile Section > Add Profile Section > Additional >
Additional > Add Honors & Awards) Add Languages)
DISCLAIMER:
Maintaining Compliance and Privacy: To ensure strict adherence to compliance standards
and safeguard your privacy, we are unable to directly update or modify your LinkedIn profile
on your behalf.
Optimizing Contact Information: Enhance your LinkedIn presence by updating your
contact details, including your phone number and email address. This will make it easier for
others to discover and connect with you on the platform.
CONTENT FOR UPDATING YOUR LINKEDIN PROFILE
#### Section 1: About
I am a results-driven finance operations professional with over 14 years of progressive
experience in managing high-stakes global transaction processing, securities
settlements, and custodian banking operations. Currently, I serve as a Team Leader /
Assistant Manager at State Street Corporate Services, where I lead a cross-functional
team to ensure timely and error-free execution of trades across various asset classes.
My expertise lies in driving process efficiency, mitigating operational risk, and delivering
consistent service excellence to clients across India, APAC, EMEA, and North America.
Throughout my career, I have developed a strong foundation in trade finance, foreign
exchange settlements, and regulatory compliance. I am passionate about continuous
process improvement and have successfully implemented strategies that enhance
operational quality and efficiency. My leadership style focuses on mentoring and
developing teams, fostering a culture of high performance, and ensuring alignment with
organizational goals. I am eager to leverage my versatile experience in investment
operations, risk and compliance functions, and shared services environments.
Key Achievements:
- Recognized with 9 Manager Awards and multiple performance accolades for
exceptional leadership and delivery.
- Successfully led the migration of critical processes, enhancing trade visibility and
reducing turnaround time.
- Delivered significant operational efficiencies through automation and process
optimizations, resulting in substantial cost savings.
Education
School: Marathwada University, Aurangabad, Maharashtra
Degree: M.Com
Field of Study: [Please Mention]
Start Year: [Please Mention]
End Year: 2004
Grade: 72%
Activities and societies: [Please Mention]
School: [Please Mention]
Degree: Company Secretary Executive
Field of Study: [Please Mention]
Start Year: [Please Mention]
End Year: 2009
Grade: [Please Mention]
Activities and societies: [Please Mention]
Work Experience
Title: Team Leader / Assistant Manager – Global Transaction Processing
Employment Type: Full-time
Company name: State Street Corporate Services Mumbai Pvt. Ltd.
Location: Mumbai
Location Type: [Please Mention]
Start date: 2008
End Date: [Present]
Description: In my role at State Street, I lead a cross-functional team responsible for the
execution of trades across various asset classes, ensuring adherence to service level
agreements (SLAs) and maintaining high accuracy. I manage end-to-end security
settlement instructions and oversee the processing of money market instruments,
ensuring compliance with regulatory guidelines. My responsibilities also include
conducting risk assessments, internal control testing, and implementing process
improvements to enhance operational efficiency.
Achievements: I have been recognized with multiple awards for my leadership and
delivery excellence, including 9 Manager Awards and several “Titan of the Month”
accolades. I played a key role in the successful migration of critical processes, which
improved trade visibility and reduced turnaround times. Additionally, I initiated and led
LEAN projects that resulted in significant operational efficiencies, contributing to cost
savings and enhanced service delivery.
Profile Headline: Team Leader / Assistant Manager – Global Transaction Processing at
State Street Corporate Services
Section 4: Skills
Global Transaction Processing
Securities Settlement & Custody Operations
Trade Finance & Foreign Exchange (FX) Settlement (SWIFT MT Series)
Equity, Fixed Income & Derivative Instruments
Mutual Funds & Money Market Instruments (CP, CD, Repos)
Cross-Border Fund Transfers & Client Communication
Regulatory Compliance, KYC / AML Awareness & Due Diligence
Risk Assessment, Internal Controls & Control Testing
Fraud Detection & Exception Handling
Auditing, Reconciliation & Escalation Management
MIS Reporting, SLA & KPI Monitoring
Strategic Planning & Business Operations Excellence
Cost Saving, Resource & Operational Optimization
Continuous Process Improvement (Lean Six Sigma)
Process Migration, System Transition & Automation
Project Management & Delivery Excellence
Team Building, Leadership, Coaching & Staff Development
Training & Performance Enhancement Programs
Global Client & Stakeholder Relationship Management
Escalation Handling & Conflict Resolution
SOP Documentation & Compliance Readiness
MS Office Suite: Proficient in Excel, Word, PowerPoint
MIS & Dashboard Tools: Excel-based dashboards and reporting
Internet Applications: Web-based workflow tools and research
SWIFT Messaging: MT202, MT series
Securities Platforms: Trade settlement and custody systems
KPI/SLA Tools: Tracking and analysis for performance optimization
Compliance Systems: KYC/AML tools and documentation platforms
Strategic Thinking & Visionary Leadership
Decision-Making & Problem-Solving
Negotiation & Persuasion
Active Listening & Effective Communication
Stakeholder & Relationship Management
Communication & Executive Presence
Leadership & People Development
Emotional Intelligence & Cultural Awareness
Conflict Management
High Business Ethics & Trustworthy
Section 5: License & Certification
Name: Company Secretary Executive
Issuing organization: [Please Mention]
Issue Date: 2009
Expiration Date: [Please Mention]
Credential ID: [Please Mention]
Credential URL: [Please Mention]
Section 6: Courses
Course Name: Company Secretary Professional Programme
Number: [Please Mention]
Associated with: [Please Mention]
Section 7: Projects
Project Name: Migration of North American Region Operations
Description: Played a pivotal role in the migration of critical processes, enhancing trade
visibility and reducing turnaround time.
Project Name: GTM Blotter to TXR Application Transition
Description: Successfully led the transition of the GTM Blotter to the TXR application,
improving operational efficiency and accuracy in trade processing.
Section 8: Honors & Awards
Title: Manager Awards
Associated with: State Street Corporate Services
Issuer: [Please Mention]
Issue Date: [Please Mention]
Description: Recognized with 9 Manager Awards for exceptional leadership and delivery
excellence.
Title: Titan of the Month Awards
Associated with: State Street Corporate Services
Issuer: [Please Mention]
Issue Date: [Please Mention]
Description: Received 3 “Titan of the Month” awards for outstanding performance and
contributions.
Title: Converge Performance Awards
Associated with: State Street Corporate Services
Issuer: [Please Mention]
Issue Date: Q4 2014, Q1/Q2/Q4 2015
Description: Awarded 4 Converge Performance Awards for exceptional contributions to
operational excellence.
Section 9: Languages
Language: English
Proficiency: [Please Mention]
Language: Hindi
Proficiency: [Please Mention]
Language: Marathi
Proficiency: [Please Mention]
