Investing Banking Associate with 5 year 6 months of experience executing transactions and providing world-class client service
Overview
6
6
years of professional experience
4
4
Languages
Work History
Assistant Manager
Barclays Shared Services Private
12.2020 - Current
Supervised day-to-day operations to meet performance, quality and service expectations.
Closing syndicated, secondary Loan Trading, Tender option Bonds Municipal deals for US Loan operation.
Improved customer satisfaction by addressing and resolving complaints promptly.
Interacts and connect with US colleagues, clients with complex queries, transactions to process in LIQ&ACBS system within SLA’s.
Keys, Verifies and servicing syndicated loan portfolio including fee payments new deal closing, amendments, reduction/increase rate set in LIQ and ACBS system by reviewing executed credit agreement, KYC status, Legal documents, credit sanctions.
Liaison with our UK Counterparties on cash breaks.
Responding to queries from PCG/Finance/Middle office/EMEA and providing resolutions to escalation.
Collaborating with various team migrated all deals/facilities from ACBS to LIQ system.
Developed strong working relationships with staff, fostering a positive work environment.
Monitor draw downs, fundings request from servicing, middle office at regular intervals during the day and assigned to team members ,ensure payments are released on time. For higher value payments cascade information to Line manager and deploy the release
Promoted teamwork within the workplace by encouraging collaboration among staff members on various projects tasks.
Managed email box for Loan Origination team and assigned incoming transactions, fees and responded to queries in timely manner.
Ensure that outstanding entries are investigated- Reconciling and applying Cash, Past Dues, Data Integrity Breaks are cleared on priority.
Interacts and connect with US colleagues, clients with complex queries, transactions to process in LIQ&ACBS system within SLA’s.
Experience with both internal and external audit requests & deliverables Assisted on facility migration from LIBOR to SOFR transition
Hands on various internal tools — LU, ACBS, GCIS, Nostro accounts, Delphi, Salesforce, SDS, LISTT, QTS.
Analyst
Wipro Limited - Gate 1
11.2018 - 12.2020
Collaborated with cross-functional teams to identify opportunities for process improvement and increased efficiency.
Interface with closers, middle and front office on new deal closings and on secondary closings.
Act as Participation in Barclays Participation Desk on numerous deals regarding borrowings, new deals, Amendment, Consent, fees, termination, extension, Commitment Increase/Decrease, Refinance.
Booking different types of fees in ACBS as per the credit agreement, fee letter from agent bank.
Hands on various internal tools — LU, ACBS, GCIS, Nostoc accounts, Delphi, Salesforce, SDS, LISTT, QTS.
Assistant Manager
AXIS BANK Ltd.-INDIA
11.2018 - 02.2019
The Assistant Manager will be responsible for various day-to-day tasks, including overseeing banking operations, managing customer relationships, identifying and acquiring new customers, providing financial advice and solutions, and ensuring compliance with banking regulations.
Processing Demand Draft, NEFT & RTGS high value transfers according to customer request.
Issuing Instant Debit card for walked in Customers.
Education
MBA - Finance And HR
Sri Venkata Perumal College of Science And Tech
Puttur, India
04.2001 -
Bachelor of Arts - Commerce And Computer Application
Sri Surya Degree College
Nagari, India
04.2001 -
Skills
Loan Syndication
Accomplishments
Recognized for World class service for customer, Clients- Assisted internal US associates with last minute issue, complex request with my knowledge and experience.
Recognized for Drive - Assisted with Finance queries and making necessary corrections internal system at correct time-based financial documents which reduced a lot of manual work for PCG at month closures.
Recognized for Service – Assisted US associate on aged suspense break to clear being at quarter end and how to process which haven’t prevented any escalations.
Supported EMEA Facility Capture on cash break (KPI) clearance.
Recognized for Drive- Minimize RWA cost to Barclays through the accurate and timely updating the Barclays exposure in the marketplace.
Timeline
Assistant Manager
Barclays Shared Services Private
12.2020 - Current
Analyst
Wipro Limited - Gate 1
11.2018 - 12.2020
Assistant Manager
AXIS BANK Ltd.-INDIA
11.2018 - 02.2019
MBA - Finance And HR
Sri Venkata Perumal College of Science And Tech
04.2001 -
Bachelor of Arts - Commerce And Computer Application
Sri Surya Degree College
04.2001 -
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