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Anil Gupta

Associated with fund accounting for Syndication loans, Application which we work on is " Geneva / ICM / TCM / GSM / WSO / Loan IQ (Mysis)/ Clear Par (Markit).

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Anil Gupta
 Bangalore
+919011368133
anilrsib@gmail.com
Seeking assignments in Operations Management, Financial Management, Client servicing, Product
or Service Marketing with an organization of repute.
PROFESSIONAL SYNOPSIS
 A dynamic professional with over 4 years of experience in
Operations, Business Development, Franchise Handling, Financial
Management and International Trading
Presently associated with Eclerx as Financial Analyst
Proficiency at developing procedures, service standards and
Operational policies, with a proven track record of planning &
Implementing effective control measures to reduce running costs
Ofthe unit
 Well versed in handling overall functioning of processes &
Implementing processes in line with the policies
 A project planner with expertise in planning, executing and
Spearheading various projects
 Adept in implementing strategies aimed at sustaining profitability
&cost-effectiveness of business operations, customer service and
General functions
 Skilled in managing teams to work in sync with the corporate set
Parameters& motivating them for achievingbusiness and
Individual goals
 Well versed in cementing healthy relationship with customers and
Rendering effective service
 Implementing Financial principles in day-to-day operations
ORGANIZATIONAL CONTOUR
Financial Management
Wipro Ltd.
Since October 2015’ – Till Date
Growth Path
October’ 15 – Till Date Financial Analyst
Job Description:-
Computation of Net Asset Value (NAV), OTC Reconciliation and Bank Loan Trade
and Settlements which includes:-
Application which we work on (Geneva / ICM / TCM / WSO)
Operations Management
Financial Management
Customer Servicing
Quality Management
Training
Liaising & Coordination
Statutory Compliance
Project Management
International Trading
 Analysis and booking of trades from the trade files received from the Prime Broker/ Custody
into the accounting software.
 Pricing of equities by obtaining price from external sources.
 Booking of cash transactions for the fund which includes subscription and redemption for
the fund.
 Using TLM to reconcile Stock, Cash position between Fund Manager’s statements.
 Booking of fees payable to the Fund Manager, Custody
 Verify corporate actions to ensure accurate processing.
 Assist in the production of daily and monthly NAV, ensuring completion of specified tasks as
per NAV checklists.
 Reconciliation of the OTC products, Swaps reconciliation (CDS, TRS, IRS, Swap Resets etc.)
 Processing the bank loan Trades and Settlements based on the trade file and Funding
Memo received from the agent banks.
 Processing the Monthly Asset substantiation (AST), i.e. matching our records with the agent
banks, and making sure that all the transactions are processed in our system.
 Applications used are Invest One Enterprise, Geneva, WSO (Wall Street Office) Web, Hedge
Fund Monitor (HFM), Transaction Lifecycle Management (TLM), Fund Master, RC Matcher, E
Glue Navigator, G System Etc.
 Client Servicing.
Eclerx Services Ltd.
Since October’13 – October 15
Growth Path
October’ 13 – October 15 Financial Analyst
Key Deliverables (Loan IQ)
 Acts as an agent for the execution of Third Party and Secondary trades utilizing Clear Par
SDC report and internal set metrics with neck to neck deadlines
 Detail review of documents for completeness and accuracy
 Act as an agented syndicated loan servicer for a leading investment bank.
 Reviews trade documentation and verify facilities, Assignment prices and notional amounts
prior to settlement
 Prepping trades for signing and booking them in Loan IQ
 Applied knowledge of Loan IQ ,Clear Par, and Safe Cash to efficiently execute and prep
trades
 Performs various loans related activities like interest payments due on syndicated loans,
which include base rate interest, LIBOR interest and other loan related fees.
 Works on other deal related activities like providing access to Intralinks site, updating admin
information for customers etc.
 Provide services for secondary loan traded related to Corporate Credits
 Processing borrower notices for various loans and participations utilizing Loan IQ
 Assist North America Team to resolve various loan related information seek by lenders
Knows processing and updating receive as well as pay wires in Safe Cash
 Co-ordinate with Baltimore Par closers team to execute buy/sell trades to maintain balance
sheet
 Lead initiative providing Lenders/ Borrowers access to Intralinks /soundtrack/ debt domain
access.
 Preparing Sustaining hours metrics
 Accurately manage different types of periodic rate changes, rollovers, advances, payments,
conversions, Letter of Credit activity
 Working with MS-Access and MS-Excel to deliver process related projects and workflow
management tool
Key learning
 Experience made me comfortable understanding Client requirement and recognize
customer heterogeneity
 Learning on Integration of customer contact points, Synchronization of customer
information and management assets
 Identification highest (and lowest) value customers, Servicing those with greatest actual or
potential value
 Identifying trends and needs of the clients and delivering beyond expectations
 Initiating process improvement ideas to clients and implementing it
Richard Strauss Insurance Broking Pvt. Ltd
Jan’ 12 – Apr’13
Growth Path
Jan’ 12 – April’ 13 Assistant Executive
Key responsibilities included
 Worked as Assistant Executive and promoted to Sr. Customer Care Executive
 Adhering to Data TAT
 Managing a team 27 branches in MP region for Shriram Transport and Insurance
 Interacted with clients on negotiation on accident claim settlement
 Regularly assessing training and developmental needs
 Monitoring on claims and surveying them on their needs
 Reporting claim report to management for final approver
 Liasioning with management on claim approver and client
 Keeping a check on Fatal and Non-Fatal errors
 Maintaining Productivity and Accuracy monthly tracker
Key learning
 Maintaining MIS and accuracy sheet for processes and senior management
 Trained in creating Daily huddles and providing updates periodically
India Info Line Pvt Ltd
Jan’ 07 to June’ 08
Growth Path
Jan’ 07 – July’ 07 Dealer
Aug’ 07 – June’ 08 Franchise Owner
Key responsibilities included
 Business Development.
 Client Visiting & maintaining good relationship.
 Business performance Analysis.
 Business Presentations to prospect clients.
 Taking care of the alliances with the clients.
 Client Servicing, Business Development.
 Providing them best trading tips towards maximize proficiency.
Key learning
 Tracking data traffic & formulating staffing plans to ensure service levels are met
 Identifying improvement areas & implementing measures to maximize customer
satisfaction levels
 Ensuring uniformity in the process understanding at the client’s and the organization’s end
Educational Qualification & Certifications
 MBA (Finance &Marketing) from DeviAhilya UniversityIndore MP in 2011
 B.com from Jabalpur University in 2007
 Project on comparison of equity &dept as investment option
 Project on mutual fund in comparison with other investment option
 Project on understanding BSE sensex & its mechanism
 SBI Mutual fund & Also had AMFI certificate distributor module.
Strengths
 Strong analytical skills with high problem solving capability
 Responding quickly and effectively to new demands, priorities, or changes in direction.
 Ability to conceptualize ideas & implement them with Leadership qualities
 Ability to approach tasks in a logical methodical manner
References: Available on request
Anil Gupta

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Anils cv

  • 1. Anil Gupta  Bangalore +919011368133 anilrsib@gmail.com Seeking assignments in Operations Management, Financial Management, Client servicing, Product or Service Marketing with an organization of repute. PROFESSIONAL SYNOPSIS  A dynamic professional with over 4 years of experience in Operations, Business Development, Franchise Handling, Financial Management and International Trading Presently associated with Eclerx as Financial Analyst Proficiency at developing procedures, service standards and Operational policies, with a proven track record of planning & Implementing effective control measures to reduce running costs Ofthe unit  Well versed in handling overall functioning of processes & Implementing processes in line with the policies  A project planner with expertise in planning, executing and Spearheading various projects  Adept in implementing strategies aimed at sustaining profitability &cost-effectiveness of business operations, customer service and General functions  Skilled in managing teams to work in sync with the corporate set Parameters& motivating them for achievingbusiness and Individual goals  Well versed in cementing healthy relationship with customers and Rendering effective service  Implementing Financial principles in day-to-day operations ORGANIZATIONAL CONTOUR Financial Management Wipro Ltd. Since October 2015’ – Till Date Growth Path October’ 15 – Till Date Financial Analyst Job Description:- Computation of Net Asset Value (NAV), OTC Reconciliation and Bank Loan Trade and Settlements which includes:- Application which we work on (Geneva / ICM / TCM / WSO) Operations Management Financial Management Customer Servicing Quality Management Training Liaising & Coordination Statutory Compliance Project Management International Trading
  • 2.  Analysis and booking of trades from the trade files received from the Prime Broker/ Custody into the accounting software.  Pricing of equities by obtaining price from external sources.  Booking of cash transactions for the fund which includes subscription and redemption for the fund.  Using TLM to reconcile Stock, Cash position between Fund Manager’s statements.  Booking of fees payable to the Fund Manager, Custody  Verify corporate actions to ensure accurate processing.  Assist in the production of daily and monthly NAV, ensuring completion of specified tasks as per NAV checklists.  Reconciliation of the OTC products, Swaps reconciliation (CDS, TRS, IRS, Swap Resets etc.)  Processing the bank loan Trades and Settlements based on the trade file and Funding Memo received from the agent banks.  Processing the Monthly Asset substantiation (AST), i.e. matching our records with the agent banks, and making sure that all the transactions are processed in our system.  Applications used are Invest One Enterprise, Geneva, WSO (Wall Street Office) Web, Hedge Fund Monitor (HFM), Transaction Lifecycle Management (TLM), Fund Master, RC Matcher, E Glue Navigator, G System Etc.  Client Servicing. Eclerx Services Ltd. Since October’13 – October 15 Growth Path October’ 13 – October 15 Financial Analyst Key Deliverables (Loan IQ)  Acts as an agent for the execution of Third Party and Secondary trades utilizing Clear Par SDC report and internal set metrics with neck to neck deadlines  Detail review of documents for completeness and accuracy  Act as an agented syndicated loan servicer for a leading investment bank.  Reviews trade documentation and verify facilities, Assignment prices and notional amounts prior to settlement  Prepping trades for signing and booking them in Loan IQ  Applied knowledge of Loan IQ ,Clear Par, and Safe Cash to efficiently execute and prep trades  Performs various loans related activities like interest payments due on syndicated loans, which include base rate interest, LIBOR interest and other loan related fees.  Works on other deal related activities like providing access to Intralinks site, updating admin information for customers etc.  Provide services for secondary loan traded related to Corporate Credits  Processing borrower notices for various loans and participations utilizing Loan IQ  Assist North America Team to resolve various loan related information seek by lenders Knows processing and updating receive as well as pay wires in Safe Cash  Co-ordinate with Baltimore Par closers team to execute buy/sell trades to maintain balance sheet
  • 3.  Lead initiative providing Lenders/ Borrowers access to Intralinks /soundtrack/ debt domain access.  Preparing Sustaining hours metrics  Accurately manage different types of periodic rate changes, rollovers, advances, payments, conversions, Letter of Credit activity  Working with MS-Access and MS-Excel to deliver process related projects and workflow management tool Key learning  Experience made me comfortable understanding Client requirement and recognize customer heterogeneity  Learning on Integration of customer contact points, Synchronization of customer information and management assets  Identification highest (and lowest) value customers, Servicing those with greatest actual or potential value  Identifying trends and needs of the clients and delivering beyond expectations  Initiating process improvement ideas to clients and implementing it Richard Strauss Insurance Broking Pvt. Ltd Jan’ 12 – Apr’13 Growth Path Jan’ 12 – April’ 13 Assistant Executive Key responsibilities included  Worked as Assistant Executive and promoted to Sr. Customer Care Executive  Adhering to Data TAT  Managing a team 27 branches in MP region for Shriram Transport and Insurance  Interacted with clients on negotiation on accident claim settlement  Regularly assessing training and developmental needs  Monitoring on claims and surveying them on their needs  Reporting claim report to management for final approver  Liasioning with management on claim approver and client  Keeping a check on Fatal and Non-Fatal errors  Maintaining Productivity and Accuracy monthly tracker Key learning  Maintaining MIS and accuracy sheet for processes and senior management  Trained in creating Daily huddles and providing updates periodically India Info Line Pvt Ltd Jan’ 07 to June’ 08 Growth Path Jan’ 07 – July’ 07 Dealer Aug’ 07 – June’ 08 Franchise Owner Key responsibilities included  Business Development.
  • 4.  Client Visiting & maintaining good relationship.  Business performance Analysis.  Business Presentations to prospect clients.  Taking care of the alliances with the clients.  Client Servicing, Business Development.  Providing them best trading tips towards maximize proficiency. Key learning  Tracking data traffic & formulating staffing plans to ensure service levels are met  Identifying improvement areas & implementing measures to maximize customer satisfaction levels  Ensuring uniformity in the process understanding at the client’s and the organization’s end Educational Qualification & Certifications  MBA (Finance &Marketing) from DeviAhilya UniversityIndore MP in 2011  B.com from Jabalpur University in 2007  Project on comparison of equity &dept as investment option  Project on mutual fund in comparison with other investment option  Project on understanding BSE sensex & its mechanism  SBI Mutual fund & Also had AMFI certificate distributor module. Strengths  Strong analytical skills with high problem solving capability  Responding quickly and effectively to new demands, priorities, or changes in direction.  Ability to conceptualize ideas & implement them with Leadership qualities  Ability to approach tasks in a logical methodical manner References: Available on request Anil Gupta