1. Kiran Sudam Phatangare
Address: C/o Mr. Maruti Tangadkar,
Shiv Chatrapati Hsg. Soc.,Tamhane Wasti,
Sane Chowk, Chikhali, Pune - 411019.
E-Mail: kiran.phatangare20@gmail.com
Phone: +91-7720033774
Date of Birth: 19th
August 1985
Executive Summary
• MBA (Finance) from University of Pune, Graduation in Science (I.T.) from University of Kanpur.
• 5.6 years of experience encompassing:
 As Management Graduate – Investment Banking & Customer Service for 2 years and 11
months
 As Science Graduate – Accounts and Audit Assistant role for 2 years and 7 months
Work Experience
State Street Syntel Services Pvt. Ltd. – Mumbai (Apr. 2015 Till date)
Senior Analyst – Middle and Back office operations
IMS Sydney Transaction Management
Role & Responsibilities:
 Supporting trade life cycle & settlement cycle of trade and Interacting with Investment Managers,
Brokers to resolve the issues
 Matching IM’s trades via TOMS (Trade Order Management System) against Broker’s system ie. CTM
 Monitoring queues and applications like Omgeo CTM to confirm trades at block and allocation level
 Review statistics on discrepancies and failed trade reports received from broker and custodian on
daily basis for products like Cash, Equity, and Fixed Income
 Processing of Wires through swift i.e. MT541/43, MT202/10, MT599, Subscription for IPO and trade
back FX’s
 Updating the broker and custodian SSI’s on internal applications and Omgeo Alert
 Matching FX trades on GTSS and monitoring queues and application like GTM
 Reduce failing trades and increase settlement efficiency
Wipro Ltd. – Credit Suisse, Pune (Sep. 2013 to Mar. 2015)
Associate Analyst – Back office operations
UK Crest Settlements
Role & Responsibilities:
 Work on trades booked for the entities of Credit-Suisse.( Credit Suisse Europe, and Credit Suisse LLC )
 Pre matching & matching the trades on VD-1, VD-2 & VD with counterparties. Trades which are
unmatched are to be identified, researched and actioned for resolution
 Reduce failing trades and increase settlement efficiency
 Settle failing trades by liaising with cpty and agent
 Reduce intercompany failing trades across
 Prioritize on reducing failing SELL trades to mitigate the risk of buy-in threat to the firm
 Take necessary steps to ensure that Buy-in threats are avoided to the firm as a result of failing trades
 Researching on trades which are not recognized by CP and checking if it is a valid and following the
escalation procedure to make sure that trade settled on the same day or cancelled
 Liaising with front office, middle office for any discrepancy in the trade and rectifying the same

2.  Responsible for clearing of items on the daily exception accounting reports
 Communicate effectively, and clearly escalate queries to Onshore Team verbally and written
 Monitoring trades for any potential partial or full pair-off with the Cpty
 Booking Nominal movements from one location to other ( CS Europe to Euroclear, CS LLC to Euroclear,
CS LLC to Swiss)
 Sending Swift messages through AMH
 Making RCDC Payments
 Working on Over-cleared report
 Reconciliation of Nostro and depot breaks includes matching, Tagging and researching on outstanding
breaks which are not matched due to any discrepancy
Achievements:
• Awarded twice as a Best Performer in the Quarter
ICICI Bank Ltd. (Feb. 2011 to Aug. 2011)
Senior Executive (S2) - Corporate Banking Customer Service
Role & Responsibilities:
 Customer Service regarding Credit Card transactions, RTGS, Collection Transactions, Fund Transfers
etc.
 Reconciliation: Responsible for providing reconciliation to respective customer
 Handling High Value Corporate customers
 Ensuring 100% Quality and Customer satisfaction
 Follow up on customer complaints
 Maintain synergy within a teams to achieve the set goals
Achievements:
• Excellent Customer Service
MBP (June 2008 to Jan. 2011)
Assistant of Accounts & Audit
Role & Responsibilities:
 Preparation of Cash Book & Journal
 Preparation of Bank Reconciliation statement
 Preparation of Balance Sheet
 Assisting to Auditors in completing audits
Internships:
Summer Internship:
ICICI Bank Ltd.
Title: A Study of Personal Loan
 Understand the process and key issues in disbursement of loan
 Find out the causes of rejection of cases
 Study the concept of default and various reasons for Defaulter
 Study the various actions taken by bank for the recovery of the loan
Methodology:
 Use of secondary data
 Brainstorming & discussion with respective Employees and debtors
 Implement the best alternate solution.
Deliverables:
 Reduction in no. of defaulters
 Better service to customers

3.  Smooth flow of processes
Achievements:
• Defaulters reduced in 2 months of time.
Academics:
Course Name of Institute
Year of
Passing
University/Board Percentage Class
M.B.A.
S. M. Dr. D. Y. Patil Centre for
Management and Research, Pune
2013 Pune 63.64 1st
B.Sc.
(I.T.)
Ram Manohar Lohia Degree College,
Kanpur
2008 Kanpur 62.74 1st
H.S.C.
Vikas College of Commerce &
Science, Mumbai
2003 Maharashtra 53 2nd
S.S.C. Vikas High School, Mumbai 2001 Maharashtra 55.06 2nd
Other Qualification:
Passed G.D.C. & A. with 68% in 2012 from Maharashtra
Application Knowledge:
FINACLE, FINACLE-CRM, Intellimatch, Ex-man, NTPA, Alert, Crest, Omgeo CTM, Blotter, GTM, GRS, GTSS, FX
Connect
Extra-Curricular:
 Member of Placement committee in S. M. Dr. D. Y. Patil Centre for Management & Research
 Organizer – National Seminar in S. M. Dr. D. Y. Patil Centre for Management & Research
 Organizer - Blood donation camp in S. M. Dr. D. Y. Patil Centre for Management & Research
 Member of Sports & Cultural Committees in Ram Manohar Lohia Degree College, Kanpur