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WASIM YUSUF KHAN
Mobile:9158060764
Email: wsmkhan37@gmail.com
Summary:
 2 years 3 months of experience with eClerx services Ltd as a Financial Analyst.
 Achieved Spot Reward twicein two quarters.
 Working knowledge in capital market, derivative market, syndicated loans processing.
WORKING EXPERIENCE
Organization: eClerxServicesLtd,Pune.
Designation: Financial Analyst
Duration: Nov 2013– Dec 2015
Key Deliverables (Loan IQ)
 Cash reconciliation & reporting: Identifying & labeling deals, matching debits & credits
flowing in system on T+1 basis also reconciliation of funds using different application.
 Processing syndication loan activities like – Repricing, Pay down, Borrows, Interest and rate
change for the same on receiving of Notices and booking in the system.
 Validating payment instructions/ notices and release advances/wires to clients & Agent Banks
on Loan IQ.
 Contacting Agent Banks (external party) for delay in payments, notices, and missing
information.
 Processing of various Past dues, fees (LC, used, unused) Letter of credit issuance, renewal &
payment
 Investigating breaks and performing action towards it
 Reporting
 Processing Manual General Ledger, manual cash flows and zero share transactions in our
system.
 Communicating with overseas DA’s (Deal Administrator) and agent banks for receiving notices &
agreements.
 Using WSO (WALL STREET OFFICE) Application for receiving Notices from the agent.
 Doing serving of (Collateralized loan) request for our client-like CLO Increase, pay down &
interest payments.
 Processing of commitment decrease as per the agent request, & also making the adjustments in
the loan Amortization schedule for the same so as to match of the remaining outstanding balance.
 Processing of Various bilateral loan activities such as fresh Drawdown or pay down Request from
the borrower.
 Processing of PIK (Payment in kind) requests where the borrower in capitalizing the interest
along with the principal amount.
 Ensuring monthly KPIs are being achieved
 Assignment of work responsibilities among the team members
 Timely assessment & reporting regarding teams performance to higher management.
 Preparation of weekly and daily reports for the senior management with recipients:-Vice president,
Managing directors, Executive directors & various teams across bank.
 Scheduling timely review & trainings for team & new joiners knowledge up- gradation
 Transaction auditing & monitoring funds,Working on different Banking tools LIQ, Matloc
 Process documentation & assistance in macro development
Key Deliverables (SAP)
Also worked in AR Department within the same organisation
 Doing Bank upload received daily from the bank website and performing the clearing activity for the open
items in SAP
 Performing reconciliations for the bank uploaded statement & the data received from till counter in SAP
 Doing posting of invoices by monthly in the SAP
 Performing Audits of the reconciliations, bank upload, postings
 Maintainig daily track record of the all the transactions performed by team members.
 Performing credit card reconciliation for Germany in SAP.
 Performing airline vouchers reconciliation
 Clearing accounts for the invoices posted in SAP vs KAB data entered at the point of sale (this KAB data is
interfaced though SAP)
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
Technical Skills
• Operating Systems: Windows 7, Citrix, Loan IQ Tools, SAP, Navision, MS Office (Word,
Excel, PowerPoint), Internet.
Educational Qualifications:
Passed Bachelor of Business Administration (April 2011) – University of Pune
Passed Master of Business Administration (April 2013) – University of Pune
SOFT SKILL
 Effective communication skills
 Leadership quality
 Innovative thinking.
 Quick learner
Personal Profile:
Date of Birth - 24th-Nov-1989
Father’s Name - Mr. YUSUF KHAN
Mother’s Name - Mrs. BATUL KHAN
Marital Status - Single
Strengths - Adaptability, Self confidence, able to work under stress
Hobbies - Meeting with new people, watching movies, reading newspapers.
Languages - English, Hindi,Urdu
DECLARATION
I hereby declare that the information furnished above is true & best to my consent & I bear the sole
responsibility of its correctness.
Date:
Place: Pune (WASIM YUSUF KHAN)

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wasim khan updated CV (1)

  • 1. WASIM YUSUF KHAN Mobile:9158060764 Email: wsmkhan37@gmail.com Summary:  2 years 3 months of experience with eClerx services Ltd as a Financial Analyst.  Achieved Spot Reward twicein two quarters.  Working knowledge in capital market, derivative market, syndicated loans processing. WORKING EXPERIENCE Organization: eClerxServicesLtd,Pune. Designation: Financial Analyst Duration: Nov 2013– Dec 2015 Key Deliverables (Loan IQ)  Cash reconciliation & reporting: Identifying & labeling deals, matching debits & credits flowing in system on T+1 basis also reconciliation of funds using different application.  Processing syndication loan activities like – Repricing, Pay down, Borrows, Interest and rate change for the same on receiving of Notices and booking in the system.  Validating payment instructions/ notices and release advances/wires to clients & Agent Banks on Loan IQ.  Contacting Agent Banks (external party) for delay in payments, notices, and missing information.  Processing of various Past dues, fees (LC, used, unused) Letter of credit issuance, renewal & payment  Investigating breaks and performing action towards it  Reporting  Processing Manual General Ledger, manual cash flows and zero share transactions in our system.  Communicating with overseas DA’s (Deal Administrator) and agent banks for receiving notices & agreements.  Using WSO (WALL STREET OFFICE) Application for receiving Notices from the agent.  Doing serving of (Collateralized loan) request for our client-like CLO Increase, pay down & interest payments.  Processing of commitment decrease as per the agent request, & also making the adjustments in the loan Amortization schedule for the same so as to match of the remaining outstanding balance.  Processing of Various bilateral loan activities such as fresh Drawdown or pay down Request from the borrower.  Processing of PIK (Payment in kind) requests where the borrower in capitalizing the interest along with the principal amount.  Ensuring monthly KPIs are being achieved  Assignment of work responsibilities among the team members  Timely assessment & reporting regarding teams performance to higher management.  Preparation of weekly and daily reports for the senior management with recipients:-Vice president, Managing directors, Executive directors & various teams across bank.  Scheduling timely review & trainings for team & new joiners knowledge up- gradation  Transaction auditing & monitoring funds,Working on different Banking tools LIQ, Matloc  Process documentation & assistance in macro development
  • 2. Key Deliverables (SAP) Also worked in AR Department within the same organisation  Doing Bank upload received daily from the bank website and performing the clearing activity for the open items in SAP  Performing reconciliations for the bank uploaded statement & the data received from till counter in SAP  Doing posting of invoices by monthly in the SAP  Performing Audits of the reconciliations, bank upload, postings  Maintainig daily track record of the all the transactions performed by team members.  Performing credit card reconciliation for Germany in SAP.  Performing airline vouchers reconciliation  Clearing accounts for the invoices posted in SAP vs KAB data entered at the point of sale (this KAB data is interfaced though SAP) 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 Technical Skills • Operating Systems: Windows 7, Citrix, Loan IQ Tools, SAP, Navision, MS Office (Word, Excel, PowerPoint), Internet. Educational Qualifications: Passed Bachelor of Business Administration (April 2011) – University of Pune Passed Master of Business Administration (April 2013) – University of Pune SOFT SKILL  Effective communication skills  Leadership quality  Innovative thinking.  Quick learner Personal Profile: Date of Birth - 24th-Nov-1989 Father’s Name - Mr. YUSUF KHAN Mother’s Name - Mrs. BATUL KHAN Marital Status - Single Strengths - Adaptability, Self confidence, able to work under stress
  • 3. Hobbies - Meeting with new people, watching movies, reading newspapers. Languages - English, Hindi,Urdu DECLARATION I hereby declare that the information furnished above is true & best to my consent & I bear the sole responsibility of its correctness. Date: Place: Pune (WASIM YUSUF KHAN)