AKSHAY MONDKAR
Mumbai
Summary
Dynamic Senior Associate with expertise in trade operations and loan documentation at Ask Financial Holdings. Proven track record in collateral management and client communication, ensuring timely disbursements and compliance. Adept at data management and follow-up coordination, driving efficiency and enhancing client satisfaction in fast-paced environments.
Overview
8
8
years of professional experience
2017
2017
years of post-secondary education
1
1
Certification
Work History
Senior Associate
Ask Financial Holdings Private Limited
Mumbai
12.2023 - Current
- MLD/NCD Trade operations - Collecting regular details of trade deals from the dealer and initiating the trade on respective portals with Custody follow-ups
- LAS Operations - Handling Post sanction activities like Loan Documentations, CKYC Fetching, Collateral Management, Drawing Power Management, Loan Disbursement, Loan Management Data, Account Opening. margin Monitoring Report. deferral Management. etc
- Loan servicing activities including Documentation follow ups, security Lien/pledge marking, discrepancies and pendency Updation.
- Monthly LAS reports submissions to the Management
- Follow ups for Regular Interest receivable and dues.
Operations Associate
Guardian Securities Private Limited
Mumbai
09.2023 - 11.2023
- Management of Loan Documentations, Loan Management, account Opening, Collateral Management etc
- CKYC management for new clients and updation for the existing one's if any
- Documentation follow ups and updations of the same to the Management.
Operations Associate
Infina Finance Private Limited
Mumbai
03.2021 - 09.2023
- Loan Documentation management and circulation of Document Deferrals to the Management for further actionable
- Collateral management - keeping track of the securities received in Pledge and looking after the security release in case client requests.
- CKYC management- CKYC fetching for the new client and updating Details on the portal in case required
- Storage management- Dispatching the Documents for loan to storage locations and keeping the note of the requirements dispatched and availed
Client Servicing Associate
Kotak Mahindra investments limited
Mumbai
03.2018 - 03.2021
- LAS Servicing- Circulation of Loan Documents to clients with details of the requirements and follow-ups for availing the same
- Regular follow ups of the Disbursement requirement from client and Business team and updating the same to the Treasury Department
Education
Master in Commerce (Banking And Finance) - Banking And Finance
LS Raheja College of Arts And Commerce
Mumbai 06.2014 - 09.2016
Bachelors in Commerce (Banking And Insurance) - Banking And Finance
L S Raheja College of Arts And Commerce
Mumbai 06.2011 - 05.2014
Little Angels Junior College
MumbaiSkills
- Trade operations
- Loan documentation
- CKYC management
- Collateral management
- Disbursement management
- Client communication
- Data management
- Follow-up coordination
- Business understanding
- Margin monitoring
Languages
English
Advanced (C1)
C1
Hindi
Advanced (C1)
C1
Marathi
Advanced (C1)
C1
Gujarati
Beginner
A1
Certification
- MS- Office certification from Keerti Computers
Affiliations
- Active Marathon Runner- Regular participation in marathon Running activities
Timeline
Senior Associate
Ask Financial Holdings Private Limited
12.2023 - Current
Operations Associate
Guardian Securities Private Limited
09.2023 - 11.2023
Operations Associate
Infina Finance Private Limited
03.2021 - 09.2023
Client Servicing Associate
Kotak Mahindra investments limited
03.2018 - 03.2021
Master in Commerce (Banking And Finance) - Banking And Finance
LS Raheja College of Arts And Commerce
06.2014 - 09.2016
Bachelors in Commerce (Banking And Insurance) - Banking And Finance
L S Raheja College of Arts And Commerce
06.2011 - 05.2014
Little Angels Junior College