Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Anasuya Bose

Mumbai

Summary

Operations manager with extensive experience in loan syndication, specializing in trade finance and cash reconciliation. Proven track record as an agent bank, effectively managing issuance processes and lender communications. Developed training programs that significantly reduced onboarding time, resulting in improved team efficiency. Skilled in daily operations management, asset servicing, and ensuring compliance with performance metrics.

Overview

12
12
years of professional experience

Work History

Manager Operation- Loan Syndication

Credit Agricole CIB
12.2021 - Current
  • Agency Business: Acting as agent bank where we required to issue intents, ratesets, borrowing details, prepayments, sending notices, coordinating with lenders with queries, providing details to borrower along with.
  • Working in the participation deals including closing deals, principal payments, prepayments, borrowing along with accounting. Making payments to lenders. Reconciliation in accruals and fees.
  • Stabilize the process of Letter of Credit and the deals( both new and existing).
  • Working in Trade Finance including issuing and amendments of Letter of Credit and including migrating and applying on the fronting fees. Working in the corresponding fees along with making payment templates (Both USD and NON-USD). Working on the NON-USD contracts.
  • Initially there as huge cries on the past due and WASH (For USD) and NOSTRO (NON-USD). There were lot of numbers in both both the reports and other KRI reports. Working on those reports and and reduces the numbers and turning the KPI to red to green.
  • Managing staff and managing conflicting. There were lot of people issues. Have settled the issues amongst the staff with acknowledging the same and providing solution.
  • Analysis the errors, issues and risk in the process and mitigating the issues.
  • There was issues with training with no structured training plans and programs. No training teams. Employees used to take 1 year time to be full fledged. Now, the turnover is 3 months and more employees are crossed training.
  • Taking responsibilities of employees aligned: from their onboarding, training plans till their performance evaluation.
  • Taking ownership on taking KPI/KPI calls and making MOM and circulating the stakeholders.

Operations Manager

StateStreet Corporate Services Mumbai Private Limited
08.2018 - 11.2021
  • Fully responsible for day-day operations of Bank loans asset class, which includes Trade management, Asset servicing, Middle office and Custody services, Accounting and Reconciliations.
  • Managing institutional clients such as pension funds, insurance funds, mutual funds and alternative hedge fund and private deal of loan syndication business including private deals and servicing on those products.
  • Successfully migrated top client’s and onboarded organic and incremental growth.
  • Acting as a subject matter expertise for loan services involve reviewing trade inputs, asset servicing, payments, accounting and cash and position reconciliations. Processing restructure along with buy and sell in the secondary loan syndication market.
  • Providing guidance on complex activities such as restructuring, month end reporting etc.
  • Ensuring all KPI’s and KRI’s are met as per the agreed PLA.
  • Responsible for the training of the new and existing staffs.

Operations Manager

HSBC – Global Banking and Markets (Securities Services)
Kolkata
11.2016 - 07.2018
  • Managing the redemption of debt capital to bond and Note holders for long and short term borrowings as per the Euro regulations.
  • Manage Corporate actions, Partial redemptions, Credit event, Partial call and Capitalization for debt capital borrowings.
  • Process Dividend and Interest under the corporate action declared to bond and note holders.
  • Independently deal with the internal and external stakeholders to manage and resolve queries.
  • Build and maintain a culture of strong of strong working relationship with key stakeholders across the process.
  • Develop good client relationship to gauge performance perceptions; understands their need and identifies areas of opportunity.
  • Develop innovative solutions for client service opportunities and ensures delivery through the team’s performance.
  • Successfully migrated the new process in HSBC for 7 FTEs involve in servicing the debt capital markets for HSBC clients.

Paid Assistant

P. Mukherjee & Co
01.2013 - 01.2016
  • Statutory audit and reporting includes preparation of financial statements, Component Accounting, preparation of the Annual US Accounts, Insurance Audit.
  • International and Domestic Transfer Pricing includes filing and preparation of the feasibility report and preparation and raising invoice for International Transfer Pricing.
  • Computation of International Taxes and liaise with Legal Department to resolve issue.
  • Computation of Mutual Fund transaction sheet and Tax computation on redemption.
  • Process of Service Tax, EP, EPF, TDS, VAT audit and Stock Audit as per Companies Act 2013.
  • Proven experience in Vouching and Verification, Bank reconciliation testing, Stock and Fixed Assets valuations & Physical verification, Review of Fixed Assets, Loans, Advances.
  • Proven experience in Appearing before the AO/DC/CC and arguing for the tax assessment and preparing papers to be submitted to Tax departments.
  • Successfully prepared the state Incentive scheme plans and related service tax documents for software export companies.

Education

M.Com -

University of Calcutta
01.2013

CS INTER -

ICSI
01.2013

CA IPCC -

ICAI
01.2012

B.Com(Hons) -

City College (Main) - University of Calcutta
01.2010

12th -

Salt Lake Point School-CISE
01.2007

10th -

Salt Lake Point School-CISE
01.2005

Skills

  • Loan syndication and trade finance
  • Cash management and reconciliation
  • KPI development and management
  • Risk assessment strategies
  • Stakeholder engagement
  • Team building and collaboration

Accomplishments

  • Successfully migrated new processes in HSBC for 7 FTEs.
  • Reduced past due and NOSTRO numbers from red to green.

Timeline

Manager Operation- Loan Syndication

Credit Agricole CIB
12.2021 - Current

Operations Manager

StateStreet Corporate Services Mumbai Private Limited
08.2018 - 11.2021

Operations Manager

HSBC – Global Banking and Markets (Securities Services)
11.2016 - 07.2018

Paid Assistant

P. Mukherjee & Co
01.2013 - 01.2016

M.Com -

University of Calcutta

CS INTER -

ICSI

CA IPCC -

ICAI

B.Com(Hons) -

City College (Main) - University of Calcutta

12th -

Salt Lake Point School-CISE

10th -

Salt Lake Point School-CISE

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Anasuya Bose