Summary
Overview
Work History
Education
Skills
Professional Highlights
Personal Information
Timeline
Generic

Anil S B

Pune

Summary

Dynamic Team Leader with expertise in private equity at Northern Operating Services Pvt Ltd, adept at risk management and process automation. Proven track record in enhancing team productivity and client relationships. Strong analytical thinker with a positive mindset, committed to delivering high-quality results under pressure.

Overview

13
13
years of professional experience

Work History

Team Leader

Northern Operating Services Pvt Ltd
Pune
10.2021 - Current
  • Working knowledge of Private Equity Market.
  • Responsible for initiating and releasing all out going wires/ cash movement of clients' investment to private equity funds. Multi-currency trade execution.
  • Recording all Contributions and Distributions as per the nature of transaction and accounting standards.
  • Successfully migrated the processes to Pune from Bangalore.
  • Develop various KPIs to be followed and ensure all necessary controls are put in place in the process.
  • Setting performance objective and Conducting Appraisals. Driven employee engagement through regular empowering conversations, recognition & motivation and provided candid timely feedback.
  • Risk Management - Assess and anticipate potential risks and ensure effective checks and controls in place to mitigate and avert risks and induce broader risk perspectives among staff.
  • Maintain error log and complete root cause analysis for all the errors. Identifying training requirements for individuals and facilitating training plans.
  • Handling Exceptions, Escalations, internal and external Audit.
  • Liaison between senior management, employees and clients to ensure proper lines of communication critical in addressing escalation, problems/issues requiring immediate attention and resolution.
  • Assist Team in resolving their queries related to process. Responsible for conducting refresher training for the team to enhance their process knowledge.
  • Responsible for making process documentation. Actively work on process enhancements and automation.
  • Liaising up with general partners, investment managers, account administrators and other business areas within the organization regarding trade details, discrepancies and special procedures which arise to have a better turn around.
  • Identify and implement process improvement techniques to improve the process efficiency and team productivity.
  • Managing the client relationships for the Funds and individually handle the deliverable requirements on daily/weekly/monthly/Quarterly basis.
  • Liaising with Onshore team, clients and Auditors on various requirements and ensure all supports are provided to the auditors to get the financial approved on the agreed timeline.
  • Liaising with multiple stake holders in the organization and ensure the tight deadlines are met.
  • Onboard new PE/Hybrid Funds in the accounting platforms (PED). Develop customized reports in PED to support the client requirements.
  • Understanding the purpose of business transformation and communicating this clearly with the team members.
  • Work closely with client servicing/client and client consultant and ensuring all inquiries are advised with high priority.

Process Executive

Infosys Limited
08.2012 - 02.2014
  • All loan documentation is complete accurate verified and complies with company policy.
  • Meeting crucial deadlines as requested, Perform any additional duties/activities.
  • Financial income details updating of borrower (monthly income, assets, expenses).
  • Verification of Third-party Documents (third party authorization, executor of estate, POA).
  • Calculation of collateral values with HUD (Housing urban development), REPC (real estate purchase contract) and sales contract.
  • Day to day assistance and guidance provided on the processing quality and timeliness.

Education

BBA - Finance

ASP College of Commerce
Bijapur, Karnataka

Skills

  • Positive mindset
  • Logical problem solving
  • Ability to work under pressure
  • Adaptability and flexibility
  • Private equity expertise
  • Team leadership
  • Quick learning
  • Integrity and honesty
  • Strong work ethic
  • MS Office proficiency
  • Analytical thinking

Professional Highlights

  • Received number of appreciations from client servicing and client consultant for valuable service.
  • Received Bronze Awards for Excellence in Focused Client Relationship and Take Action.
  • Received Spot Awards for giving accurate volumes for Service Excellence and advise Beyond Expectations.
  • Received celebrate great awards for conducting testing in enhancement of process.
  • Migrated Private Equity process from Bangalore to Pune.
  • Eliminated redundant activities in the process. Set control measures proactively in order to avoid any probability of error.
  • Handling clients which are categorized as Highly sensitive and which are under purview of Risk and ensured the requests are taken with utmost care.
  • Handling newly on boarded client transaction postings.
  • Overseeing the team daily work flow management.
  • Training and mentoring the new Joiners' and seniors and ensure that they are upgrading the knowledge and skills to demonstrate better performance in discharging the task.

Personal Information

  • Date of birth: 07/22/90
  • Languages known: English, Hindi, Kannada, and Marathi

Timeline

Team Leader

Northern Operating Services Pvt Ltd
10.2021 - Current

Process Executive

Infosys Limited
08.2012 - 02.2014

BBA - Finance

ASP College of Commerce

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Anil S B