Anilkumar Reddy Mule

• Ensure handling escalation emails from oversight team and addressing the issue with the proper backups and resolution status.

Investment Banking- Onboarding KYC:

• Create and modify Margin details requested by investor.
• Manage beneficiary information and shared portion details on Investors profile.
• Adding or remove portfolio company and TCP detials.
• Make ensure change address for customer, Trust and Trustee as per request requested by investor.
• Cross check legal sheets or documents for name change.
• Follow ODC rules and Adherence to compliance.

Loan Speciality Operations (LSO) - Collections and Recovery

• Managing various sub-process under LSO and ensure complete volume before SLA.
• Take initiative for new projects and help to colleagues to understand it.
• Preparation of SOPs for new tasks and updating of old SOP's whenever there is a change in the procedure to perform a task and reviewing all activities process by Analysts.
• Prepare and Check quality sheets and report to onshore manager.
• Send volume metrics on daily basis to onshore Managers.
• Provide training to new joiners and raise access for respective applications.
• Delegation of work to team members and follow up on EOD
• Plan to cross training to everyone in various process.
• Prepare SLA, SOP, ETA, PCA and Score card files on monthly base for business review.
• Generate ideas to help automation team for automation few processes.
• Taking high volume on every day and maintain 100% accuracy.
• Help to colleagues take a volume and maintain accuracy.
• Checking customer accounts details and transfer amount to loan account for satisfy loan due balance.
• Audit loan information and adjust misapplied loan payment.
• Waive fee on yearly and modify customer information.
• Validate debt information and generate packet to send request customer.
• Manage various products like ALS, HELOAN, ODP and generate documents to validate information.
• Investigate fraud information and hold debt transactions until resolve fraud activity.
• Setup details for wire payments.
• Update SWIFT code requested by customer.
• Customer Account add and delete.
• Update a limit for an online transfer.
• Generate a PIN for client's system access.

• Payments processed and prepared documents.
• Create invoice and journal vouchers with the help accounting software.
• Performing administrative and clinical duties such as word processing, data entry, copy and fax.
• Communicate with suppliers reconcile invoice payments.
• Supervised daily bookkeeping operations with attention to accounts receivable & payments.
• Help to auditor to prepare on audit report.
• Manage stock information daily base.
• Quality and quantity check while delivery a order.