Anshu Kumar Giri
BANGALORE
Summary
Dedicated Team Leader with expertise in quality assurance initiatives, issue resolution and interpersonal communication. Proficient with project management, personnel training and production scheduling. Sets example for work ethic, punctuality and quality.
Overview
6
6
years of professional experience
Work History
Team Leader
JPMorgan & chase
BANGALORE
08.2021 - Current
- Primarily dealing with Security Based Lending.
- Underwriting the centralised advised Line Loans for HNW/UNHW client backed by marketable securities
- Prepares credit write ups with all the terms and conditions once all the due diligence is meet/completed in the credit platform
- Provides collateral analysis, pricing analysis and Credit worthiness report to the Lenders and bankers.
- Determining the market value of the securities/stocks pledged as collateral.
- Identifying the securities type and assign standard Lending values to the stock.
- Identifying the risk involved in the individual in the individual portfolios using Loss given Default and Floor price models and if the portfolio is appropriately diversified.
- Managing portfolio calls with the Lenders and Stakeholder twice a Week, discussing on the broader perspectives like PDI's and PDP's Principal.
- Based on that I do prepare letters and send to the Legal and to the client.
- Reviewing clients monthly & Annually and understand their portfolio with the help of various tools like LGD, GCM.
- Was also responsible for Doc Review process which quantify lender's doc and provide approval.
- Coordinated team activities and delegated tasks to ensure efficient completion of projects.
- Developed strategies for problem solving and conflict resolution among team members.
Relationship Officer
Kotak Mahindra Bank
BANGALORE
05.2019 - 08.2021
- Analyzed client data to identify opportunities for cross-selling products and services.
- Provided financial advice to clients based on their needs and goals.
- Assisted customers in opening new accounts and resolving any queries or issues they had.
- Conducted regular reviews of existing client relationships to ensure the highest level of service was provided.
- Researched market trends and competitor activity to identify potential areas for growth and expansion.
- Collaborated with internal teams such as marketing, sales, operations, risk management and compliance to maximize customer satisfaction levels.
- Ensured all regulatory requirements were met when dealing with clients' investments and transactions.
- Maintained detailed records of all communications with clients, including emails, phone calls, meetings, ensuring accuracy at all times.
- Performed credit analysis of customer profiles and portfolios, ensuring adherence to credit policies.
Relationship Manager
Exide life Insurance
02.2018 - 05.2019
- Analyzed client's financial situations, objectives and risk tolerance to develop investment strategies.
- Identified potential investments and opportunities for clients according to their individual needs.
- Provided comprehensive financial advice on retirement planning, estate planning, tax strategies, insurance coverage and other areas of personal finance.
- Monitored the performance of existing portfolios and recommended changes when necessary.
- Developed customized investment plans for clients based on their goals and resources.
- Conducted research on the markets and available products in order to make informed decisions regarding investments.
- Reviewed client accounts regularly to ensure that portfolio allocations were consistent with stated objectives.
Education
B.E - Computer Science And Engineering
Mahendra Engineering College (Anna University)
Salem, Tamilnadu01.2021
Higher Secondary Examination, C.B.S.E -
B.D Public School
Patna, Bihar04-2013
Matricualtion, C.B.S.E -
J.M. V Residential School
Patna, Bihar01.2011
Skills
- Excellent reputation for resolving problems and ability to manage stress, time and people effectively
- Strong Organizational skills with ability to handle multiple task simultaneously and within strict deadline
- Devoted special emphasis to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately
- Excellent Active listening and interpersonal skills that makes me more efficient on workplace
- Certified in Banking Operation and Investment banking with Imarticus Institute, Bangalore
- Having knowledge of Excel and Pitch Pro
Accomplishments
- Got promoted to Ops-Analyst to Team Leader within 1 year.
- Got star performer award in SBL consecutively.
- Got appreciated by "MD" for implementing Doc Edit Automation in SBL process.
- Supported multiple processes like (SBL Origination, Doc Edit, Portfolio Management and PQ).
- First Rank Holder in Computer Science Engineering in July' 2017, Tamilnadu.
- Presented paper on "GOOGLE LOON" and Conferred with First Prize by K.S.R Engineering College in FEB' 2016, Tamilnadu.
Extracurricular Activities
Volunteer a workshop organized in my college by IEEE on Integrated Channel Circuits. Participated in RUN 2023 in the 10k Marathon. Presented paper on "IOT" (Internet of Things) in the national conference organized by VIT (Vellore Institute of Technology), Tamilnadu. Got Best employee Award in Kotak Mahindra Bank for Spectacular performance in Retail Banking.
Hobbies and Interests
- I love cooking. Especially in my leisure time, mostly I like to Prepare North Indian Recipe's.
- I like volunteering, if there is any function/program around my neighbor I like to take the lead. No matter if it is a normal party or a celebration I love to take initiative.
- I like writing, since my school days to present I have written everything about my life. It has the stages of my life, achievements, transformation, and transition.
Projects
Graph -O- Meter, A Project on the Stock Market( NasdaQ) where the data's are kept at the backend of all the stocks which are listed on NasdaQ Composite. As per the command and algorithm application tell you the future graph of the particular stock.
Timeline
Team Leader
JPMorgan & chase
08.2021 - Current
Relationship Officer
Kotak Mahindra Bank
05.2019 - 08.2021
Relationship Manager
Exide life Insurance
02.2018 - 05.2019
B.E - Computer Science And Engineering
Mahendra Engineering College (Anna University)
Higher Secondary Examination, C.B.S.E -
B.D Public School
Matricualtion, C.B.S.E -
J.M. V Residential School
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