Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

Deeksharani Pohare

Pune

Summary

Dynamic Operations Analyst at Citco Group Services LLP with expertise in collateral management. Successfully onboarded new agreements, ensuring compliance and efficiency. Proven ability to train and develop teams while managing complex margining requirements in capital markets. Recognized for delivering high-quality service and maintaining strong client relationships.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Operations Analyst

Citco Group Services LLP
Pune
09.2022 - 12.2024
  • Manage daily collateral process to ensure sufficient collateral coverage for multiple client agreements with various counterparties, instructing payment instruction via SWIFT & LOA's and solving aged collateral discrepancies.
  • Handling dispute management: work on MTM discrepancies, position breaks & finding out key factors driving the exposure.
  • Reviewing CSA, GMRA, MRA & MSFTA agreements to understand margining requirements.
  • On boarding newly signed agreements in collateral hub and setting new SSI's for future collateral exchanges.
  • Demonstrated expertise in CSA and ISDA documentation. Served as the primary point of contact for onboarding new agreement setups, ensuring meticulous setup and compliance for efficient client servicing.
  • Successfully managed collateral activities for assigned clients, meeting all deliverables within Service Level Agreements (SLA). Handled Collateral Substitution and Collateral Interest-related queries, providing support to teammates and stakeholders.
  • Proficiently generated summary reports for critical clients on the Close of Business (COB) last business day, utilizing diverse broker and prime broker portals. Ensured timely and accurate reporting, maintaining high-quality service standards.
  • Played a key role in setting up Standard Settlement Instructions (SSI) for new agreements with clients and counterparties. Implemented Alert Access Codes for onboarding new SSI details, ensuring accuracy in the setup process.
  • Work on month end collateral interest (calculations & Settlements) and provide support to team in closing all interest related discrepancies in timely manner.
  • Served as a trainer for new joiners, imparting both system knowledge and theoretical understanding to enhance their skills. Contributed to the development of a knowledgeable and skilled workforce through effective training programs.

Intern

Kotak Mahindra Bank
Nanded
10.2020 - 12.2020
  • Responsible to service the needs of customers by providing assistance and information regarding status of bank accounts and offering them bank services which meet those needs.
  • Opens and closes accounts, advises customers of account and banking service options available.
  • Responsible for servicing the needs of bank customers by processing transactions efficiently, professionally and accurately. Accountable for balancing customer account information.
  • Addressing customer issues, resolving conflicts, and making decisions that align with the bank’s policies and customer satisfaction goals are key aspects of this role.
  • Working with various departments like sales, operations, and compliance to address customer needs and enhance overall service delivery.
  • Utilizing banking systems, software, and platforms to assist customers with transactions, inquiries, and issue resolution.
  • Identifying areas for improvement in customer service processes and implementing innovative solutions to enhance efficiency and customer experience

Education

MBA - Banking And Finance

Ajeenkya D Y Patil University
Pune
04-2020

Bachelor of Science - Computer Science

MGM's College of CS & IT
Nanded
04-2018

Skills

  • Collateral management
  • Dispute resolution
  • Margining requirements
  • Derivatives
  • Equity
  • Hedge funds
  • Capital market
  • Team collaboration
  • Employee training

Certification

  • Certified Investment Banking Operations Professional

Accomplishments

  • CITCO Group Limited Monthly Award (Certificate of Appreciation)
  • CITCO Group Limited Quaterly Award (Certificate of Performance)

Timeline

Operations Analyst

Citco Group Services LLP
09.2022 - 12.2024

Intern

Kotak Mahindra Bank
10.2020 - 12.2020

MBA - Banking And Finance

Ajeenkya D Y Patil University

Bachelor of Science - Computer Science

MGM's College of CS & IT

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Deeksharani Pohare