Ekansh Jha
Tohana
Summary
A self-driven professional, with 6+ years of experience in the financial services industry. Adding value to the organization where I work, by commitment and optimism towards professional life, with continuous learning and improvement in my skills.
Overview
7
7
years of professional experience
Work History
Sr. Lead Analyst: Client Incentive Profiling and Partner Payments, Global Supply Management
American Express
- Current
- Manage profiling of 50 + Financial contracts of American Express with Middle and Large Market clients on monthly basis
- Responsible for ensuring contractual payment to client on the incentive calculation and pay out
- Ensure compliance with all relevant procedures and policies linked to the process
- Interact with various work stakeholders, viz
- Pricing, Account Managers, Finance and Technology to identify specific areas of focus and issues requiring leadership attention, flag any pressure points, and resolve time sensitive issues
- Support the design and execution of a robust and sustainable model for monitoring and reporting of key measures of success for client incentives profiling
- Collaborate with Partner Operations Governance on relevant initiatives and deliverables
- Training impartation to the new hires, testifying knowledge and profiling of consortium deals and amendments
- Providing direct data support in the form of spreadsheets, dashboards, reports and calculation summaries to various partners, stakeholders and management, capturing details of monthly expired, new, ongoing and released payments.
Management Trainee
PNB Housing Finance Limited
05.2017 - 03.2019
- Establishing and maintaining direct relationship with the business areas on lending propositions in order to provide structured, consistent and tailored advice
- Assisting in the development of policy, procedure, process flows and integration of new clients
- Working with Loan Processors and Loan Officers on collecting information and documentation necessary to finalize incomplete loan packages
- Ensuring compliance with corporate underwriting protocols
- Accessing credit records to evaluate customer histories
- Making Credit Appraisal Memo (CAM)
- Overall underwriting of loan from login to disbursement.
Education
MBA (Finance & Marketing) -
University School of Business, Chandigarh University, Mohali, Punjab
05.2017
B.com -
School of Open Learning, South Campus
Delhi University06.2015
CBSE (class XII) -
DAV Centenary Public School
Tohana05.2012
CBSE (class X) -
DAV Centenary Public School
Tohana04.2010
Skills
- Risk Assessment
- Risk Management
- Risk Mitigation
- Advanced Excel
- PowerPoint Presentation
- Project Management
- Financial Statement analysis
- Communication
- Build & Leverage Relationship
- Flexible & Adaptable
- Leadership
- Result oriented
- Team Collaboration
Accomplishments
- Awarded with GSM PS&O Golden Star Award in October 2021.
- Awarded with the Most Supportive Team Member and Best Supporting Colleague in 2018 in the Annual Meet for two quarters.
Timeline
Management Trainee
PNB Housing Finance Limited
05.2017 - 03.2019
Sr. Lead Analyst: Client Incentive Profiling and Partner Payments, Global Supply Management
American Express
- Current
MBA (Finance & Marketing) -
University School of Business, Chandigarh University, Mohali, Punjab
B.com -
School of Open Learning, South Campus
CBSE (class XII) -
DAV Centenary Public School
CBSE (class X) -
DAV Centenary Public School
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