KAILASH GAUTAM KAMBLE
B - 2, 207, Misquta Nagar, C.S. Road, Dahisar - East. Mumbai,MAHARASHTRA
Summary
Experienced finance professional with a strong background in managing finance operations, including syndication bank loans reporting, cash reconciliation, trade confirmation, and loan servicing activities. Demonstrated expertise in analytics, effective team collaboration, and business acumen. Award-winning performances achieved at renowned organizations like State Street HCL and TATA Consultancy Services. Resourceful specialist offering expertise in problem-solving, data analysis, and customer service. Adept at quickly learning new technologies and processes for driving success. Proven track record of successfully managing multiple projects and developing innovative solutions.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Specialist - Client Service
InsightsKV
03.2022 - 12.2024
- Collect data on consumers, competitors and market place and consolidate information into actionable items, reports and presentations
- Create reports, presentations, and action items based on collected data
- Transaction processing like process customer transactions, including deposits, withdrawals, and loan payments
- Provide customer service and assist customers with their banking needs
- Maintaining Client records
Specialist (Syndication Bank Loans)
State Street HCL
03.2021 - 02.2022
- Responsible for record keeping of Positions by booking and settlements of trades, Cash (receiving interest fees
- Receiving of interest, fees, reconciliation of it, preparing income-only booking sheets and accruals
- Administering record-keeping of Positions and processing borrowing and pay downs activities of the loan
- Maintaining the account of funds and doing the reporting to Clients and Investment Managers
- Reconciliation of Positions, WSO
- Collaborated with cross-functional teams to achieve project goals on time and within budget.
- MCH, Cash Recon, DDA Recon, Past due and unapplied wires research, and CREU investigation
- Working with applications like WSO, WSO reporting, LS fax, IMT, MCH, LoanOps, Scheduler Assistant, loan servicing dashboard, VMW
- Managing Babson's and Jefferies fund portfolios and daily activities
- Managed approximately 5 deadlines and report same to client on mail.
Senior Financial Analyst
TATA Consultancy Services Limited
01.2019 - 02.2021
- Research and seek out the most cost-efficient shipment procedures and methods
- Evaluate supply chain operations areas requiring improvement
- Working on Company's financial documents and presentations
- Collect data on scheduling procedures and production output
- Design and implement methods to gather and manage supply chain data
- Update data regarding company supply chain on individual profiles by resolving client queries
- Preparation of Daily processing manuals, updating SOP, and training materials
- Increased financial accuracy by conducting in-depth analyses of financial data and trends.
Associate (Global Transaction Processing)
State Street Syntel Pvt. Ltd.
03.2015 - 12.2018
- • Analysis of financial data and decision-making on transaction authenticity
• Handle end-to-end escalations
• Resolve transaction issues through formal communication via emails and calls
• Process trade instructions received electronically via Swift or manually
• Familiar with Trade & Cash Swift Messages types for processing
• Analyze through IMaGE/AWD10 and MCH (Multi-Currency Horizon) terminals
• Liaise with various teams for product setup/issues/trade allocation
• Monitor transactions for errors and resolve issues like reconciliation breaks
• Escalate issues to the appropriate stakeholders for resolution
• Maintain accurate trade records and input trades into systems
• Point of contact with clients, clearers and exchanges to resolve queries
• Execute daily trade operations including execution, settlement, and clearing.
Accountant
J.R. Technologies Pvt Ltd.
06.2014 - 02.2015
- Provide full record-keeping services including invoicing, accounts receivable and payable processing
- Handle Refunds, Exchange tickets, and various payment ticket processes
- Edit and verify Void Tickets with the record
- Reconciled accounts and reviewed expense data, net worth, and assets.
- Used advanced software to prepare documents, reports, and presentations.
Education
Bachelor of Commerce -
Shailendra Degree College of Commerce, Mumbai University
Mumbai05.2013
Skills
- Bloomberg
- Banking operations
- Research
- Complaint resolution
- Document verification
- Supply Chain
- Report Generation
- Logistic
- Trade Process
- Swift
- Cold Calling
- Investment banking services
- Transaction processing
- Payment processing
Languages
English
Bilingual or Proficient (C2)
Hindi
Bilingual or Proficient (C2)
Marathi
Bilingual or Proficient (C2)
Certification
AIWMI, Certificate in Derivatives Trading, 11/17/20, Mumbai
Awards
- TCS Gems BPS Star Performer, 05/2020, Received the TCS Gems BPS Star Performer award.
- Titan of the Month, 08/2017, Recognized as Titan of the Month in State Street Syntel Pvt. Ltd.
- Spot Recognition Awards, Twice awarded Spot Recognition Award in State Street Syntel Pvt. Ltd.
- Syntel Champ Award, 12/2016, Awarded Syntel Champ.
Interests
- Certified Personal Trainer ans advanced Bodybuilding
- Cooking
Work Preference
Work Type
Full TimeWork Location
On-SiteImportant To Me
Career advancementWork-life balanceTeam Building / Company RetreatsHealthcare benefitsTimeline
Specialist - Client Service
InsightsKV
03.2022 - 12.2024
Specialist (Syndication Bank Loans)
State Street HCL
03.2021 - 02.2022
Senior Financial Analyst
TATA Consultancy Services Limited
01.2019 - 02.2021
Associate (Global Transaction Processing)
State Street Syntel Pvt. Ltd.
03.2015 - 12.2018
Accountant
J.R. Technologies Pvt Ltd.
06.2014 - 02.2015
Bachelor of Commerce -
Shailendra Degree College of Commerce, Mumbai University
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