Kartik Kokate
Pune
Summary
To be associated with a progressive organization that gives me a scope to update knowledge and skills into finance & Accounts with the latest trends and be a part of a team that dynamically work towards the growth of the organization and gain satisfaction thereof.
Overview
4
4
years of professional experience
Work History
Bank Loan, Specialist
STATESTREET HCL Services
01.2023 - Current
- Developed strong client relationships through consistent communication and attentive service.
- Reviewed and analyzed Client feedback, incorporating valuable suggestions into future product iterations.
- Trained and provided coaching to junior team members.
- Generated reports to track performance and analyze trends.
- Increased client retention by delivering high-quality, custom-tailored ad products that met unique business needs.
Performance and Compliance (Associate)
State Street Syntel Pvt. Ltd.
03.2020 - 08.2022
- Enhanced team productivity by streamlining communication and implementing efficient project management tools.
- Developed strong client relationships through timely and thorough follow-up on inquiries and concerns.
- Optimized departmental processes with the implementation of innovative strategies, resulting in improved efficiency and reduced costs.
- Increased customer satisfaction by resolving complex issues and providing exceptional service at all times.
Customer Executive
EXL Service
09.2019 - 02.2020
- Assisted in training new team members to ensure a high level of customer care expertise across the department.
- Collaborated with cross-functional teams to address complex customer concerns and provide comprehensive solutions.
- Maintained up-to-date knowledge of industry trends and product offerings to better serve customers.
Education
B. Com - B.Com
Shankarlal Khandelwal College of Commerce
Akola, India01.2018
HHS - Class 12th
SMT. Dhanabai Mahavidyalay Balapur.
Balapur01.2013
SSC -
SMT. Dhanabai Mahavidyalay, Balapur
Balapur01.2011
Skills
- Ability to multitask and prioritize to ensure accurate and timely completion of work
- Team player with excellent communication, analytical and problem-solving skills and client orientation
- Quality Assurance
- Problem Resolution
- Effective Communication
- Problem Solving
Accomplishments
- Rewarded (RNR) with star Movers of mountain of the month in HCL
Languages
English
Hindi
Marathi
roles responsibility
- Worked for Syndication loan service ( Bank Loan )
- Worked on CITRIX application provided by State Street services and using application like Outlook,Mainly processing Queue like WSO, RKS, MCH, Loan Ops.
- Fund admin of some funds and resposiblitises of end to end work as fund admin
- Researched on : Pending trade Recon, Position Trade recon, Cash Recon, Cash break, Slop break, Past dues.
- Processing In WSO (Paydown, Restructure, Etc.)
- Book trade pending trade, Settlement, work on Unapplied
- Work with Onshore and IM for trade transaction history, Notice backup Etc.
- Handling and resolving client issues.
personal information
Date of Birth: 24/10/1994
disclaimer
I hereby declare that the information furnished above is true to the best of my Knowledge. MM/DD/YY Pune
organizational experience details
I am working as a Specialist at StateStreet HCL Pune From Jan 2023 For Bank Loan process ( Syndication Loan) and hands on end to end processing, as fund admin I am doing all BAU activity and Reserch part.
Timeline
Bank Loan, Specialist
STATESTREET HCL Services
01.2023 - Current
Performance and Compliance (Associate)
State Street Syntel Pvt. Ltd.
03.2020 - 08.2022
Customer Executive
EXL Service
09.2019 - 02.2020
B. Com - B.Com
Shankarlal Khandelwal College of Commerce
HHS - Class 12th
SMT. Dhanabai Mahavidyalay Balapur.
SSC -
SMT. Dhanabai Mahavidyalay, Balapur
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