Paunam Jyoti Ghosh
Kolkata
Summary
Talented Manager with expert team leadership, planning, and organizational skills built during successful career. Smoothly equip employees to independently handle daily functions and meet Stake Holders needs. Diligent trainer and mentor with exceptional management abilities and results-driven approach.
Overview
13
13
years of professional experience
Work History
Manager Operations
HSBC
01.2021 - Current
- Managerial and Monitoring and Reviewing all EOD control report, Financial distribution reports and Audit queue.
- Documents Admin Details Review/ processing done by other members of the team, to ensure 100% error free processing.
- Prepare BOD and Past due report and access Work load for the day.
- Delegate and assign Task among the team members in order to meet the daily Service level Agreement.
- Forecast daily volume and Capacity Planning for the day in order to meet deadline and SLA for the day.
Subject Matter Expert
HSBC
08.2018 - 09.2021
- Managing client centric operations by taking up on priority tasks and ensure client satisfaction by achieving service level quality with minimum TAT.
- Maintain a consistent portfolio of existing commercial loan partnership and also monitor New and existing client.
- Following the process/procedure of the bank & ensuring compliance to rules and regulation of the bank.
- Dealing with Loans and Credit on daily basis as a part of BAU.
- Checking of loan and facility agreement Clause before granting any loan in the system.
- Support Commercial Lending for the Region Europe, UK and US.
- Work on financial Projects and Leverage Ratio to affect the rate of interest of loans in the system according to the financial condition of the firm.
- Monitoring and Reviewing all EOD Control Report, CCY reports, SAR, Financial distribution report, Audit Waterfall payment (internal & External) And Fees (Ongoing, One Fees, Legal fees, Security Agency fees)
- Verifying documents/ processing done by other members of the team, to ensure 100% error free processing – Secondary Loan Trading (SLT)
- Managing the complete loan agency portfolio to ensure the completion of all activities within stipulated time period (drawdown, rollovers, payment etc.)
- Managing the daily work queue and ensuring that all transactions are processed and verified for the value date.
- Mentor, monitor and assess team's performance provide feedback and guidance as necessary
- Attend various business-related calls with stakeholders and discuss process improvement plans.
- Monitor and update procedures and SOPs as per the business requirement to ensure
Wipro Limited - Barclays
01.2013 - 01.2018
- Managing client centric operations by taking up on priority tasks and ensure client satisfaction by achieving service level quality with minimum TAT in Secondary Loan Trading.
- Do strive to create a healthy and fun filled Environment in the team for meeting the daily target assigned.
- Suggested Identify areas for process improvement and to streamline the process of Transfer/ Circle Booking processing by making some amendment in the Secondary Loan Trading tracker.
- Do act as a Backup for the lead in his absence including allocation of work Load, sort out discrepancy, if found and interact with on-site stake-holders to support the process in the best possible way.
- Worked on Multiple projects in high volume days to support the business in a extra mile way.
Education
MBA -
Symbiosis Center For Distance Learning
Pune, India 04.2001 -
Skills
Team leadership
Operations management
Strategic planning
Decision-making
Loan Agency
Risk Control
Loan Syndication
Collateral Management
Stake Holder Management
Client Service operations
Multi-tasking
Workflow tools
Loan IQ
ACBS
AWD
Clear Par
Financial project
Interpersonal communication
Commercial Lending
DEAL Set up
Team Management
Research skills
Analytical skills
Tactical decision making
Dynamic
Result Oriented
Cross-functional experience
Quality compliance
Service excellence
Improvements
Quality initiatives
Organizational skills
Attention to detail
Problem-solving skills
Timeline
Manager Operations
HSBC
01.2021 - Current
Subject Matter Expert
HSBC
08.2018 - 09.2021
Wipro Limited - Barclays
01.2013 - 01.2018
MBA -
Symbiosis Center For Distance Learning
04.2001 -