Pratik Kerkar

• Strategic Planning : Contributing to development of strategic plans and objectives related to bill discounting operations.
• Forecasting : Forecasting future trends and developments in bill discounting and preparing strategies to adapt to market changes.
• Team Supervision : Supervising and guiding a team of professionals involved in bill discounting operations.
• Training and Development : Providing training and development opportunities to enhance skills and capabilities of team members.
• Performance Tracking : Monitoring performance of bill discounting operations against key performance indicators (KPIs) and benchmarks.
• Client Relations : Building and maintaining relationships with clients, including bill drawers, acceptors, and financial institutions involved in discounting process.
• Negotiation : Negotiating terms and conditions of bill discounting agreements with relevant parties.
• Regulatory Compliance : Ensuring adherence to all regulatory requirements and guidelines set forth by regulatory authorities.
• Legal Documentation : Drafting and reviewing legal documents related to bill discounting, such as discounting agreements, terms and conditions, and disclosures.
• Risk Management : Implementing risk management strategies to mitigate potential financial, operational, and legal risks associated with bill discounting.
• Handling Transactions : Managing entire lifecycle of bill discounting transactions from initiation to completion.
• Documentation : Ensuring all necessary documents are in place, including bills, invoices, contracts, and legal agreements.

Client: M&G Investments (UK Prudential)

Job Profile:

• Resolving queries received from associates for plan holders and financial advisors relating to pension products.

• Help associate with queries regarding claims, in-forced policies and updating policy holder details in compliance with Anti-Money Laundering procedures.

• Assigning daily targets to everyone in team. Organizing team data for better efficiency.

• Preparing team performance report on daily and weekly basis.

• Conducting weekly meetings with associates and manager to discuss team performance and desired goals.

Client: Barclays Bank PLC

Job Profile:

• Assisting Barclays Bank customers with Telephone Banking.

• Help customers to set up, cancel and amend standing order. Assisting customers with direct debit payments on account. Providing customers with information regarding account balance and recent payments done in account.

• Help customers block existing debit card or order new debit card if pervious card is lost or stolen.

• Explain recent payments made using debit card. Help customers to dispute those payments if required.

• Providing accurate information to customers regarding charges on account, interest rate eligibility criteria, terms and conditions and various other details that may be required.

• Ensuring all administrative operations run in smooth and efficient manner. Facility and infrastructure management.

• Managing events by coordinating with clients. Organizing caterers, audio visual requirements, seating arrangement, housekeeping, guest service and any other administrative requirement.

Client: JP Morgan Asset Management

Job Profile:

• Keeping a tab on incoming emails and sorting it as per requirement.

• Extracting trade details using MS Excel.

• Validating price and quantity of trades from live terminal.

• Creating backup for duplicate trades and incorrect trades.

• Understating foreign exchange (foreign exchange) market and recoding correct rate with help of Bloomberg.

Client: Bank of America (Countrywide Financial)

Job Profile:

• Resolving customer queries regarding mortgage payments and compensation through written correspondence.