Rahul Dongre
Delhi
Summary
Results-driven professional with a Post Graduate Diploma in Management and a strong background in financial services, specializing in trade settlement and loan reconciliation. Proficient in managing complex financial operations and ensuring compliance and efficiency. Skilled in using financial platforms to optimize processes and support business goals. A proactive team player dedicated to continuous learning and improvement. Seeking to contribute expertise to a dynamic organization.
Overview
5
5
years of professional experience
Work History
Closer Specialist
S&P Global
2024.05 - Current
- Managed trade settlement process, including updating contract rollovers, paydowns, and PIK rollbacks
- Analyzed amendments for deal credit or loan to ensure accuracy and compliance
- Handled trade allocation, circulation, and verification processes efficiently
- Coordinated with loan administration team for amendments related to rates and contracts
- Worked closely with all parties involved to execute and finalize trades successfully
- Prepared reports on missing routing pieces and contract closures to maintain seamless operations
- Attended client meetings to address issues and provide updates on trade settlements
Integration Support Team
S&P Global
2023.10 - 2024.05
- Granting access to specific IP address to Loan Platform via IP whitelisting for protection of customer data
- UAT testing and Production testing on before going Live tom ensure end to end business flow
- WSO Web is web-based application that allows access to real-time position data and reporting.
- Setting up the Single Sign- On (SSO) for customers to provide access to S&P Self-service portal
- Configuring Message Director, SFTP, Market Rates features for S&P Global customers
Senior Outsourcing Delivery Analyst
S&P Global Market intelligence
2022.03 - 2023.10
- Working with Loan Reconciliation software, LP Admin platform and Doc delivery system to support fund managers
- Maintained daily database on Bad doc delivery report and Go live Tracker for top Investment banks and fund managers
- Global Portfolio Management, Global Account/Global Product Profile of Investments Banks, Agent Transfers
- Assisted Customer Onboarding for Markit Loan Recon, AD Flow and analysis of Delivery Data.
Outsourcing Delivery Analyst
IHS Markit
2020.06 - 2022.02
- Managed Document delivery support system, Trade Portfolio Management, secured transfer file and fund onboarding
- Managed Vendor access setup, EOD Reports Management, Loan Reconciliation platform and Analysis of Recon positions
- Supported in Trade Settlement, Entity Association Management and Admin user support in Loan Platform System
- Agents and Banks portfolio account onboarding in Markit Loan platform system.
CRM and Sales Intern
HDFC Bank
2019.05 - 2019.06
- Worked with Branch team in preparation of Customer Acquisition strategy and its’ implementation
- Generated the leads for financial products like Loans, FD, Current accounts, and Client management in office floor
- Converted Leads to the customers and assisted them in opening saving accounts, current accounts, and Fixed deposits
- Interacted with customers and worked with Bank’s team in CRM System
Education
POST GRADUACTION DIPLOMA IN MANAGMENT -
Asian Business School
Noida05.2020
B.COM HONOURS - Commerce
Institute For Excellence in Higher Education
Bhopal06.2018
SEINOR SECONDARY SCHOOL (12th), CBSE -
Kendriya Vidyalaya No.3
Bhopal04.2015
SECONDARY SCHOOL (10th), CBSE -
Kendriya Vidyalaya No.3
Bhopal04.2013
Skills
- Closing support
- File Management
- Financial Information Monitoring
- Adaptability and Flexibility
- Microsoft Office
- CRM Software
Accomplishments
- Diploma in International Business from Oxford Business College, United Kingdom (UK)
- Diploma in Media & Entertainment on successfully completion of course in Asian Business School
- Diploma in corporate communication on successfully completion of course in Asian Business School
- Foreign Language Certification in French on successfully completion of course in Asian Business School
- Executive certificate in Digital Marketing on completion of course from NIIT
- Executive certificate in Business Analytics on completion of course from NIIT
- Received certificate for BUSINESS PLAN in inter college competition (Road not taken - Business plan competition)
Live Projects
BAJAJ CORP LTD. , DELHI, - Jan '19
- Sales Promoter trainee
- Stock Management on Shop Floor
- Driving sales through customer Interaction
UTHAAN NGO - July '18
- Coordinating with Group members
- Spreading awareness among construction labor about government welfare schemes for them
- Providing free tuition classes to their children
- Approaching individuals school Govt. offices industries etc. for donations
Papers
- RECOGNITION OF DIVERSIFIED SKILLS FOE SURVIVIG IN VUCA WORLD- 2019
Paper presentation in “INTERNATIONAL CONFERENCE ON VUCA WORLD: ISSUES AND CHALLENGES” organized by research and development cell of Asian Business School - IMPACTS OF DIGITAL MARKETING ON CONSUMERS- 2018
Paper presentation in NATION SEMINAR INDUSTRY 4.0: A ROADMAP FOR INDIAN BUSNIESS COMPETITIVENESS - IMPACT OF INTERNET /SOCIAL MEDIA ON YOUTH- 2017
1. Surveyed the population for behavioral data
2. Team management
3. Data build up from questioners and presentation
Extracurricular Activities
- 100-meter Race participation in ABS ANNUAL SPORT MEET Participant in badminton (single's) event in ABS ANNUAL SPORT MEET
- Received certificate for FUNK OUT OF JUNK in KESSHET annual fest 2019 by ASIAN EDUCATION GROUP
- Received certificate for T-shirt Painting in KESSHET annual fest 2019 by ASIAN EDUCATION GROUP NUKKAD NATAK
- participation in KESSHET ANNUAL FEST 2019 BY ASIAN EDUCATION GROUP
Hobbies and Interests
Like listening music and sketching
Timeline
Closer Specialist
S&P Global
2024.05 - Current
Integration Support Team
S&P Global
2023.10 - 2024.05
Senior Outsourcing Delivery Analyst
S&P Global Market intelligence
2022.03 - 2023.10
Outsourcing Delivery Analyst
IHS Markit
2020.06 - 2022.02
CRM and Sales Intern
HDFC Bank
2019.05 - 2019.06
POST GRADUACTION DIPLOMA IN MANAGMENT -
Asian Business School
B.COM HONOURS - Commerce
Institute For Excellence in Higher Education
SEINOR SECONDARY SCHOOL (12th), CBSE -
Kendriya Vidyalaya No.3
SECONDARY SCHOOL (10th), CBSE -
Kendriya Vidyalaya No.3
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