Summary
Overview
Work History
Education
Skills
Accomplishments
Personal Information
Languages
Timeline
Generic

Somesh Hosangadi

Bangalore

Summary

I have proven 9+ years of experience in Banking and Insurance sector as proactive team leader and individual contributor. I am seeking a position of senior Analyst to work in a challenging environment, which upgrades my knowledge, improves my skill and provides a room to give out my best to the organization.

Overview

10
10
years of professional experience

Work History

Team Leader

JP Morgan and Chase
Bengaluru
08.2023 - Current
  • Conducted annual reviews for securities-based lending in the Asset and Wealth Management division.
  • Played a pivotal role in a pilot process, crafting renewal proposals for HNW and UHNW LATAM clients.
  • Developed comprehensive loan renewal proposals in ICRD with pricing, KYC, document review, collateral information, LGD, Jurisdictional restrictions, etc.
  • Verified the margin requirements and the current collateral availability along with any margin calls placed.
  • Collaborated closely with the Onshore Lending team to ensure on-time project delivery and actively contributed to process automation using EDR for the multiple Jurisdiction
  • Process knowledge on limitations and guidelines on multiple jurisdictions in LATAM process
  • Handling Multiple reports on behalf of Manager
  • Maintained a positive work environment that promoted collaboration between team members.

Operational Analyst

JP Morgan and Chase
Bengaluru
05.2021 - 07.2023
  • Preparing the analysis of a client prior to underwriting, including pulling
  • SME in the pilot project and the main contributor in migrating the project in India
  • Client credit, generating a collateral analysis and overall preparation for Loan
  • Assist SBL Lenders in underwriting all facilities secured by client’s investment portfolios, including new requests, amendments and annual reviews.
  • Underwriting new credit and annual review proposals for credit approval by Lenders and Credit Executives, ensuring these reviews are completed in a timely fashion and in compliance to prevailing credit, firm wide policies as well as regulatory and jurisdictional requirements.
  • Ensure all the regulatory requirements or mandatory are followed during the setup.

Senior Process Analyst

Arthur J. Gallagher
Bengaluru
08.2018 - 04.2021
  • Reviewing applications of life insurance and required documents..
  • Training & solving the queries of new hires.
  • Updating the Employee Medical benefits, eligibility, premium, Commission and Contribution in Benefit point application.
  • Calculation of insurance benefit period according to the employee or employer requirements.
  • Analyzing the eligibility for the Employee and dependent of the employee.
  • Calculating the contribution for Employee and Employer on the basis of premium and the schedule of Payment.
  • Preparing Weekly reports, Pending report and EOD status to Management on daily basis.

Process Analyst

Arthur J. Gallagher
Bengaluru
04.2016 - 07.2018
  • Reviewing applications of life insurance and required documents.
  • Checking for all the required documents for the policy & following up with for the pending documents.
  • Supporting USA clients and handling their queries relating to insurance via mailbox.
  • Updating the Employee Medical benefits, eligibility, premium, Commission and Contribution in Benefit point application.
  • Calculating the contribution for Employee and Employer on the basis of premium and the schedule of Payment.
  • Sending the Pending report and EOD status to Management on daily basis.

Process Associate

AXA Business Services
Bengaluru
10.2014 - 11.2015
  • Supporting US clients and handling their queries relating to insurance via Mailbox.
  • Performed data entry tasks to update customer records, bank details of Insured while drafting the premiums from insured a/c with the client authorized.
  • Ensured compliance with industry regulations pertaining to processing activities conducted by the organization.
  • Participated in checking software applications prior to release into productions in order to rectify any issues for maintaining the quality.

Education

University of Kuvempu University
Shimoga
01.2014

PUC (Commerce) -

RTES College Of Science And College
Ranebennur
01.2011

B.K.Gupta High School Ranebennur
Ranebennur
01.2009

Skills

  • Global Collateral
  • Monitoring credit workstation
  • Outlook, Microsoft Excel, Word, PowerPoint
  • Teamwork
  • Communication
  • Multi-tasking
  • Initiative
  • Time-Management
  • Mentoring
  • Technical Support
  • Team Supervision
  • Share-point
  • SOP Adherence

Accomplishments

  • Received Two Awards in AXA Business Services during my one year service.
  • Received Star of the Month in Arthur J. Gallagher during my service.
  • Received Kaizen certificates for best kaizen ideas.
  • Received Shining Star award for the highest production, Quality and training (Bangalore& Shivamogga) in Arthur J. Gallagher during my service.
  • Received quality award for maintained quality as well as Production in Arthur J. Gallagher during my service.
  • Received Appreciation on idea in Global level pricing tool
  • Participated in inter-college Management fest and bagged 2nd prize.
  • Won badminton championship at inter-college competition.

Personal Information

Date of Birth: 03/29/93

Languages

kannada
First Language
English
Proficient (C2)
C2
Hindi
Intermediate (B1)
B1

Timeline

Team Leader

JP Morgan and Chase
08.2023 - Current

Operational Analyst

JP Morgan and Chase
05.2021 - 07.2023

Senior Process Analyst

Arthur J. Gallagher
08.2018 - 04.2021

Process Analyst

Arthur J. Gallagher
04.2016 - 07.2018

Process Associate

AXA Business Services
10.2014 - 11.2015

University of Kuvempu University

PUC (Commerce) -

RTES College Of Science And College

B.K.Gupta High School Ranebennur

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Somesh Hosangadi