Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Internship
Personal Information
Hobbies and Interests
Disclaimer
Timeline
Generic
Sunil Pal

Sunil Pal

Pune,Maharashtra

Summary

To secure the job in Financial and Investment Banking organizationwhich could help me learn new skills and deliver my potential professional work experience and Implementation of knowledge towards the development of my professional and organizational goals

Overview

8
8
years of professional experience

Work History

Supervisor/Team Lead

CITCO Group Services India LLP
Pune, Maharashtra
02.2024 - Current
  • Organizing & handling training session for new hires & taking refreshers training for existing staff that would eventually upgrade their knowledge and minimize the errors in processing.
  • Assigning and reviewing of various tasks done by team on day to day basis and guiding them further on improvising.
  • Leading daily calls with CRM team on various funds which holds discussion about ongoing activities, queries on cash recon, position recon, audit queries along with open mails from client & other teams. Providing resolution to middle office & FA team for various discrepancies raised by Client to them related to bank debt.
  • Developed SOP's for various day to day tasks being undertaken by team, which improved team's performance which led to reduction in errors.
  • Oversaw daily operations of the department, ensuring smooth workflow and timely completion of tasks.
  • Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
  • Increased team productivity by implementing efficient workflows and setting clear expectations for staff members.
  • Enhanced communication within the team by holding regular meetings and encouraging open dialogue among all members.
  • Conducted performance evaluations for staff members, identifying areas of improvement and guiding professional development plans.
  • Boosted team morale and performance, organizing regular training sessions and motivational meetings.

Senior Analyst

CITCO Group Services India LLP
Pune, Maharashtra
06.2022 - 01.2024
  • Reconciliation of Quarterly funds.
  • Investigation of Position, Cash & Trade discrepancy break causes and resolving by using different applications and platforms (Client report, Clear Par, Markit, Aexeo, Sentry, ECM & Treasury).
  • Instructing internal teams to resolve the break and following up with Client & Agent for resolution of break.
  • Working on overdue report to roll the contract for next cycle i.e. Monthly, Quarterly, Semiannually etc.
  • Interacting with Client Relation Manager (CRM) Team on daily basis and providing progress of work over the call and email to meet SLA.
  • Assisting team members in break resolution.
  • Assisting Manager and team to meet SLA.
  • Providing training to new joiners and assisting on the queries.
  • Maintaining daily work-flow while adhering to set deadlines.
  • Acts as contact point for Manager on status of production on daily basis.
  • Ensure all issues addressed to the group are addressed timely and resolved.
  • Contribute to implementation of procedural enhancements to improve daily tasks and reconciliation processes.

Analyst

CITCO Group Services India LLP
Pune, Maharashtra
01.2020 - 05.2022
  • Responsible for migrating the process from the third party Cortland team to CITCO.
  • Booking all the transactions such as rollover, drawdown, paydown, split, combine, restructure, spread change, benchmark conversion, restructure, commitment change and different types of fee as per the notices sent by agent bank in Sentry Portfolio Manager application.
  • Being part of Loan onboarding team, we are responsible for setting up new facility as per the credit agreement and terminating it there of as per the instructions received.
  • Processing settlement of buy and sell trades along with calculations of delayed compensation and cost of carry independently.
  • Booking interest capitalization in sentry portfolio manager & order manager accordingly.
  • Tagging/indexing of notices in ECM.
  • Checking markit on daily basis to check for any settled trades and update the system accordingly.

Associate

State Street Syntel Services Private Ltd.
10.2017 - 01.2020
  • Responsible for Research work in Syndicated Loan Services.
  • Research work on Contract with differences.
  • Process activities on WSO (Wall Street Office) as instructed by agent bank.
  • Part of processing team and process activities like Rollover, Paydown, Borrowing, Interest, Misc fee etc.
  • Proficient in tools like LS Fax, WSO (Wall Street Office), Loan ops.
  • Timely updating client with emails.
  • Creating Amortization Schedule for the timely repayment.
  • Bond setup on WSO via requesting asset setup form on Collaborate site.
  • Communicating with client for the enhancement of the process.
  • Research work on rating agency like Moody's and S&P (Standard and Poor) and Fitch.
  • Responsible to provide accurate rating to client also update on LoanOps and WSO.
  • Export data from Bloomberg and provide the details to client.
  • Conducts training for the new joinee.

Education

MBA - Finance

DR. D.Y PATIL
01.2017

B.COM - undefined

A.C.S COLLEGE, ASM'S IIBR COLLEGE
01.2015

H.S.C - undefined

Dr.D.Y. PATIL Jr. COLLEGE
01.2011

S.S.C - undefined

INDIRA GANDHI HIGH SCHOOL
01.2008

Skills

  • WSO
  • ECM
  • Aexeo
  • Sentry Portfolio Manager
  • Clearpar
  • Order Manager
  • Markit
  • Great Communication skills
  • Team management
  • Training & development

Accomplishments

  • Syntel Champ Award in April 2018.
  • Fast Track Promotion as Associate in 9 Months of joining.
  • Titan of Month Award in January 2019.
  • Performance & Converges award.
  • Part of HPC (High Performance Culture) presentation.
  • Team Award (CITCO Group Services India LLP).
  • Quarterly Award (CITCO Group Services India LLP).

Languages

ENGLISH
HINDI
MARATHI

Internship

NG RATI INVESTRADERS Pvt.Ltd., A Study of Share market investment and Management, Two months

Personal Information

  • Date of Birth: 1992-11-10
  • Gender: Male
  • Nationality: Indian
  • Marital Status: Married

Hobbies and Interests

  • PLAYING CRICKET
  • LISTENING MUSIC

Disclaimer

I hereby declare that the above given information are true and to the best of my knowledge.

Timeline

Supervisor/Team Lead

CITCO Group Services India LLP
02.2024 - Current

Senior Analyst

CITCO Group Services India LLP
06.2022 - 01.2024

Analyst

CITCO Group Services India LLP
01.2020 - 05.2022

Associate

State Street Syntel Services Private Ltd.
10.2017 - 01.2020

MBA - Finance

DR. D.Y PATIL

B.COM - undefined

A.C.S COLLEGE, ASM'S IIBR COLLEGE

H.S.C - undefined

Dr.D.Y. PATIL Jr. COLLEGE

S.S.C - undefined

INDIRA GANDHI HIGH SCHOOL

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