Yousuf Khan
Hyderabad,TG
Summary
Insightful Investment banker with 5 years of experience. Working to successfully analyze financial records and identify promising investment opportunities and potential problems. Superior skills in auditing, accounting and the ability to effectively manage customer relationships and provide beneficial investment services.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Client Advisor Support Analyst - Global Finance
JP Morgan Chase & Co
Bengalur, KA
08.2023 - 04.2024
- Preparing presentations and materials for client and prospective client meetings.
- Coordinating with global investment specialists, wealth advisors and capital advisors on client needs, meeting agendas, and managing client follow-up.
- Ensuring accurate information is provided for client inquiries and managing follow-up communication and materials.
- Periodic updating of client information in core banking system, partnering with various functional partners and departments to service clients and diligently document minutes of client meetings.
- Conducted strategic research and due diligence investigations.
- Analyzed risk and offered financial advice: Prepared reports, models and forecasts.
- Understood financial markets, followed-up market movements, and understood impact on business.
- Performed detailed financial quantitative analysis and pitched investing deals to potential clients.
- Coached, onboarded and gave special training to internal and external staff, training total of 15 new employees.
- Delegated daily shift tasks to employees.
Home Loans Fulfillments Analyst - Home Loans
ANZ Banking Group
06.2022 - 06.2023
- Performed system analysis, documentation, testing, implementation, and user support for platform transitions.
- Validated results and performed quality assurance to assess accuracy of data.
- Installed system updates to address vulnerabilities and reduce security issues.
- Recommended process improvements to continually identify, analyze and fix constraints and challenges.
- Coordinating with home loans valuation team based out of Australia to evaluate mortgage value of securities.
- Ensuring timely review of residential loan closure requests through credit decision engine system.
- Releasing property, taking confirmation from customers, and making further arrangements for loans
- Reviewing DAVA
- Working on integrity, Passport (CAP), VIS (Valuation), Home track valuation and mass tools (Macro)
Analyst - Wealth Operations and Superannuation
ANZ Banking Group
06.2019 - 06.2022
- Responsible for origination and creation of superannuation accounts by adhering to KYC norms.
- Responsible for movement of funds from external Australian Institutions.
- Responsible for allocating funds to client's superannuation accounts.
- Analyzing large quantity of information to identify trends and establish metrics to determine changing risk elements.
- Performing customer due diligence to ensure we adhere to KYC norms.
- Responsible for investigating and raising red flags regarding suspicious activities and mitigating money laundering and terrorist financing risk for firm and its customers.
Education
Advanced General Management Program - Leadership And Decision Making
IMT Ghaziabad
Ghaziabad05.2023
Bachelor Of Business Administration - Marketing Research
CMR Institute Of Management Studies
Bangalore 04.2018
Skills
- Financial Management
- Training and Development
- Problem-Solving
- Clerical Support
- Flexible and Adaptable
- Organization and Time Management
- Information gathering
- Policy Improvements
- Leadership
Accomplishments
- Start Performer for the month of March 2022
- Planned and coordinated the business transition within the organization.
- Supervised team of 4 staff members.
- Documented and resolved duplications of cases which led to smooth flow to tasks.
Certification
- Certified Scrum Master - Scrum Alliance
- Economics Master class - UpGrad
- Financial Analysis - UpGrad
- Retail Analytics - TATA Consultancy Services
- Digital Marketing - Google
- Introduction to Supply Chain Management - UpGrad
- Financial Record Keeping - Linked In
- Tactical Enhancements of Skills and Tao (TEST) - Start Up Surge
- New Ways Of Leading for All - ANZ
Timeline
Client Advisor Support Analyst - Global Finance
JP Morgan Chase & Co
08.2023 - 04.2024
Home Loans Fulfillments Analyst - Home Loans
ANZ Banking Group
06.2022 - 06.2023
Analyst - Wealth Operations and Superannuation
ANZ Banking Group
06.2019 - 06.2022
Advanced General Management Program - Leadership And Decision Making
IMT Ghaziabad
Bachelor Of Business Administration - Marketing Research
CMR Institute Of Management Studies
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