Mukesh Mishra

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Academic Credentials and Skill-set

Graduated in Bachelor of Commerce from University of Mumbai

Professional Experience

Associate Analyst in XL Dynamics Pvt Ltd (Aug 2015 Till Date)

Assistant Relationship Manager

Successfully worked with a team of 4 Junior ARM and complete

the work within deadline.

Generating lead through bank contact and approaching them for loan.
Maintaining effective communications with customers throughout the loan
process.
Listening to customer requirements and presenting appropriately to make sales.
Worked with Relationship managers for quick and smooth forwarding of loan file
and bring it to funding as soon as possible.
keeping all loan and applicant information confidential
Loan Application analysis and evaluation for eligibility.
Verification Process to ensure authenticity.
Send emails to clients if data or documents are not received.
Respond to loan-level client questions regarding conditions, delays, etc.

Professional Experience

Financial Associate in State Street Syntel Services Pvt Ltd (Jan 2012
Mar 2015)

Trade Operation Audit & APAC Team (Trade Operations)

Handling a team of 5 members and distribute work accordingly

within all member and managed team in well manner.

Audit of Fixed Income & Derivatives trades booked by internal team and as
requested by US managers.
Follow ups with concerned bank/ counterparties for any data issue.
Trade Processing (Fixed Income) including Allocation and Confirmation.
Processing Same Day Settlement Trades, and working with Custodians/Brokers to
ensure timely settlement.
Investigation of Failed Trades and working with Investment Managers for
Resolution and Settlement.
Unmatched Trades Management.
 Preparing / Updating Standard Operating Procedures and Manuals to facilitate
smooth functioning of process.
Ensuring adherence to deadlines and SLA.

Training & Development:

Training of new joiners on team activities and procedures and Task distribution.
Audit of work done by new joiner and providing feedback for overall
development

Other Responsibility:

Preparing Management Standard Operating Procedure (SOP)

Conducting Daily Huddle
Attending Weekly Client Call
Testing of Applications

Application Used:

Omega ALERT
Fail Station
ERP System
UTView
Bloomberg (To audit CUSIP)
MS-Office

Projects Handled:

Successfully contributed to V2V migration professional training for Trade

Management at Clients place in Philippines, Manila.

Achievements

Awarded as "Syntel Value Award - SPEED" for the year 2013 by the CEO
Awarded as "Spot Recognition Award" for successfully V2V migration and to
resolve customer query instantly for the year of 2014 by the CEO

Personal Details:

Date of Birth : 27th October

Passport No. :
Sex : Male
Marital Status : Single
Nationality : Indian
Languages Known : English, Hindi, Marathi
Hobbies : Travelling & Swimming
Willing Relocate : Yes