Summary

-Modeling Structuring with Basel II -Offshore Project management -Managing Student Loan FFEL and Private, Porfolio Fiance and Capital Commitment portfolio.

Work History

Work History
Feb 2009 - Present

Head Business Development

CredenTek Software & Consultancy Pvt Ltd
Oct 2006 - Dec 2008

Vice President- Portfolio Manager

Citi
-Portfolio Manager responsible for managing a portfolio of 25 structured product accounts, which generated annual revenue of over $40 million. -Responsibilities include monitoring of monthly portfolio performance, underwriting annual renewal of existing accounts, arranging and reviewing annual field exams and other related due diligence, coordinating with legal counsel, and acting as primary interface with clients on on-going portfolio management. -Performed modeling for new and existing portfolio’s in accordance with established rating agency criteria. -Prepared portfolio pricing for clients for portfolio acquisition purposes
May 2003 - Oct 2006

Associate

Citi
-Senior Operating Analyst responsible for analyzing, tracking and reconciliations of assets for 12(b)1 business that generated over $50 mm in revenue. -Responsibilities included facilitating empirical research Mutual Fund Fee Trusts. -Project Management in development and implement of Mutual Fund Fee Servicing database, preparing daily development and monthly Key Activity Reports, managing reconciliation, arranging portfolio monitoring data for credit renewal process on various asset classes -Developed key quarterly reports, based on running Monte Carlo simulations, which tracked required credit enhancement levels for asset backed commercial paper (“ABCP”) Conduits.
Jul 2001 - May 2003

Analyst

Citi
-Operating Analyst responsible for analyzing funding for conduits and monthly invoicing, receivable reporting, collection of interest and fees due. -Assist dealer and treasurer with operations aspects of new deals, reconciliation of trades, settlements and benchmarking Interest rate movement for commercial paper funding, managing treasury settlements and cash flow between USD/GBP’s accounts
Jan 2000 - Jul 2001

Assistant Manager

Citi
-Financial Analyst responsible for coordinating strategy to increase the financial center net operating margin by opening and operating a satellite financial center. -Developed an aggressive and successful business plan to identify client financial needs and manage client portfolio focusing on both consumer and business profession accounts for Cash Management, Educational Funding, Asset Management, Income Protection and Debt Management against client financial objective. -Designed and implemented cross marketing strategies to increase overall productivity for the financial center including identifying significant Bank at Work opportunities and qualified investment referrals.
Jan 1999 - Oct 1999

Settlement Officer

The Chase Manhattan Bank
-Settlement Officer – Responsible for developing procedures and controls for back office of Treasury business with focus in inter and intra bank clearing. -Reconciliation of debits and credits for the settlement general ledger.
Jun 1996 - Dec 1998

Customer Service

Commonwealth Bank of Australia
-Customer Sales and Service office responsible for day-to-day branch account management, cash and ATM reconciliation. -Directly increased branch sales and revenue by over 30% annually through product cross sales and asset gathering. -Promoted the consolidation of customer financial relationships to spear off attrition and promote bottom line growth. -Awarded the outstanding sales person for the quarter for the branch.
Feb 1994 - Dec 1995

Senior Marketing Officer

The Associated Cement Companies Limited
-Wholesale and retail cement sales and marketing for the Northern India sector comprising 15000 tons per annum. -Analyzed the credit worthiness and established retail outlets, including clearing and forwarding agent and inventory quality. -Reduced outstanding sales receivable by 40% annually by spearheading a 30-day collection program.
Jun 1993 - Dec 1993

Management Trainee

TATA NYK Transport System Ltd
Marketing space for export oriented goods and projects to Gulf and Far East countries

Education

Education
1996 - 1998

University of Technology, Sydney
1991 - 1993

MMS

Bharati Vidyapeeth