Experience

MFA

• Investment Management
• 1 - 100 Employee

• Manager- Real Estate

  • Mar 2013 - Jan 2014

  Mumbai MFA is an award-winning, fee-based, wealth management firm catering to affluent families through our offices in Mumbai and Bengaluru. We manage a total wealth of 1500+ crores for 300+ select HNI families. MFA Real Estate Advisory is a division within the firm created to provide professional, relevant, and timely advice for real estate investors interested in building a bricks and mortar portfolio. We go beyond just providing Real Estate Deals. We provide solutions… Show more MFA is an award-winning, fee-based, wealth management firm catering to affluent families through our offices in Mumbai and Bengaluru. We manage a total wealth of 1500+ crores for 300+ select HNI families. MFA Real Estate Advisory is a division within the firm created to provide professional, relevant, and timely advice for real estate investors interested in building a bricks and mortar portfolio. We go beyond just providing Real Estate Deals. We provide solutions. Our real estate offerings can be categorised into two distinct offerings: 1. Comprehensive Real Estate Advisory 2. Real Estate Portfolio Management Real Estate Awards: * http://paulwriter.com/gims-realty2013/award-winners/ ABOUT MFA Real Estate Advisory : Real Estate investors always think of a real estate deal from the point of view of the property. Investing in property is always a tricky business. Being a big-ticket investment aggravates and magnifies the impact of any mistakes, or error in judgment that the investor may make in the buying decision. When it comes to buying real estate, logic often flies off the window first. Followed by common sense. Investors, often focus on superficials while shortlisting properties / projects. e.g. the amenities, interiors, etc. It is equally important for investors to therefore focus on the "right" and more important facets of real estate investments.There therefore is a huge opportunity for fee-based Real Estate Advisors to thrive: We start where a typical real-estate broking service would end. We have seen people wasting several lakhs and crores that could have been saved had a proper analysis and execution been done. Thus we have created a solution where once we understand a client’s requirement and get the mandate, we will deliver on their expectations. This is a first service of its kind where Client's get all services customized and executed for them (Identifying Property, Negotiation, Structuring, Loans, Legal, Tax and others) Show less



Serco

• IT Services and IT Consulting
• 700 & Above Employee

• Assistant Manager-Traning & Development

  • May 2010 - Dec 2011

  Mumbai Training & Development Division: Managing Training for Barclays Bank PLC Card, Retail Banking, Collections, Consumer Banking, Commercial Banking, and Service Governance processes PAN India. Managing a Team of Trainers for all Training Process. Team of 10 people reporting in terms of MIS, Process Training. Co-ordinating directly with Barclays Managers for any product, process requirement. Timely feedback for team members. Process flows & Training Programmes for Consumer &… Show more Training & Development Division: Managing Training for Barclays Bank PLC Card, Retail Banking, Collections, Consumer Banking, Commercial Banking, and Service Governance processes PAN India. Managing a Team of Trainers for all Training Process. Team of 10 people reporting in terms of MIS, Process Training. Co-ordinating directly with Barclays Managers for any product, process requirement. Timely feedback for team members. Process flows & Training Programmes for Consumer & Commercial Banking. Handling Barclays Card & Retail Collection piece for Training. Attended Consumer & Commercial Workshop for Barclays Bank PLC. Attending Weekly reviews with the top Management. Managing escalations & meetings with clients. Attending review on the work progress with clients on timely basis. Measuring OJT & certification scores for New Hire Trainee (NHT). Timely modifications in the training methodology & manuals as per process change. Feedback on Training Manuals & SOP for each & every process. Change implemented in terms of Classroom Training, On Job Training (OJT), and Refresher Training. Responsible for handling all transitions & Ramp Ups. Ensure Standard operating Procedures are adhered to for every line of business. Analyze/manage data for trainings. Show less



YES BANK

• India
• Banking
• 700 & Above Employee

• Senior Officer - Treasury

  • Jan 2005 - Aug 2005

  Mumbai Area, India UAT Testing of MxG 2000 (Software provided by Murex) for Forex Division along with creation of Master Database with respect to .Counterparty, Accounting Entries, Standing Instruction. Processing CCIL Monthly Charges for Forex Segment. Preparing Swift messages for Cross - Currency Payments Fixed Income Division: Processing Call & CBLO Deals on NDS & Murex: Printing the deal ticket, confirmation, CDR from Murex, Deal Approval on NDS. Processing T-Bill, G-Sec Deals on NDS & Murex:… Show more UAT Testing of MxG 2000 (Software provided by Murex) for Forex Division along with creation of Master Database with respect to .Counterparty, Accounting Entries, Standing Instruction. Processing CCIL Monthly Charges for Forex Segment. Preparing Swift messages for Cross - Currency Payments Fixed Income Division: Processing Call & CBLO Deals on NDS & Murex: Printing the deal ticket, confirmation, CDR from Murex, Deal Approval on NDS. Processing T-Bill, G-Sec Deals on NDS & Murex: Printing the deal ticket, confirmation from Murex, Deal Approval on NDS Authorizing the Accounting Entries with regards to GOI Securities, & Treasury Bills. Processing Corporate Bonds & CD Investment Deals: Deal Input in Excel Sheets, processing the Deal Confirmation .Handled issues with regards to CD Issuances raised by Counterparty . CD Issuance Deals: Processing the several Documents pertaining to the CD Issue, Interaction with NSDL/Karvy with regards to the docs. Processing RBI Repo & LAF Deals: Deal Approval on NDS. Authorizing the Accounting Entries with regards to respective Deal. Processing deals with regards to Inter bank repo UAT Testing of MxG 2000(Software provided by Murex): UAT Testing for Fixed Income along with creation of Master Database with respect to Counterparty, Accounting Entries, Standing Instruction Telegraphic Transfers: Handled RBI Telegraphic Transfers for funds transfer from Bombay Headquarters to various locations. RTGS: Handled RTGS software with regards to Entry,Authorisation for Payments ,Receipts,Messages IBPC: Processing deals with regards to IBPC( inter bank participation certificate) along with interest payments as per the clause mentioned in the agreement UAT Testing of Mutual Fund Software. Worked in Co -Ordination with the team members for the achievement of ISO Certification. Show less



ICICI Bank

• India
• Banking
• 700 & Above Employee

• Job Profile

  • Apr 2004 - Jan 2005

  for ICICI Bank one of the leading private sector bank for more than 3 years; Handled Bank marketing functions: Job includes Retail Banking, Inventory handling Account opening & Team handling. Looking after Saving & Deposits for the branch. Training team members related to communication, personality, interacting with customers, and attending their queries and maintaining relations with clients. Resolving queries raised by the customer pertaining to clearing and… Show more for ICICI Bank one of the leading private sector bank for more than 3 years; Handled Bank marketing functions: Job includes Retail Banking, Inventory handling Account opening & Team handling. Looking after Saving & Deposits for the branch. Training team members related to communication, personality, interacting with customers, and attending their queries and maintaining relations with clients. Resolving queries raised by the customer pertaining to clearing and transactions by following up with the respective department. Handling queries pertaining to fixed deposits, recurring deposit, follow up with the respective departments. Handling Safe Deposits Vaults, new allocation, Rent Recovery for existing Lockers, Follow - Up for Rent from the defaulters Fund Transfer, Salary Processing (Manual Credits to various salary a/c.)

• Job Profile

  • Mar 2003 - Apr 2004

  Handling queries pertaining to fixed deposits, recurring deposit, follow up with the respective departments. Handling Safe Deposits Vaults, new allocation, Rent Recovery for existing Lockers, Follow - Up for Rent from the defaulters Fund Transfer, Salary Credits to various salary a/c. Making records for account opening inventories (I-KIT). Maintaining a track for account opening forms on daily basis, which is sent to the processing center. Personal visit to customer &… Show more Handling queries pertaining to fixed deposits, recurring deposit, follow up with the respective departments. Handling Safe Deposits Vaults, new allocation, Rent Recovery for existing Lockers, Follow - Up for Rent from the defaulters Fund Transfer, Salary Credits to various salary a/c. Making records for account opening inventories (I-KIT). Maintaining a track for account opening forms on daily basis, which is sent to the processing center. Personal visit to customer & opening of banks account for the branch & helping the branch to Mobilise deposits.

• Customer Service Supervisor

  • Sep 2001 - Mar 2003

  Mumbai Handling calls with regards to Savings, Current A/c details. Managing a team of 7- 8 staff Training to the staff with regards to new products, processes, and systems. Maintaining the MIS for the team members with regards to Cross Selling and Leave.