Syed Ghouse

Experience

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  HTMT

  Sept 2007 - Jan 2008

  Claim analyst

  • determination & adjudication of health insurance claims based on client requirements & various plans for benefit• reviews & correct errors in records rejected by computerized system• collect accurate information and documents to proceed with a claim• liaising with claim handlers’ onshore brokers & underwriters• manage all administration aspects of the claim

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  Lkp shares

  Feb 2008 - Mar 2010

  Manager

  • managed depository operations such as demat account opened, dematerialization of securities and post-trade settlements for on-market, off-market and inter-depository/ inter-settlement transfers, delivery outs and pool to pool transfers, pledge and hypothecation of shares, and re-materialization• ensured statutory compliances and organized branch activities• managed mutual fund and ipo operations• worked on business process improvement projects• monitored broking activities of other branches in the region• involved in vendor identification with market analysis• understood the business strategy adapted to various territories and hence market plan• prepared mis for retail and institutional business segments• imparted trained to new-joiners on products such as equities, derivatives, and capital markets on the whole show less

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  Bonanza portfolio ltd

  Apr 2010 - Feb 2015

  Sr area manager

  • responsible for acquiring preferred clients (hni/ultra hni)• maintain client relationships and generate aum(assets under management) from preferred clients• advise hni/ ultra hni clients on their investments & managing their overall financial portfolio & deepening the wallet from existing clients• coordinate with product and research team for taking investment decision for the clients• conduct & assist in organizing seminars, workshops & other business development activities• achieve budgeted targets in terms of number of clients/ volume of business assets• monitoring the transactions, trades, shortages & auction of clients• drafting contract notes, operations on daily basis along with dematerializations of shares and securities• contact clients periodically to review their investment and determine if they are satisfied with the service & returns generated• handle key products like portfolio management services, model portfolio, mutual funds, insurance, bonds, trading equity & commodities currency• handled distribution products like home loan, lap, both secured & unsecured all types of insurance• build weekly sales schedules and ensure staff attends their scheduled shifts and hits daily goals. show less

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  HDFC Bank

  Mar 2015 - Aug 2015

  Manager

  • branch administration• lobby management• corporate salaries processing• authorize personal banker transaction cost management and staff productivity• ensure quality customer service is delivered• supervise & monitor personal banker desks and contract sales staff• resolution of customer queries/complaints• customer service to ensure walk in customers issues• branch operations and audit compliance• responsible for cash and customer transactions at the teller counters• penetration of saving accounts on non-liability customers• supervising all non-cash transactions like dd/mc, fund transfer etc• monitoring of dummy accounts, suspense accounts, deferred accounts, accounts payable/ receivable.• monitor staff productivity and give guidance on improving the same in conjunction with the branch manager show less

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  JPMorganChase

  Sept 2015 - Oct 2019

  Manager

  • responsible for defining risk appetite limits, monitoring the health of the portfolio and updating the business on any concerning trends and emerging risks.• reviewing lines of credit on an annual basis and building recommendations for renewal or modification as required.• generating a collateral analysis and overall preparation for grading and pricing the loan.• preparing loan documentation with high accuracy, reviewing documentation for consistency with federal and local regulations.• participate in cross-functional communications with risk management, finance, marketing and collections to inform the forecast on current learnings and incorporate strategic initiatives.• identifying cib material legal agreements (mlas) and capturing key terms pertaining to in-scope historic mlas.• maintain taxonomy a hierarchical classification of covered documents like on-boarding kyc documentation, contractual and legal• agreements like isda csa, fx, confirmations, repos and securities lending and credit documentation.• managing share point updating decks & giving access for the required teams.• liaise with business to obtain taxonomy requirements and ensure that they are in line with cib documentation policy guiding principles.• improved data capture by standardizing metadata for all client related documentation. ensure• standards are enforced across systems to improve data consistency show less

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  Dawsons services

  Nov 2019 - Apr 2022

  Asst vice president

  • managed and participated in all financial functions within the company, including accounting, payroll, investments, expenses, and acquisitions.• provided consultation and worked closely to resolve any finance related issues.• developed and implemented new financial procedures which significantly increased efficiency and reduced expenses.• established foster partnerships and relationship with both internal and external customers• focused effort on product management and product enhancements.• ensuring that strong financial controls and procedures are in place. interpreting financial data and analyzing the on-going profitability of all ventures entered into by the company.• acquisition of clients by interacting and coordinating with sales team with daily stand ups. built a strong network with clients for referral programs.• reviewing each departments spending against their set budgets. presenting financial reports to board members, stakeholders, executives, and clients.• undertaking finance related administration duties and ensuring that capital is properly accounted for as part of the financial process. show less

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  Broker Network ( 4B Networks Private Limited)

  May 2022 - Jul 2023

  Regional sales head

  • leading team of cluster heads, sales & operation staffs to augment the business correspondent (bc) network of various financial institutions• boost penetration & sales through empanelment of dsas & connectors• generating revenue through secured & unsecured loans• setting targets for the sales team to thrive business from lap, home loan, mortgage, and business loan & personal loan• builder mandates & servicing• build relationship with existing dsas, channel partners, connectors & customers• business development & expansion on business correspondence alliance partners• sales strategies to improve market share and identification of business potential areas / districts for expansion of region• enabling business growth by developing and managing a team across assigned territories for deeper market penetration and reach• assess potential client base and product acceptability in new regions, areas & opportunities for geographical expansion of operational areas and setting up new business correspondence alliance partners• ensure business growth and diversity of products in the region as per business plan• plan / design sales contest at regional levels• filed visits to monitor & guide the loan officers• responsible for work force planning, recruitment & training, suited to handle various asset products across geographies• ensuring staff skill development through meetings and continuous monitoring of various clusters on regular basis by identifying training needs as per the market trends and new business opportunities• maintaining resource optimization & operational cost• responsible for handling all compliance, audit, legal, customer service, operations, logistics, admin, hr etc related issues• implementing best business practices, developing company strategies and programs while ensuring strict compliance & integrity. show less