Jitesh Sachdeva Email & Phone Number
Who is Jitesh Sachdeva? Overview
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Jitesh Sachdeva is listed as Core Operations, Lead at S&P Global, a company with 16 employees, based in Gurugram, Haryana, India. AeroLeads shows a matched LinkedIn profile for Jitesh Sachdeva.
Jitesh Sachdeva previously worked as Senior Specialist - Lead at S&P Global and Senior Analyst - Loan Syndication at Wipro. Jitesh Sachdeva holds Master Of Business Administration - Mba, Finance, General, Ist Position from Kurukshetra University.
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About Jitesh Sachdeva
Working as a Team Lead in S&P Global with a strong background in Loan Syndicate Operations. At Wipro, I was responsible for handling day-to-day processing in the Loan Syndication domain and resolving queries in a timely manner. I ensure accurate labeling and processing of loan activities like Rollover, Rate set, Paydown, Drawdown, Rate change, fees etc.Reconciliation of cash breaks and position breaks are among my key responsibilities. Tracking wires and ensuring timely payments for loan deals are crucial aspects of my role. I excel in maintaining client relationships by promptly responding to queries and providing regular updates on project progress and upcoming investor meetings. I actively participate in User Acceptance Testing (UAT) of applications, providing valuable feedback and suggestions for improvement. Assisting the team in prompt investigation and resolution of client queries while meeting all deadlines is a priority for me. Additionally, I ensure that fees activities are accurately posted in the application as per agent instructions. I also support weekly or monthly ad hoc projects from clients and ensure the completion of month/quarter-end activities on time. In my previous role as a Senior Associate at SS&C GlobeOp, I gained valuable experience in reconciling cash and position breaks, ensuring accurate data flow and resolving discrepancies. I successfully tracked and processed loan activities on bank loan positions with 100% accuracy. Settlement of bank loan trades in Geneva based on LSTA/LMA documents and liaising with onshore teams, clients, and auditors were integral parts of my responsibilities. I am committed to upholding compliance standards and proactively spot and report any unusual or potentially suspicious transaction activity. I prioritize the end-to-end execution of client deliverables, ensuring high-quality and timely outcomes. I also contribute to process improvement efforts, implementing techniques to enhance the efficiency of the bank loan department and team productivity. In addition to my experience in Loan Syndicate Operations, I have also worked as an Assistant Manager in Client Servicing at IndiaMART and as a Financial Consultant at Policy Bazaar. These roles honed my skills in building professional relationships, onboarding clients, and resolving complaints and queries. Have experience in Loan Tools as Loan IQ, ACBS, Geneva, WSO, Security Master, Middle Office Monitor
Jitesh Sachdeva's current company
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Jitesh Sachdeva work experience
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Senior Specialist - Lead
- Manage lifecycle events of syndicated loans, ensuring compliance with operational requirements
- Provide Subject Matter expertise (SME) within the team, mentoring juniors on complete aspects of deals and portfolios
- Address client and lender queries promptly to maintain high standards of client service
Senior Analyst - Loan Syndication
- Processing Bank loan BAU activities - Rate set, Pay down, Borrowings, Fees etc.
- Reconcile cash breaks and matching into Intellimatch
- Responsible for review and resolve the past due breaks
- Tracking wires payments and ensure all wires are sent before deadline
- Allocation of daily team activities and tasks, reporting and allocating upcoming activities among teammembers
- Processing Letter of Credit (LC) fees in ACBS application
Senior Associate - Loan Operations
Reconciliation of Cash and Position BreaksProcessing trades, rollovers, repricing, paydown, drawdown and fees on bank loan positionsSettlements of trades based on LSTA/LMA documentsOverdrawn report & Global event ID tasksCo-ordinating with Agent bank, counterparty and client in case of any discrepancies
Associate
Middle Office Operations: Trade Processing, Issuer ID Setup, Fixing Oversold Accounting errors & Credit Activities of bank loan positions Trade Booking & SettlementsLiasing with Onshore team, Clients on various requirements and ensure all supports are provided to Auditors on agreed timeline.Extended Maturities & Amortisation tableParticipate in UAT testing.
Account Manager - Client Servicing
- Ensure clients are on-boarded with right expectations
- Build and manage productive, professional relationships with client
- Ensure products/services in client’s e-catalog are accurately defined
Financial Consultant
Helps clients to choose them better Insurance plan as per their needs and financial positionEnsure no losses or errors while assisting the clientsAdheres to and supports company policies and practices
Internship Trainee
Learned finacial activities that are done in organisationBasics of Mutual Funds, Customer Onboarding process and Channel Management
Jitesh Sachdeva education
Master Of Business Administration - Mba, Finance, General, Ist Position
Bachelor Of Commerce - B Com (Honors), Ist Position
Intermediate, Commerce, Ist Position
High School, Ist Position
Frequently asked questions about Jitesh Sachdeva
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What company does Jitesh Sachdeva work for?
Jitesh Sachdeva works for S&P Global.
What is Jitesh Sachdeva's role at S&P Global?
Jitesh Sachdeva is listed as Core Operations, Lead at S&P Global.
Where is Jitesh Sachdeva based?
Jitesh Sachdeva is based in Gurugram, Haryana, India while working with S&P Global.
What companies has Jitesh Sachdeva worked for?
Jitesh Sachdeva has worked for S&P Global, Wipro, Ss&C Globeop, Indiamart Intermesh Limited, and Policybazaar.Com.
How can I contact Jitesh Sachdeva?
You can use AeroLeads to view verified contact signals for Jitesh Sachdeva at S&P Global, including work email, phone, and LinkedIn data when available.
What schools did Jitesh Sachdeva attend?
Jitesh Sachdeva holds Master Of Business Administration - Mba, Finance, General, Ist Position from Kurukshetra University.
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