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Jitesh Sachdeva Email & Phone Number

Core Operations, Lead at S&P Global
Location: Gurugram, Haryana, India 8 work roles 4 schools
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Current company
Role
Core Operations, Lead
Location
Gurugram, Haryana, India
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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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S&P Global

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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

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Jitesh Sachdeva's current company

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S&P Global
S&P Global
Core Operations, Lead
Gurugram, HR, IN
Employees
16
AeroLeads page
8 roles

Jitesh Sachdeva work experience

A career timeline built from the work history available for this profile.

Core Operations, Lead

Gurugram, HR, IN

Senior Specialist - Lead

Gurugram, Haryana, India

  • 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

Gurugram, Haryana, India

  • 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
Mar 2023 - Mar 2024

Senior Associate - Loan Operations

Gurugram, Haryana, India

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

Apr 2022 - Feb 2023

Associate

Gurugram, Haryana, India

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.

Jun 2020 - Mar 2022

Account Manager - Client Servicing

Noida, Uttar Pradesh, India

  • 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
Jan 2020 - May 2020

Financial Consultant

Gurgaon, Haryana

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

Jul 2018 - Dec 2019

Internship Trainee

Rohtak, Haryana, India

Learned finacial activities that are done in organisationBasics of Mutual Funds, Customer Onboarding process and Channel Management

May 2017 - Jul 2017
4 education records

Jitesh Sachdeva education

FAQ

Frequently asked questions about Jitesh Sachdeva

Quick answers generated from the profile data available on this page.

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?

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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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