Manjunath Gowda Email & Phone Number

Mumbai, Maharashtra, India

• Handling total Credit and income span of 20+ members, across Mumbai, and GIFT• Managing the end-to-end probate process, ensuring compliance with internal policies and legal requirements. This involves reviewing and approving probate applications, documentation, and requests, and coordinating with legal and compliance departments when needed.• Facilitate training and development programs for team members, ensuring they have the necessary knowledge and skills to effectively perform… Show more • Handling total Credit and income span of 20+ members, across Mumbai, and GIFT• Managing the end-to-end probate process, ensuring compliance with internal policies and legal requirements. This involves reviewing and approving probate applications, documentation, and requests, and coordinating with legal and compliance departments when needed.• Facilitate training and development programs for team members, ensuring they have the necessary knowledge and skills to effectively perform their jobs. You will also conduct regular performance reviews, set performance goals, and identify opportunities for improvement and growth.• Liaise with internal stakeholders, such as legal, compliance, and customer service teams, to ensure smooth collaboration and coordination, and also build and maintain relationships with external parties, such as law firms and external service providers, to facilitate probate-related activities.• Overseeing the quality and accuracy of probate documentation, ensuring all necessary information is collected, analyzed, and processed correctly. This includes reviewing legal documents, verifying beneficiary information, and resolving discrepancies or errors.• Identifying opportunities for process improvement and streamline workflows to enhance operational efficiency within the probate department. This may involve implementing new technologies, developing standardized procedures, or re-evaluating existing processes.• Ensure compliance with regulatory requirements and internal controls related to probate operations. This includes monitoring and mitigating potential risks, identifying, and reporting any suspicious activities or fraud, and ensuring data privacy and security.• Establish key performance indicators (KPIs) and metrics to measure the team's performance and productivity. Regularly track and report on these metrics to senior management, identifying areas of improvement and taking appropriate actions to meet or exceed targets. Show less

Mumbai, Maharashtra, India

• Handling total Credit and income span of 20+ members, across Bangalore, Mumbai, and Chennai • Handle all day-to-day activities and assist the team in meeting the goal Auditing files before submitting them to clients, as well as training new employees• Direct interaction with the client for all the team escalation • Developing training plans to improve the overall production and quality of the work • Supporting manager where associates facing any challenges while working from… Show more • Handling total Credit and income span of 20+ members, across Bangalore, Mumbai, and Chennai • Handle all day-to-day activities and assist the team in meeting the goal Auditing files before submitting them to clients, as well as training new employees• Direct interaction with the client for all the team escalation • Developing training plans to improve the overall production and quality of the work • Supporting manager where associates facing any challenges while working from home• Directed initiatives to improve work environment, company culture or overall business strategy • Maintaining a workforce management platform to ensure that service levels and productivity targets are met. Providing all workload forecasting and staffing planning in order to meet service goals Show less

Mumbai, Maharashtra, India

• Handled total span of 12 members team across Mumbai and Hyderabad • Act as team lead For Lock desk, handle all day-to-day activities support team to achieve the target, along with that training new joiners • Preparing Monthly & Quarterly Review Deck for client. Handle the training batch and monitor their performances during training period and on the floor • Handling all Client and Internal audits (RCSA) • Direct interaction with the client for all the team escalation… Show more • Handled total span of 12 members team across Mumbai and Hyderabad • Act as team lead For Lock desk, handle all day-to-day activities support team to achieve the target, along with that training new joiners • Preparing Monthly & Quarterly Review Deck for client. Handle the training batch and monitor their performances during training period and on the floor • Handling all Client and Internal audits (RCSA) • Direct interaction with the client for all the team escalation. Discussing the process updates with clients and arranging training sessions for team members regarding those updates • Developing training plans to improve the overall production and quality of the work. Delegate additional responsibilities to the team members after assessing their potential and help them grow up in the organization Show less

Thane, Maharashtra, India

• Underwriting: Initially got underwriting training for 2 months & one months on job training.• Prefunding Process: Need to check the documents & Index as per Checklist and analyzing whether it is Relevant as per reviewing of documents need to complete the checklist including Income, Assets & Appraisal Review. • Shadow Processing: Reviews residential loan application files to verify that application data is complete and meets establishment standards, including type and amount of… Show more • Underwriting: Initially got underwriting training for 2 months & one months on job training.• Prefunding Process: Need to check the documents & Index as per Checklist and analyzing whether it is Relevant as per reviewing of documents need to complete the checklist including Income, Assets & Appraisal Review. • Shadow Processing: Reviews residential loan application files to verify that application data is complete and meets establishment standards, including type and amount of mortgage, borrower assets, liabilities, and length of employment.• Compiling and review daily, weekly, and monthly performance of associates Show less

Mumbai, Maharashtra, India

• Working on the client’s investment requirements regarding different requests like investing in mutual funds or withdrawing their money from their investments.• Switching and transfers of Mutual funds from one management company to another management company.• Handling of cash transfers and re-registration of funds with regards to fund managers.• Handling quality checks and investigating breaches and finding the reasons for breach.