Anuja Pitale
Mississauga,ON
Summary
Experienced Senior Associate with expertise in Trade Finance, Investor Services, and Cash Management roles. Committed to optimizing processes and streamlining operations to enhance team efficiency. Decisive leader with an analytical and flexible approach to problem-solving. Possesses a diverse background in banking, hedge funds, mutual funds, and private equity administration.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Senior Associate - Transfer Agency
Apex Fund Services LLP
05.2021 - 09.2023
- Processed day-to-day transactions for Hedge Fund and Private Equity clients in accordance with Fund Documentation and Company Policies.
- Managed domestic and foreign exchange (FX) payments, along with transfers using Swift, BIC, and IBAN.
- Forecasted cash flow, financial trends, and cash requirements to ensure availability of necessary funds before processing payments.
- Collaborated with investors, Fund Managers, AML, FATCA, and Compliance Teams for investor onboarding processes.
- Authorized and performed quality checks on payments using banking portals such as UBS, BMO, SBI, Northern Trust, and others.
- Daily Mailbox Monitoring and training new joiners.
Deputy Manager - Trade Finance
Kotak Mahindra Bank
01.2020 - 05.2021
- Processed MT202, MT103, MT940, and MT950 transactions.
- Handled remittances, including direct and advance remittance.
- Raised payments in RET Rates and ensured timely facilitation according to Turnaround Time (TAT).
- Scrutinized documents of inward remittance.
- Investigated and addressed delays in payments.
- Handled all types of Remittance Transaction related Queries and performed checker roles.
Officer - Trade Finance (Inward Remittance)
Yes Bank Limited
05.2018 - 12.2019
- Spooling of MT103/202 and MT940/950 messages
- Bifurcation of MT103/202 as per standing instructions provided by clients
- Credit confirmation of MT103/202 versus MT940/950
- Intimation for credits received to respective branches for want of purpose confirmation and letter
- Interacting with Branches and providing online assistance for their Operational difficulties
- Reporting of transactions to Treasury where purpose is clear and scrutiny of documents submitted
- FCY cheque dispatch to relevant correspondence banks.
Business Support Officer
Computer Age Management Services (CAMS)
03.2017 - 05.2018
- Mutual Fund Client Service
- Resolving investors queries related to their investments
- Providing Fund information
- Promote Mutual Funds as an investment option amongst retail investors
- Data reporting and MIS.
Education
MBA - Finance
DY Patil School of Management
Mumbai, IN05.2016
Bachelor of Management Studies (BMS) - Finance
K.P.B Hinduja College of Commerce
Mumbai, IN08.2013
Skills
- Decision-Making
- Relationship Building
- Customer Service
- Business Administration
- Client Engagement
- Finance
- Banking
- Investor Services
- Banking Operations
- Communication
Certification
NISM certification in Mutual Fund Distribution
Accomplishments
- Received multiple commendations from Management for achieving highest productivity in multiple quarters.
- Recipient of Spot and Champ awards for exceptional performance.
- Promoted to Senior Associate within 1 year of tenure.
- Received appreciation from business teams, Management, and clients on multiple occasions.
Personal Information and References
Visa Status: Open Work Permit
References available upon request
Timeline
Senior Associate - Transfer Agency
Apex Fund Services LLP
05.2021 - 09.2023
Deputy Manager - Trade Finance
Kotak Mahindra Bank
01.2020 - 05.2021
Officer - Trade Finance (Inward Remittance)
Yes Bank Limited
05.2018 - 12.2019
Business Support Officer
Computer Age Management Services (CAMS)
03.2017 - 05.2018
MBA - Finance
DY Patil School of Management
Bachelor of Management Studies (BMS) - Finance
K.P.B Hinduja College of Commerce
NISM certification in Mutual Fund Distribution
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