Akhil Kumar Puram
Senior Specialist @The Citco Group Limited
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WORK HISTORY
Senior Specialist @The Citco Group Limited
Hyderabad, IN
Fund Administration - Client Integration, Onboarding
EDUCATION
Kingston P.G. College
Master of Business Administration - MBA, Finance, General
Bharathiya Vidya Bhavans Vivekananda College of Science, Humanities & Commerce
Bachelor of Commerce - BCom, Accounting and Finance
ABOUT AKHIL KUMAR PURAM
Working as Senior OB Analyst at Citco. Sentry Onboarding, Client Integration, Portfolio Setup, Conversions.* Worked for 3.1 years as Lead Representative in Commercial Banking & Lending operations at Wells Fargo. Booking & Funding, Bilateral loans & Syndication, Siebel, Primary market, Advances.* Worked for 2.6 years as an Associate in Investment Banking - Loans Syndication at State Street. LIBOR, SOFR, WSO, LSTA & LMA, Reconciliation & Research, Fund Accounting.• Risk Analysis in the procedure.• SME and Trainer• Involved in multiple migrations and new projects as a pilot batch.• Trained 100+ FTEs.• Worked on SOPs for internal and training purpose.• Topped in accuracy with no escalations.• Volunteered for UAT testing\'s and updating on modifications.• Team Management and Client Management* Insightful in AML, KYC and Compliance * MBA in Finance at Kingston PG college, OU.* Skilled in Research, Banking, Microsoft Office.* Professional with a Bachelor of Commerce - BCom Accounting and Finance from Bhavans Vivekananda College.
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