Bharat Ubale

Compliance AML KYC Analyst | End to End KYC Remediation | sanctions screening | Transaction monitoring

Role
Senior Compliance Analyst at Citi
Location
Pune, MH, IN
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Bharat Ubale

5+ Years of Experience in KYC and AML Process || Certified investment banking operations professional || Transaction monitoring || Sanctions || Global Periodic review

Experience

  1. Senior Compliance Analyst

    Citi

    Aug 2024 — Present

    Assist Citi on KYC efforts in accordance to the NAM AML KYC Ops proceduresPerform KYC including monitoring and tracking of KYC records, assisting with the development and execution of action plan for expiring records, and ensuring records are not past dueDetermining if the accounts are in scopeClient Identification, Verification and ScreeningInformation such as customer’s address, employment (including employer), connectivity to PEP/SPF (Sanctions Screening), will be validated and confirmed. These will be validated based on existing information available or through approved third-party sites. Based on the results, enhanced due diligence checks will be performed which include negative news and social media checksPartner with internal units to ensure adequate due diligence process is carried out for customer accounts and documentation reviewsEnsure all information and documentation comply with local regulation and Citi standardsSend the requests to Outreach/RM for accounts where information is required to complete the review

Education

  • Nutan maratha college jalgaon

    12th, Science

  • Sinhgad Institute Of Management

    Master of Business Administration - MBA, Accounting and Finance

    2016 — 2018

  • SINHGAD INSTITUTE OF TECHNOLOGY,LONAVLA

    Bachelor of Engineering - BE, electronics and telecommunications

    2011 — 2016

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Bharat Ubale — Senior Compliance Analyst at Citi in Pune, MH, IN | Unifers