Shaunak Gujjewar

Operations Associate

Pune, Maharashtra, India5 yrs experience

Key Highlights

Expert in Loan Management and Compliance.
Proven track record in Equity Research and Trading.
Strong leadership in team coordination and marketing initiatives.

Stackforce AI infers this person is a Financial Services professional with expertise in Loan Management and Equity Research.

Contact

Skills

Core Skills

Loan ManagementCompliance ManagementCredit AdministrationLegal ComplianceInvestment BankingClient ManagementMarketing ManagementTeam CoordinationEquity ResearchFinancial Analysis

Other Skills

Attention to DetailAudit HandlingBusiness ValuationCalypsoClient InteractionCollateral ManagementCompany LawComplianceContent CreationCorporate FinanceCredit ManagementCustomer EngagementCustomer Relationship Management (CRM)Customer ServiceCustomer Support

Experience

5 yrs

Total Experience

1 yr 5 mos

Average Tenure

9 mos

Current Experience

Kotak mahindra bank

Service Excellence Specialist - Manager

Sep 2025 – Present · 9 mos · Pune, Maharashtra, India · On-site

Responsible for documentation, security creation and perfection/release, working capital compliances of Corporate, Institutional and Investment Banking (CIIB) SME clients of Kotak Mahindra Bank.
Interact with CIIB SME clients and ensure compliance of Loan Documentation.
Interact with CIIB SME clients for collection of Stamp Duty, Documentation Charges, Legal Search Report Charges, Processing Fees, Valuation Fees, etc.
Responsible for proper vaulting of Property/Collateral Papers
Modification/Enhancement/Creation/Renewal/Deletion of loan limits in GLEMS, etc.
Liase with Sales, Legal, Advocates, Valuation, Middle Office for faster disbursement of loans.
Maintenance of MIS related to Legal Audit, Statutory Audit, Concurrent Audit, Loan Collaterals.
Timely closure of compliance deferrals to enhance CIIB SME portfolio hygiene.

Loan DocumentationComplianceCollateral ManagementManagement Information Systems (MIS)Loan ManagementCompliance Management

Indusind bank

Associate Manager - Credit Administration Division - Loans Legal Documentation Team

May 2023 – Sep 2025 · 2 yrs 4 mos · Pune, Maharashtra, India · On-site

Responsible for legal documentation of loans with various types of collaterals including Fund Based and Non Fund Based products.
Responsible for creating charges on various assets.
Responsible for Property/Collateral Release of all exit clients.
Responsible for Documentation of different type of loan products for Renewal, Enhancement, Bank Takeover.
Responsible for proper vaulting of Property/Collateral Papers.
Handled Legal Audit, Concurrent Audit, LRM Audit, Statutory Audit, Credit Audit of ROMG region for BBG, SBB segment.
Handled KRI data for ROMG region.
Handled RBI Audit for ROMG region.

Legal DocumentationCollateral ManagementAudit HandlingCredit AdministrationLegal Compliance

Eclerx

Associate Process Manager

Jan 2022 – Nov 2022 · 10 mos · Pune, Maharashtra, India

Part of the Investment Banking Vertical of eClerx Services Ltd.
Part of the AML/KYC Department.
Supervisory role including maintaining records and assuring accuracy of all tasks done by team and reporting to senior management.
Client Facing Role. Interacted with clients for conducting important financial markets operations on a daily basis.
Team Lead for NY Shift.
Conducted operational and quality audits of NY and EMEA shift and reporting the same to senior management for improvement in process operations.

Client InteractionOperational AuditsFinancial Markets OperationsInvestment BankingClient Management

Growth arrow company

Equity Research Analyst

Jun 2021 – Aug 2021 · 2 mos · Bengaluru, Karnataka, India

Performed Technical Analysis using indicators and candlestick patterns and generated a profit of 2.5 % in Intraday Trading on DSIJ Portal.
Generated a profit of 14.39 % within 3 months in Swing Trading on DSIJ Portal.

Technical AnalysisTrading StrategiesEquity ResearchFinancial Analysis

Finomics club

Core Member

Dec 2020 – Feb 2022 · 1 yr 2 mos · Nagpur, Maharashtra, India

Writing the minutes of all meetings for further work.
Involved in the Recruitment of Junior Batch students into Core Membership of Finomics Club.
Successfully conducted interviews for Recruitment of Junior Batch students into Core Membership of Finomics Club.
Communicated with Senior Management of Finance Club with Volunteers and Junior Core Members.
Led a team of 9 Juniors for promoting Finomics Club on Social Media Platforms like LinkedIn, Instagram.
Anchor of webinar named, Libor Transition: Replacing financial Market's most important interest rate.
Created Content Calendar for Social Media Marketing from the month of July to December.
Conducted group meetings and brainstorming ideas for improving the Social Media content of Finomics Club.
Guided the junior team in getting approvals for creating the LinkedIn Page of Finomics Club.
Guided the junior team for recruitments of Volunteers in Finomics Club.