KIRANDEEP MAHAL
Summary
Highly skilled professional with expertise in portfolio management and risk-based asset management. Demonstrates excellent verbal and written communication skills, with proficiency in Microsoft Excel and other software such as Word and PowerPoint. Adept at client relationship management, ensuring integrity and discretion in all interactions. Experienced in investment banking systems, committed to making informed decisions that drive asset lifecycle management.
Overview
18
18
years of professional experience
3
3
years of post-secondary education
Work history
Asset Manager - Investment Bank
Barclays Bank Plc
01.2024 - 10.2025
- Operations Support: Managed portfolio of accounts within operations team, handling routine administration and data entry.
- Stakeholder Liaison: Acted as point of contact for internal teams and external clients to resolve day-to-day enquiries.
- Documentation & Processing: Processed and reviewed lending paperwork, ensuring all records were accurate and up to date.
- Compliance & Monitoring: Tracked facility agreements to ensure basic credit and risk requirements were met.
- Portfolio Maintenance: Monitored international accounts and assisted with processing of loan drawdowns and amendments.
- General Administration: Managed ongoing facility servicing, including filing, reporting, and covenant monitoring.
Debt Service - Enhanced Case Manager
Barclays Bank Plc
07.2016 - 12.2023
- Case Management: Managed portfolio of 100 cases, ensuring all documentation and files were kept up to date and processed within set timeframes.
- Administrative Support: Handled creation of high-value documents, processed payments, and prepared redemption statements with high attention to detail.
- Coordination & Liaison: Acted as central contact point between internal teams, legal advisors, and clients to ensure smooth workflow and regulatory compliance.
Case Manager
Barclays Bank Plc
07.2010 - 07.2016
- Workflow Coordination: Managed high-volume case portfolio, tracked daily team metrics, and maintained workflow trackers to ensure deadlines were met.
- Training & Support: Acted as point of contact for team enquiries, assisted with staff training, and shared best practices to improve office efficiency.
- Process Improvement: Created 'How-To' guides and updated internal procedures to streamline daily tasks and ensure consistent output.
Customer Advisor
Barclays Bank Plc
04.2008 - 07.2010
- Customer Service & Transactions: Provided professional service to a large footfall of customers while processing cash, cheques, and foreign currency transactions accurately.
- Financial Administration: Managed branch targets, handled account openings, and maintained precise records for ATM restocking and internal audits.
- Security & Compliance: Performed essential identity checks and diligent fraud reporting in line with standard security procedures.
Education
BA (Hons) - Law and Sociology
University of Wolverhampton
Wolverhampton 09.2002 - 05.2005
Skills
- Excellent verbal and written communication skills and experienced user of software Word, Excel, PowerPoint
- Decision-making strength
- Portfolio Management
- Risk-based asset management
- Client Relationship Management
- Asset lifecycle management
- Integrity and discretion
- Investment banking systems
Languages
Punjabi
Fluent
References
References available upon request.
Timeline
Asset Manager - Investment Bank
Barclays Bank Plc
01.2024 - 10.2025
Debt Service - Enhanced Case Manager
Barclays Bank Plc
07.2016 - 12.2023
Case Manager
Barclays Bank Plc
07.2010 - 07.2016
Customer Advisor
Barclays Bank Plc
04.2008 - 07.2010
BA (Hons) - Law and Sociology
University of Wolverhampton
09.2002 - 05.2005