Balasagar Dabburu
Kalyan East
Summary
Dynamic analyst with a proven track record at Mitsubishi UFJ Financial Group, excelling in process optimization and team leadership. Spearheaded the successful migration of operations, enhancing workflow efficiency and ensuring compliance. Adept in Finacle and T24, I thrive in high-pressure environments, delivering exceptional results while fostering strong team collaboration.
Overview
7
7
years of professional experience
Work History
Analyst
Mitsubishi UFJ Financial Group (MUFG)
Goregaon
11.2023 - Current
- Successfully migrated Hong Kong Deposit Operations to India, leading the pilot phase, UAT, and go-live on January 1, 2024, while collaborating with the Hong Kong team for seamless operational alignment.
- Managed and led the team, overseeing task allocation, workflow efficiency, and high transaction volumes across multiple processes.
- Supervised cheque clearing (outward and inward) for Hong Kong, ensuring accuracy through mandate cross-checks.
- Handled Fixed Deposit (FD) bookings, renewals, settlements, and FX contracts, along with account-to-account transfers and cross-currency exchanges.
- Processed high-volume audit and balance confirmation requests, particularly during quarter-end audits.
- Oversaw customer onboarding and offboarding, including CIF creation, account opening, closure, alterations, and documentation compliance.
- Managed rate upload requests for global currencies and ensured T24 system updates, including holiday maintenance across multiple countries.
- Handled customer status updates related to police investigations and bankruptcy cases, ensuring compliance with Hong Kong regulations.
- Conducted training for new team members, improving operational efficiency and knowledge transition.
- Actively participated in Hong Kong meetings, UAT, and live processing, ensuring smooth execution of migration phases.
- Prepared and submitted daily and monthly operational reports to both Hong Kong and India teams.
- Recognized as a best performer and appreciated by the Hong Kong offshore team for contributions to migration, process optimization, and operational success.
Assistant Manager
Axis Bank
Navi Mumbai
08.2021 - 10.2023
- Corporate Loans onboarding and Processing (CLOP- CAD) responsible for setting up and opening working capital facilities such as CC/OD, term loans, and non-fund-based facilities such as LC,BG in Finacle
- Managed customer onboarding, loan application verification, and processing.
- Handle modification requests for corporate accounts, including changes to account details, signatories, and ROI.
- Configured bank guarantee and letter of credit limits within Finacle system.
- Renewals, modifications, enhancement in limits, restructuring and closure of existing corporate accounts
- Scrutiny of KYC documents of corporate borrowers
- Maintain accurate records and documentation of all loan onboarding and processing activities
- Ensure timely and accurate reporting of loan-related data to internal and external stakeholders
- Manage the onboarding process for new corporate clients for CC/OD account and term loans
- Review loan applications and supporting documentation for completeness and accuracy
- Maintained accurate signature records for CC/OD accounts across all constitutions.
- Allocated tasks to team members according to their expertise and skills.
- Trained and helped less experienced staff manage workloads and assignments, facilitating fulfilment of organisational objectives
- Collaborate with other departments within the organization to ensure smooth and efficient loan processing
Phone Banking Officer
ICICI Bank
Thane
09.2018 - 07.2020
- Acquired comprehensive knowledge of the credit card sector and perfected client service expertise during tenure as a Phone Banking Officer for almost 3 years at ICICI Bank.
- I have extensive experience in handling customer inquiries related to credit card products and services
- During my tenure at ICICI, I have developed strong relationships with clients and demonstrated a commitment to meeting their needs with tailored solutions
- My experience has honed my skills in customer service, sales, relationship management, and problem-solving
- Deliver exceptional customer service to credit card clients
- Handle customer inquiries related to credit card products and services, including credit limit enhancement, balance transfer, and reward point redemption
- Cross-sell bank products such as General Insurance, loans, and card upgrades
- Continuously review and improve customer service procedures to optimize efficiency and quality
- Provide the training to new batch for freshers every year
Education
MBA - Finance
Welingkar Institute of Management Development
Mumbai12-2024
BCOM - Bachelor of Commerce
Model College of Science & Commerce
Kalyan, MH05.2018
H.S.C - Higher Secondary School Certificate, Commerce
Model College of Science And Commerce
Kalyan, MH04.2015
SSC - Secondary School Certificate
National English High School
Kalyan, MH04.2013
Skills
- Process optimization
- Deadline adherence
- Decision-making
- Team leadership
- Communication skills
- Team Management
- Knowledge of Finacle,T24
- Problem-solving
- Customer Service
- Product Knowledge
- Sales
- Time Management
- Attention to Details
- Multitasking
Personal Information
- Age: 26
- Date of Birth: 05/11/97
- Marital Status: Unmarried
Accomplishments
Citi Bank Migration | Axis Bank (Feb 2023 – Mar 2023)
Played a key role in the successful migration of Citibank clients to Axis Bank, ensuring a seamless transition. Collaborated with Citibank and Axis Bank teams to coordinate client information and account transfers, ensuring data accuracy and compliance. Worked closely with project managers and cross-functional teams on data mapping, cleansing, and migration efforts. Contributed to the smooth execution of the project, delivering a high-quality migration while maintaining operational efficiency.
Hong Kong Migration | MUFG (Nov 2023 – Dec 2023)
Successfully migrated Hong Kong Deposit Operations to India, leading the pilot phase, UAT, and a seamless go-live on January 1, 2024. Played a pivotal role in collaborating with the Hong Kong team to ensure operational alignment. Managed high volumes of cheque clearing, fixed deposit processing, audit confirmations, account maintenance, and static data updates. Successfully completed Phase 1 and 2.further enhancing operational efficiency
Projects
Citi Bank Migration, 02/01/23, 03/31/23, Contributed to the successful completion of the Citibank migration project as part of the team at Axis Bank. Played a critical role in ensuring a seamless transition for existing Citibank clients to Axis Bank. Worked closely with both the Citibank and Axis Bank teams to coordinate the transfer of client information and accounts, ensuring that all client data was accurate and up-to-date. Collaborated with project managers and cross-functional teams to support data mapping, cleansing, and migration efforts.
Hobbies and Interests
- Reading Books
- Playing Football
- Gardening
- Listening Music
Languages
- Telugu
- English
- Hindi
- Marathi
Timeline
Analyst
Mitsubishi UFJ Financial Group (MUFG)
11.2023 - Current
Assistant Manager
Axis Bank
08.2021 - 10.2023
Phone Banking Officer
ICICI Bank
09.2018 - 07.2020
MBA - Finance
Welingkar Institute of Management Development
BCOM - Bachelor of Commerce
Model College of Science & Commerce
H.S.C - Higher Secondary School Certificate, Commerce
Model College of Science And Commerce
SSC - Secondary School Certificate
National English High School
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