Bijoy Kumar Saha
HSBC Bank Employee
Pune,Maharashtra
Work Preference
Summary
Consultant Specialist leading workflow solution design for Transfer Agency, global custody, and fund services operations, coordinating 15+ stakeholders per project. Translates 10+ requirements per cycle into user stories, functional specifications, test cases, and process flows for SaaS-based delivery across multi-jurisdiction teams. Drives sprint planning, stakeholder alignment, and workflow automation, incorporating an LLM module in TA operations across global business to make FTE savings region-wise and cost effective.
Overview
3
3
Languages
15
15
years of professional experience
Work History
Consultant Specialist (AVP)
HSBC Software Development India Pvt. Ltd.
Pune
03.2023 - Current
- Track workflow requests weekly across AWD delivery streams and business operations.
- Develop workflow solutions for TA, Custody, and Fund Services operations across UK, HK, and TW.
- Coordinate agile sprint planning, Jira dashboards, and delivery commitments with stakeholders and POD members.
- Prepare functional specifications, process diagrams, use cases, and screen mock-ups for workflow implementation.
- Partner with IT and business owners to integrate AWD with transactional systems and resolve requirement gaps.
- Support test plan development, test strategy, and UAT execution while advancing AI-assisted process automation.
- Prepare the release E2E process using HSBC Auto Process system as per Mode 2
- Provide post-release support to Business Ops team.
- Taking E2E Ownership for any upcoming Project, arranging the Workshops with Senior Stake holders.
Business Analyst
HSBC Software Development India Pvt. Ltd.
Pune
08.2017 - 02.2023
- Produce 100% of functional specifications approved on first review using screen mock-ups and detailed requirement documentation.
- Track 10 workflow requests per week across UK, HK, Ireland, SG, and LUX business areas.
- Designed workflow solutions to automate shareholder order and instruction processing across multiple business areas.
- Prepared workflow diagrams and use cases to translate gathered requirements into clear process flows.
- Built functional specification documents with screen mock-ups and SQL Server query support for solution definition.
- Served as the point of contact between business units and IT to align workflow systems with transactional processing.
- Developed test plans, test strategy, and user acceptance testing for developed solutions, then supported business demonstrations for signoff.
Senior Business Analyst
Oracle India Private Limited
Bangalore
08.2012 - 07.2017
- Prepared 2-5 UAT documents per release to support testing readiness and end-user validation.
- Reviewed 5-10 client requirements per project to translate business needs into clear system specifications.
- Analyzed and reviewed BRD and FRD documents to align business requirements with implementation details.
- Mapped project workflows and prepared testing scripts, scenarios, and release notes to support delivery quality.
- Managed Fund Services activities across NAV computation, valuation, reconciliation reporting, and project sign-up processing.
- Prepared SQL-based revenue and funding reports, including ACS Global uploads, actual versus forecast analysis, and ad hoc Excel reporting.
- Coordinated project releases, client follow-ups, change requests, defect reviews, and closure activities using project management processes.
Assistant Accountant
Arctern Consulting Pvt. Ltd
Bangalore
02.2012 - 08.2012
- Tracked $10-30 in reconciled vendor payments through monthly settlement, ledger review, and discrepancy follow-up.
- Processed 20-40 invoices per month with proper documentation and approval checks before payment release.
- Managed vendor relationships, including due diligence, risk review, contract issue documentation, and ongoing supervision.
- Maintained journal entries, ledgers, trial balances, and balance sheets to support accurate month-end accounting.
- Prepared payroll calculations for gross salary, net salary, TDS, and related deductions with consistent accuracy.
- Completed monthly bank reconciliation statements and other reconciliations, including gross payment, net payable, and one-time adjustments.
- Standardized reconciliation reporting for performance fees and one-time deductions to improve consistency across routine accounting work.
Education
Master of Business Administration - Finance and Banking/Insurance
Bharathiar University
Bangalore01-2013
Graduate - Accountancy Honours
Bidhan Chandra College
Asansol, West Bengal01-2010
WBCHSE - undefined
Dhadka NCL Vidyamandir School
Asansol, West Bengal01-2007
High School Diploma -
Mohishila Govt Colony High School
Asansol01-2005
Skills
Business requirements gathering
Functional requirements analysis
Process standardization
Project management
Jira
Senior stakeholder management
Workflow solution design
Functional specifications
User acceptance testing
Business process analysis
Interests
Travelling and listening to music, Teaching, Social Media networking, professional networking, Cooking, playing chess
Timeline
Consultant Specialist (AVP)
HSBC Software Development India Pvt. Ltd.
03.2023 - Current
Business Analyst
HSBC Software Development India Pvt. Ltd.
08.2017 - 02.2023
Senior Business Analyst
Oracle India Private Limited
08.2012 - 07.2017
Assistant Accountant
Arctern Consulting Pvt. Ltd
02.2012 - 08.2012
WBCHSE - undefined
Dhadka NCL Vidyamandir School
Graduate - Accountancy Honours
Bidhan Chandra College
Master of Business Administration - Finance and Banking/Insurance
Bharathiar University
High School Diploma -
Mohishila Govt Colony High School
Personal Information
- Date of Birth: 27th November 1989
- Nationality: Indian
- Marital Status: Married
Awards & Recognitions
Recognized with Start Performer award 3 timesat HSBC 2019 & 2020., 2024
2026 got PAT Award. from HSBC
Secured 3rd position in 12th Board exam in my city year 2007.,
I got scholarship from West-Bengal Govt. for my UG., Secured IST position from my college in my UG.
Languages
English
Advanced (C1)
Hindi
Advanced (C1)
Bengali
Advanced (C1)
Declaration
I assure you that the information furnished above is true and correct to the best of my knowledge, and I hope that you give me an opportunity to prove myself and I will give my best to ensure the progress of the organization. Date: 17-June-26 Place: Pune Name: Bijoy Kumar Saha Signature