Debashree Satapathy
Summary
Dynamic Business Analyst with extensive experience at HSBC, adept at translating complex business requirements into actionable solutions. Proven track record in Agile methodologies and stakeholder collaboration, enhancing operational efficiency and compliance. Skilled in quality assurance and training, driving impactful projects that improve customer experience and regulatory adherence.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Business Analyst (Channels VS)
HSBC
04.2017 - Current
- Project - Microsoft Dynamics as the global platform for sales tooling/CRM deployment across WPB priority markets. Implemented in five markets in 2024.
- Project-Digital Business Analyst -India ODR
- India-ODR is a regulatory project aligned to provide a provision on PIB and MB for customers to raise disputes online. As per the RBI’s mandate, banks have been asked to provide a mechanism on their mobile and internet banking applications for their customers, after authentication, to identify or mark a transaction as fraudulent for seamless and immediate notification to the bank.
- Project-Complaint Management System(CRM implementation)
- The Complaint Management System (CMS) aims to exhibit a commitment to service excellence, truth, and fair dealing with its customers. The Group intends to ensure that complaints are dealt with effectively and quickly, and management has timely visibility over key complaint-handling trends and metrics to infer valuable business insights. CMS is a multiyear project with the aim of capturing 18 markets under it.
- Project-Business Analyst aligned to compliance and Regulatory portfolio in GTC.
- The HSBC Conduct & Controls Program for WPB UK (BO1 Product Governance - PGDE) aimed to reduce the risk that key information is not captured correctly during the product lifecycle. The PGDE tool was developed to help enforce accurate completion of operational processes, to drive consistency across the UK, and to provide an audit trail for product-related decisions.
- RMP4 (Risk Mitigation Program) for RBWM UK— Enhancement of Enterprise Risk Management Framework to define risk and control framework and effectively manage operational and conduct risk
- PSD2 aims to make payments safer, increase consumer protection, foster innovation and competition, and ensure a level playing field for all players, including new ones, while fostering new business opportunities through the new TPP channel.
- MIFID II: Complying with HSBC Malta's MiFID II regulations.
- Project: Unsecured lending.
- Card Control UK (Internship) - Launch a self-service digital solution on the mobile app to help customers manage their cards and transactions better.
- The scope of the project was HSBC Red brand cards.
Manager-Assets Operations
ICICI Bank
09.2013 - 08.2014
- Managed Refund Process for Home loan and Consumer loans at PAN India Level with a 25 members team
- Handled time bound projects, such as stale cheque project, Closed Credit balance refund project
- Escalation Management
Branch Operations Manager
ICICI Bank
02.2010 - 09.2013
- Experience in branch operations such as joint custodian, locker maintenance, cash management, account opening, and cross-selling financial products.
- Efficient in handling all types of queries related to savings bank accounts, current accounts, and OD against FD accounts.
- Serving as the first point of resolution for all customer queries, thereby ensuring a cordial relationship with customers, which would result in sustaining profitability.
Manager-Corporate salary Accounts
ICICI Bank
01.2008 - 01.2010
- Managed a portfolio of corporate clients in Hyderabad, including most of the key consumer bank relationships; portfolio contributing to a CNR (customer net revenue) of about 10 cr annually
- Responsible to drive penetration of various product lines across both liabilities as well as assets businesses in these corporate, thereby enhancing the overall CNR
Sales Manager
Reliance Life Insurance, Bajaj Life Insurance and Others
01.2001 - 01.2008
- In my role as Sales Manager at Reliance Life Insurance Company and Bajaj Life insurance , I was responsible for driving sales growth through a client-centric approach. This involved deeply understanding individual financial needs, providing expert guidance on life insurance options, and building trust to facilitate informed decision-making, resulting in significant sales increases.
Skills
- Proficient in gathering, analyzing, and documenting business requirements, translating them into technical specifications, and collaborating with cross-functional teams for implementation
- Extensive experience in Software Development Life Cycle (SDLC) methodologies, including Agile, Waterfall, and hybrid, from inception to transition
- Work closely with project stakeholders, subject matter experts (SMEs), and end users to understand requirements and specifications for new applications, as well as re-engineering existing ones
- Proficient in requirement Management
- Release management for all the ongoing projects
- Worked as a pseudo product owner, facilitating backlog refinement and sprint planning
- Facilitating all aspects of the Scrum framework, including sprint planning sessions, backlog grooming sessions, daily scrums, sprint reviews, and sprint retrospectives
- Preparation of UAT data and test cases
- Quality Assurance – Coordinated with the testing team, reviewed test cases, and coordinated User Acceptance Testing (UAT) to validate system performance, addressed defects, and ensured compliance with quality standards
- Embedding: Developed training materials and conducted training sessions for end users
Certification
- AI Blackbelt
- SAFe PMPO
- SAFe Agilist
- IRDA
- AMFI
Highlights And Achievements
- Received appreciations from various Project stakeholders.
- Named as a superhero of accounts VS (2023).
- Received star of the Quarter award.
- Trained on Design Led Change/Design Thinking.
Career Overview
Business Analyst with over 19 years of experience in the Banking and Financial services industry. Expertise in leading Digital Banking Transformation projects, enhancing customer experience, and optimizing operational efficiency. Extensive Exposure in Retail Banking and Insurance domain.
Timeline
Business Analyst (Channels VS)
HSBC
04.2017 - Current
Manager-Assets Operations
ICICI Bank
09.2013 - 08.2014
Branch Operations Manager
ICICI Bank
02.2010 - 09.2013
Manager-Corporate salary Accounts
ICICI Bank
01.2008 - 01.2010
Sales Manager
Reliance Life Insurance, Bajaj Life Insurance and Others
01.2001 - 01.2008
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