Summary
Overview
Work History
Education
Skills
Languages
Timeline
Career accomplishments
Notable accomplishments
Domain competency
Personal Information
References
Career accomplishments
Notable accomplishments
Domain competency
Personal Information
References
Generic
Debraj Chakraborty

Debraj Chakraborty

Mumbai

Summary

Focused project manager bringing several years of developing continuous improvements throughout planning and implementation phases of projects. Demonstrated history of establishing and enforcing adherence to standards of excellence. Well-versed in mentoring and guiding associates to exceed client and stakeholder expectations. Accustomed to cultivating innovative ideas and encouraging new ideas that drive company growth.

Overview

13
13
years of professional experience

Work History

OPS Project Manager

JP Morgan Chase
Mumbai
06.2022 - Current
  • Spearheaded the strategic GSTP2.0 project, resulting in a 75% improvement in overall trade time
  • Successfully implemented GSTP - FM3 Integration from Discretionary Trading perspective
  • Managed the HKBC Project, overseeing the addition of a new platform for Managed Accounts
  • Oversaw the Sybase decommission for all the IPB platforms

AVP Digital Business

Kotak Life Insurance
Mumbai
10.2019 - 06.2022
  • Designed secure and scalable solutions and user journeys, ensuring a frictionless user experience
  • Designed digital customer journeys including EKYC, CKYC, Credit Bureau Integration, NSDL Integration to optimize Issuance.
  • Led technical and backend integration efforts for multiple Digital Partners, resulting in successful integrations with key Fintech Players such as PhonePe, Paytm, Policy Bazaar, and Xiaomi for Kotak Life

Manager Sales & Digital Automation

ICICI Prudential AMC
Mumbai
02.2017 - 10.2019
  • Collaborate closely with the technical team and management to specify and deliver the Investor Module's product journey requirements.
  • Managed vendor relationships by negotiating contracts and ensuring timely delivery of goods and services.

Manager

BIRLA SUNLIFE INSURANCE
Mumbai
07.2015 - 02.2019
  • Designed & Implemented CRM Dynamics for Direct Marketing Channel.
  • Implementation of analytics across the channel to identify Sales behaviors.
  • Identifying areas to improve the overall profitability of the Channel.

Deputy Manager

INDIAFIRST LIFE INSURANCE
Mumbai
06.2011 - 06.2015
  • Managed Persistency/Collections for overall organization
  • Responsibilities include managing Standing Instruction process PAN India which includes mandate registration, billing, complaints handling process automation and monthly & quarterly report submission.

Education

MBA (Marketing & Finance) -

Gitam University
01.2011

B.Tech (Information Technology) -

Bankura Unnayani Institute of Engineering
01.2008

Higher Secondary -

Delhi Public School
01.2004

Matriculation -

Delhi Public School
01.2002

Skills

  • Project Management
  • Digital Transformation
  • Automation & Analytics
  • Process Re-engineering
  • Vendor Management
  • Functional Testing & UAT
  • Project Delivery & Implementation
  • SalesForce
  • Pivotal CRM
  • Strategic Planning
  • Work flow planning
  • Cross-Functional Collaboration
  • Performance Improvements
  • Conflict Management
  • Digital Business
  • Business Analysis

Languages

Hindi
First Language
English
Upper Intermediate (B2)
B2
Bengali
Elementary (A2)
A2

Timeline

OPS Project Manager

JP Morgan Chase
06.2022 - Current

AVP Digital Business

Kotak Life Insurance
10.2019 - 06.2022

Manager Sales & Digital Automation

ICICI Prudential AMC
02.2017 - 10.2019

Manager

BIRLA SUNLIFE INSURANCE
07.2015 - 02.2019

Deputy Manager

INDIAFIRST LIFE INSURANCE
06.2011 - 06.2015

MBA (Marketing & Finance) -

Gitam University

B.Tech (Information Technology) -

Bankura Unnayani Institute of Engineering

Higher Secondary -

Delhi Public School

Matriculation -

Delhi Public School

Career accomplishments

  • Led business analysis, requirement gathering, and implementation phases with Business, Operations, and Technology teams across EMEA and APAC regions to enhance trade flow
  • Managed and successfully delivered end-to-end Agile and Waterfall projects
  • Oversaw the management of digital products for Website, Digital Partnership, and Digital Banca Business at Kotak Life Insurance Company Ltd.
  • Designed and executed customer journey for new investors on ICICI Prudential AMC Website
  • Implemented Video KYC process to boost digital purchase transactions for investors
  • Implemented BOT - Analytics on Customer Segment/Industry for Top Management
  • Successfully implemented CRM Dynamics for Direct Marketing Channel at Birla Sun Life
  • Implemented various payment avenues for Renewals collection and collaborated with Banks for biller registration
  • Contributed to the Financial Planning and Analytics team by designing Sales Initiatives such as Contests and R&R programs
  • Designed and developed workflows for processes like ECS Registration and Billing, and Contract Suspense Management

Notable accomplishments

  • Got double promotion in the 1st Year of Joining the organization as a result of the various initiatives taken towards setting up operations for Standing Instruction Pan India.
  • Responsible for designing the entire Persistency Operation manual which defined the way Persistency Operations would operate.
  • Regional winners of the Simulation Management Games conducted by AIMA.
  • BEC Vantage Qualified – ‘A’ grade.
  • Participated in National meet in paper presentation at NIT Warangal held in the year 2010.

Domain competency

  • Wealth Management – Trading, Digital Business (Website, Partnership, Banca)
  • Life Insurance
  • Mutual Funds
  • Product Journey’s & Configuration
  • Commission & Pay-outs
  • Renewal Collections (Persistency)
  • Complaints Management

Personal Information

Date of Birth: 06/04/1986

References

References available upon request.

Career accomplishments

  • Led business analysis, requirement gathering, and implementation phases with Business, Operations, and Technology teams across EMEA and APAC regions to enhance trade flow
  • Managed and successfully delivered end-to-end Agile and Waterfall projects
  • Oversaw the management of digital products for Website, Digital Partnership, and Digital Banca Business at Kotak Life Insurance Company Ltd.
  • Designed and executed customer journey for new investors on ICICI Prudential AMC Website
  • Implemented Video KYC process to boost digital purchase transactions for investors
  • Implemented BOT - Analytics on Customer Segment/Industry for Top Management
  • Successfully implemented CRM Dynamics for Direct Marketing Channel at Birla Sun Life
  • Implemented various payment avenues for Renewals collection and collaborated with Banks for biller registration
  • Contributed to the Financial Planning and Analytics team by designing Sales Initiatives such as Contests and R&R programs
  • Designed and developed workflows for processes like ECS Registration and Billing, and Contract Suspense Management

Notable accomplishments

  • Got double promotion in the 1st Year of Joining the organization as a result of the various initiatives taken towards setting up operations for Standing Instruction Pan India.
  • Responsible for designing the entire Persistency Operation manual which defined the way Persistency Operations would operate.
  • Regional winners of the Simulation Management Games conducted by AIMA.
  • BEC Vantage Qualified – ‘A’ grade.
  • Participated in National meet in paper presentation at NIT Warangal held in the year 2010.

Domain competency

  • Wealth Management – Trading, Digital Business (Website, Partnership, Banca)
  • Life Insurance
  • Mutual Funds
  • Product Journey’s & Configuration
  • Commission & Pay-outs
  • Renewal Collections (Persistency)
  • Complaints Management

Personal Information

Date of Birth: 06/04/1986

References

References available upon request.

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Debraj Chakraborty