Summary

Overview

Work History

Education

Skills

Accomplishments

Extra Curricular And Technical Knowledge

Personal Information

Listening songs

Timeline

Kalpesh Murlidhar Kalsekar

Banking Professional

Mumbai

Summary

Proactive manager with demonstrated leadership abilities, strategic planning expertise and problem-solving acumen. Assists senior managers with accomplishing demanding targets by encouraging staff and coordinating resources. Methodical and well-organized in optimizing coverage to meet operational demands.

Overview

years of professional experience

Languages

Work History

Deputy Manager

Indusind Bank Ltd.

01.2023 - Current

Handling UCIC activity, ensuring correct ucic allotment. UCIC would be created for customers to help identify the customers, avoid multiple identities.
Preparing a Dashboard for MD level reporting
Successfully handling RBI queries, Audit observation & Compliance related queries
Handinng outsource staff and distributing data and ensure their productivity.
Successfully handled Migration Activity.
Every Customer run dedupe system on T+1 basis. We Ensure the TAT for NTB customers.
Making compliance MIS on monthly basis.
Making quarterly MIS with Risk score basis Low, Medium & High for MD reporting.
Making MIS on weekly basis for NPA customers.
Handing CKYC & CERSAI related reporting
Vendor management
We are checking data with Kyc numbers and Demographic details of Customer.
Banking software & links use like Finacle core banking, Query search engine, MFT B2B File exchange.

Assistant Manager

Yes Bank Ltd.

01.2017 - 01.2023

Successfully handling CKYC project of Individual customer with Retail liability And Retail Asset. Also successfully implemented Legal entity workflow for Non-Individual customers and effectively handling CKYC reporting of Legal entity as well.
Responsible for handling day to day CKYC activity of NTB & ETB customers including periodic updation cases with ensuring correct CKYC detail to be uploaded in Trackwizz & CERSAI.
Responsible for implementing CERSAI circulars and ensure system/process related enhancements to be raised & implemented within deadline. Along with day to day processing additionally handling tasks like Review & performing UATs, ensuring regulatory guidelines & regulations issued by regulator to be followed while processing of CKYC. Ensure CKYC reporting of all the eligible customers to be completed within regulatory TAT.
Ensure to resolve rejections raised by CERSAI & Trackwizz. Also, co-ordinate with CERSAI, regulator for any discrepancy or clarification. Also, co-ordinate with data entry vendor, Technology team & different product stakeholders for smooth functioning of CKYC process.
Preparing daily MIS, pendency reports & publishes the same to senior management. Also submit closure Memo on monthly basis.
Managing team and closely monitoring their performances, maintain daily productivity of team members and allocation of work. Arranging trainings and provide guidance whenever require.
Responsible of uploading CKYC numbers in Core Banking system as a reverse feed. Highlighting errors to Data entry vendor and perform sample QC of record uploaded in Trackwizz.
Managing smooth processing of CASA forms from vendor and get the accounts activated on daily basis within TAT. Responsible for handling the CASA account opening Authorization before dispatching for Account Activation.
Managing quality checking activity of post account opened data. Find Out Errors post account opened and publish these errors to respective checker or rectified. Missing fields or wrong data checking like missing income, nature of business, industry & profession. Checking debit card hold cases and cheque book hold cases and revert with in TAT before dispatching to customers
Handling wrong pan checking and updation for pan India customers. Also ensure all data checking and rectification with in TAT. Time to time revert to audit team as well as compliance team. Also checking audit data as well as RBI data on priority basis.
Monitoring, tracking and distributing workload evenly amongst all members of the team and ensuring that the volumes are completed in a timely and accurate manner. Coordinating with vendors for processing volumes within TAT. Maintaining vendor errors, vendors productivity and publishing the same to management.
Handling UCIC activity, ensuring correct ucic allotment. Ucic would be created for customers to help identify the customers, avoid multiple identities.
Handing tableau software. Download data from tableau when team needed.
Operation & service delivery & Retail Liabilities

Junior Officer

ADFC Pvt Ltd (Associate Company of HDFC Bank Ltd.)

01.2015 - 01.2017

Scrutinizing documents and getting proper documents for discrepant customer.
Processing the E-net forms to enable view / pay usage to users of corporate clients all over India.
Accounts mapping in beneficiary side (Credit Side). Accordingly, the client opts for Account to Account processing.
Printing Document from System. Maintain 5S File of department as well as handling stationery section.
Handling Original documents. Maintaining MIS and get follow from respective units.
Managing original document packaging and send documents to vendor for safe storage. Follow up with vendor for original document with time to time.
ENET- CMS Operation Department

Education

B.COM - Accounting & Finance

Mumbai University