Automobile enthusiast
Kannan Kutty
Business Analyst
Bhilai
Summary
Experienced professional with a strong grasp of financial concepts relevant to the Capital Market industry. Skilled in delivering impactful presentations, fostering clear communication, and building strong relationships. Proven track record of achieving results in fast-paced environments within the Financial Services industry. Adept at project management, working within agile methodologies and Proficient in Oracle Database. Seasoned collaborator with a focus on meeting needs, improving processes, and exceeding requirements in team environments. Diligent worker with strong communication and task prioritization skills.
Overview
8
8
years of professional experience
5
5
years of post-secondary education
2
2
Certifications
Work History
Business Analyst
Valuefy Technologies Pvt. Ltd
Mumbai
07.2022 - Current
- Supported software development projects by defining clear requirements and effectively communicating them to technical teams.
- Developed customized reports, summarizing and presenting data in visually appealing format.
- Improved business processes by analyzing current practices and recommending optimization strategies.
- Actively participated in team meetings to share knowledge, exchange ideas, address challenges, and collaborate on potential solutions.
- Developed financial models to project future growth scenarios, assisting in long-term strategic planning.
- Collaborated with stakeholders to identify business needs and data sources.
- Increased resource efficiency by analyzing detailed business requirements.
Assistant Manager
ICICI Prudential Asset Management Company Ltd.
Bhilai
12.2020 - 06.2022
- Delivered exceptional client service through prompt communication, proactive problem-solving, and a commitment to always putting the client''s interests first.
- Provided ongoing portfolio monitoring services to ensure alignment of investments with changing market conditions or changes in client''s circumstances.
- Increased client satisfaction by providing personalized wealth management solutions and tailored financial strategies.
- Managed a diverse portfolio of high-net-worth clients, ensuring optimal asset allocation and risk management.
Area Manager for Investment Products
Motilal Oswal Financial Services Ltd.
Pune
01.2019 - 01.2020
- Developed strong relationships with clients, leading to increased customer satisfaction and repeat business.
- Improved overall efficiency by identifying areas in need of improvement and implementing necessary changes.
- Enhanced franchisee satisfaction with regular communication and support initiatives.
- Provided comprehensive training to new franchise owners for successful business management.
Senior Relationship Manager
ICICI Securities Ltd.
Pune
06.2017 - 01.2019
- Managed a diverse portfolio of high-net-worth clients, ensuring satisfaction and retention through personalized attention and strategic planning.
- Developed customized financial strategies for clients by thoroughly analyzing their current situations, goals, and risk tolerance levels.
- Consistently exceeded revenue targets through proactive account management and cross-selling of bank products and services.
- Gave exciting presentations to prospects and leads in effort to build business opportunities.
Education
Post Graduation Diploma in Management - management, Finance
PIBM
Pune 01.2015 - 01.2017
Bachelor of Commerce -
Pt. Ravishankar Shukla University
Bhilai 01.2012 - 01.2015
C.G Board -
Bhilai Nair Samajam School
BhilaiSkills
Strategic issue resolution
Collaborative requirements analysis
Critical analysis
Project management
Gap analysis
Test case scenarios
Stakeholder collaboration
Certification
Financial Markets: A Beginners Module conducted by NSE Certification in Financial Markets (NCFM)
Roles And Responsibilities
- Acted as a liaison between developers, users, clients, management, and IT teams to ensure seamless communication and project flow.
- Developed a strong understanding of both finance and IT to effectively bridge the gap between technical and business needs.
- Implemented solutions involving Excel integration, data uploads, data validation, process documentation, meetings, flow diagrams, and manuals.
- Facilitated Scrum ceremonies, including Daily Stand-ups, Sprint Planning, Sprint Retrospectives, and Backlog Refinement, ensuring teams stay focused on goals and deadlines.
- Delivered product demonstrations both internally and to clients, showcasing new features and updates.
- Prioritized requirements and created conceptual prototypes and mock-ups for better visual representation of project scope.
- Applied best practices for clear communication and effective problem-solving within cross-functional teams.
- Managed offshore and domestic client relationships for the HDFC project, with over two years of experience in driving project success.
Personal Information
- Father's Name: A. Paramasivan
- Mother's Name: P. Vellaiammal
- Date of Birth: 01/23/95
Disclaimer
I hereby declare that the above information provided by me is true to the best of my knowledge and belief.
Interests
Travelling
Automobile enthusiast
Keen interest on the trends and evolution in auto industry
Timeline
Business Analyst
Valuefy Technologies Pvt. Ltd
07.2022 - Current
Assistant Manager
ICICI Prudential Asset Management Company Ltd.
12.2020 - 06.2022
Area Manager for Investment Products
Motilal Oswal Financial Services Ltd.
01.2019 - 01.2020
Senior Relationship Manager
ICICI Securities Ltd.
06.2017 - 01.2019
Post Graduation Diploma in Management - management, Finance
PIBM
01.2015 - 01.2017
Bachelor of Commerce -
Pt. Ravishankar Shukla University
01.2012 - 01.2015
C.G Board -
Bhilai Nair Samajam School
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