Summary
Overview
Work History
Education
Skills
Personal Information
Certification
Timeline
Generic

Kunal Soneria

Mumbai

Summary

Results-driven Associate Project Manager with 8+ years of experience in project management, data analytics, and report generation. Adept at handling strategic and complex projects, streamlining workflow operations, along with ensuring compliance. Proficient in data visualization, dashboard creation, and performance tracking to support data-driven decision-making.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Associate Project Manager

IDFC First Bank
Mumbai
11.2022 - Current
  • Oversaw strategic and complex projects from start to finish.
  • Facilitated seamless planning and coordination for project teams.
  • Updated project plans and outlined potential risks to stakeholders.
  • Generated insightful reports and interactive dashboards to enhance visibility of performance data.
  • Ensure timely follow-ups for data collection and report generation
  • Conducted meetings and prepared reports to communicate project status with internal and external stakeholders.
  • Worked with cross-functional teams to achieve goals.

Workflow Coordinator

Integreon Managed Solutions
01.2017 - 01.2022
  • Managed project workflow and allocated resources based on urgency and skill set
  • Coordinated with offshore and onshore teams to ensure timely and high-quality project delivery
  • Provided real-time status updates and resolutions to clients regarding deadlines, billing, and amendments
  • Conducted performance monitoring, process improvement, and system enhancement implementations
  • Trained new hires and conducted feedback sessions to enhance team performance

Executive

Aditya Birla Money Mart
01.2016 - 01.2017
  • Managed income and data reconciliation for timely payouts
  • Coordinated with product teams, fund managers, and registrars for mutual fund processing
  • Ensured accuracy in financial statements and prepared MIS reports for brokerage calculations
  • Conducted system testing for mutual fund transactions

Executive

Birla Sun Life Insurance
01.2013 - 01.2014
  • Handled customer relationship management and verified client details
  • Maintained CRM records and coordinated documentation follow-ups
  • Provided daily verification reports to management

Education

Bachelor of Commerce (B.Com) -

Mumbai University

Skills

  • Project management
  • Performance monitoring
  • Resource allocation
  • Process improvement
  • Data analysis
  • Team building
  • Client communication
  • Stakeholder engagement
  • Training and development
  • Financial reporting
  • Cross-functional collaboration
  • Report generation
  • MS Excel Proficiency
  • Compliance
  • Audit
  • Power BI
  • Project Management Tool

Personal Information

  • Date of Birth: 10/10/90
  • Gender: Male
  • Marital Status: Married

Certification

  • ITIL-4 Foundation

Timeline

Associate Project Manager

IDFC First Bank
11.2022 - Current

Workflow Coordinator

Integreon Managed Solutions
01.2017 - 01.2022

Executive

Aditya Birla Money Mart
01.2016 - 01.2017

Executive

Birla Sun Life Insurance
01.2013 - 01.2014

Bachelor of Commerce (B.Com) -

Mumbai University
Kunal Soneria