Summary
Overview
Work History
Education
Skills
Additionaldetails
Technicalexposure
Personal Information
Languages
Timeline
Generic

M. SATYANARAYAN

HYDERABAD

Summary

To be associated with an organization which would provide me a chance to implement my knowledge and to practice my skills which would help the organization to grow as well as it provide me an opportunity to grow. Insightful Analyst known for high productivity and efficient task completion. Possess specialized skills in data interpretation, statistical analysis, and predictive modeling which enhance problem-solving capabilities. Excel in communication, teamwork, and adaptability, ensuring seamless collaboration and innovative solutions in dynamic environments. Dependable professional with track record of success in field, attention to detail and proactive mindset. Seeks opportunities to improve processes and workflows for team benefit. Conscientious, hardworking and excels at multitasking in fast-paced environments.

Overview

16
16
years of professional experience

Work History

Senior Manager

Canara Bank
Bengaluru
10.2013 - Current
  • Company Overview: Canara Bank is one the leading PSB in India
  • Canara Bank has positioned as the third largest PSB in the country in the recent financial year
  • Working as a Senior Manager at Canara Bank
  • The major role is the retail/branch/mse banking
  • Business Development of the Branch as well as the whole bank
  • Dealing with all the financial products of the banking industry
  • The major products include the assets and liabilities
  • Under the asset class segment we handle the housing loans, mortgage loans and also retail products
  • Along with the retail we also Handle the major financing area under MSME and other corporate credit
  • The major portion of the business also includes the liabilities which are composing of CASA products and term deposit products of the bank
  • As we work under the guidance Department of Financial Services, GOI our bank takes part actively in the financial inclusion of the society including in the Rural and Urban area
  • The major job profile includes the maintaining the asset class of the Branch Business by controlling the slippages to NPA and making the branch profitable
  • Financial products include online share trading accounting opening, credit cards, personal loans, loan against shares, auto loans and mutual funds and also insurance products like life insurance and general insurance
  • Liaise with sales representatives & technical team on the account & knowledge management perspective
  • Data Management - Data collection, validation & analysis
  • Evaluate new business opportunities within the existing customers and creating the new profiles in the bank and for the bank
  • Along with the above roles we are a part of the merger activity of the two big banks in India i.e Canara Bank and Syndicate Bank
  • We have taken a key role in developing the database of the customers for the both the merged entity and also we facilitated the onboarded customers with the best products in due course of time
  • As a push of digital banking in the country we are one of the active participants of the movement
  • Business development is one of the major focus of the branch
  • Canara Bank is one the leading PSB in India
  • Canara Bank has positioned as the third largest PSB in the country in the recent financial year

Associate (Investment Banking)

UBS SERVICE CENTER (INDIA) LTD.
06.2008 - Current
  • Working as Associate in Investment Banking RTB at UBS ISC
  • RTB: Building a database for all the legal documents of Investment Banking division (OTC Trade)
  • This involves analyzing and processing the different kind of contracts
  • Doing the 4-eye check with regards to the Quality of the documents enriched by the team
  • Helping the associates in resolving queries pertaining to the documents while capturing the same
  • Generating various reports on a daily basis of the work done by the team like Preparing the Time tracker, Escalation reports, SLA tracker, FTE reports ETC, Accuracy reports
  • Escalating the issues that needs clarification to the SME's onshore
  • Analysis, Reporting, MS - Excel, MS - Access, Visio and SQL Server based BO(Business Objects info view - version XI)
  • Responsible for preparation of daily, weekly, bi weekly, monthly and Ad Hoc reports and ensuring these are delivered within SLA/TAT
  • Compiling daily, weekly, bi weekly, monthly and Ad Hoc reports for Onshore/clients for their business meetings

Analyst (Subject Matter Expert/Fund Administrator)

Cognizant Technology Solutions Ltd.
09.2009 - 09.2013
  • Working as Analyst in Investment Banking Project (Credit Suisse Project)
  • Worked in the Credit Suisse Asset Management Division
  • Building the database for all the financials of the Asset Management Funds
  • Analyzing all types of the documents and processing it
  • Analyzing the quarterly reports, financial statements and partners capital accounts of different funds
  • Preparing the capital call and distributions report on weekly basis which are used as the pitch book for the front office
  • Also processing the fund investment/capital call for new investments of the funds and also processing the distributions of the funds
  • Building the database for the private equity business
  • Also analyzing the quarterly reports of each of the private equity fund of fund business
  • Analysis of the partnership statements of capital partner and generating the report
  • Also preparing the database for the invoices of the funds
  • Analyzing the brokerage accounts of different fund and preparing the database for the brokerage accounts
  • Analyzing the performance of the funds on quarterly basis
  • (Performance Analysis)
  • Generating various reports on daily basis of the work done
  • Preparing the highlights report for the investments and returns on weekly basis
  • Generating the weekly cash flow statements for the top investments and returns
  • Also checking the flow of the documents into the downstream
  • Escalating the issues that needs clarification to the SME's onshore
  • Analysis, Reporting, MS - Excel, MS - Access
  • Responsible for preparation of daily, weekly, bi weekly, monthly and Ad Hoc reports and ensuring these are delivered within SLA/TAT
  • Doing the 4-eye check with regards to the Quality of the documents enriched by the team
  • Helping the associates in resolving queries pertaining to the documents while capturing the same

Sr Relationship Manager

ICICI SECURITIES LTD.
Hyderabad
  • Company Overview: ICICI Direct is a newly launched concept by ICICI group where one can get unique opportunity to sell all the financial products at one place
  • Experienced in selling financial products like mutual funds, D-mat, loans, insurance
  • Business Development
  • Account Profiling and strategy development
  • Research & analysis of target market for the sale of the each and every financial products
  • Financial products include online share trading accounting opening, credit cards, personal loans, loan against shares, auto loans and mutual funds and also insurance products like life insurance and general insurance
  • Preparation marketing presentations / collaterals
  • Liaise with sales representatives & technical team on the account & knowledge management perspective
  • Data Management - Data collection, validation & analysis
  • Evaluate new business opportunities within the existing customers and creating the new profiles
  • Organize and participate in tele-conferences with the prospects/suspects
  • Coordinate with the account executives / managers to evaluate the pipeline and facilitate closure of business
  • ICICI Direct is a newly launched concept by ICICI group where one can get unique opportunity to sell all the financial products at one place

Education

Masters in International Business - Finance and Marketing

GITAM Institute of Foreign Trade
Visakhapatnam, A.P.
01.2007

Bachelor of Science - Agricultural Sciences

Orissa University of Agriculture and Technology
Bhubaneswar
01.2004

Intermediate Education -

Khallikote College
Berhampur, Orissa
01.1998

Secondary Education -

Orissa State Board
01.1996

Skills

  • Communication & Presentation
  • Co-ordination and Team Building Attitude
  • Analytical
  • Quick learner
  • Fluency in English, Hindi & two regional Languages, Telugu & Oriya
  • Good writing skills
  • Good academic record
  • Good communication and interpersonal skills
  • Open mind to fathom technical and process change
  • Dynamic and flexible mind set to adapt new environments
  • Good team player
  • Honest, hard working and commitment to excel
  • Ethical and disciplinary by nature
  • Audit Support
  • Report Preparation
  • Information Gathering
  • KPI analysis
  • BI dashboards
  • Risk Mitigation
  • Documentation And Reporting
  • Regulatory Compliance
  • Business Operations Analysis
  • Continuous Improvement
  • Budget Development
  • Budget Forecasting
  • Quantitative Research
  • MS Excel
  • SAS programming
  • Account Reconciliation
  • Compliance Analysis
  • Financial Management
  • Risk Analysis
  • Policy improvements
  • Finance

Additionaldetails

I hereby declare that the above information is true to the best of my knowledge and belief., HYDERABAD

Technicalexposure

MS DOS, WINDOWS, MS-Office, SPSS, MS-Excel with VBA, Business Objects

Personal Information

  • Father's Name: M.Visweswara Rao
  • Date of Birth: 06/10/81
  • Gender: Male
  • Nationality: Indian
  • Marital Status: Married

Languages

  • Telugu
  • English
  • Hindi
  • Oriya

Timeline

Senior Manager

Canara Bank
10.2013 - Current

Analyst (Subject Matter Expert/Fund Administrator)

Cognizant Technology Solutions Ltd.
09.2009 - 09.2013

Associate (Investment Banking)

UBS SERVICE CENTER (INDIA) LTD.
06.2008 - Current

Sr Relationship Manager

ICICI SECURITIES LTD.

Masters in International Business - Finance and Marketing

GITAM Institute of Foreign Trade

Bachelor of Science - Agricultural Sciences

Orissa University of Agriculture and Technology

Intermediate Education -

Khallikote College

Secondary Education -

Orissa State Board
M. SATYANARAYAN