Prasanna Deshpande
Pune
Summary
Dedicated professional offering several years of experience at Bank of New York, specializing in operational optimization and client onboarding across Asset Servicing line of business. Proven track record in setting up / mentoring teams and enhancing stakeholder engagement, delivering significant results in complex environments. Effective at planning and managing diverse business relationships across EMEA, APAC & US. Proficient in time management with disciplined execution strategy with strong organizational skills and communication abilities.
Overview
29
29
years of professional experience
Work History
Vice President | Lead Manager, Data Delivery & Client Activation
Bank of New York
Pune
06.2008 - Current
- Managed the end-to-end lifecycle of Transfer Agency, Fund Accounting, and Custody operations, ensuring multi-jurisdictional platform stability.
- Led cross-functional global teams of up to 250+ members through complex enterprise transformations and location strategy implementations.
- Championed Lean/Six Sigma methodologies to reduce defect rates by 30% and improve quality metrics by 20%.
- Spearheaded cost-optimization initiatives and mentored high-impact projects that realized approximately USD 180K in annual operational savings.
- Successfully orchestrated end-to-end onboarding for global clients, ensuring full regulatory and operational alignment.
- Delivered critical operational shifts for UK and Ireland clients, including Settlement Cycle changes, Valuation Point adjustments, and Distribution Cycle optimization.
- Successfully executed ~20 client onboarding projects across EMEA, APAC, and US jurisdictions, significantly expanding the global operational footprint.
- Managed the strategic onboarding of clients onto the National Securities Clearing Corporation (NSCC) platform to streamline trade clearing and settlement.
- Successfully led the Data Delivery workstream for high-profile platform migration programs, ensuring data integrity and delivery stability.
- Served as the global point of contact for the Data Delivery and Client Activation teams on queries regarding the end-to-end Investment Life Cycle of a Trade.
- Conducted executive classroom sessions on the operating models for Exchange Traded Funds (ETFs), Transfer Agency, Fund Accounting, and Custody.
- Developed and delivered specialized training modules on Project Management and Project Governance to elevate global team delivery standards.
- Directed the transition of clients to new service providers with zero service disruption across EMEA, APAC, and US jurisdictions.
Customer Service Representative
GSA Infotech
Mumbai
03.2007 - 05.2008
- Managed client inquiries to ensure timely and effective responses.
- Resolved customer complaints with empathy and professionalism.
- Collaborated with team members to improve service delivery processes.
- Provided product information and support to enhance customer knowledge.
- Trained new representatives on company policies and customer service standards.
- Assisted in developing client feedback systems for continuous improvement.
- Provided customer service support to clients in a timely and efficient manner.
- Personalized client experience, identifying unique needs and providing information and services to match.
Client Relationship Executive
GTL Infotech
Mumbai
12.2005 - 02.2007
- Facilitated training sessions to improve employee skills and knowledge retention.
- Coordinated cross-functional teams to deliver high quality results within tight timelines.
- Created reports summarizing progress against organizational goals and objectives.
- Organized and facilitated regular meetings with senior management teams.
- Led initiatives to improve customer service levels throughout organization.
- Created and maintained relationships with key stakeholders.
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
Area Sales Manager
Feering Pharmaceuticals
Nagpur
09.2003 - 01.2005
- Led regional sales team to promote pharmaceutical products effectively.
- Developed and implemented sales strategies to enhance market presence.
- Trained and mentored new sales representatives for optimal performance.
- Analyzed market trends to identify growth opportunities in the territory.
- Collaborated with marketing teams to launch new product campaigns.
- Established strong relationships with healthcare providers and stakeholders.
- Conducted regular performance reviews to ensure team alignment with goals.
- Managed budgets and resources for effective sales operations across regions.
- Managed a team of sales representatives in order to achieve maximum results.
- Generated weekly, monthly, quarterly reports on sales volume, revenue growth and competitive landscape.
- Monitored sales team performance and provided effective training to help each reach targets.
Medical Representative
Ferring Pharmaceuticals
Akola
04.2000 - 09.2003
- Promoted pharmaceutical products to healthcare professionals and institutions.
- Developed and maintained strong relationships with doctors and pharmacists.
- Conducted product presentations and educational sessions for medical staff.
- Managed territory effectively through regular visits and follow-ups.
- Provided feedback on customer needs to inform product development teams.
- Ensured compliance with industry regulations during promotional activities.
- Performed regular visits to doctors' offices and hospitals to discuss products with health care professionals.
- Maintained records of sales activities such as appointments made, calls placed, samples distributed.
- Prepared monthly progress reports detailing successes achieved during the period covered.
- Demonstrated medical products to new and existing customers.
- Developed relationships with key opinion leaders within the medical community.
Medical Representative
Cadila Pharmaceuticals
Khamgaon
05.1997 - 05.2000
- Promoted pharmaceutical products to healthcare professionals and institutions.
- Developed and maintained strong relationships with doctors and pharmacists.
- Managed territory effectively through regular visits and follow-ups.
- Performed regular visits to doctors' offices and hospitals to discuss products with health care professionals.
- Maintained records of sales activities such as appointments made, calls placed, samples distributed.
- Prepared monthly progress reports detailing successes achieved during the period covered.
- Demonstrated medical products to new and existing customers.
- Developed relationships with key opinion leaders within the medical community.
- Scheduled appointments with established and prospective customers to meet with and discuss corporate offerings.
- Established and maintained professional relationships with medical professionals to promote lucrative business opportunities.
- Provided feedback from field visits regarding product performance and issues encountered.
Education
PMI-ACP (Agile Certified Practitioner) -
Project Management Institute
USA02.2026
Certified Scrum Master -
World of Agile
USA01.2025
PMP (Project Management Professional) -
Project Management Institute
USA01.2020
Six Sigma Yellow Belt -
Bank of New York Mellon
Pune01.2018
CISI Investment Operations Certificate (IOC) -
Chartered Institute For Securities & Investment
United Kingdom01.2001
Bachelor of Science -
SGM Vidyapeeth
Amravati01.1997
Skills
- Project management
- Client onboarding and data delivery
- Strategic planning and critical thinking
- Team building
- Conflict resolution and complex problem-solving
- Operational optimization
- Cross-functional team leadership
- Regulatory compliance
- Coaching and mentoring
- Training development
- Documentation and reporting
- Lean Six Sigma
Languages
English
Marathi
Hindi
Custom Section
- Project management
- Client onboarding and data delivery
- Strategic planning and critical thinking
- Team building
- Conflict resolution and complex problem-solving
- Operational optimization
- Cross-functional team leadership
- Regulatory compliance
- Coaching and mentoring
- Training development
- Documentation and reporting
- Lean Six Sigma
Websites, Portfolios and Profiles
prasanna-deshpande75
Awards
- Spot Lite Award for successful delivery of onboarding project
- CEO Thank You award for significant contribution in platform migration project
- Employee of the quarter for demonstrating highest level of integrity and client management
- Team Leader of the Quarter
- Multiple stakeholder appreciations throughout Project Management practice
- All India Top Performer for newly launched product
Timeline
Vice President | Lead Manager, Data Delivery & Client Activation
Bank of New York
06.2008 - Current
Customer Service Representative
GSA Infotech
03.2007 - 05.2008
Client Relationship Executive
GTL Infotech
12.2005 - 02.2007
Area Sales Manager
Feering Pharmaceuticals
09.2003 - 01.2005
Medical Representative
Ferring Pharmaceuticals
04.2000 - 09.2003
Medical Representative
Cadila Pharmaceuticals
05.1997 - 05.2000
PMI-ACP (Agile Certified Practitioner) -
Project Management Institute
Certified Scrum Master -
World of Agile
PMP (Project Management Professional) -
Project Management Institute
Six Sigma Yellow Belt -
Bank of New York Mellon
CISI Investment Operations Certificate (IOC) -
Chartered Institute For Securities & Investment
Bachelor of Science -
SGM Vidyapeeth