Microsoft Excel and Office Suite
Shankul Roy
Manager-Trade Finance CPC
Cherthala
Summary
Professional with solid background in trade finance, known for high standards and focus on results. Skilled in Data Analysis and Data Interpretation with proven expertise in Microsoft Excel, including advanced functions, pivot tables, VBA scripting for automation, and dashboard creation to drive insightful business decisions. Reliable and flexible with over 10 years of Banking experience, ready to meet changing needs and drive impactful outcomes.
Overview
11
11
years of professional experience
3
3
Certifications
Work History
Manager- Trade Finance
CSB Bank Limited
09.2020 - Current
- Currently handling Imports,Trade Finance and Remittances section and well versed in Outward and Inward remittance handling,Import LCs,Bills,Bank Guarantees,Buyer's credit,Supplier's credit etc.
- Developing models,tools and strategies in data analysis using Microsoft Excel and VBS that reduce the TAT and make repetitive processes easy : 1) IEDPMS monthly dashboard. 2)Inward SWIFT message automatic splitter and daily mailer to Branches. 3) Forex Charges calculator Excel for Branches. 4) Monthly application processing dashboard are to name a few which I have developed and daily used at Operations end.
- Ensuring all transactions are managed and processed within agreed TAT.
- Reconciliation of transactions on periodic basis.
- Ensuring that no deviation from agreed process is happening.
- Thorough knowledge in FEMA and RBI guidelines,UCP 600 and ISBP guidelines and all SWIFT message types.
Manager - Onboarding and KYC
CSB Bank Limited
11.2015 - 09.2020
- Handled CASA account opening at Centralised Processing Cell department for the bank in various platforms and is well versed with KYC/AML guidelines for Individual and Non Individual entities.
- Managed a 20 member team for account opening through various modes CAMS,Instant,Online,Offline etc and is well versed in CKYC,PMLA guidelines,DMS, and repositories.
- Handled various UAT processes in connection with new back office modules and services.
- Reduced process bottlenecks by training employees on best practices, procedures and performance strategies.
- Contributed to Bank Staff training college being the Guest faculty to Bank Staff on SOP for CASA account opening,KYC and AML guidelines.
- MIS and dashboard preparation on various criteria in excel for data interpretation for identifying scope for improvement.
CASA Marketing Officer
CSB Bank Limited
07.2014 - 11.2015
- Increased brand awareness by implementing targeted marketing campaigns and strategies.
- Provided feedback to all departments on brand consistency in outbound communications.
- Improved customer loyalty by developing targeted retention programs and initiatives.
- Developed and implemented targeted digital strategy to improve business performance.
- Managed workflow between staff, coordinating documents, and creative material distribution.
Education
High School Diploma -
St Joseph's Public School Pattanakkad-ICSE
Cherthala, India 04.2001 -
High School Diploma -
St Joseph's Public School Pattanakkad-ISC
Cherthala, India 04.2001 -
Bachelor of Technology - Mechanical Engineering
Lourdes Matha College of Science And Technology
Trivandrum, India 04.2001 -
Skills
Process optimization
Data interpretation
Data visualization design
Excel proficiency
Documentation expertise
Certification
JAIIB , Junior Associate of the Indian Institute of the Bankers
Software
Tableau
Timeline
Data analytics professional certificate- Google
12-2024
Certification in Foreign Exchange - IIBF
12-2023
JAIIB , Junior Associate of the Indian Institute of the Bankers
12-2022
Manager- Trade Finance
CSB Bank Limited
09.2020 - Current
Manager - Onboarding and KYC
CSB Bank Limited
11.2015 - 09.2020
CASA Marketing Officer
CSB Bank Limited
07.2014 - 11.2015
High School Diploma -
St Joseph's Public School Pattanakkad-ICSE
04.2001 -
High School Diploma -
St Joseph's Public School Pattanakkad-ISC
04.2001 -
Bachelor of Technology - Mechanical Engineering
Lourdes Matha College of Science And Technology
04.2001 -
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