Swarup Saha
Thane,Maharashtra
Summary
Results-driven individual with a solid track record in delivering quality work. Known for excellent communication and teamwork abilities, with a commitment to achieving company goals and delivering exceptional service. Passionate about continuous learning and professional development. Adaptable professional with a quick-learning ability and a talent for adjusting to new environments. Skilled in rapidly acquiring new knowledge and applying it effectively. Driven by a passion for continuous learning and successfully navigating change.
Overview
18
18
years of professional experience
1
1
Certificate
Work History
Manager
EY India
Mumbai
06.2022 - Current
- Currently working with EY India as a Manager in Business Consulting (Digital Transformation - Financial Services: Performance Improvement) since June 2022.
- Implemented process improvements, resulting in an increase in operational efficiency.
- Managed risk by developing and implementing effective risk management strategies.
- Established and monitored KPIs to evaluate performance and identify areas for improvement.
- Analyzed market trends and competitor activity to inform business strategy.
- Coordinated cross-departmental projects to ensure timely and successful completion.
- Led team meetings and one-on-one coaching sessions to continuously improve performance.
- Recruited and hired qualified candidates to fill open positions.
- Assigned tasks to associates to fit skill levels and maximize team performance.
- Monitored staff performance and addressed issues.
- Led a team of 5 employees, ensuring high productivity and customer excellence
Senior Consultant
Infosys Ltd.
Mumbai
12.2018 - 05.2022
- Worked with Infosys Ltd
- As a Senior Consultant in Wealth Management Services Domain as a Process and Domain Functional Analyst from December 2018 to May 2022.
- Worked closely with stakeholders to identify business issues.
- Directed and coordinated work completed by junior consultants and other consultants.
- Assisted with continuous business improvement based on learnings from client implementation, previous experiences, and fresh ideas.
- Identified needs of customers promptly and efficiently.
- Set specific goals for projects to measure progress and evaluate end results.
- Created plans to propose solutions to problems related to efficiency, costs or profits.
- Determined consumer needs to provide products and services appealing to larger market.
- Oversaw quality control to identify inconsistencies and malfunctions.
- Identified areas for improvement, narrowing focus for decision-makers in making necessary changes.
- Organized client meetings to provide project updates.
- Utilized document management system to organize company files, keeping up-to-date and easily accessible data.
Manager
AXIS BANK LTD.
Mumbai
04.2014 - 12.2018
- Worked with AXIS BANK LTD., as Manager (Investment Portfolio Solutions Team) from April 2014 to December 2018.
- Resolved customer complaints and issues promptly, maintaining a positive brand image.
- Facilitated team meetings and workshops to foster collaboration and share best practices.
- Implemented process improvements, resulting an increase in operational efficiency.
- Managed risk by developing and implementing effective risk management strategies.
- Established and monitored KPIs to evaluate performance and identify areas for improvement.
- Developed and implemented strategic plans to achieve company objectives.
- Analyzed market trends and competitor activity to inform business strategy.
- Oversaw daily operations, maintaining efficiency and quality standards.
- Coordinated cross-departmental projects to ensure timely and successful completion.
- Enhanced customer satisfaction through the development of a customer service excellence program.
- Led team meetings and one-on-one coaching sessions to continuously improve performance.
- Streamlined communication channels, improving information flow and decision-making speed.
Deputy Manager
AXIS BANK LTD.
Kolkata
10.2012 - 04.2014
- Worked with AXIS BANK LTD., Deputy Manager, Priority Banking Channel from October 2012 to April 2014.
- Analyzed sales data to identify trends and adjust strategies accordingly.
- Contacted current and potential clients to promote banking products and services.
- Used cold calling and networking to sell products and services.
- Built and maintained strong, long-lasting customer relationships to ensure high levels of customer satisfaction.
- Sourced new sales opportunities through inbound lead follow-up.
- Acted as a liaison between the customer and cross-functional internal teams.
- Identified and targeted new business opportunities through market research and analysis.
- Utilized CRM software to manage customer interactions and sales processes efficiently.
- Ensured compliance with sales policies, practices, and legal requirements.
- Managed a portfolio of accounts to achieve long-term success.
Senior Financial Services Manager
ICICI Prudential Life Insurance Co. Ltd.
Kolkata
11.2009 - 09.2012
- Worked with ICICI Prudential Life Insurance Co
- Ltd., Kolkata as Senior Financial Services Manager from Nov 2009 until Sept 2012.
- Sold and assisted consumer and small business banking Life insurance products and services.
Senior Wealth Planning Officer
TATA-AIG LIFE INSURANCE Co. Ltd.
Kolkata
12.2008 - 11.2009
- Worked with TATA-AIG LIFE INSURANCE Co
- Ltd., as a Senior Wealth Planning Officer in DSF - Agency, Kolkata from Dec 2008 to Nov 2009.
- Coordinated and participated in group presentations on financial services to attract new clients.
- Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Followed-up with clients regularly and implemented consultative techniques to stay on top of financial means and objectives.
- Implemented financial plans and insurance strategies specifically tailored to client's financial goals.
- Guided client decisions based on tax or other financial benefits to help each reach desired goals.
- Expertly managed client portfolios to maximize returns and maintain risk tolerances.
- Strengthened client relationships by conducting routine portfolio reviews to measure plan success.
Associate Financial Services Manager
ICICI Prudential Life Insurance Co. Ltd.
Kolkata
05.2007 - 12.2008
- From May 2007 to Dec 2008 served ICICI Prudential Life Insurance Co
- Ltd., Kolkata as Associate Financial Services Manager.
- Communicated effectively and confidently with clients regarding financial activities.
- Assisted customers with opening life insurance products
Education
PGDBA - Marketing & Information Technology
Graduate School of Business & Administration
Greater Noida, UP03-2007
Bachelor of Science - Economics
T.D.B College , University of Burdwan
West Bengal03-2005
Twelfth Grade - Science
Bidhan Chandra Institution For Boys’, WBCHSE
West Bengal03-2002
10th Grade - General
St. Xaviers' School , ICSE
New Delhi03-2000
Skills
- Wealth Management & capital Markets
- Retail & Corporate Banking
- Customer Needs Assessment
- Gap analysis
- Competitive Analysis
- Business Process Mapping
- Business process improvement
- Cost-benefit analysis
- Requirements Gathering
- Workflow Analysis
- Operations Analysis
- Test case scenarios
- Release planning
- Process Optimization
- Needs assessments
- Change impact analysis
- Product Development
- Business Case Validation
- Stakeholder Management
- User Acceptance Testing
- Consulting
- Web-based reporting tools
- Problem resolutions
- Story planning
Certification
- NSE -NCMP Certified in Mutual Funds
- Scrum Foundation Professional Certificate – SFPC from “CertiProf.
Languages
Bengali
First Language
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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References
References available upon request.
Work Preference
Work Type
Full TimeLocation Preference
On-SiteRemoteHybridImportant To Me
Career advancementWork-life balanceCompany CultureFlexible work hoursWork from home optionHealthcare benefitsPaid time offTeam Building / Company RetreatsPaid sick leaveStock Options / Equity / Profit SharingTimeline
Manager
EY India
06.2022 - Current
Senior Consultant
Infosys Ltd.
12.2018 - 05.2022
Manager
AXIS BANK LTD.
04.2014 - 12.2018
Deputy Manager
AXIS BANK LTD.
10.2012 - 04.2014
Senior Financial Services Manager
ICICI Prudential Life Insurance Co. Ltd.
11.2009 - 09.2012
Senior Wealth Planning Officer
TATA-AIG LIFE INSURANCE Co. Ltd.
12.2008 - 11.2009
Associate Financial Services Manager
ICICI Prudential Life Insurance Co. Ltd.
05.2007 - 12.2008
PGDBA - Marketing & Information Technology
Graduate School of Business & Administration
Bachelor of Science - Economics
T.D.B College , University of Burdwan
Twelfth Grade - Science
Bidhan Chandra Institution For Boys’, WBCHSE
10th Grade - General
St. Xaviers' School , ICSE
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