Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Ujwal Bhattacharya

Greater Noida,UP

Summary

Growth-oriented SAP Consultant with 15 years of experience in Banking and SAP, providing seamlessly integrated SAP systems into business practices. An accomplished SAP Consultant with a proven track record at KPMG Global Services (KGS), specializing in SAP FICO & SAP CFIN Implementation with Data Migration Activities. Demonstrated expertise in SAP Configuration and third party Integration, enhancing operational efficiency during data migration processes. Collaborative educator, building relationships with varying business units and driving growth through IT-based solutions. Skilled in fostering strong client relationships, ensuring high satisfaction and retention rates.

Overview

16
16
years of professional experience
1
1
Certification

Work History

SAP Consultant

KPMG Global Services
2021.11 - Current
  • Review the business requirements, Completion of GAP analysis and translate them into detailed functional designs for development, testing and implementation.
  • Conducted the Workshop sessions like Vision & Validate (KPMG Powered Enterprise Solution) and Align Sessions with business users and other teams.
  • Finalization of scope and convert them into the multiple sprints. Worked on entire Solution design, Configuration and testing of CFIN/RTR related activities.
  • Worked extensively on RTR activities like FCV, Substitution/Validation, etc. Data Migration activities for all the Master Data, Configuring the CFIN system for the Initial loads and conducted various Mock tests for clients of US, Canada, Germany and Australian companies.

SAP FICO Consultant

DYNAMO CONSULTING PVT LTD
2019.09 - 2021.11
  • S/4 HANA consultant with cross module knowledge.
    Business Blueprint & GAP Analysis, Planning Configuring Rollout and Post Implementation support.
  • Business scenarios like PTP, OTC Cycle, substitution and Validation, Custom Reports, Withholding Tax Configurations, Cross module testing.
  • Worked on Master data: GL Master, Business partner, (supplier, customer, employee’s), Asset master, House banks, Cost elements, Cost Center, Profit center and also proficient in LSMW, LTMC, LTMOM for Data Migration activities from Non-SAP to SAP system.
  • Working knowledge on FIORI Applications.

Relationship Manager, Banking Operations

RBL Bank
2016.09 - 2017.07
  • Developed targeted marketing campaigns for relationship banking clients, boosting product awareness.
  • Collaborated with cross-functional teams to develop new products and services tailored to the needs of relationship banking customers.
  • Implemented efficient banking processes to optimize operational performance and reduce errors.
  • Provided exceptional customer service, addressing concerns promptly and maintaining long-term client retention.

Financial Advisor

Yes Bank
2015.03 - 2016.09
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Established new client relationships by conducting thorough needs assessments during initial consultations.

Preferred Relationship Manager

HDFC Bank
2013.09 - 2015.02
  • Maintained up-to-date knowledge of industry trends and market conditions, providing informed guidance to clients on a regular basis.
  • Provided regular performance updates to clients, ensuring transparency and fostering trust in the relationship.
  • Managed high-net-worth clients'' portfolios, ensuring optimal asset allocation for risk tolerance and investment objectives.

Relationship Manager

IndusInd Bank
2011.09 - 2013.02
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.

Privilege Banker

ICICI Bank
2008.08 - 2011.09
  • Provided expert guidance on credit options, helping clients make informed decisions about loans and lines of credit.
  • Worked closely with lending officers to secure financing options tailored to individual client needs, maximizing loan approvals and customer satisfaction.
  • Delivered informative presentations on various financial topics, educating both colleagues and clients on best practices in wealth management.
  • Ensured regulatory compliance in all transactions by adhering to strict policies and procedures within the banking industry.

Education

MBA - Finance

INSTITUTE OF CHARTERED FINANCIAL ANALYST OF INDIA
Hyderabad, India
06.2008

Bachelor of Commerce - Finance & Economics

GURU GHASIDAS UNIVERSITY
Bilaspur, India
04.2005

Skills

  • SAP CFIN Implementation
  • Business Process Analysis
  • SAP Configuration
  • System Upgrades
  • SAP Integration
  • Cross-Module Expertise
  • Data Migration
  • SAP HANA Expertise

Certification

E_ACTAI_2403 - SAP Certified Specialist – Project Manager - SAP Activate for Agile Implementation Management

Timeline

SAP Consultant

KPMG Global Services
2021.11 - Current

SAP FICO Consultant

DYNAMO CONSULTING PVT LTD
2019.09 - 2021.11

Relationship Manager, Banking Operations

RBL Bank
2016.09 - 2017.07

Financial Advisor

Yes Bank
2015.03 - 2016.09

Preferred Relationship Manager

HDFC Bank
2013.09 - 2015.02

Relationship Manager

IndusInd Bank
2011.09 - 2013.02

Privilege Banker

ICICI Bank
2008.08 - 2011.09

MBA - Finance

INSTITUTE OF CHARTERED FINANCIAL ANALYST OF INDIA

Bachelor of Commerce - Finance & Economics

GURU GHASIDAS UNIVERSITY

E_ACTAI_2403 - SAP Certified Specialist – Project Manager - SAP Activate for Agile Implementation Management

Ujwal Bhattacharya