Summary
Overview
Work History
Education
Skills
Languages
Personal Information
Timeline
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Umesh Babu Shriyan

Dombivali East

Summary

Accomplished Senior Manager with extensive experience in business intelligence and performance analysis, currently leading the Business Intelligence Team at Kotak Mahindra Bank Ltd. Proven track record in preparing and maintaining comprehensive business performance updates for top management across multiple financial institutions, including HDFC Bank Ltd and ICICI Bank Ltd. Expertise in data visualisation and business planning, with a strong focus on driving revenue generation and enhancing operational efficiency. Skilled in vendor management, team leadership, and cross-functional collaboration, with a history of successful project implementation and process improvement. Career goal: to leverage analytical skills and strategic insight to drive business growth and innovation within the financial sector.

Overview

20
20
years of professional experience

Work History

Senior Manager- Working Capital- BIU Team

Kotak Mahindra Bank Ltd
02.2024 - 01.2026
  • Prepared and maintained monthly, weekly, quarterly, and fortnightly business performance updates for top management, which included NTB acquisition and portfolio utilisation reports of working capital clients.
  • Managed liability business dashboard to track key performance indicators effectively.
  • Maintained portfolio report and dashboard for Business Banking team to enhance visibility.
  • Monitored staff performance and developed targeted improvement plans for productivity and budget achievements.
  • Executed data model projects for seamless upload into AWS and RM360 application module.

Manager - Business Planning Manager

HDFC Bank Ltd
11.2021 - 01.2024
  • Responsible to prepare and maintaining the Monthly/Weekly/Quarterly/Fortnightly Business performance update to Top Management. (Includes NTB#/Net Sales/ Income done in a month, Portfolio book, AUM balance, Liability book & Revenue update).
  • Monitor RM & TL (RH) Performance on a monthly basis. Preparing monthly business deck basis Balance Sheet data received from wealth product team.
  • Assist Senior for Setting up the RM / TL level monthly & Quarterly target (In line with yearly segment level budget allocated by top management).
  • Setting up RM & TL Goal sheet, as per their role & type, which is reviewed at quarterly basis & used for the Quarterly PBP/ Incentive structure.
  • Responsible for driving end to end various Sales drive, R & R / campaign for business /revenue generation.
  • Scheduling review calls with Senior Regional head and Regional head on weekly basis on business pipelines and on weekly achievement on various business parameters, including location wise Hiring.
  • Handling lead management of total PBG team, closely tracking and monitoring on lead conversions.
  • SPOC for Pan India Support Staff Hiring Support Staff & managing their ratings/ training etc.
  • Focus RM reviews. (Reviews with under Performings RMs through VCs).
  • Vendor Management & empanelment of Vendors for Business prospects.
  • Monitored staff performance and developed improvement plans.
  • Conducted performance reviews, identifying areas for development and rewarding high achievers.
  • Advised senior management on facilities needs and delivered ongoing operational support.

Manager - Bullion Desk

ICICI Bank Ltd
08.2021 - 11.2021
  • Responsible for validating and authorizing the drawdown deals entered by dealers in metagrid system.
  • Coordination with suppliers and dealer on daily basis for release of gold deliveries to Bullion customers basis request placed in metagrid system.
  • Transfer of stock process basis request received from suppliers from location to other location.
  • Preparing rate certificate based on request received from customers.
  • Performing daily activity of sending pricing confirmations to Bullion customers through emails.
  • Preparing TAT analysis report on weekly basis on various activities performed.
  • Performing EOD activities on daily basis which includes reconciliation of all deals entered for the day.
  • Validation and authorization of consignment borrowing deals entered by dealers on daily basis.
  • Handling Bullion customers calls for any request or escalations.
  • Responsible for preparing productivity data of team on monthly basis.

Deputy Manager – Small Enterprises Banking Product Team

Yes Bank Ltd
07.2019 - 07.2021
  • Prepared and maintained monthly, weekly, quarterly, and fortnightly business performance updates for top management.
  • Monitored performance of relationship managers and team leaders on a monthly basis.
  • Assisted in establishing monthly and quarterly targets for relationship managers and team leaders aligned with yearly budgets.
  • Developed goal sheets for relationship managers and team leaders, reviewed quarterly for incentive structure alignment.
  • Calculated performance-based pay for relationship managers one month in advance and two months for team leaders, collaborating with finance and HR teams.
  • Resolved inquiries regarding performance-based pay within three working days.
  • Managed performance improvement plans for underperforming relationship managers and team leaders monthly.
  • Executed various sales drives and campaigns focused on business and revenue generation.

Assistant Manager – Bancassurance Distribution Product Team

Yes Bank Ltd
10.2011 - 07.2019
  • Identifying the opportunities for business growth/service delivery enhancement through requirement gathering, system analysis.
  • Implementation of projects through IT integrations, process refinement etc.
  • Working toward the enablement of entire back end operation process for a seamless product efficiency.
  • Review and track Business performance analysis.
  • Working on various new initiatives related to insurance- Renewal premium collection, New processes, Online sale through Bank Website, Online Login of policies etc.
  • Supporting Department/ Cross functional projects- Collaboration with team and team capability building activities.
  • Responsible for driving business by tracking MIS of different Units of Bank.
  • Liaising cross functionally with various support functions within the bank and insurance partners for successful implementation of sales processes and business traction.
  • Track effective implementation of service Level Agreement (SLA) as agreed between the bank and insurance company to ensure that the same is followed strictly.
  • Publish and track sales contest MIS with defined periodicity Tracking
  • Sales promotion activities & dispatch of gifts to the winning sales staff.
  • Engage with various sales group to facilitate new business, taking feedback & incorporate them to simplify process for smooth functioning of business.
  • Ensure effective & Smooth functioning of Insurance WMS(System developed for Insurance distribution by Winsoft Technologies). Taking up of developments/ Enhancements to existing functionalities of Insurance WMS.
  • Customize MIS/ Data/ Contests at all levels including marketing and sales promotion deliverables and smoothening processes for timely delivery.
  • Driving renewal to improve the 15th month persistency rate of the Bank. Initiated various measures to retain the persistency at 76% for the Bank.
  • Handling Insurance Rewards and Recognition (R&R) Activity.
  • To be custodian of all data MIS and records pertaining to Banca function.
  • Handled special initiative JiyoFit program for Account opening of Bajaj employees and agents for 1 year.

Sr.Executive- Vendor Management & Branch Co-ordination

Birla Sun Life Insurance Ltd
07.2009 - 10.2011
  • Supervised vendor activities to ensure adherence to processes and turnaround times.
  • Generated monthly audit reports to assess vendor performance.
  • Resolved queries from branches regarding licensing, coding, and exam scheduling.
  • Ensured timely receipt of daily, weekly, and monthly reports from vendors, publishing to branches promptly.
  • Conducted monthly reconciliation of licensed advisors from IRDA website with coded advisors in CMS.
  • Verified authenticity of advisor data entered in CMS through regular reconciliations.
  • Monitored and reconciled welcome kit dispatches on a monthly basis.
  • Processed vendor bills for AOK and Writer Information efficiently.

Jr. Executive- Zonal Co-ordinator

Birla Sun Life Insurance Ltd
05.2006 - 06.2009
  • Scrutinizing the application received for the post of Advisors of North-1 Zone.
  • Coordinate with branches for the Advisor pending documents and follow up with the branches.
  • Licensing and coding of the advisors in the system of North-1 Zone.
  • Coordinate with branches for processing Appointment Letter of Advisors.
  • Preparing MIS required for Licensing & Coding of Advisors on routine basis.

Education

B.com -

Mumbai University
10.2006

H.S.C. -

Mumbai Board
03.2003

S.S.C. -

Mumbai Board
03.2001

Skills

  • MS-Dos
  • Windows 98
  • Windows 2000
  • Windows XP
  • Business performance analysis
  • Data visualization
  • Business intelligence

Languages

English
Hindi
Kannada
Marathi

Personal Information

  • Date of Birth: 08/14/85
  • Gender: Male
  • Nationality: Indian
  • Marital Status: Married

Timeline

Senior Manager- Working Capital- BIU Team

Kotak Mahindra Bank Ltd
02.2024 - 01.2026

Manager - Business Planning Manager

HDFC Bank Ltd
11.2021 - 01.2024

Manager - Bullion Desk

ICICI Bank Ltd
08.2021 - 11.2021

Deputy Manager – Small Enterprises Banking Product Team

Yes Bank Ltd
07.2019 - 07.2021

Assistant Manager – Bancassurance Distribution Product Team

Yes Bank Ltd
10.2011 - 07.2019

Sr.Executive- Vendor Management & Branch Co-ordination

Birla Sun Life Insurance Ltd
07.2009 - 10.2011

Jr. Executive- Zonal Co-ordinator

Birla Sun Life Insurance Ltd
05.2006 - 06.2009

B.com -

Mumbai University

H.S.C. -

Mumbai Board

S.S.C. -

Mumbai Board
Umesh Babu Shriyan