Anjan Mookerjea
Scarborough,ON
Summary
I am a strategic leader in the training and development domain with extensive expertise in financial risk management, information technology and relationship management. I am a social engineer who employs critical thinking skills to generate and execute creative solutions to problems. I believe in the power of people and thrive in the ability to develop others.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Customer Success Manager/Learning Advisor
TrainingFolks Inc
07.2021 - Current
- Assisted customers with onboarding and project setup to foster successful adoption and execution.
- Established strong relationships with key customers, resulting in increased customer loyalty.
- Collaborated with sales team to ensure seamless handoffs, resulting in smoother customer transitions.
- Conducted regular account reviews to assess progress and strategize future growth opportunities for clients.
- As DDI certified facilitator, successfully delivered Foundation of Leadership program for large multi-national.
- Delivered leadership programs for Raytheon, McDonald's, Trane, Health Care Group (amongst others) with above average net promoter scores and level one evaluations.
Director - Risk Management Technology
Scotiabank
02.2017 - 03.2019
- Built, developed and led two teams focused on support, investigation, and innovation of the bank's 35+ risk systems and applications
- Held authority for relationship management with Global Risk Management, Group Treasury, Regulatory and Compliance in program and project management
- Developed employees of various skill levels to execute change management and process improvement
Senior Business Solutions Expert
Scotiabank
08.2014 - 02.2017
- Developed in-house consulting team with 12 direct reports to support enterprise risk technology with focus on cost minimization, effective performance, vendor engagement, and training and development
- Specialized in risk management areas: liquidity, market, credit, and Asset Liability Management (ALM)
- Saved the bank approximately $500,000 in first year of operation and then subsequently between $500,000 and $1,200,000 each year thereafter
- Technologies supported: IBM Algorithmics risk management software, Tableau, Qlikview and Qliksense, Axiom and Hadoop (Horton Works)
- Ensure level one and two controls for banks' risk management requirements
- Expanded the capability of the department within one year, increasing its capacity to handle issues from 200 to over 1000 per month and to support number of systems and application from 2 to 35
- Led a global workforce: Canada, India, Colombia and US, with 15 direct reports (full time and contractors)
- Serviced a Global client base: (Canada, Europe, US, Asia, Latin America) representing Global Risk Management, Group Treasury, Regulatory and Compliance
- Technologies supported: in-house developed solutions in Big Data, IBM Algorithmics risk management software, Wall Street Money Market, Fennergo, Sungard, Murex Trading Systems, Google and Internal Cloud infrastructure
- Championed partnerships with bank's infrastructure, Network management, security in order to troubleshoot issues with production runs and ensure prompt resolution of issues
- Gained expertise in BCP, DR, Jira, Confluence and ensured that all solutions were audit compliant
- Led the largest L1 and L2 teams (GETGO) in the Global Banking and Markets
- (In 2016 all GETGO teams saved the bank approximately $1,100,000 - of which, the Risk GETGO team saved the bank approximately $670,000.)
Managing Consultant
01.2012 - 08.2014
- As Managing Consultant, held authority over three groups of activities: first, consulting and training with a global base of clientele; second, building the department and generating sales; and third, coaching and mentoring staff
- Designed and presented financial engineering solutions to clients to accurately formulate financial instruments - ensuring correct valuation, cash flows and sensitivity analysis
- Serviced a global client base: 70% of world's largest banks and insurance companies, regulators and buy-side firms
- Focused on solutions for market risk, credit risk, counterparty credit risk, liquidity risk, regulatory and economic capital, scenario generation, enterprise stress testing and portfolio replication
- Acquired expertise in Basel and Solvency regulations
- Created and published guides and learning materials for clients and internal audience
- Developed the Algo Academy division of Algorithmics Inc - focused on pre-sales, post sales training and implementation - built and maintained a recurring revenue base of over $600,000 per annum
- Developed and maintained a sales pipeline in excess of $750,000 with an 80% closing rate
- Gained expertise in RFP, RFI development, pre-sales, consulting, education and client relationship management
- Developed the first Bootcamp for internal consultants
- Navigated the department successfully through merger and post-merger cultural and brand realignment
- Led and coached three direct reports
Client Manager - West Coast Operations
TrainingFolks
05.2009 - 05.2011
- Training and Development solutions for the tech and financial services sectors
- Organizational development, Leadership training, facilitation, e-learning, content development and delivery
Training Manager - Calypso University
Calypso Technology
07.2008 - 02.2009
Senior Consultant - Algo Academy
Algorithmics Inc
05.2006 - 07.2008
Lead Consultant
Algorithmics Inc
05.2006 - 07.2008
Business Development manager
DALBAR, Inc.
01.2005 - 01.2006
Client Manager
TrainingFolks
01.2003 - 01.2006
Manager, Projects
BMO Capital Markets
01.2000 - 01.2001
Education
B.A. (Hons) - Political Science, History, Economics, Philosophy
University of Toronto - New College
01.1989
Skills
- Group workshop facilitator
- Risk Management
- Banking
- Financial Services
- CRM
- Workshop Facilitation
- Capital Markets
- Business Analysis
- Change Management
Websites
Certification
- Learn Emotional Intelligence, the Key Determiner of Success - LinkedIn
- Customer Discovery - Quantic School of Business and Technology
- Finance: Time Value of Money - Quantic School of Business and Technology
- Microeconomics - Quantic School of Business and Technology
- Marketing Fundamentals - Quantic School of Business and Technology
- Accounting Fundamentals - Quantic School of Business and Technology
- One Variable Statistic - Quantic School of Business and Technology
Languages
English
Native or Bilingual
Bengali
Native or Bilingual
Affiliations
- DDI Cerified
- DISC, Adept 15, Hogan
Timeline
Customer Success Manager/Learning Advisor
TrainingFolks Inc
07.2021 - Current
Director - Risk Management Technology
Scotiabank
02.2017 - 03.2019
Senior Business Solutions Expert
Scotiabank
08.2014 - 02.2017
Managing Consultant
01.2012 - 08.2014
Client Manager - West Coast Operations
TrainingFolks
05.2009 - 05.2011
Training Manager - Calypso University
Calypso Technology
07.2008 - 02.2009
Senior Consultant - Algo Academy
Algorithmics Inc
05.2006 - 07.2008
Lead Consultant
Algorithmics Inc
05.2006 - 07.2008
Business Development manager
DALBAR, Inc.
01.2005 - 01.2006
Client Manager
TrainingFolks
01.2003 - 01.2006
Manager, Projects
BMO Capital Markets
01.2000 - 01.2001
B.A. (Hons) - Political Science, History, Economics, Philosophy
University of Toronto - New College
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