Pratik Kumar Kundu
Winnipeg,Canada
Summary
Experienced Banking Professional with 8 years of exposure in Retail Banking, Investment Banking & Capital Market. Managed diverse client portfolios, ensuring prompt and accurate execution of transactions and requests across Retail Banking. Developed and maintained a strong network of business contacts, generating new business opportunities and referrals. Demonstrating exceptional leadership qualities, cultivating a collaborative atmosphere, and promoting effective management practices while exhibiting excellent communication skills. Hardworking employee with customer service, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience.
Overview
11
11
years of professional experience
Work History
Business Process Consultant
Wells Fargo
Bangalore, India
06.2020 - 08.2022
- Led and executed the Global Interest Rate transition project, facilitating a seamless transition to new benchmark rates
- Resultantly, a successful and smooth transition was achieved, mitigating potential disruptions, and aligning with industry standards, completing it 15 days before the deadline
- Resolved complex trade issues by collaborating closely with clearing brokers and trade management teams, resulting in a 30% reduction in trade discrepancies.
Senior Analyst
Northern Trust
Bangalore, India
06.2017 - 10.2019
- Diligently ensured the timely settlement of transactions across global markets, resulting in an impressive 99% on-time settlement rate
- This achievement significantly mitigated financial risks and contributed to seamless operational processes
- Coordinated efficiently with diverse internal and external stakeholders to meet business requirements
- Streamlined communication and collaboration, resulting in a 20% reduction in response time and enhanced workflow efficiency.
Associate
Accenture
Bangalore, India
06.2015 - 03.2017
- Embrace values-based banking, contributing to a respectful workplace and fostering diversity, equity, and inclusion within the team
- Maintain strict privacy and confidentiality of member information, ensuring 100% compliance with privacy regulations and guidelines
- Demonstrated exceptional customer service skills by communicating effectively with members and colleagues, displaying strong verbal and written communication skills
- Build and nurture positive relationships with members, fostering trust and loyalty, resulting in increased member retention.
Sales Development Associate
HDFC Bank
Bangalore, India
12.2011 - 02.2013
- Proactively discover members' goals and needs during interactions, connecting members with the appropriate advisor for personalized financial guidance
- Adhere to strict risk management and security protocols for cash handling, maintaining a 100% accuracy rate in counting and balancing cash transactions
- Utilize strong problem-solving skills to address member concerns and inquiries, achieving a resolution rate of 95% within a specified timeframe
- Demonstrated expertise in maintaining the security of the vault, ATM, and cash recycler units, resulting in zero security breaches or incidents.
Education
PG. Diploma in Project Management -
University of Winnipeg (PACE)
08.2023
Canadian Investment Funds Course -
IFSE Institute
Mississauga, ON09.2023
PG. Diploma in Business Administration -
Symbiosis
02.2015
Certification in Financial Market Derivatives Module -
National Stock Exchange Academy
Skills
- Efficiently manage lobby traffic and waiting times through effective lobby management strategies, reducing member wait times
- Achieved individual targets for deposit processing, withdrawals, bill payments, and cheque cashing, exceeding targets by 10% Deliver service excellence and showcase extensive product knowledge, resulting in positive member feedback and satisfaction surveys
- Effectively handle member complaints, achieving a resolution rate of 15% and ensuring member satisfaction
- Embrace and uphold Company's commitment to values-based banking and financial services, a respectful workplace, and fostering diversity, equity, and inclusion, contributing to a positive and inclusive work environment
- Collaborate with team members and take on new projects, demonstrating the ability to work independently and adapt to changing priorities, contributing to successful projects
- Promote and educate members on digital banking solutions, increasing digital adoption rates Utilize computer programs such as Microsoft Suites (Word, Excel, Outlook) and other relevant software to perform tasks efficiently and effectively, resulting in improved productivity
- Display excellent customer service and problem-solving skills, achieving a higher customer satisfaction rating and resolving member issues within minimum timeframe
- Build positive relationships with members, fostering trust and loyalty, resulting in increased member retention Utilize knowledge of credit union products and services, policies, and procedures to provide comprehensive and knowledgeable assistance to members, resulting in increased cross-selling and upselling opportunities
- Process Change Improvements
- Effective Communication
- Analytical Thinking
- Meeting Participation
- Team Collaboration
Languages
English
Full Professional
Hindi
Full Professional
Bengali
Full Professional
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Timeline
Business Process Consultant
Wells Fargo
06.2020 - 08.2022
Senior Analyst
Northern Trust
06.2017 - 10.2019
Associate
Accenture
06.2015 - 03.2017
Sales Development Associate
HDFC Bank
12.2011 - 02.2013
PG. Diploma in Project Management -
University of Winnipeg (PACE)
Canadian Investment Funds Course -
IFSE Institute
PG. Diploma in Business Administration -
Symbiosis
Certification in Financial Market Derivatives Module -
National Stock Exchange Academy
Volunteer Experience
- Volunteered as a student event coordinator at the Professional, Applied, and Continuing Education (PACE) Career Fair, The University of Winnipeg, PACE, 2023.
- Volunteered as a member at Investor group walk for Alzheimer.
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