Rupali Anand
Toronto,Canada
Summary
Results-driven Business Consultant with experience in finance operations and transaction processing. Skilled in analyzing workflows and translating business requirements into practical solutions. Hands-on experience with SaaS platforms such as Salesforce to improve process efficiency, accuracy, and compliance. CSPO-certified with a strong understanding of Agile and Scrum practices, focused on delivering business value and supporting product development. Proven ability to collaborate with stakeholders and drive process improvements aligned with organizational goals.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Business Consultant
CGI
Toronto, ON
01.2025 - Current
- Process and manage mutual fund transactions with exposure to wealth management products and end-to-end investment workflows.
- Collaborate with cross-functional teams to resolve transaction issues and improve turnaround time and client experience.
- Analyze operational processes and identify gaps to improve efficiency in transaction handling and fund operations.
- Translate business needs into requirements, leveraging CSPO certification and a product-focused approach.
Junior Operations Analyst | Client Support Systems
Tech Mahindra
Toronto
09.2023 - 10.2024
- Collaborated with cross-functional teams to resolve system-related issues and improve service delivery.
- Participated in User Acceptance Testing (UAT) for product and website updates.
- Translated customer-reported issues into actionable insights for internal stakeholders.
- Supported process improvement initiatives to enhance user experience and reduce repeat issues.
- Worked in Agile environments supporting sprint-based enhancements and releases.
Operations & Process Excellence Associate | Banking & Agile
Kotak Mahindra Bank
Mumbai
09.2022 - 03.2023
- Supported CRM (Salesforce) enhancements and workflow optimization to improve data accuracy and operational efficiency.
- Collaborated with cross-functional teams to improve operational processes and system performance.
- Facilitated Scrum ceremonies to ensure timely delivery and adherence to Agile practices.
Relationship Manager
YES BANK
Mumbai
09.2019 - 11.2021
- Handled client onboarding, KYC, account documentation, and ongoing account maintenance for HNI clients.
- Coordinated transaction processing and operational support with back-office teams to ensure timely and accurate execution.
- Ensured proper due diligence and compliance checks for all client activities.
Operations Manager
HDFC Bank Limited
Punjab, India
12.2017 - 09.2019
- Led branch-level operations including account opening, documentation, daily transaction processing, and reconciliations.
- Oversaw settlement of branch-level transactions and ensured books and records were accurate.
- Implemented operational controls and process improvements to strengthen efficiency and reduce risk.
Deputy Manager
IndusInd Bank
Chandigarh, Chandigarh, India
01.2016 - 07.2017
- Managed AML, KYC, customer onboarding, and account maintenance operations.
- Ensured regulatory compliance, internal controls, and audit readiness across operations.
- Supported operational risk management and process governance initiatives.
Assistant Manager
Axis Bank
08.2013 - 09.2015
- Processed daily banking transactions including deposits, withdrawals, transfers, and payments.
- Supported account opening, documentation verification, and customer onboarding activities.
- Ensured accuracy of transactions and proper record keeping.
Education
Finance And Marketing
Master of Business Administration
05-2013
Accounting And Finance
Bachelor of Commerce
04-2011
Skills
- Financial Transaction Processing
- Project Coordination & Task Tracking
- Cross-Functional Team Collaboration
- Training and mentoring
- Attention to detail
- Problem-solving abilities
Accomplishments
- Recognized for consistent high performance and received multiple awards and nominations, including Process Excellence and Relationship Management in the banking domain
- Selected for international learning and development programs, gaining exposure to global financial products and industry best practices
- Promoted to Subject Matter Expert (SME) within a year at CGI; support team training, knowledge sharing, and issue resolution to improve team performance
Languages
English
Native or Bilingual
Hindi
Native or Bilingual
Punjabi
Native or Bilingual
Certification
- Cloud Computing Primer: Platform as a Service (PaaS)
- Certified Scrum Product Owner (CSPO)
- Cloud Computing Primer: Software as a Service (SaaS)
- HubSpot Certification
- Cloud Computing Primer for Semitech and Business Learners Specialization
Timeline
Business Consultant
CGI
01.2025 - Current
Junior Operations Analyst | Client Support Systems
Tech Mahindra
09.2023 - 10.2024
Operations & Process Excellence Associate | Banking & Agile
Kotak Mahindra Bank
09.2022 - 03.2023
Relationship Manager
YES BANK
09.2019 - 11.2021
Operations Manager
HDFC Bank Limited
12.2017 - 09.2019
Deputy Manager
IndusInd Bank
01.2016 - 07.2017
Assistant Manager
Axis Bank
08.2013 - 09.2015
Finance And Marketing
Master of Business Administration
Accounting And Finance
Bachelor of Commerce