My objective is to start a career as an SAP SD consultant and acquire new technical skills and expertise. My solid academic background, good technical aptitude, and experience of sales in the banking system of 10 years that I obtained during working with some of the top banking firms make me a strong candidate who is willing to pursue a long and successful career with your company.
An astute professional with more than 10 years of experience in Customer Relationship Management, Asset Business Development and Team Management.
SAP SD configuration covering the complete range of functionalities like master data, order management, pricing, shipping, billing.
Define the Enterprise structure, common distribution channel and common division for all relevant master data.
Configuring Shipping point determination, defining reason for blocking, availability check.
Partner determination, delivery item category and determination, configure new sales document type.
Credit Management – assign a credit control area to company code.
Sound knowledge of Finacle, Flex Cube, CRM Next, Siebel, FCRM.
An effective communicator and motivating leader with strong coordination, organisational and analytical skills.
Academics & Professional Certifications
Trained in SAP ECC 6.0 SD
Association of Mutual Funds of India - NISM Series V
PGDBM (Banking & Finance) Institute of Chartered Financial Analysts of India (ICFAI), (2008)
B.Com. Guru Ghasidas University, Bilaspur - (2005)
ERP Basic: organizational levels & master data.
Sales order management: master data organizational unit order to cash.
Business sales order processing.
Billing, shipping. Pricing, Reporting.
Item categories, Condition tables.
PK Bhattacharya & Associates, Greater Noida, India Sept' 17 – Till Date
Associated in preparation of Accounting Manuals, Audit Work.
Preparation of Presentation relating to Mutual Funds and other Finance related Topics.
RBL Bank Ltd, Gurgaon, India Senior Manager Sept' 16– July 17
Working as an Insignia Business Banking Manager taking care of Gurgaon Region.
Handling client queries and providing a one-point contact for the client for convenience banking solutions.
Working with team to provide day to day business solutions with utmost regards to audit and compliance.
Client oriented service and structured products for the client's overall benefit.
Help and meet the day to day client operational needs and solving client related problems.
YES Bank Ltd., Gurgaon, India Senior Manager Mar ’15 – Sept' 16
Working as client representative in the biggest branch of Gurgaon.
Cross Selling the Banks Products and Managing High Net Worth Individuals of the Bank.
Handling Audit and Compliance and also complying with the regulatory requirements.
Adhering to the guidelines of the bank with regards to Sales.
Audit and Compliance being the highest standards of day to day business activities.
HDFC Bank Ltd., Noida, India Manager Sept ’13 – Feb ‘15
Working as a Preferred Relationship Manager at Noida 18 Branch with a Portfolio size of 108 Cr.
Increase in productivity by cross selling the bank’s products (38 Products) and increasing the CASA by bringing in value.
Acquisition of new clients, and adhering to the guidelines of the bank.
Meeting the Income targets and overall increase in the CASA Values.
ICICI Bank Ltd., (IMT – Manesar Branch / Bandra Branch), Mumbai, India Sept ’08 – Sept ’13
The Growth Path:
Sept’08 – Dec’09 Branch Wealth Manager
Jan ‘10 – Sept’ 11 Privilege Banker
Oct’11 – April’ 12 Deputy Manager
Spearheaded entire Branch Operations and ensured that all the Critical Requests are closed in their TAT.
Handled HNI customers with an average portfolio of 25 lakhs and above.
Reduced the Customer Wait Time and provided the customer a solution for all their needs & wants.
Accomplishments over the years: -
Merit of working with the most important branch, Bandra branch with a General Ledger (GL) of 1800 Cr.
Appreciated by the Regional Head for 600% achievement in Auto Loans Sales.
Received a memento from the Zonal Head for top 10 Privilege Bankers in the Delhi/NCR Zone.
Successfully achieved 408% in I-Ratna (Fixed Deposit Contest).
Distinction of having received Certificate of Excellence from Regional Head for maximum contribution in General Insurance.
Date of Birth : 16th June 1984
Marital Status : Married
Language : Hindi, English, Bengali
Local Address : YB 387, Anandam NTPC Society, P – 6, Builders Area, Gautam Buddh Nagar, Near
AWHO Gate No. 2, Greater Noida, U.P. – 201310.
I hereby declare that all the above information given by me is true of my best knowledge.
Place : Noida (Ujwal Bhattacharya)