• Managed and serviced a customer base of 1000+ retail & institutional — handled financial portfolio management & retail banking operations.• Expert level end-user of bank’s core banking enterprise-level application called Finacle - executed various day-to-day activities pertaining to payments, online banking transaction management , retail banking, etc. 
• Successfully configured the CRM module of the application to handle existing customer portfolio, manage new prospects and document cross-sell & up-sell opportunities - achieved 30% CAGR increase in a span of 4 years .
• Created custom dashboards under wealth management module to generate snapshots & forecasts of clients’ investments w.r.t various asset classes and executed out-of-box / custom analytics tools and widgets for executing meaningful customer analytics - 75% growth in fee income & 50% Investments AUM increase in 4 years.• Configured various customer relationship dashboards for generating myriad internal / external reports and metrics related to performance measurement, risk management, alternate asset management, etc. Added 10 new investments performance reports in addition to existing monthly, quarterly and annual reports.•Work with internal business customers and software development teams to gather and document requirements for data publishing and data consumption via data analytics solutions.. Experience in conducting due diligence reviews on individual and business accounts and update KYC profiles in accordance with KYC requirements.. Part of core user team in the finacle implementation project(ERP). Interacted with the BA’s from the vendor side to gather and validate requirements from the various business users of the bank.

• Configured 5 Compliance & Risk management modules in bank’s core banking software application (Finacle).• Successfully managed Sarbanes-Oxley compliance module for cash operations in Finacle.• Maintained dashboards for generating reporting of reconciliation of expenses to help corporate office manage treasury.
• Successfully implemented BCP, Five S and SOX Compliance modules - achieved 0 breaches in span of 2 years.• Ensured 7 Star audit rating & strengthened bank function and procedures.. Analysis and assessment of AML/KYC risk and and outline recommendations to the corporate team.. Proactively identifying operational risks and assessing the adequacy of controls to manage such risks, including recommending enhanced or additional controls.