Sumon Manna Email & Phone Number

Pune Area, India

• Seasoned and motivated individual with 16+ years of experience in Investment Banking Industry across MNCs.• Effective communicator with excellent relationship building & interpersonal skills. • Strong analytical, problem solving & organizational abilities. • Possess a flexible, optimistic & detail-oriented attitude with smart-work approach. • Mentor with clear communication, creative and innovative leadership skills .• Team manager and process lead with positive… Show more • Seasoned and motivated individual with 16+ years of experience in Investment Banking Industry across MNCs.• Effective communicator with excellent relationship building & interpersonal skills. • Strong analytical, problem solving & organizational abilities. • Possess a flexible, optimistic & detail-oriented attitude with smart-work approach. • Mentor with clear communication, creative and innovative leadership skills .• Team manager and process lead with positive, influential, robust conceptual decision-making and analytical skill sets Show less

Mumbai Area, India

Accountabilities:-Managing a team of 25-40 team members with end-to-end role of process, people, project & stakeholder management across various regions globally.Attainments:-Received best manager award for 2018 for successfully completing the objectives of multiple projects amongst stakeholders spread across various regions of the world manifold positive impacts on the process and overall organization.

Mumbai

Accountabilities:->Strategic Asset Classification(SAC)-to update or correct assets>Daily MNDs & HGPs Groups-to build new or update old a/cs by checking start date and approved valuation date>Mutual Funds-to classify new mutual funds in by assigning a rule to the fund cusip that will map >Rates Validation(Outliers)-to solve the exceptions in the client portfolio raised due to vague returns, follow up with pricing team and investigate the reason of vague returns on client… Show more Accountabilities:->Strategic Asset Classification(SAC)-to update or correct assets>Daily MNDs & HGPs Groups-to build new or update old a/cs by checking start date and approved valuation date>Mutual Funds-to classify new mutual funds in by assigning a rule to the fund cusip that will map >Rates Validation(Outliers)-to solve the exceptions in the client portfolio raised due to vague returns, follow up with pricing team and investigate the reason of vague returns on client account.>Benchmark In Arrears-to update the benchmark returns for benchmarks & indices forone month lag as arrears.>Equity & Fixed Income Extract-equity and fixed income returns for few cusips.>State Tax Code Update-to change the state tax code in Xamin to accurately reflect any client domicile changes and update new accounts.>Run Target Portfolio & Benchmarks-to provide updated target/model portfolio performance in EXPO.>Failed Accounts Review-to check the start dates are accurate. Account fails to build when there is a gap>Redirect File-to delete redirects received in the Asset20 file.>Zero Price Cusip File>Alternative Holdbacks-to fix the issue of holdbacks that occurs on alternative assets>Holding & Transaction Failures - to identify different errors effected due to the break in the performance of the client account by checking holdings and transactions breaks in the account>Protected Rates-to update the actual returns for all cusips>Solving Out of Proofs(OOPs)-to solve the exceptions in the client portfolio raised due to incorrect flow of transaction>Release Rates-to identify all accounts that has been validated through the previous month end.>Free Delivery & Free Receipts(FRFD)-to review all free receive and free deliver transactions from OMNI and adjust incorrect/zero market values>Hedge Fund Advisory Reports-are special thematic advisory accounts that allow the client to invest in only hedge funds. Show less

Pune

Accountabilities:->Preparation & sending of reports with strict adherence to ISO format to clients/manager on time for approval.>Handling required number of QA (10% Random Audit) and giving appropriate feedback. >Ensuring minimum of 98% quality at delivery as per Service Level Agreement and working towards achievement of Six Sigma concepts.>Understanding end-to-end process knowledge requirements; identifying knowledge gaps and bridging gaps by working closely with… Show more Accountabilities:->Preparation & sending of reports with strict adherence to ISO format to clients/manager on time for approval.>Handling required number of QA (10% Random Audit) and giving appropriate feedback. >Ensuring minimum of 98% quality at delivery as per Service Level Agreement and working towards achievement of Six Sigma concepts.>Understanding end-to-end process knowledge requirements; identifying knowledge gaps and bridging gaps by working closely with the USA counterpart.>Ensuring that all process-related documents are in alignment as per ISO requirement.>Handling the ISO, Risk, BCP & Due Diligence audits for the team.>Effective managed the capacity models, transformation project & lean project.Attainments:->Received an invitation from client’s end to visit USA for 3 months from 17th Oct’10 to 17th Jan’11 for migration, training and technical discussion on the basis of highest quiz score attained in team. >Participated in preparation of SOP, SIPOC, APDP, training plan, ramp-up plan and knowledge development plan to ensure that the process is ready for the dual site transition. Also interacted with BA team and prepared the transition matrix to set up the proper quality and productivity parameters.>Completed the “Train the Trainer Program & Presentation Skill” for the new processes migrated.>Migrated the process for institutional clients’ successfully.>Successfully handled the team of 15 members from Jan’11 to Apr’11 till the team got BAU sign off. >Awarded with the certificate for successfully completing the financial & risk modules with 90% & above scores.>Obtained Star of the Team & Top Gun Awards (various times) for going extra mile in process development and contributing tremendously towards team success.>Consistent highest scorer in the team in monthly process knowledge tests (PKTs), aptitude exams & quizzes. Show less

Pune

Accountabilities:->Responsible for new migration & process training of Institutional clients’-Performance >Participating in process mapping and SOP development. >Diversified knowledge in Client Servicing, Reporting & Performance and Corporate Actions.>Ensuring that all process-related documents are in alignment as per ISO requirement.>Handling the ISO, Risk, BCP & Due Diligence audits for the team.>Effective managed the capacity models, transformation… Show more Accountabilities:->Responsible for new migration & process training of Institutional clients’-Performance >Participating in process mapping and SOP development. >Diversified knowledge in Client Servicing, Reporting & Performance and Corporate Actions.>Ensuring that all process-related documents are in alignment as per ISO requirement.>Handling the ISO, Risk, BCP & Due Diligence audits for the team.>Effective managed the capacity models, transformation project & lean project.>Responsible for the setup and maintenance of new portfolio accounts, benchmark & composites.>Review & updating of portfolio/benchmark performance and security level transaction, position & pricing data in various client interface applications.Attainments:->Received an invitation from client’s end to visit USA for 3 months from 17th Oct’10 to 17th Jan’11 for migration, training and technical discussion on the basis of highest quiz score attained in team. >Completed the “Train the Trainer Program & Presentation Skill” for the new processes migrated.>Migrated the process for institutional clients’ successfully and subsequently trained and established one of the private clients’ back office team and successfully handed it to operations within the given time frame.>Successfully handled the team of 15 members from Jan’11 to Apr’11 till the team got BAU sign off. >Awarded with the certificate for successfully completing the financial & risk modules with 90% & above scores.>Obtained Star of the Team & Top Gun Awards (various times) for going extra mile in process development and contributing tremendously towards team success. Show less

Kolkata

Accountabilities:->Responsible for underwriting of life insurance proposal forms.>Handling customer centric operations & ensuring customer satisfaction by achieving delivery & service quality norms. >Maintaining cordial relations with spokes for administrative as well as operations and customer service related issues.>Conducting systematic & timely processing of customer requests & queries.>Preparation of MIS report regarding policy issuance.>Doing end… Show more Accountabilities:->Responsible for underwriting of life insurance proposal forms.>Handling customer centric operations & ensuring customer satisfaction by achieving delivery & service quality norms. >Maintaining cordial relations with spokes for administrative as well as operations and customer service related issues.>Conducting systematic & timely processing of customer requests & queries.>Preparation of MIS report regarding policy issuance.>Doing end of the day financial reconciliation.Attainments:->Gained knowledge of new business, endorsement, underwriting and claims function of life insurance. >Participated in a team competition & received the Best Team Member Award. Received appreciation for conducting special training for Anti-Money Laundering & Compliance and Data. Show less

Master Of Business Administration - Mba, Finance And Financial Management Services, Distinction

Master Of Business Administration (Mba), Finance And Financial Management Services, 75%

Activities and Societies: Debate Competition Member of Social Services Project on "Money Market Instruments" in SHCIL(Stock Holding.

Bsc Graduation, Computer Science

10Th, Science