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Sramana De

Sramana De

Financial Planner

Followers of Sramana De2000 followers
location of Sramana DeBengaluru, Karnataka, India

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  • Timeline

  • About me

    Scrum Master at Paychex | MBA from IFMR GSB

  • Education

    • University of engineering and management,jaipur

      2013 - 2017
      Bachelor of Technology (BTech) electronics and communication engineering 85.06%

      Activities and Societies: NEN member I am one of the NEN members in my college.Presently heading the event management team in my college.

    • IFMR Graduate School of Business - Krea University

      -
      Master of Business Administration - MBA Finance, General

      Activities and Societies: Student Representative of Admissions Dept. (Genesis) Student Representative of Nritya (Dance club)

  • Experience

    • SPA Capital Services Ltd.

      Apr 2018 - May 2018
      Financial Planner

      Overview of the mutual funds industryInterviewed clients to determine current income, expenses, risk tolerance and other information needed to invest in mutual funds.Generation of Fund Cards for investorsSIP Recommendation for 2018

    • Fincare Small Finance Bank

      Apr 2019 - Oct 2019
      Product Manager

      Identified and planned for resources needed to accomplish production objectives. Prepared Business Required Documents, process flows and wire- frames for digital products like Loan Against Property (LAP), Cross-sell.Lead and guided Cross-sell team to increase the business.Collaborated with team to build product that was mix of everyone's ideas and inputs.Verified that all process control parameters were being documented and followed at all times by generating and publishing daily MIS reports. Completed and maintained accurate and organized records, documents and reports. Show less

    • Dvara Solutions

      Nov 2019 - Jun 2022
      Business Consultant

      Understanding client's business model and suggesting 360 degree view solutions to optimize their business workflows.Gathering requirements and providing solutions related to Loan Management System, Lead Management System, Loan Origination System, Audit Management System for various Asset classes.Preparing User Stories and ensuring they were well defined, prioritized and ready to be worked on by the team.Building graphical representations in BI tool to analyze data from macro to micro level.Tracking issues on a daily basis to support clientsOrganizing daily standups with internal and client teams.Held monthly retrospective meetings for all the stakeholders and management staff.Prepared budget for projects. Show less

    • Paychex

      Jul 2022 - now
      Scrum Master

  • Licenses & Certifications

    • Design Thinking : the fundamentals

      Udemy
      View certificate certificate

    • Introduction to Databases and SQL Querying

      Udemy

    • Mutual Fund Distributors

      National Institute of Securities Markets (NISM)

    • Scrum Master Certification: Scaling Agile and the Team-of-Teams

      Coursera
      Nov 2021
      View certificate certificate

    • Scrum Master Certification: Scrum Methodologies

      Coursera
      Oct 2021
      View certificate certificate

    • Introduction to Scrum Master Training

      Coursera
      Sept 2021
      View certificate certificate

    • Certified AgilityHealth® Facilitator

      AgilityHealth

  • Honors & Awards

    • Awarded to Sramana De
      Trailblazer Award Dvara Solutions Aug 2021