Soumay Kumar Das

Experience

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  Genpact

  Aug 2015 - Mar 2018

  Process Associate

  • Lead the total disbursement (Payment Run) process for Business Units from the different countries like UK, Sweden, Germany and USA.• Customer coordination over the phone calls.• Analyzed customers’ issues over emails and processed them accordingly.• Processed manual wire payments, cheque payments and vendor payments of the clients from the different business units.• Solved customer’s queries regarding the Travel bills as a part of the Travel and Expense Department.

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  Moneyfront

  Apr 2019 - Aug 2019

  Business Development Executive

  • Pitching various clients and giving presentation about the products and services offered by Moneyfront.• Developed plan and strategies that would attract more customers for investments in Direct Plans of Mutual Funds in India.• Careful Examination of Mutual Funds, recommending best funds to client according to the research.• Created portfolio deck and recommendation for various clients as per their needs.• Set up financial workshop in corporates to spread financial awareness among the corporate employees.• Held kiosks activities to advertise about the products and services.• Scheduling appointments with client to explain about our product and PMS services Show less

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  XL Dynamics India Pvt. Ltd.

  Nov 2020 - Sept 2022

  Financial Analyst

  •Worked as Associate Analyst in the US Mortgage Industry (Financial Domain)•Was a part of the ARM Team and was working in the verification team and analyzing on the income statements and year end paystubs of the borrowers who are applying for Home Loan with Sun West Mortgage Bank.•Working with the Underwriting Team regarding the analyzing the income statements of the borrowers.•Connected with the employers of the borrowers in US over phone calls and analyzing the income reports.