
Timeline
About me
Senior Consultant at Deloitte | CBAP | PMP | LSSBB | SAFE5 | Strategy | Transformation | Financial Services| Project Management | Business Analysis
Education

St. mary’s convent senior secondary school
2007 - 2008Class x 81.20%
Kendriya vidyalaya
2009 - 2010Class xii pcm and computer science 79.80%
Oriental institute of science & technology
2010 - 2014Bachelor of engineering - be information technology
Manipal academy of higher education
2015 - 2016Post graduate diploma in management banking, corporate, finance, and securities law a
Experience

Icici bank
Nov 2015 - Dec 2017Business analyst- retail banking•Collaborated with Business Solutions Group to elevate Customer Propositions, Relations, andExperience through Business Model Transformation for the Privilege Banking Segment.•Played a key role as a Subject Matter Expert (SME) in conducting competitive benchmarking to design innovative propositions, encompassing features, benefits, and advantages.

Hdfc bank
Jan 2018 - Nov 2019Business analyst- corporate banking & wealth management•Collaborated with Private Banking division to develop Wealth Integra, a comprehensive wealth management-order execution product for various wealth products, including Private Equities, Structured Products, AIFs, PMS, and Mutual Funds.•Designed Wealth Integra to provide valuable data-driven insights, including overall portfolio holdings, sector and theme holdings, risk ratings, historical returns, fund management charges, internal rate of returns, and asset holdings categories.•Enabled the PBG division to offer personalized investment advisory, portfolio rebalancing, and financial planning for short-term and long-term goals across asset classes using Wealth Integra. Show less

Kotak mahindra bank
Nov 2019 - Feb 2021Senior business analyst- corporate finance•Project Leader for Customer Value Management: Designed Kotak's in-house Reliability product for Digital Finance and Analytics Capability Setup, providing comprehensive 360° insights into customers' product holdings.•Successfully delivered 30 digital dashboards, replacing over 200 paper reports and automating financial analysis, optimizing efficiency.•Led a team of consultants and analysts, fostering strong collaboration with FP&A and client IT teams to ensure successful design and delivery in Qlik Sense.•Developed a Finance Shared Service Center operating model, enabling the relocation of 300+ employees from global locations to India.•Facilitated a seamless phased migration from different regions, resulting in a notable 31% cost savings for the Corporate Finance function. Show less

Ey
Feb 2021 - Jan 2024•Program/Project Management for 2 global initiatives: Customer Lead Management and Customer Lifecycle Management.•Implemented visualization dashboards for CLM, CLCM Heads, CFOs, and Business Heads to enhance insights into customer interactions and channel performance.•Designed CLM Dashboard featuring customer overview, sales snapshots, campaign efforts, channel conversion, contact frequency, and efficacy analysis.•Developed CLCM Dashboards with ADS (Analytical Data Layer) project on GCP, offering a centralized data asset for CLCM strategy, reducing market efforts, and streamlining reporting across local andglobal D&A units. Show less
Senior Consultant - Management Consulting
Jan 2022 - Jan 2024Consultant - Management Consulting
Feb 2021 - Jan 2022

Deloitte
Jan 2024 - nowSenior consultant - customer strategy and design• Spearheaded the re-engineering of NTB onboarding processes for a Global Commercial Banking client,conducting thorough process mapping and data analysis to identify opportunities for simplification, standardization, and automation.• Developed and executed a comprehensive change impact assessment and adoption plan, ensuring seamless implementation and alignment with business transformation objectives.
Licenses & Certifications

Business value architect
CelonisApr 2021
Google analytics for beginners
GoogleApr 2021
Advanced google analytics
GoogleApr 2021
Introduction to data studio
GoogleApr 2021
Agile project management and agile delivery
UdemyApr 2021
Analyst
CelonisApr 2021
Google analytics for power users
GoogleApr 2021.webp)
Six sigma white belt certification
The council for six sigma certification (cssc)Apr 2021
Business user
CelonisApr 2021
Google analytics 360
GoogleApr 2021
Honors & Awards
- Awarded to Pratik TrivediI am exceptional- Entrepreneurial EY Apr 2022 Individual category award for being Entrepreneurial- and having the courage to lead, being innovative and creating a lasting impact by breaking new grounds.
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