Pratik Trivedi

Pratik trivedi

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location of Pratik TrivediIndore, Madhya Pradesh, India
Followers of Pratik Trivedi11000 followers
  • 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 - 2008
      Class x 81.20%
    • Kendriya vidyalaya

      2009 - 2010
      Class xii pcm and computer science 79.80%
    • Oriental institute of science & technology

      2010 - 2014
      Bachelor of engineering - be information technology
    • Manipal academy of higher education

      2015 - 2016
      Post graduate diploma in management banking, corporate, finance, and securities law a
  • Experience

    • Icici bank

      Nov 2015 - Dec 2017
      Business 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 2019
      Business 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 2021
      Senior 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 2024
      • Consultant - Management Consulting

        Feb 2021 - Jan 2022
    • Deloitte

      Jan 2024 - now
      Senior 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

      Celonis
      Apr 2021
    • Google analytics for beginners

      Google
      Apr 2021
    • Advanced google analytics

      Google
      Apr 2021
    • Introduction to data studio

      Google
      Apr 2021
    • Agile project management and agile delivery

      Udemy
      Apr 2021
    • Analyst

      Celonis
      Apr 2021
    • Google analytics for power users

      Google
      Apr 2021
    • Six sigma white belt certification

      The council for six sigma certification (cssc)
      Apr 2021
    • Business user

      Celonis
      Apr 2021
    • Google analytics 360

      Google
      Apr 2021
  • Honors & Awards

    • Awarded to Pratik Trivedi
      I 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.