Hi, I’m
Pritesh Salian
Dublin
Summary
Reliable Manager demonstrating high level of ownership and initiative. Possessing exceptional work ethic and desire to go above and beyond to exceed company expectations. Offering knack for building productive working relationships. Successful in fast-paced, deadline-driven environments to manage goals and team development. History of thriving in team-oriented environments.
Overview
11
years of professional experience
Work History
Yes Bank LtdMumbai
Manager and Analyst - Investment Banker
01.2020 - 01.2023
Job overview
- Led the wealth management reporting team to deliver Business Management and Regulatory reports across all Investment Products
- Analyzed investment business w.r.t
- Mutual Funds, PMSs, Perpetual Bonds, Government Securities, and Sovereign Gold Bonds - providing deeper insights to multiple stakeholders along with tracking of New Fund Offerings
- Developing an Investment Strategy, Calculating Investment Goals, and Overseeing Fiscal Year Budgeting
- Trail income accounting for mutual funds and other products while adhering to all legal and regulatory criteria
- Incentive calculations for the sales team based on individual goal sheet parameters
- Tracking AUM movement closely to upkeep the base in an incremental curve
- Coordinated data and business engagement with the Asset Management Company
- Client Relationship Management, Hands-on with functions like Client Onboarding, Implementation, feedback on Product Development, Process Re-engineering, and Software Testing
- In charge of managing the full range of CMS products, including digital payments, electronic collections, cash, checks, NACH, and API/H2H.
MercerMumbai
Pension Administrator
10.2014 - 11.2019
Job overview
- Administered the database of 252 UK/Irish-based DB and DC pension schemes
- Compilation of Early Retirement, Cessation, Deceased, Lump sum payment, and Dependent Pension
- Tax Submission via RTI data (FPS/EYU) to HMRC promptly
- Administration of Benefits & Statutory documentation Administration - including AEOs, SSP, SMP, SPP, and SAP
- Performing regular Audits and Quality checks to ensure quality assurance
- Assisted in the merger of the integrated systems
- Managing the entire gamut of operations, ensuring timely employee pension payments, including pro-rata basis calculations
- Designing and preparing MIS reports, including planning and analysis on a monthly and annual basis
- Helped in assisting the Mergers and Acquisitions process of Jardine Lloyd Thompson Pvt
- Ltd., UK with Mercer Groups.
Kotak Mahindra Bank LtdMumbai
Commercial Banking Associate
04.2013 - 10.2014
Job overview
- Analyzing Market share of individual Loan products & disseminating the same to Business Heads
- Preparing Action MIS on Insurance X-Sell and RBI Reporting monthly
- Preparing Business reports & MIS w.r.t Commercial Banking - Tractor Finance Loans, Refinance Loans, Commercial Vehicle Loans, Construction Equipment Loans
- Processing Direct Sales Team (DST) and Direct Marketing Agents (DMA) payouts
- Testing for new Automation (APMT) and Data massaging.
MT Educare LimitedMumbai
Admin, Sales
01.2012 - 03.2013
Job overview
- Managing branch sales, reimbursements, bill payments, and reconciliation
- Managing accounts, bounce check recovery, CMS, and IT-related issues
- Developing the proprietary program 'Edumate'.
Education
Griffith College
MSc. Accounting and Finance Management
01.2024
Institute of Technology and Management, University of Mumbai
MSc. Business Administration
01.2016
Nirmala Memorial Foundation, University of Mumbai
Bachelor of Commerce
01.2011
Skills
- Software Testing: Migrating to a new database for the company merger, Testing of Digital Banking Products, Testing of Wealth Management Products
- Business: Project Valuation, Product Development, Cash Flow Analysis, Life Cycle Assessment
- Software: MS Office (PowerPoint, Excel), Banking Software like Finacle, Finone, Core and Discoverer
- Languages: English, Hindi, Marathi, Tulu, Kanada (basic)
- Expense Tracking
- Financial Management
- Business Development
- Operations Management
- Workforce Management
- Staff Development
- Business Administration
- Performance Management
- Project Management
- Policy Implementation
- Strategic Planning
- Negotiation
- Team Leadership
- Key Performance Indicators
- Staff Management
- Product Management
- Budget Control
- Customer Relationship Management (CRM)
- Time Management
- Complex Problem-Solving
- Performance Evaluations
- Cross-Functional Teamwork
- Staff Training and Development
Custom
- Dreams Cricket Tournament: Awarded as 'Man of the Match'
- Inter College Cricket Tournament: Led the team and was awarded 1st place in the tournament
- Shotokan Karate International Tournament: Gold Medal in team Kata
- Inter School Sports Summit: Secured 3rd place in 100 meters running race
Custom
- Sports: Cricket (club), Ping Pong, Soccer
- Miscellaneous: Nonfiction Literature (Crime, History, Thriller, Documentary), Travelling, Music
Timeline
Manager and Analyst - Investment Banker
Yes Bank Ltd
01.2020 - 01.2023
Pension Administrator
Mercer
10.2014 - 11.2019
Commercial Banking Associate
Kotak Mahindra Bank Ltd
04.2013 - 10.2014
Admin, Sales
MT Educare Limited
01.2012 - 03.2013
Griffith College
MSc. Accounting and Finance Management
Institute of Technology and Management, University of Mumbai
MSc. Business Administration
Nirmala Memorial Foundation, University of Mumbai
Bachelor of Commerce