Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Pranav Kundu

Operations Specialist
Thane

Summary

Operations Specialist with strong banking experience in loan closures, client relationship management, and regulatory compliance. Skilled in operations strategy, MIS reporting, process optimization, and team management. Proven ability to lead processes, manage HNI clients, and deliver measurable results across banking functions.

Overview

4
4
years of professional experience

Work History

Operations Specialist

IDFC Bank Ltd
11.2024 - Current
  • Took ownership of loan foreclosure and closure operations, ensuring 100% compliance with regulatory standards.
  • Led a 3-member team, processing high-volume loan closure transactions with >99% accuracy and reduced turnaround time by 30%.
  • Published and automated Pan-India MIS reports for loan closures, enhancing visibility for internal stakeholders and external vendors.
  • Solely managed Smart Collection cases, streamlining closure processes and driving timely resolution.
  • Spearheaded process improvements that improved operational efficiency and vendor coordination.

Deputy Relationship Manager

IndusInd Bank
08.2024 - 11.2024
  • Managed a portfolio of HNI clients, delivering tailored wealth management and investment solutions.
  • Conducted detailed client profiling, enabling targeted cross-selling that contributed to portfolio growth.
  • Enhanced client relationships through proactive engagement and high-quality service, improving retention and customer satisfaction.
  • Collaborated with compliance and risk teams to ensure zero regulatory deviations in portfolio handling.

Relationship Manager

HDFC Bank
06.2022 - 07.2024
  • Grew and managed an HNI client portfolio by offering customized wealth creation and investment products.
  • Achieved a 50% revenue increase by negotiating and closing multiple large-value contracts.
  • Consistently delivered portfolio income targets within aggressive timelines (achieved annual Classic portfolio target in 5 months).
  • Strengthened compliance standards by ensuring 100% accuracy in financial documentation and regulatory reporting.
  • Recognized through performance contests (BBH InnerCircle 2023, MDRT 2024) for exceeding business goals.

Intern

Xanadu Realty
05.2021 - 08.2021
  • Supported property management, sales coordination, and market research, contributing to client acquisition efforts.
  • Assisted senior managers with documentation, administrative tasks, and customer relations, ensuring seamless operations.

Education

Post Graduate Diploma - Marketing & Management

ITM
01.2022

Bachelor of Commerce - undefined

V.G. Vaze Kelkar College
01.2020

Skills

  • Loan Closure & Foreclosure Management
  • MIS Reporting & Process Optimization
  • HNI Relationship Management
  • Portfolio Management
  • Compliance & Risk Control
  • Team Leadership & Vendor Coordination
  • Operations Strategy
  • Process Automation
  • Stakeholder Engagement

Accomplishments

  • Reduced loan closure turnaround time by 30% at IDFC Bank.
  • Took complete ownership of collection foreclosure cases within 6 months, leading end-to-end operations and process improvement at IDFC Bank.
  • Achieved annual Classic portfolio income target in 5 months.
  • Qualified in BBH InnerCircle Contest (2023), MDRT Contest (2024), and other performance contests.

Timeline

Operations Specialist

IDFC Bank Ltd
11.2024 - Current

Deputy Relationship Manager

IndusInd Bank
08.2024 - 11.2024

Relationship Manager

HDFC Bank
06.2022 - 07.2024

Intern

Xanadu Realty
05.2021 - 08.2021

Bachelor of Commerce - undefined

V.G. Vaze Kelkar College

Post Graduate Diploma - Marketing & Management

ITM

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Pranav KunduOperations Specialist