Pratika Bidre

A competent professional with 4.5+ years of experience in Investment Banking operations (Wealth Management, Investment Private Banking, Trade life cycle management and Static Data set up). An Out of the box thinker with proven track record of transition, establishing processes, streamlining workflow and creating teamwork environment to enhance productivity inventively.

• Management has rewarded me with spot excellence award within 6 months of joining.
• Have been awarded with DB Recognition award for the excellent performance.
• Consistently exceeded Performance Benchmark Expectations.
• Recognized for identifying incorrect transaction and trades that could have had a huge impact on the funds.
• Appreciated by management for implementing a new centralized process for unblocking account on transaction basis.
• Received tokens for efforts in training and assisting newly joined team members to understand the process.

• Implemented improved applications for better tracking and reporting. Successfully redesigned process to be suitable for automation.
• Process analysis and process overview to Customer and developer. Responsible for UAT and production testing.
• Trained more than 10+ team members on various tasks performed in daily BAU. Provided regular feedback and taken assessments until resources are ready for production. Preparation of audio-visual training material.
• One of the team leads in remediation projects done for all the accounts held with Wealth management performed by Bank for regulatory requirement – Accredited investor renewal, CIRP renewal.

DIY’s, Board Games, Café hopping