SUBRATA BISWAS

biswas@[email protected] 7719058272 1102, 1B, Green Avenue, Shilphata Road, Thane – 421204
LinkedIn: https://www.linkedin.com/in/connectsb2/

PROFESSIONAL SUMMARY

Experienced professional with 10+ years across banking, capital markets, fund management, investment servicing, and digital operations. Skilled in client servicing, stakeholder engagement, content review, and training delivery. Proven ability to resolve escalations, drive operational efficiency, and collaborate effectively with cross-functional teams. Strong communicator with excellent attention to detail and a consistent track record of meeting key service objectives.

WORK EXPERIENCE

Subject Matter Expert (SME)
10/2015 - 11/2025
Accenture
Worked on 2 content moderation pilot projects for global social media platforms such as Facebook and Snapchat
Ensured compliance with platform policies, community standards, and legal regulations
Reviewed and tagged user-generated content involving text, images, and videos
Handled escalations, supported policy enforcement, and coordinated with internal escalation desks
Trained new joiners through on-the-job training and knowledge sharing
Participated in automation initiatives and prepared operational trend reports for internal teams
Senior Associate
12/2012 - 10/2015
Opine Consultants
Managed investment-related processes within the Finance & Accounting (F&A) team
Worked closely with clients and vendors to resolve service requests under tight deadlines
Handled asset management and Portfolio Management Services (PMS)
Coordinated with internal operations and external partners for consistent delivery
Associate – Capital Market
12/2011 - 12/2012
State Street Syntel (now ATOS)
Handled post-reconciliation exceptions of cash, assets, and accruals
Verified NAV discrepancies using Bloomberg Terminal and TLM
Liaised with custodians and brokers for issue resolution
Associate – Fund Management
02/2011 - 09/2011
Prudential – PPMS
Managed daily mutual fund operations for ICICI Prudential AMC, including NAV calculations, trade processing, and cash flow monitoring
Ensured regulatory compliance through accurate review of fund documentation and reporting
Collaborated with custodians, auditors, and internal teams to support timely fund servicing
Resolved trade and reconciliation discrepancies efficiently, maintaining service quality
Delivered client support and contributed to process improvements for operational efficiency
Officer – Wealth Management Operations
03/2008 - 01/2011
ICICI Bank – e-Wealth Management
Supported Portfolio Management Services (PMS) by processing client investments across Mutual Funds, Bonds, Equities, ULIPs, REIT Funds and Fixed Assets
Assisted in client Risk Profiling to ensure investment suitability aligned with financial goals and regulatory guidelines
Ensured end-to-end transaction execution, including documentation, order processing, and post-trade service as One Point Contact
Maintained compliance with KYC norms and regulatory policies across all wealth operations
Collaborated with Relationship Managers and local Branch Managers to execute client instructions, resolve Service Request (SR) queries, and deliver personalized service
Meeting Service scores and Revenue Targets and drive long time relationships with high value HNI customers of the Bank

EDUCATION

B. Com.
Vinoba Bhave University, Hazaribagh

SKILLS