Pranay Sengupta

Management Consultant

Mumbai, Maharashtra, India1 yr 11 mos experience

Most Likely To SwitchAI ML Practitioner

Key Highlights

Expert in financial analysis and modeling.
Strong background in reference data management.
Proven track record in CRM strategy development.

Stackforce AI infers this person is a Financial Analyst with expertise in Reference Data and CRM strategies.

Contact

Skills

Core Skills

Reference DataFinancial AnalysisCrm StrategyCustomer Data Management

Other Skills

Financial MarketsFinancial ReportingProblem SolvingCustomer Relationship Management (CRM)Bond PricingBond MathYield AnalysisMergers & Acquisitions (M&A)Email EtiquetteInvestment BankingFinancial StatementsFinancial Statement AnalysisFinancial AccountingCorporate FinanceFinancial Modeling

About

Passionate about finance, I am eager to embark on a career that merges analytical rigor with strategic decision-making. I am excited to contribute to dynamic teams and leverage my skills in financial analysis, modeling, reference data for trading desks and market research.

Experience

1 yr 11 mos

Total Experience

11 mos

Average Tenure

1 yr 6 mos

Current Experience

Eclerx

2 roles

Senior Financial Analyst - Reference Data

Promoted

Jan 2026 – Present · 4 mos · Pune District, Maharashtra, India · On-site

Financial MarketsFinancial ReportingReference DataFinancial Analysis

Financial Analyst - Reference Data

Oct 2024 – Dec 2025 · 1 yr 2 mos · Pune District, Maharashtra, India · On-site

Reference Data Management: Maintain and update static and dynamic reference data for fixed income instruments (bonds, swaps, repos, options, etc.) in core systems and databases.
Data Integration from Vendors: Source, validate, and reconcile reference data from market data providers such as Bloomberg, Refinitiv, Euroclear, etc. Ensure data feeds are accurately ingested into downstream systems.
Securities Master Management: Create and maintain securities master records, ensuring instruments are correctly classified with key identifiers (ISIN, CUSIP, SEDOL) from external vendors.
Trade Support: Enable smooth trade lifecycle management by ensuring complete, accurate, and timely reference data availability for trading, settlements, and reconciliations.
Vendor Liaison: Serve as a key point of contact with third-party vendors (like Bloomberg, Refinitiv, and Euroclear) to address data quality issues, manage feed updates, and ensure service-level agreements (SLAs) are met.
Data Quality Assurance: Monitor, audit, and reconcile data discrepancies across multiple vendor feeds and internal systems to ensure high levels of data accuracy.
Stakeholder Management: Collaborate with internal teams (Trading, Risk, Operations, Compliance, IT) to resolve data issues and ensure smooth trade settlements.
Proficiency in data integration, reconciliation, and data governance best practices.
Strong knowledge of financial instruments, especially fixed income (bonds, interest rate swaps, options, etc.) for OTC as well as exchange based trades.

Problem SolvingCustomer Relationship Management (CRM)CRM StrategyCustomer Data Management

Concentrix

Representative, Operations

May 2024 – Oct 2024 · 5 mos · Pune District, Maharashtra, India · On-site

CRM Strategy Development: Design and implement CRM strategies to enhance customer engagement, retention, and satisfaction.
Customer Data Management: Manage and maintain the CRM database, ensuring accuracy, security, and compliance with data protection regulations.
Customer Segmentation: Analyze customer data to create meaningful segments for personalized marketing and communication.
Sales Support: Assist sales teams by providing insights, automating processes, and ensuring timely follow-ups through CRM tools.
Analytics & Reporting: Generate detailed reports on customer behavior, campaign performance, and sales metrics to drive decision-making.
Process Optimization: Identify inefficiencies in CRM workflows and implement improvements to increase productivity and ROI.
Customer Journey Mapping: Map customer journeys to identify touchpoints and opportunities for improved engagement.
Training & Support: Provide training to staff on CRM best practices, system usage, and new features or update.
Relationship Management: Foster strong relationships with customers by understanding their needs and addressing concerns proactively.
Compliance & Data Security: Ensure CRM activities comply with data privacy regulations like GDPR, CCPA, or other regional standards.