CHAMPAK SENGUPTA

Growth Path

• Feb'12 – Mar'16: Portfolio Manager - Global Account Management
• Mar'16 -Aug'17: COE - Robotic Process Automation
• Sept'17- Nov'25- Transition and Transformation of Business Process Automation
• Evaluated potential alternative investments such as private equity funds or hedge funds as part of a broader effort to diversify client portfolios.
• Managed diverse portfolios, ensuring proper diversification and alignment with client objectives.
• Developed rebalancing strategies to minimize risk exposures.
• Developed comprehensive risk management strategies to minimize losses during market downturns, ensuring client investments were protected.
• Improved operational efficiency within team by introducing agile project management techniques.
• Analyzed and rebalanced client portfolios to align with changing risk tolerances and investment objectives.
• Collaborated with cross-functional teams to develop integrated wealth management solutions for high-net-worth clients.
• Conducted thorough market research to inform investment strategies, leading to consistently strong portfolio performance.
• Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
• Prepared internal and regulatory financial reports, balance sheets and income statements.
• Supported financial director with special projects and additional job duties.
• Designed and maintained financial models to identify and measure risks.
• Developed strategic plans for day-to-day financial operations.
• Created financial dashboards to provide insights into key performance indicators.
• Improved overall financial reporting by streamlining control processes and reporting structures.
• Established internal audit procedures to validate and improve accuracy of financial reporting.
• Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
• Evaluated and negotiated contracts to procure favorable financial terms.
• Complied with established internal controls and policies.
• Established and checked coding procedures, monitored reports and updated internal files.
• Created and managed financial models to evaluate corporate investments and acquisitions.
• Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
• Conducted financial due diligence on potential investments and acquisitions.
• Presented detailed reports on portfolio performance, highlighting key drivers of growth and areas of improvement.
• Facilitated portfolio performance review and implemented new strategies.
• Mentored junior team members, sharing knowledge on portfolio management techniques and fostering professional development.
• Implemented robust compliance measures to adhere to regulatory requirements while managing client assets effectively.
• Streamlined reporting procedures for greater efficiency in communicating portfolio updates to clients.
• Collaborated with analysts to identify promising investment opportunities, maximizing portfolio growth.
• Communicated market developments, portfolio changes and annual performance information to clients.
• Provided strategy advice to high net worth clients.
• Participated in internal committees focused on improving firm-wide policies, leading discussions on best practices in portfolio management.
• Enhanced portfolio performance by implementing effective investment strategies and risk management techniques.
• Negotiated favorable terms with external service providers to reduce costs while maintaining high-quality services for clients.
• Negotiated with financial product providers to secure better rates and terms, enhancing portfolio profitability.
• Led educational workshops for clients on investment strategies and market trends, empowering them with knowledge.
• Streamlined client reporting process, significantly improving communication and transparency with stakeholders.
• Optimized investment portfolios for tax efficiency, substantially reducing liabilities for clients.
• Identified and capitalized on emerging market opportunities, leading to substantial portfolio growth over time.
• Enhanced portfolio performance by consistently analyzing and adjusting asset allocations based on market trends.
• Streamlined due diligence process for new investments, improving speed and accuracy.
• Spearheaded adoption of sustainable investing principles, aligning portfolios with environmental, social, and governance criteria.
• Achieved superior client satisfaction, addressing concerns and providing tailored investment advice.
• Coordinated with legal and compliance teams to ensure all investments adhered to regulatory standards, mitigating risk.
• Fostered strong relationships with clients by regularly updating them on portfolio progress and market changes.
• Analyzed business processes to identify cost savings and operational efficiencies.
• Performed banking, business administration and financial tasks to guarantee five-star service for clients.
• Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
• Collaborated with C-level executives and stakeholders to develop long-term financial plans.
• Utilized financial software to prepare consolidated financial statements.
• Proactively communicated changes in market conditions that warranted adjustments within portfolios, minimizing potential losses or missed opportunities.
• Advocated for and incorporated client feedback into service improvement initiatives, leading to enhanced client loyalty and satisfaction.
• Led team of analysts in monitoring global economic trends, directly impacting investment strategy adjustments.
• Enhanced client trust and retention by delivering personalized portfolio performance reviews and forecasts.
• Implemented cutting-edge financial analysis tools for deeper insights, enabling more informed investment decisions.

• Project Manager: Transition (Nov'10 – Feb'12)
• Successfully managed multiple projects simultaneously by prioritizing tasks according to urgency, resource availability, and alignment with organizational goals.
• Planned, designed, and scheduled phases for large projects.
• Identified plans and resources required to meet project goals and objectives.
• Monitored progress against established goals, adjusting schedules and resources as needed to keep projects on track.
• Established effective communication among team members for enhanced collaboration and successful project completion.
• Managed risk assessments and implemented mitigation strategies to minimize potential issues during project execution.
• Effectively managed scope creep by establishing clear boundaries on requested changes while keeping projects aligned with original objectives and budgets.
• Negotiated and managed third-party contracts related to project deliverables.
• Created accurate budgets based on resource requirements, allowing for optimal allocation of funds across all aspects of the projects.
• Completed projects within tight deadlines, coordinating team efforts and prioritizing tasks effectively.
• Fostered a culture of innovation and creativity within the project team, leading to improved problem-solving capabilities and enhanced outcomes.
• Developed strong relationships with stakeholders through regular communication updates, fostering trust and confidence in the team''s ability to deliver results.
• Monitored project progress, identified risks and took corrective action as needed.
• Developed and implemented project plans and budgets to ensure successful execution.
• Analyzed project performance data to identify areas of improvement.
• Reported regularly to managers on project budget, progress, and technical problems.
• Coordinated with cross-functional teams to resolve project issues and mitigate risks.
• Provided detailed project status updates to stakeholders and executive management.
• Collaborated closely with senior management to align project objectives with strategic company initiatives, ensuring that efforts contributed to overall business growth.
• Mentored junior team members in project management best practices to enhance their skills and contribute to better overall performance.
• Negotiated contracts with vendors and suppliers, securing quality materials at competitive prices for efficient use of resources.
• Proved successful working within tight deadlines and a fast-paced environment.
• Implemented continuous improvement initiatives to optimize project outcomes while maintaining costeffectiveness.
• Led cross-functional teams to successful project completions, improving team cohesion and productivity with effective leadership strategies.

Project Lead - Software Distribution using Altitis

• Implemented best practices in documentation management systems that improved efficiency, accessibility, and security of project-related information.
• Established strong relationships with clients, leading to repeat business and positive referrals for the company.
• Developed comprehensive project plans that clearly outlined objectives, timelines, budgets, risks, and success metrics for all stakeholders.
• Developed comprehensive project documentation, ensuring clarity and accessibility for all team members.
• Conducted post-project evaluations to identify lessons learned and opportunities for process enhancement.
• Established clear performance metrics, enabling more effective tracking of project progress.
• Improved project outcomes with rigorous risk management processes.
• Monitored project progress, identified risks and took corrective action as needed.
• Reported regularly to managers on project budget, progress, and technical problems.
• Analyzed project performance data to identify areas of improvement.

As a Senior Network Engineer used to design, maintain, and support the company’s network infrastructure. Responsibilities include managing routers, switches, firewalls, ensuring network security, troubleshooting issues, monitoring performance, and leading upgrade projects. The role involved strong knowledge of LAN/WAN, VPNs, routing protocols, network security, and experience with major networking systems.

• Deployed cloud-based network infrastructure, reducing on-site storage and hardware maintenance costs by 95%.
• Backed up support desk team to handle user problems and technical concerns.
• Configured, tested and maintained LAN/WAN components and connections.
• Built and improved network documentation and training procedures to lead successful team completing high-quality work.
• Analyzed existing network and application architectures, presenting findings on possible enhancements and improvements to senior decision-makers.
• Spearheaded virtualization efforts across multiple platforms to consolidate resources and reduce overall operating expenses.