1. ALISON ROQUE PINTO
alisonpinto0101@gmail.com | +91 7506389257 | Mumbai,India
https://in.linkedin.com/in/alison-pinto-2a00a5105 | DOB: 01/01/1976
BANKING AND FINANCIAL SERVICES PROFESSIONAL
A consummatebankerwithproven leadership skillsand known forability to produceimpressiveresults
along withoperationalexcellence and statutory compliance
Successfully handled diverse roles for 15 years in retail banking from transactional banking to profit-
centermanagementwhile ensuringhigh customer satisfaction matrices and high morale of reportees.
Involved in multiple Enterprise & Core Banking Transformation Projects in both Banks. Continuous
learner- completeda3-yearexecutive-MBA course (GIMS)anda2-year Portfoliomanagementprogram
(IIM-Bangalore) while keeping up performance at work. My referees will be happy to discuss my
positive and strong work ethic (on request).
Retail Branch Operations Business Development Team Management
New Market Activation P&L Responsibility HNW-Client Relations
Mutual Funds Gen & Life Insurance Statutory Compliance/Audit
Budget/Performance Planning&Review Portfolio Management
Domain Expert-BFSI , Functional area: Retail Branch-Banking ops, AML, KYC, Depository Operations,
RTGS, NEFT, Automated Clearing, Reconciliation & Settlement, Core Banking System
Core Banking Packaged Solution Experience - Finacle, Flexcube, Micro-Banker, Finware, Cashin,
Dpsecure, SA-Tabbanking
Specific projects: Migration from Kapiti to Finware (Timesbank merger) -2000
Migration from Flexcube to Finacle - 2011
Major accomplishmentsinclude:
Sole Branch Head in Platinum Club for outstanding performance in LI - March 2014
Hall-of-fame for Life Insurance business in the region - 2013
Awarded deferredIncome plan forretention basedonpotential andperformance - 2011
Core team memberformigrationfrom Flexcube toFinacle - 2011
CitationfromEVP for steeringPanjimBranchto a Well controlledaudit- 2008 & 2010
Sole BMto be nominatedforthe Kotak Star Program at IIM Bangalore - 2010
Improvedprofitabilityof the branchby 150% withinone yearof takingcharge - 2009
Core memberof the team involvedinlaunchof 1st HDFC Bank branchin GOA
Post mergerintegration teammember(HDFC& Timesbank)
2. PROFESSIONAL EXPERIENCE
AVP & Project Manager-Digital Initiatives, Mumbai Corporate Office 2016-Present
Project- SA-Tab-banking,Intermediarybetween Business,Vendor,IT,BSG
Created solutions, frameworks and proposals to speed up Sales process
Drove adoptionof the projectat LOB level
AVP & Channel Manager - Top 20 , Mumbai Corporate Office 2014-2016
Drove profitabilityof Top 20 Branches in the country-30%+ increase in profitability YOY for 2years
Continuous branch visits to ensure support & consistent performance
AVP & Branch Head, Pune 2011-2014
Set up branch from scratch- made it profitable by end of 3 years
Highest achievement in Term deposit - Jul 2013
Chief Manager & Branch Head, Goa 2008-2011
Won several DARE contests & achieved branch profitability with 1 year of taking charge
Senior Manager & Ops Head, Goa 2005-2008
Responsible for entire gamut of branch operations
‘Satisfactory’ rating with NIL critical remarks in all audits during the entire period
Head- Transactional Banking Group – Mapusa, Goa
Manager & Head - TBG, Goa 2003-2005
Executive - TBG, Goa 2000-2003
Officer Trainee - Goa 1999-2000
Achievements
‘Satisfactory’ rating with NIL critical remarks in all audits during the entire period
Received ESOPs twice in 5-year tenure with HDFC Bank for consistent high performance
ACADEMIC CREDENTIALS
E-MBA, Marketing 2008 • Goa Institute of Management Studies B+
Bachelor of Science, Physics 1994 • Goa University
COMPLEMENTARY EDUCATION
PORTFOLIO AND INVESTMENT MANAGEMENT 2012 •IIM Bangalore
CERTIFICATE EXAMIN AML & KYC 2007 •IIBF 86%
IRDA - AGENT CERTIFICATION 2007 •IRDA 88%
MF ADVISORS MODULE 2004 •AMFI 83%
NCFMDEPOSITORY MODULE 2004 •NCFM 88%
References: On request.
Date: 28/07/2016
Kotak Mahindra Bank Ltd 2005-Present
HDFC BANK LTD 1999-2005