The document provides a profile summary of Deepa Parikh including her educational qualifications and professional experience. She has over 14 years of experience in finance and operations in the BFSI sector, having worked at companies like UTI Mutual Fund, ICICI Prudential Life Insurance, Morgan Stanley, and E-Serve International. The profile highlights her roles and responsibilities in various positions related to process management, project management, and team leadership.

1. Deepa ParikhDeepa Parikh
B/401, Shree Sai Tower, Padmavati Nagar,Bhayander,Mumbai – 40101.B/401, Shree Sai Tower, Padmavati Nagar,Bhayander,Mumbai – 40101.
Contact: +91 9819679007 ; Email: dips_dipu123 @yahoo.co.inContact: +91 9819679007 ; Email: dips_dipu123 @yahoo.co.in
Profile Summary
• AMFI Certified from NCFM Professional with over 14 years of experience experience in the field
of Finance & Operations under BFSI sector which involves Cash management, Financial
reporting, Transitioning, Process re engineering , New Initiatives, Six Sigma Project
Management & Team handling skills.
• Proficient in managing & leading teams, vendors and service providers for running
successful process operations & experience of developing procedures, service standards for
business excellence.
• Possess entrepreneurial spirit, backed by strong banking experience and the ability to
understand the clients' requirements.
• An effective communicator with exceptional analytical and relationship management skills &
adapt at maintaining cordial business relations with banks, financial institutions, vendors,
Registrar & Transfer agents , regulatory authorities and other external agencies.
PROFICIENCY FORTE
Strategic Planning
 Analysing business processes, conducting benchmarking studies/ trend analysis and suggesting
improvement in status quo.
 Ideas and improvements initiator for new Initiatives at par with Industry and applying various
roadmaps laid down by RBI / NPCI.
Process Management
 Monitoring overall functioning of processes assigned, identifying improvement areas and
implementing adequate measures to maximise customer satisfaction level.
 Creating & implementing workflows to facilitate structured support in all areas and issues.
Overseeing process improvement initiatives through system changes, process re alignment/
redefining & efficiency management.
 EMPLOYMENT PROFILE
 Mar’08 – Till Date at UTI Mutual Fund, BKC, Corporate Office as AVP Operations
 Job Role:
• Role which involves Process Improvement & Project initiative(s) for effective coordination &
implementation of new process initiatives amongst external & internal stake holders/
Banks/ Service Providers.
• Process Design , control & implementation with various external & internal stakeholders i.e.
Registrars & Transfer Agents (R&T) – Karvy Hyderabad, Bill desk , Banks, NPCI and UTI
branches for new initiatives under SIP (Systematic Investment Plan), ULIP , Micro Pension
& Key Lifestyle Products.
• Design Operational processes for R&T and UTI Branches for new product launch, scheme
feature changes, new tie up’s with banks / vendors etc. as per regulatory changes laid out
by SEBI/AMFI/RBI/ NPCI/KYC KRAs.
• Project Manager for roll out of NACH (National Automated Clearing House) debit system
designed by NPCI for UTIMF.
• Project in charge for roll out of Dividend / Redemption payment through Aadhaar Payment
Bridge System (APBS) designed by NPCI.
• As a part of strategic initiative exercise , point of Contact from Operations for Mckinsey
team for process improvement of Key Commercial and Non Commercial Transaction., to
help reduce rejection rate and match at par with Industry standards.
• Laid out Transact flow for Purchase, Redeem, Switch & SIP for operational convenience
through Digital innovation of Mobile App development for Distributors of UTI MF alongwith
McKinsey.
 Jun’07 to Mar’08 –at ICICI Prudential Life as Operations Manager
 Job Role:
• Managing a team of six members for daily Reconciliation for ECS volume sent to RBI, also
Payouts and Collections Operations for ICICI .

2. • A leading member for a special project for ECS Clearing of Insurance products for ICICI
which associates in “BLACK BELT” Sigma project to streamline the ECS system for ICICI
thru means of DMAIC.
• Setting various activity matrices in terms of roles and responsibilities to measure
performances
• Dashboard review procedure to work on TAT closures.
• Involved in outsourcing ECS Process to prospective vendor, also set up desired required
SLA for same.
 Sep’05 to Mar’07 at Morgan Stanley Capital International, Mumbai as Analyst
 Job Role:
• Involved in transitioning GL Controller role of Financial Control Group from London to
Mumbai and also successfully transitioned out the same to Budapest.Traveled to London for
3 weeks to transition GL Controllers functions to Budapest trainees.
• To ensure all roll up’s of Morgan Stanley accounts, cost centres are structured in OMEGA
and ATLAS as per Managerial decision.
• Cost Allocation and Recoveries: Involves analyzing and setting cost allocation percentages
in CARS system depending on number of heads seating in various support services cost
centres.
• Setting up monthly Budget and Forecast report for NJASIA region helping Business Unit
staff ascertain Under and Over allocation for respective Cost centre.
• Involved in Six Sigma Project for Restructuring Cost centre reports for Asian clients (Japan
and Asia)
 May’03 to Sep’05 at E-Serve International Pvt. Ltd., Mumbai as Processing Officer
 Job Role:
• Processing Officer handling Transactions of Citibank Newyork which includes Global
Transaction Processing.
• Dealing with Investigations with the help of Swift (MT 202 & 103) and Telexes to various
banks and also Payments THRU Fed wire & CHIPS initiated on behalf of Citibank Newyork
and their clients.Nostro Vostro reconciliation dealing in clearing Pseudo unrecognized items
open in Recon for Citibank London branch.
• Repair of electronic wire transfer instructions for global currencies (MIDCAN & MIDAMD)
• Nostro-Vostro Reconciliation of Citibank Branches, liasing with Treasury for OUT OF UNDS
and overstated and understated position of same.
• Monitoring transaction activity and control settlement timeframes for fund transfers
 Jun’01 to Apr’03 at Comsoft Infotech Pvt. Ltd.,Mumbai as Office Assistant
 Job Role:
• Reconciling Bank Statements.
• Tax Calculation & Salary Calculation.
• Form 16 for all Staff Members to file returns.
• Implementation Of ISO 9001:2000 Procedures in HR & PR Department.
• Recording Voucher Entry in Tally 5.4 and other Accounting Matters.
EDUCATION
 ACADEMIC
 Bachelor of Commerce securing 69% from Mumbai University.,2001
 PGDBA specializing in CRM - from Symbiosis, Pune 2014
 PROFESSIONAL
 AMFI from NISM NSE.
 Six Sigma Green Belt Certified, KPMG, 2014.
IT SKILLS
Operating System : Windows XP Professional
Others : MS Excel, MS Word, MS PowerPoint.
TRAINING & OTHER ACCOMPLISHMENT
 Nominated as SPOC from Operations for Reimagining UTI project @ UTI Mutual Fund.
 Best Managed Team Award for Quarter – ICICI Prudential Life Insurance Co. Ltd
 Letter of Appreciation from Asia client for report restructuring – Morgan Stanley.
 STAR of the Month award – E-Serve International Ltd.
 Nominated for Service Quality Training – Marcus Evans @ UTI MF.
 Customer Service Excellence Training – UTI MF.
PERSONAL DETAILS

3. Date of Birth : 8th
March, 1981
Languages Known : English, Hindi, Gujarati, and Marathi
Marital Status : Married