Akash Roy
@akxshrxy
Product Manager in banking transformation, combining finance expertise and analytics to deliver CBS/CRM/LOS and decision tools.
IndiaWhat I'm looking for
I’m an MBA Finance graduate currently working in PMO at ESAF Small Finance Bank, driving CBS, CRM, and LOS transformation initiatives. I’ve also managed ₹600+ crore loan portfolios and focus on improving operational efficiency through data visibility and better decision-making.
I build practical tools for teams—like a CB Rejection Dashboard, Branch Heat Map, and a Gold Loan Eligibility Calculator—using HTML, CSS, and JavaScript. Before banking, I supported high-volume finance operations with Tally ERP, ensured compliance and reconciliation, and contributed to accurate, timely statutory submissions.
Experience
Work history, roles, and key accomplishments
Product Manager, PMO & Transformation
Esaf Small Finance Bank
Jul 2024 - Present (1 year 11 months)
Drives CBS, CRM, and LOS transformation initiatives within the PMO. Built web tools including a CB rejection dashboard, branch heat map, and gold loan eligibility calculator, and automated internal processes to improve efficiency and data visibility.
Finance Intern - Cash Handling
Aniidco
Mar 2024 - May 2024 (2 months)
Processed 250+ financial transactions per week using Tally ERP, ensuring regulatory compliance and timely documentation for government-funded initiatives. Reconciled daily cash balances, verified supporting records, and prepared statutory tax returns to improve accuracy and timeliness.
Management Intern - Finance & Marketing
Hdfc Life
Jun 2023 - Jul 2023 (1 month)
Supported promotion and customer education for life insurance products including ULIPs, term plans, endowment, and retirement solutions. Helped analyze customer segments and supported localized marketing campaigns to improve product recommendations and lead conversion.
Education
Degrees, certifications, and relevant coursework
Vellore Institute of Technology
Master of Business Administration, Finance
Master of Business Administration with a major in Finance and a minor in Marketing at Vellore Institute of Technology. Completed in 2024.
Chandigarh University
Bachelor of Commerce (Honours), Accounts and Taxation
Bachelor of Commerce (Honours) with a major in Accounts and Taxation at Chandigarh University. Completed in 2020.
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Portfolio
akash-roy-portfolio.vercel.appSalary expectations
Social media
Job categories
Skills
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