Open to opportunities

Kagal Gupta

@kagalgupta

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Competent professional with over two decades of work experience in Banking & Finance domain.

India

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What I'm looking for

Looking for a challenging role that leverages my expertise in Banking & Financial Services Industry, with opportunities for growth and professional development.

I am a seasoned professional with over 20 years of experience in the Banking & Financial Services Industry, with expertise in Wealth Management, Banking, Credit Card, and Operations/Quality/Risk and Compliance in the Mutual Funds industry. I possess extensive experience in gathering requirements, reviewing and writing requirement gathering documents, and creating Business Requirements Documents (BRD) and Functional Specifications Documents across project deliverables.

I have a strong background in business writing skills, understanding business process management, and translating customer requirements to the development team. I have supported functional testing of applications, prepared case studies for processes and applications, and gathered functional inputs for Request for Proposal documents.

With a strong analytical mindset, I have worked closely with business teams to identify required changes, worked on price prediction based on historical data and market trends, and maintained and updated inventory on web portals. I have also freelanced and worked on forex as remote jobs.

Experience

Work history, roles, and key accomplishments

Manager

illness.com

Sep 2020 - Feb 2025 (4 years 5 months)

Illness.com is an online publisher of news and information pertaining to human health and well-being. The site includes information pertaining to drugs and diseases. I am a part of the pilot team.

Content Writing Data Migration

Numismatist

Paradimecoins LLC

Nov 2019 - Feb 2025 (5 years 3 months)

ParadimeCoins is an online rare coin store that sells certified U.S coins to collectors and investors. We specialize in PCGS and CAC certified numismatic coins.

Analysis Inventory Management Marketing Quantitative Research

Business Consultant

NIIT Technologies Ltd (Now renamed as Coforge)

May 2013 - Jan 2014 (8 months)

Associated Banc-Corp is a US regional bank holding company providing retail and commercial banking, commercial real estate lending, wealth management and specialized financial services

Business Consulting

Business Consultant

NIIT Technologies Ltd

Jul 2012 - May 2013 (10 months)

M&T bank is one of the 20 largest independent banks in the US offering banking products to the customers like Finance and Insurance, Consumer Banking, Corporate Banking, Investment Banking, Credit card etc. M&T bank acquired WTC. Certain functions in WTC were using the Documentum application & this project was to build Filenet application for these functions.

Senior Business Analyst

NIIT Technologies Ltd

Oct 2011 - Jul 2012 (9 months)

FIS is the world’s largest global provider dedicated to banking and payments technologies. It is number one provider of call reports software. FIS has processing and technology relationships with 31 of the top 50 global banks, including nine of the top 10 banks.

Data Analysis Functional Testing Risk Management

Business Analyst

NIIT Technologies Ltd

Oct 2010 - Oct 2011 (11 months)

SEI USA - SEI is a leading global provider of asset management, investment processing, and investment operations solution for institutional and personal wealth management. Provide help to private banks, investment advisors, investment managers, institutional investors and affluent individuals create and manage wealth.

Presentation Functional Testing

Senior Business Associate

Fidelity Investments

Apr 2003 - Oct 2010 (7 years 6 months)

Fidelity Investments is a world leader in mutual funds with one of the largest research departments in the industry.

Quality Control Risk Management Team Management

Associate

EXL Services

Jan 2002 - Apr 2003 (1 year 3 months)

EXL Services offers back office services to the clients based in various countries. I was a part of Insurance Based project.

Data Entry Financial Analysis

Associate

GE Capital

Mar 1999 - Jan 2002 (2 years 10 months)

GE Capital offers a range of flexible financial products/services to dealers and consumers worldwide. With inventory financing and asset-based lending, GE Capital funds the flow of goods from manufacturer to dealer. On the consumer front, GE Capital offers credit cards and installment loans through dealers, organizations and retailers of all sizes.

Credit Financial Analysis