Prateek Srivastava

Prateek Srivastava

Senior Business Analyst @ Newgen Software Technologies Ltd

IN • Joined Aug 2023



Work experience

9 years 11 months

Org Logo

Newgen Software Technologies Ltd

2 years 9 months

Senior Business Analyst

October 2021 - Present


- Leveraged Newgen's expertise and experience in Trade finance and payment HUB automation to provide a compelling value proposition to prospective clients. - Consulted, researched, implemented, and enabled presales to deliver the best solution for business objectives as a Consulting Practitioner and Subject Matter Expert (SME). - Collaborated with clients and internal teams to develop integrated business and operating strategies that create rapid and sustainable value. - Conducted demos and proof-of-concepts at the CXO/senior management level. - Evaluated new opportunities and created value propositions and demo or proof-of-concept scripts. - Prepared Scope of Work and proposals for prospects based on RFPs, RFIs, demos, and proof-of-concepts. - Demonstrated the ability to understand RFP content and formulate questions to gather necessary information for the solution. - Identified client key business drivers and problem areas, and effectively communicating them to all stakeholders. - Partnered with the business to evaluate business goals, identify problems, guide transformation initiatives, and propose appropriate solutions. - Acted as the product owner (SME) for a new module within the Trade Finance Product. - Reviewed and refined the roadmap of the new module. - Prepared user stories for the new product. - Governed release planning for the new module. - Created a functional pitch for the new module. - Orchestrated the launch of the module. - Prepared demo collaterals for the new module. - Defined a market penetration strategy for the new module.

China Trust Banking Corporation Ltd

3 years 7 months


April 2018 - October 2021


•Managing high revenue generating trade finance products as per RBI guidelines and global sanction policies. •Assisting customers in all their queries on International Trade and Trade Finance products and seek solution to their requests. •Maintaining activities in accordance with Service Level Agreements (SLAs) with internal departments/ units to achieve improvements in turn-around time. •Building and maintaining strong and effective relationship with all other related departments and units to achieve the Group's goals/objectives. •Accountable for handling import and export products, Inward and Outward remittances., Regularisation (export product), Letter of credit (Issuance, confirmation, advising, payment), Buyers credit, checking Export and Import document etc. •Ensuring Services of Foreign Trade Operations are delivered in a timely, efficient, and cost-effective manner. •Preparing and submitting reports to RBI and providing timely and accurate information to the external and internal Auditors, Compliance, Financial Control and Risk Functions as and when required. •Reviewing customer's application, processing all completed document on each applicable stage and work on dispatching funding request to Funding Section, check repayment advice in to ensure the transaction of both import and export businesses are processed accurately in time and comply with both Internal & external (SAFE) policies •Following up overdue import/export bills and dealing with customers to resolve problems relating to discrepancies spotted on import/export bills. •Keep abreast of changes and ensure that International Chamber of Commerce Rules practices in Foreign Trade Operations and RBI Policies and Procedures are strictly adhered.

Org Logo


1 year

Banking Assistant

March 2015 - December 2016


•Processing of Export payments transaction for PAN India with compliance to ACU guidelines, Merchandising trade guidelines & sanction policies. •Successfully handled Delhi and Kolkata region and was cross trained for pan India payments while managing Products like ACU payments, Merchandising trade, Debit authority, Nostro payments, EEFC payments, Loan settlement against the credit receive from overseas, Bill discounting settlement, NEFT, RTGS, MT202 and MT103 payments. •Ensured the integrity, completeness, and accuracy of nostro reconciliation statement and other regulatory reports. •Utilized derivative contracts for FX transaction. •Provided FX rate to client for foreign currency payment through internal system. •Credited funds to client account by applying FX rate and converting into INR. •Developed client relationships through regular communication and escalation management and proactively solving issues.

Org Logo

Royal Bank of Scotland

1 year 11 months

Process Associate

May 2013 - March 2015


•Efficiently managed processing of Collection Import Payment and Letter of Credit transactions for UK PLC with compliance to sanction policies •Managed Collection Import Payment- Sight bills, Due bills, Inland Bills, Forex contract bills and High value Transactions. •Oversee Inland, Import and Export documents which are under Letter of Credit- LC sanctioning, LC Issuance and LC amendments. •Handled end-to-end processing of all the Collection Import Payment and LC products with accuracy.


Org Logo

Jagannath International Management School (JIMS), Delhi

2011 - 2013

PGDM (IB) in Finance and Marketing

July 2011 - May 2013

EDUCATION Post-Graduation (First Division) - Successfully completed post-graduation with distinction, showcasing strong academic performance and dedication to excellence. - Acquired an extensive understanding of international trade finance, enabling comprehensive comprehension of financial aspects within global commerce. - Developed expertise in International Marketing, honing skills to effectively navigate and excel in the dynamic international business environment. - Demonstrated a keen aptitude for market research, utilizing various analytical techniques to gather valuable insights and drive informed decision-making. - Proficiently utilized Microsoft Word, Excel, and PowerPoint to efficiently create and manage data, reports, and presentations. - Exhibited exceptional presentation skills, effectively communicating complex concepts and ideas to various audiences with clarity and confidence.


Inward Remittance Implementation - Subject matter expert

Jan 2023 - Jul 2023

Newgen Software Technologies Ltd

- Provided subject knowledge and expertise to the delivery team, ensuring they had a clear understanding of the project objectives. - Reviewed and analyzed the user stories and software requirements specification (SRS) documents created by the delivery team, ensuring they were accurate and aligned with project goals. - Assisted in conducting a gap analysis to identify any discrepancies or missing functionalities in the project. - Conducted thorough user acceptance testing (UAT) to ensure the product met the desired quality standards and functional requirements.

Awards & achievements

Newgen Software Technologies Ltd

Pinnacle Performance Award

May 2023

Newgen Software Technologies Ltd

Newgen Rising Star Award

Dec 2022

Newgen Software Technologies Ltd

Agile Foundation Certificate - LinkedIn

Jul 2022

Newgen Software Technologies Ltd

Business Analysis Foundations

Jun 2022

China Trust Banking Corporation Ltd

CDCS - London institute of banking and finance

Nov 2020