Abhishek Gupta, Cfa Email and Phone Number

Abhiyaan refers to our campaign (or journey) to promote financial literacy and guide you in your journey to create wealth.

Key Projects:1. Build and operate a Transformation Management Office (TMO) for a leading regional bank in the US to support its ongoing technology transformation initiative for the delivery and management of its IT infrastructure, interacting with over 25 senior client stakeholders leading 11 distinct programs to document governance requirements, implement required procedures and define expected business outcomes (SMART KPIs)2. Plan and execute a business transformation project for the International Private Banking (IPB) business of a multi-national banking institution to support wind-down of its local offices in LATAM and setup a remote operating unit in the US. Designed the wind-down milestone roadmap across 4 workstreams to identify dependencies and critical path for the project3. Implement critical Day 1 Readiness initiatives for the International Private Banking (IPB) business of a multi-national banking institution to improve its operational preparedness in anticipation of lifting of MRA3 restrictions with a revamped client onboarding process and robust compliance processes

Profile:- Executed consulting and analytics projects with the Monitor Group – managed clientcorrespondence, designed analytical plans and formulated recommendations - Managed a team of three analysts, trained, mentored and inducted them into the projectProject Experience:1. Designed, administered, and analyzed survey to evaluate a new sales channel for emergency food supply (EFS) products in the US

Profile:- Executed consulting and analytics projects with the Monitor Group – managed clientcorrespondence, designed analytical plans and formulated recommendations- Assisted the Client Sales Officer in preparing proposal documents to pitch prospective clients- Conducted qualitative, quantitative analysis and secondary research with expertise in using an array of Statistical tools (SPSS, MarketSight and CHAID) and Databases (Lexis Nexis, Thomson Research and Thomson One Banker)Project Experience:1. Built an analytical Return on Marketing Investment (ROMI) model to identify key return metrics for an international tourism board's central and country-specific marketing spend - Resulted in additional business and developed its investment strategy in two countries2. Developed a segmentation framework, customer personas and dashboards of credit card users in the US, based on their air travel behavior and usage of card benefits3. Conducted a market research study to determine the buying behavior of specific customer segments for emergency food supply (EFS) products in the US - Included a market sizing exercise to estimate the target market for EFS products4. Determined the brand perception of lapsed customers for a printing services provider through a qualitative study with focus groups in UK, Germany and France5. Completed a strategic assessment study of the global mobile devices market6. Developed a revenue forecasting model for a major consumer goods manufacturer using the Global Consumer Survey data on the cigarette industry in Spain and Nigeria7. Evaluated the revenue opportunities for an upcoming aviation surveillance-broadcast technology