Role:• Developing Custom Software for Financial Services and Media companies• Vendor Management, Change Management, Business Analysis, Project Management, Testing• Integration of organizations• Building the Sales organization by identifying potential distributors and customizing a CRM• Worked on avoiding Capital Intensive models and focused on Operational Intensive models• Helping Investors make smart choices with Mutual Funds, Life Insurance, Health Insurance and… Show more Role:• Developing Custom Software for Financial Services and Media companies• Vendor Management, Change Management, Business Analysis, Project Management, Testing• Integration of organizations• Building the Sales organization by identifying potential distributors and customizing a CRM• Worked on avoiding Capital Intensive models and focused on Operational Intensive models• Helping Investors make smart choices with Mutual Funds, Life Insurance, Health Insurance and DepositsClients:WhiteOak Capital Asset Management Ltd., Mumbai Sep 2021 – Jun 2022Orasi Media Offshore Pvt Ltd.., Mumbai Nov 2022 – Jun 2024Achievements:• Helped open the first 20+ branches of an organisation using Operational Expenditure focused models that reduced initial Capital Expenditure by ~80%.• Helped get new Sales employees up and running on Salesforce within a week of joining the organisation.• Launched a customized software platform in time for the biggest Media trade show globally.• Streamlined Quality Assurance and Delivery processes to improve the quality of testing, reduce defects and reduce production bugs.• Have aligned with manufacturers and aggregators to provide clients with a complete set of Financial solutions Show less

Role:● MatDev Investment Advisers Pvt Ltd was the parent of the brand Symbl.● Worked as a Consultant from Dec 2020 to Feb 2021 before joining full-time in Mar 2021.● Built Mutual Fund and Investment Advisor organisations from ground up.● Identified product features and application flows.● Developed Digital assets, Assessing Technical integration, Aiding UX design and managing prioritisation of features.● Launched website for Investment Advisor and built a prototype for… Show more Role:● MatDev Investment Advisers Pvt Ltd was the parent of the brand Symbl.● Worked as a Consultant from Dec 2020 to Feb 2021 before joining full-time in Mar 2021.● Built Mutual Fund and Investment Advisor organisations from ground up.● Identified product features and application flows.● Developed Digital assets, Assessing Technical integration, Aiding UX design and managing prioritisation of features.● Launched website for Investment Advisor and built a prototype for Mutual Funds.● Involved in application and subsequent queries for SEBI Mutual Fund license.● Managed tie-ups with service partners such as Bankers, Custodians, KYC vendors and Payment Gateways.● Selected partner basis product suite and costs.● Projected costs to determine profitability.● Determined organizational hiring needs in Product Management, Operations and Compliance teams.Achievements:● Launched the concept of Active Share, a first in India. Show less

Role:● Managed Projects aligned with business strategy/objectives to minimise risk with focus on scope, cost, schedule and quality.● Interacted with core Management team for oversight on approach and deliverables via Steering committee.● Worked with Program Management Office (PMO) leaders to define pipeline as per business need, impact and budgets.● Comprehensive management of project lifecycle.● Identification and management of vendors.● Assessment of software and… Show more Role:● Managed Projects aligned with business strategy/objectives to minimise risk with focus on scope, cost, schedule and quality.● Interacted with core Management team for oversight on approach and deliverables via Steering committee.● Worked with Program Management Office (PMO) leaders to define pipeline as per business need, impact and budgets.● Comprehensive management of project lifecycle.● Identification and management of vendors.● Assessment of software and suitable recommendations.● Creation and management of Project Plans.● Providing solutions in tandem with business and technical teams.● Change Management and Training. Managing functional and project team members.● Working as part of a global team and interacting with all functions across Americas, Europe, and Asia.Achievements:● Implementing WealthSpectrum to automate the PMS business● Launched Global Multi Manager Funds – First of its Kind in the Industry.● Algebra Capital Integration – managed program for Portfolio Management, Trading and Operations teams, that resulted in lower Trading Costs and Software Cost Savings of USD 200,000 per year.● Cash Management Software – Reduction in overdraft fees of USD 70,000 per year.● Automated Fund Expense processing for Mutual Funds, using a customised software.● Supporting and improving Quantis, the Fixed Income Portfolio Management/Operations software.● Launched e-mandate and UPI on Digital assets along with other payment options to improve B2C transaction completion, improve user experience and reduce costs.● Helped build and test models to increase retail penetration.● Launched 6 branches in a shared office model. Show less

Provided Consulting services to a Medical Practice in order to bring in efficiencies and comply with HIPAA regulations

Performing Business Analysis and Project Management on technical/non-technical projects for the Equities Listed and Derivatives front, middle and back offices

• Advised clients (Goldman Sachs, Hoffman La Roche and Merck) on technical solutions in a project co-ordination role to allow for a smooth transition to newer technology• Customer relationship management

Assisted clients with software upgrades and hardware relocation