Executive Vice President - Technology / Founding Team Member
Bharosa Club
Bharosa Advisor (Bharosa Technoserve Private Limited)is a SEBI Registered Investment Advisory firm (RIA # 100004657) , started with a desire to improve financial well-being. Bharosa’s dream is to create a shared utility which addresses the last mile problem for simple, honest, effective and commission-free financial products.Envisioned, defined, and executed the product roadmap – Market/Competition Analysis, Wireframing, MVP, Content, Usability, UX, Compliance, Fraud and Legal, etc. Key Achievements: Spearheaded the development and roll-out of various innovative omnichannel strategy based Bharosa applications (customer portal, advisory portal, CRM, mobile apps, channel partners application, analytics engine, algorithms, service desk, chat bots, IVR); defined and setup project management processes. Captured 40% savings in technology cost within the first 6 months – lean teams, make/buy analysis, open-source solutions, renegotiated contracts with new vendors; enhanced quality assurance and maintained timelines. Hired, coached, and mentored action-oriented in-house development and vendors’ teams; consistently met documented deadlines and objectives; marrying Agile with PMI management processes. Consistently achieved 100% on-time deliverability by maturing the SDLC processes, implementing real-time feedback tools. Established systems and processes for queries/disputes management, day-to-day operations, and customer support.