Rajiv Baheti Email & Phone Number

Houston, Tx, Us

Houston, Tx, Us

Dublin 2, Ie

- Enable organizations in Utilities, Oil & Gas and Chemicals industry to become Technology companies- Advice the clients on leveraging New IT to transform business

Bangalore, Karnataka, In

----> Account Planning and Growth• Prepare account strategy analyzing the client initiatives, competitor’s landscape, industry trends and historical performances. • Focused and well defined approach to penetrate in the new business areas.----> Engagement Management• Perform regular health check for the programs in the portfolio• Anchor governance calls with senior client stakeholders – highlight the achievements, risks, issues, financials, budget actuals vs planned and future plans• Conduct whiteboard sessions with the team to explore new ideas, identify bottlenecks and brainstorm on solutions, address any team issues----> Client Relationship and Stakeholder Management• Highly driven by meeting clients, building new relationships and managing the stakeholder expectations. Established strong connections across the hierarchy from managers to executives.• Focus on understanding the client’s issues, success factors and growth to prepare the value proposition----> Solutioning• Coordinate with subject matter experts, business and technology consultants to prepare viable solutions for the clients----> Sales Operations• Manage sales operations to optimize the process for revenue forecasting, sales cycle and reporting leading to improvement in revenue forecast.• Coordinate with cross-functional teams across legal, finance, audit and business delivery units to manage the contract terms, purchase order, revenue recognition and account receivables. ----> Alliance and Partnership • Partnered with Independent Software Vendors (ISVs) for joint Go-To-Market (GTM): coordinated with ISVs Alliance to identify potential clients and prepare proposal solution----> Cross Vertical Team Management - Adept in bringing together and leading diverse teams across practices, functions ----> Contract Management - Designed, negotiated and signed multiple contract agreements with the client procurement and vendor partners.

Worldwide, Oo

Business Development------------------------------• Multiple client proposals, RFPs, SOWs and business development initiatives for global engagements• Build strategy plan on enhancing collaboration with global partners• Industry research and competitive analysis to identify the growth opportunities• Analyze market trends and regulations; Perform consultative sellingStrategy & Operations Consulting-------------------------------------------• Led consultant team specializing in regulatory compliance (CBR & FATCA) advisory services and program management• Cost Basis Reporting (CBR) operational readiness program management • Foreign Account Tax Compliance Act (FATCA) business analysis and implementation strategy • Portfolio accounting platform migration - vendor assessment and data transition strategy• Operations Test Strategy and Planning including simulation of multiple trading scenarios

New York, New York, Us

- Responsible for stakeholder management, project management and business requirements- Design, Development and Implementation of multiple Securities Operations project’s globally. - Streamlined position management and reporting of open securities trades.- Diagnosed and reengineered the gaps in the business processes of asset servicing.- Led automation of stock loan and stock borrow claims processing.- Finance Domain expert in Securities Operations and Asset Servicing.- Managed global delivery across India, Japan, UK and US.

Bangalore, Karnataka, In

- Project Manager of asset servicing and securities operations for leading investment bank client- Design and Development of financial solutions in corporate actions, data management, application portfolio management- Coordinate with global business users, managers and technology teams for project planning and business analysis- Managed development of project audit reports for process improvement and compliance to the Sarbanes-Oxley Act (SOX).- Training and mentoring new recruits and team members.

Certificate Programme In Fintech Future Commerce, Financial Technology

Pmp (Project Management Professional), Project Management

Pgpm, Finance & Strategy

Investment Administration Qualification, Finance

B.Tech, Engineering