Devanshu Shah Email & Phone Number

* Established a client interaction reporting system to track and analyse all client communications, including emails, phone calls, meetings, and Corporate Access etc. Collaborated with cross-functional teams to define key performance indicators (KPIs) and metrics for evaluating client interactions.* Conducted regular analysis of client interaction data to identify trends, patterns, and areas for improvement, providing actionable insights to management.* Created customized dashboards and visualizations to present client interaction data in a clear and concise manner, facilitating data-driven decision-making.* Conducted training sessions and provided ongoing support to staff members on the proper use of the client interaction reporting system, promoting data accuracy and efficiency.* Proactively identified opportunities to enhance client interaction reporting processes through automation, integration with other systems, and the adoption of emerging technologies.* Utilized data manipulation and transformation libraries in Python, such as pandas and NumPy, to clean, pre-process, and analyze data for reporting purposes.

Mumbai Area, India

- Performed analysis to avoid errors and escalations, while following MIFID II regulations - Published data to clients using vendor platforms like Dealogic, CorpAxe, OneAccess, Commcise, Markit, etc. on a periodical basis- Enhanced and improvised the work portal, reducing the time spent by over 15%- Initiated enhancing the readership portal which helped in reducing the overall production time by 30%- Initiated a Project to identify interactions which were created late in the system, which resulted in a 42% decline rate over the period- Monitored Reconciliation of accounts to capture events added on the later date to ensure the correct tally of transactions- Maintained a robust tracker by collating all the errors identified by team members and conducting analysis to identify grey areas which resulted in 20% decline in the overall errors- Established and maintained cordial relations with Vendors and internal teams, including Sales, Rapid Application Development, Corporate Access and Client Management

Mumbai, Maharashtra, India

- Coordinated business information support for the Citi Research library division- Supported information and help desk support requirements for Citi's Investment and Corporate Banking business- Assisted Citi analysts across the globe in updating key equity research reports, aiding in the timely publishing of reports- Held complete ownership to deliver ad hoc requests, including industry or sector research, company fundamentals or filings, index fundamentals, economic data, credit reports, M&A data, key news runs, etc.

Mumbai, Maharashtra, India

• Conducted research on secondary sources, which served as inputs for Citi pitchbooks and company profiles• Trained 20+ employees on research-based databases such as Factiva, FactSet, S&P Capital IQ, SDC and Thomson One• Mentored 10+ employees during the post training period, for a period of two to four weeks each• Spearheaded a team of 13+ individuals, assigning projects and ad hoc jobs, and examining their output quality• Handled 120-150 new assignments daily, assessing the time needed and negotiating deadlines for the team accordingly