Niraj Agrawal Email & Phone Number

Pune, Maharashtra, India

Pune, Maharashtra, India

At UBS, I am serving as Senior-level management and SME for Asset services domain for regions across the world - APAC, EMEA, AMER region, I am handling the team of 10+ associates reporting to me who scrub and cleanse and announce the corporate actions for wealth management and investment banking as part of the utility model at UBS. I am also on-point for change the bank automation agenda for the department

Mumbai Area, India

At Morgan Stanley, serving as SME for Asset services domain, appreciated multiple times for higher management of the company and immediate managers for the exceeding expectation and delivering quality work, team management, and Risk Management. I am handling the team of four associates locally reporting and acting control for vendor team based in Pune, responsible in managing daily Work queue for Pune & Mumbai teams and audit the work done. Regular calls with vendors and other stakeholders like the trading desk and other team are part of day-to-day work. I am also on-point for CTB (change the bank) agenda for the department and hence have equal exposure on the automation and robotics side in the domain. Additionally, I have conceptualized & executed and implemented project resulting in 8 % productivity gains which saved on firms bottom line and project leading to 12 % productivity saving in the scoping phase. Also, spearheaded process improvement initiatives at the process level as well as department level in partnership with other functions.Roles-Responsibilities - Management Level• Managing a team of four Associates reporting in my line•Managing risk at individual market and APAC level (17 markets)• Reporting key metrics for stakeholders on a weekly, bi-weekly and monthly basis and any ad-hoc reports required • Monthly Global stakeholders call for the region• Quarterly, Monthly, weekly vendor calls for corresponding process updates • Bi-Monthly Career Conversation with the Reportees• Mentoring the intern and other mentees from the firm to align with firms value, culture and for individual growth• Conducting performance appraisals, monthly individuals one on one and weekly team meetings and developing an action plan for individual career growth

Dhule, Maharashtra, India

At HB & Sons,being a family managed firm part of your job description is everything, major responsibilities include managing book of account, payroll, IT and operations by utilizing my knowledge and hands-on experience in managing team, Finance and IT to help in day-to-day decision making & streamlining operation thus bringing accountability & professionalism to the firm. Being a small firm cost saving was important and we implemented an automated attendance system and automated accounting for wages and salaries. Also, we started a few services that affected the top line of the companyRoles-Responsibilities• Managing stakeholder of the firm with respect to day to day operations at the firm • Onboarding and decision making with respect to the level of IT inclusion in the firm• Conducting appraisals and feedback session with the team • Reporting on the financial health of the company, creating monthly, quarterly and bi-annual reports• Generating Adhoc reports as required by the firm senior manager and Owners• Managing team of accounts and paying out salaries –automating the payouts

Pune Area, India

At eClerx, served as SME for Corporate Action both mandatory and voluntary corporate functions, appreciated for exceeding client's expectations by clients as well as the higher management of the company. Mapped an additional function that can be acquired from the client and transitioned voluntary corporate actions function which leads to topline increase of the firm. Additionally, conceptualized & executed and implemented project resulting in 10% productivity gains which were passed onto the clients. Also, spearheaded process improvement initiatives at the process level as well as cost center level.Roles-Responsibilities - Management Level• Managing a team size of 12-14 individuals•Transitioned voluntary corporate action function• Conducting bi-monthly performance appraisals, monthly individuals one on one and weekly team meetings and developing an action plan for individual growth• Publishing regular weekly, monthly and quarterly reports about the process and other ad-hoc reports as required by senior management• Working closely with client/stakeholders and conducting regular weekly and monthly calls.Roles-Responsibilities – Process Level• Operational &Techinical SME for End-to-End Corporate Action process • Monitoring workflow and resource planning& Ensuring closure of tasks within prescribed SLAs• Monitoring and planning for peak volume seasons• Identifying operational risks and control gaps proactively and mitigating them appropriately• Succession planning for critical process resources to mitigate risks and reduce dependency• Regular audits on the process activities and work done by the team• Implementing & generating process improvement initiatives and improve teams productivity• Served as an internal/external escalation point for process related queries

Bangalore

At Unisys, I developed a financial model capable of calculating Cost, Revenue & Operational driver and respective KPI’sthat were to be used for benchmarking against competition• Worked on vital cost, revenue & Operational drivers for IT Company• Benchmarked against competitors and industry on vital cost, revenue & Operational drivers• Financial analysis of competitors and derivation of charge out rates, seat utilization attrition and other metrics

Bengaluru Area, India

At Hindustan Coca Cola, the main challenge was to reduce the cost of the company while creating a win-win situation for the CNF agent of the city which was addressed by creating a Model made with all costs listed & bifurcated in different cost types and suggestions on how objective can be achieved.•The project encompassed studying operations/distribution & costs of the company• Worked on the CNF model used for the region • Analyzed & suggested a practical model that creates a win-win for company and CNF distributor

Bengaluru Area, India

At Kavaii, being a relatively new startup the company wanted to have good marketing collateral and revamp of company official pages on social marketing sites, so new marketing collateral were created while understanding the business model and services provided by the company. The same collateral was later used by the firm to attract clients and VC funding for the startup. Social media pages were made to improve the reach of the organization to prospective clients•Marketing Communication Online / Offline collateral and Prospecting• Reviewed current tools & added fresh tools to marketing collateral of the company to be used for business development• Gave a fresh perspective to organization image through tools to improve VC funding• Customer prospecting and segmentation was done on parameters which are used to prioritize and create a custom pipeline to result in sales

Mumbai

At Webvisionz, got great exposure with respect to talking to the client presenting them with services offered and then managing a team of freelancers for development delivery and servicing the projects. Completed deployment of two projects for clients from the UK. The project was delivered in agreed SLA's and as per client requirements • Joined in as project engineer consecutively climbed the ladder to reach project manager• Roles taken up were in areas of Business Development, Bookkeeping, POC, & Negotiator for SLA's & client requirements• Managed a team of 4-5 freelancers and executed three projects successfully for clients in U.K.• Developing a strategy to improve visibility & managing content visibility on Social Media• Some other tasks were to streamline the day-to-day operation at an organization to improve productivity

Post Graduate Diploma In Management, Finance And Financial Management Services

Activities and Societies: Placement Committee, Lakshya- Sports Committee, Knowesis- Magazine Committee, Equinox- Enterprenuer Club Studied.

B.E, Information Technology

Activities and Societies: IEEE, CSI,NSS, Student Committee Bachelors of Engineering in Information Technology