Rakesh Bhatia Email & Phone Number

Dubai, Ae

Dubai, United Arab Emirates

Provide leadership to a team and portfolio of clients in MENA across banking, financial services, wealth and asset management sectors, ensuring client satisfaction and high-quality service delivery. Carry out strategic planning and implementation to achieve multi-year license and service renewals; executive and customer presentations to help them leverage Advent products and attain profitable growth and sequence implementations to streamline product flow and service innovations. * Received an “Outstanding” rating during the 2021 annual performance review and earned a promotion to the current role within 3 years of employment within the company for displaying excellent leadership and technical performance. * Succeeded in increasing compound annual growth rate (CAGR) by 25% in client spend by identifying client-aligned growth opportunities for Advent products and services. * Brought significant savings in revenue loss by postponing 5 requests for proposals (RFPs) on strategic accounts and transitioning them into multi-year renewal engagements.

Dubai, United Arab Emirates

Managed project governance, staffing requirements, technology readiness evaluation, service-level agreements (SLAs), infrastructure and risks mitigation and funding and savings sign-offs. Prepared and submitted project proposals, business requirements, detailed process specifications and data conversion plans, while closely monitoring multiple parallel deliverables based on guidelines and parameters. Conducted unit, functional and usability testing with the QA Team.* Advent Implementation for Wealth Management – Private Banking, Priority Banking, Asset Management and Islamic Banking (Dubai, Singapore, London and KSA): Launched Advent Portfolio Exchange, along with Trading and Compliance solutions that automated processes, improved reporting and compliance readiness and reduced risk of trading errors. * Digitisation of Wealth Management Offerings – Mobile and Online Banking: Enabled customers to have a 360-degree view of their portfolios, access to all the wealth management offerings and real-time view of their accounts. * Collateral Monitoring System for Lombard Lending – Lombard lending business streams within all private banking (Dubai, Singapore, London and KSA): Streamlined the computation of loan-to-value ratios with margin call and margin shortfall alerts based on market price and FX movements. * Derivatives (Margin) Trading System – Wealth Management and Treasury: Rolled out a multi-product platform, with FX options and futures on oil, currencies and precious metals to expand wealth management and group treasury services to include additional products and asset classes.* IT Optimisation and Business Architecture Consolidation – Private Banking, Priority Banking, Asset Management and Islamic Banking (Dubai, Singapore, London and KSA): Standardised technology interfaces and technology portfolio for wealth management business units globally.

Dubai, United Arab Emirates

Oversaw the planning and coordination of consulting assignments, enabling clients to identify and evaluate cost-cutting opportunities, as well as facilitate strategic planning for process transition and improvements. Played a key role as a consultative partner to clients to leverage domain and process expertise in business transformation and cost optimisation. Developed and implemented customised process solutions in collaboration with client teams and end-users on key product attributes, process mapping, service options and global product rollouts.* Served as project manager, driving efforts toward the success of the following projects with outstanding results: - UBS Securities: Modified business/system rules that decreased daily processing of manual exceptions by 27% with an approximately 50% reduction in post-settlement breaks. - Credit Suisse eDiscovery Services: Streamlined Credit Suisse’s eDiscovery business operations to achieve savings and productivity improvements through a strategy and implementation roadmap with a focus on data storage, search and retrieval for regulatory audits. * Provided subject matter expertise to the UBS Wealth Management project with the IT Team in system deployments within securities, valuations and data management operations. * Spearheaded the UBS Strategic Managed Services for Finance project as the consultant and subject matter expert to work closely with the Cognizant Finance and Accounting Group and design an onsite/off-shore utility for UBS’s Finance Shared Services function across Americas, EMEA and APAC. * Acted as the primary consultant for Cognizant's acquisition of Informa (Data Monitor), assisting the Cognizant Research Group in conducting a deep dive into Informa's two lines of business – MarketLine and MedTrack – in order to define service metrics as part of the due diligence exercise during the acquisition phase.

Master Of Business Administration (Mba), Finance Systems/It

* 1st Prize, “Jagruti –The Best Internship Project”, Internship, Business/Technology Consulting * National Finalist –Investment Banking-PE.

Bachelor Of Computer Applications, Computer Applications