Rakesh Bhatia Email and Phone Number
In my more than 18 years of experience in business and systems analysis, consulting and project management, I have been known for conceptualising and implementing IT strategies toward the successful execution of new core systems, channels and IT infrastructures, along with process optimisations within the investment banking, capital markets and treasury (technology and operations) domains.One of my greatest strengths is establishing and cultivating customer relationships by identifying their technical and software needs, responding to technical requests from solution enablement and working with product teams and specialists to make the most of the solution features and capabilities, achieving the business outcomes of the customers. I have a track record of success in leading the project management life cycle through project conceptualisation, business case preparation, detailed project planning, solutions architecture, estimation, budgeting and resourcing, status monitoring based on timeframes and budgets and contingency plan preparation.All of these are possible due to my technical leadership combined with my business and cross-functional collaborative skills to manage a diverse team of different backgrounds and levels while working closely with stakeholders and senior management toward the implementation of transformational initiatives.Career highlights and benchmarks include:* Formulated IT strategic plans and roadmaps that led to 5 end-to-end new product/system implementations managed in the last year. * Energised technological and operational improvements that fuelled increased value of the project portfolio with ongoing delivery and implementation. * Brought significant reduction in reported incidents/ problems by 75% on managed systems, as well as recorded savings in vendor annual maintenance contract (AMC) over the last year. Skills and Specialties: Enterprise/Solutions Architecture | Technology Consulting | Banking & Finance | Business AnalysisPrivate Banking | Wealth Management | Investment Banking | Business Intelligence/Analytics ReportingAsset Management | Treasury Operations | IT Security | Margin Trading | Front/Middle/Back OfficeSecurities Operations | Collateral Management | Back-end Software Development | Reference Data Management Custodian Services | Front-End Web Tier Software development | Astute Leadership & Team Building I am eager to further expand my network. Feel free to get in touch with me at bhatiarakesh@gmail.com.
Ss&C Advent
View- Website:
- advent.com
- Employees:
- 1437
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Sr. Technical Account ManagerSs&C Advent Oct 2018 - PresentDubai, United Arab EmiratesProvide 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.
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Technology Platform OwnerEmirates Nbd Jul 2013 - Sep 2018Dubai, United Arab EmiratesManaged 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. -
Consulting Project ManagerCognizant Feb 2012 - Mar 2013Dubai, United Arab EmiratesOversaw 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. -
Business AnalystBank Of America Merrill Lynch Aug 2010 - Feb 2012 -
Management Intern - ConsultingIgate Global Solutions Apr 2009 - May 2009 -
Module LeadSatyam Computer Services Ltd. Jan 2008 - Jun 2008 -
Member TechnicalAdp Mar 2004 - Jun 2007
Rakesh Bhatia Education Details
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Finance Systems/It -
Computer Applications
Frequently Asked Questions about Rakesh Bhatia
What company does Rakesh Bhatia work for?
Rakesh Bhatia works for Ss&c Advent
What is Rakesh Bhatia's role at the current company?
Rakesh Bhatia's current role is Senior Technical Account Leader: Champion in Customer Engagements, Service Delivery and Project Management | Helping Banking & Finance Companies Achieve Business Transformations & ROI Increase.
What schools did Rakesh Bhatia attend?
Rakesh Bhatia attended Indian Institute Of Management, Lucknow, Osmania University.
Who are Rakesh Bhatia's colleagues?
Rakesh Bhatia's colleagues are Zhanna Ivanova, Shamshod Karimov, Jim Hart, Shahyan Aly, Brian Vahey, Karl Jayson Ela, Aryn Brianvil.
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