Raveesh Parekh Email & Phone Number

Dubai, Ae

Member of the Executive Office, managing formulation and execution of strategy. Leading projects in areas directly overseen by the MD, by partnering with internal and external stakeholders, including leaders in Product Management, Engineering, Legal, and Business Development. Projects: Digital Learning, Immersive Experience (Metaverse), Mortgages & Golden Visa's.Managing the billionaire's personal assets allocation of Shark Tank investments. Collaborating with various founders, coordinating and conducting due diligence assessments with the investment team to create investment memorandums for a Go/No-Go Decision.

A pro-tech firm established to empower the real estate ecosystem with knowledge and information to make it simple to own and manage real estate transactions. Directly reporting to the CEO driving the realization of their vision and business goals. Projects include enhancing portfolio on Mortgages, Bundling add-on services related to property sold over 2M+, establishing formats and KPIs for monthly business reviews.

Remote

Collaborating with the CEO & COO of a construction supplies company to identify opportunities for growth within the local market and develop actionable strategies to redefine business process and establish a business plan to secure working capital to fund growth

A FinTech service platform and investment marketplace for institutional owners, buyers and sellers of residential rental real estate. The platform connects local experts to institutional capital, making investing in housing debt and equity more efficient for institutions, supporting local businesses.Responsible for establishing process and execution of strategic initiatives, cultivating sustainable long-term growth, and streamlining decision-making processes to ensure alignment and delivery of initiatives with the firm’s overarching goals.Spearheaded the end-to-end delivery of a compliance initiative, Systems Operation Control (SOC), conceptualizing a milestone-based roadmap and securing leadership buy-in to achieve accreditation within three quarters, demonstrating to capital partners the robustness of enterprise of controls (operational and financial) and management of customer data. Instituted effective governance to obtain operational efficiencies and championed the development of roadmaps, plans, and standardized templates (RACI, Risk Logs etc.), facilitating a seamless process-oriented execution of projects, providing a repeatable blueprint for delivery, resulting in approximately 20% improvement in cross-functional team collaborations.Orchestrated project completion retrospectives to nurture a culture of continuous improvement, leading to a notable 40% increase in new market openings and subsequent revenue growth.Instituted governance measures for operational efficiency by introducing reusable templates, including RACI, Resource Heatmaps, Risk/Issues Register, RAID Logs, vendor and audit due diligence templates.Orchestrated project completion retrospectives to nurture a culture of continuous improvement, leading to a notable 40% increase in new market openings and subsequent revenue growth.

New York Life provides insurance, investment, retirement, and wealth management services to its clients. The firm is listed on the 2023 Fortune 500 list of the largest U.S. corporations by total revenue.Responsible for strategically optimizing and overseeing the retail product portfolio and their financial management to ensure alignment with the strategic direction of the business and maximize overall ROI.Facilitated annual business planning cycles for the line of business, providing management with decision-making support and actionable insights-based analysis on product performance, optimizing the portfolio through strategic funding adjustments, ensuring project variances remained within a 10% threshold.Influenced the technology product roadmap by aligning it with management strategic priorities, business case assessments, funding decisions for new and business-as-usual (BAU) project/activities. Partnered cross functionally to streamline the process for intake/estimation and demand vs. capacity management.

—Fidelity Clearing: Drove the execution of digital strategy by conceptualizing comprehensive roadmaps, partnering on defining UX, MVP features, and introducing distinctive capabilities designed to enhance financial advisor journeys, including prospecting, onboarding, and account servicing.Capgemini, Banking & Diversified Financial Practice: — Goldman Sachs: Successfully implemented the digital strategy for an online-only bank, introducing high-yield savings and no-fee loan products to consumers. Achieved a remarkable 20% increase in deposits by enhancing the UX capabilities, enabling seamless cash deposit management, and streamlining balance consolidations views.Spearheaded the development and execution of agile "test-and-learn" pilots to evaluate technology and feature sets for the mobile and web platforms. Coordinated UX efforts, leveraging a well-defined product backlog for all digital assets. The approach influenced feature prioritization and release planning, ensuring an efficient development process.—Wells Fargo: Spearheaded the creation of an electronic appointment scheduling system that empowered clients to book personal meetings with financial advisors at their preferred locations. The solution offered a clear overview of available specialists tailored to clients' banking requirements, resulting in enhanced client and advisor efficiency, convenience; providing valuable insights into appointment volumes, foot traffic, and staff capacity optimization.—Options Clearing Corporation: Supervised the assessment and documentation of the technology architecture, UAT for relevant systems, evaluated business capabilities, and assessed operational readiness as part of the U.S. SEC audit scope.—Nasdaq: Developed a project plan to orchestrate a comprehensive approach to navigate audit planning, documentation management, systems process evaluation, risk assessments and remediation management for non-compliance issues.

A Canadian, commercial bank offering a range of financial services and products to more than 10 million customers. Responsible for cultivating client relationships while delivering essential support for daily banking needs.• Delivered exceptional customer service by actively cross selling a range of retail banking products, including accounts and credit cards, tailoring solutions to align with customers' financial objectives while serving as a trusted advisor. Earned multiple client satisfaction awards over three quarters, resulting in a substantial 30% increase in branch revenue.

Mscib, International Business

Mba, Business Management

Management, Finance, General

Diploma, Accounting

Education record