Sameer Trivedi

Sameer Trivedi Email and Phone Number

Vice President and Head - Trading Ops BFSL @ Bajaj Broking
Sameer Trivedi's Location
Mumbai, Maharashtra, India, India
Sameer Trivedi's Contact Details

Sameer Trivedi personal email

About Sameer Trivedi

• A dynamic professional with over 19+ years of core experience in Product Management & Implementation, Service Operations and Client Relationship Management as it relates to trading product lifecycle.• Diligent project manager offering a proven record of success leading all phases of diverse technology projects.• Highly acquainted in managing end-to-end Product Delivery including Designing, planning, scoping, estimation, risk management and delivery as per standards of quality, schedule & cost.• An effective leader & multi-tasker with strong business acumen and excellent leadership, analytical, problem-solving and analytical skills• Proficient in SDLC Lifecycles methodologies in Waterfall & Agile (SCRUM/Dev-ops), Process engineering/refinement, Change Management, Service Level Management and Resource management as well as acquainted with Scrum methodologies such as preparing Scrum board, Sprint planning, Sprint backlog, Sprint refinement, Sprint of Sprint, Daily stand-up meeting, Epics creation, Sprint review and retrospective.• Proficient in Proposal Management (RFP/RFI), PoC, Project Charter/Planning, Project scheduling, Project Time line, Project Milestone, Project deliverables, Project Scope & Goal.• Rendering stakeholder requirements into tangible deliverables such as BRD, FRD, BCD, change management document, User stories, Use Cases, Mock-up/UI design, Process flow & data model diagrams.• Accustomed with concepts of RDBMS, System analysis and Design, Data analysis/mining, Effort estimation technique, RCA methodologies, CR/Issue’s Priority setting method, Traceability matrix, Vendor evaluation, Vendor management, RACI matrix, Incident management, GAP Analysis.• Exceptional communicator with strong analytical problem-solving skills, strong negotiation, Query resolution & client needs assessment aptitude, equally effective at identifying opportunities, Self-starter with a positive attitude driven to learn, improve; succeed & experience in working with offshore & onsite development teams.• Expertise in functional domain: Trade life cycle Equity/Commodity/Future/SPOT, Implemented the Commodity Delivery management, Collateral management and other well know functions

Sameer Trivedi's Current Company Details
Bajaj Broking

Bajaj Broking

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Vice President and Head - Trading Ops BFSL
Sameer Trivedi Work Experience Details
  • Bajaj Broking
    Vice President And Head Tradeops
    Bajaj Broking Apr 2023 - Present
    Pune, Maharashtra, India
    View
  • Mcx
    System Operations Specialist
    Mcx Sep 2022 - Mar 2023
    Mumbai, Maharashtra, India
  • Axis Securities Limited
    Lead Trading Platforms
    Axis Securities Limited Apr 2021 - Sep 2022
    Mumbai, Maharashtra, India
    View
  • 63 Moons Technologies Limited
    Assistant Vice President
    63 Moons Technologies Limited Apr 2017 - Mar 2021
    Mumbai Area, India
  • Financial Technologies India Limited, Mumbai
    Sr.Manager Customer Care
    Financial Technologies India Limited, Mumbai Apr 2012 - Mar 2017
    Mumbai
    • Taking cross-training initiatives across the team & product as per business / organization needs • Providing managerial signoffs, reviewing processes & working on strengthen controls to close gaps• Maintaining daily supervisory sign-off checklist and ensuring timely updates of periodic procedures• Identifying areas where clients require assistance or guidance be it new products, processes, platforms or market initiativesAccomplishments:As Sr. Manager - Customer Care (FTIL Regional Offices)• Played a vital role in integrating:o MCX-SX (MCX Stock Exchange – Equity & FAO) in ODIN Application; successfully implemented the same at majority of brokerage houseso ACE (Kotak Anchored Commodity Exchange) in ODIN Application; successfully implemented the same at majority of the brokerage houses• Successfully implemented:o MCX Stock Exchange – Equity & FAO and increased the revenue by 25- 30%o ATS (Automated Trading Software) at certain set of key brokerage houses that were in the need of the sameo Online Feedback Form which would enable to target 85% of the client’s feedback with their expectations & scope for improvements in services
  • Financial Technologies India Limited, Mumbai
    Manager - Customer Care (Ftil Regional Offices)
    Financial Technologies India Limited, Mumbai Apr 2008 - Mar 2012
    Mumbai
    • Served as Manager Customer Care and handled all FTIL Regional Offices Support Centres along with the team 40 members • Acted as single point of contact and handling escalation on daily processes & operations raised by FTIL Regional Office Clients, Sales, Account Management & Senior Management • Established goals for team members, improving efficiency and reviewed annual & quarterly performance of same• Steered efforts in:o Implementing of CIRIX Go to assist application for the online troubleshooting o Preparing documents for ISO audit for Customer Care Operations PAN India & assured that company gets clearance in the audit without any NC’s & if any observations are raised by Auditor same was taken up with HOD & appropriate change in the process flow needs were implemented immediatelyo Integrating MCX-SX (MCX Stock Exchange - Currency) in ODIN Application; successfully implemented the same at majority of the brokerage houses
  • Financial Technologies India Limited, Mumbai
    Assistant Manager - Customer Care
    Financial Technologies India Limited, Mumbai Apr 2007 - Mar 2008
    Mumbai
    As Assistant Manager - Customer Care• Functioned as Team Lead and guided a team of 4 members to cater issues faced by clients of FTIL Regional Customer Care Teams• Handled reconciliation of daily issues/ requirements in product & escalation of the same to the respective team (Development / Business analysis team)• Responded timely to Concerned Team Leads regarding any queries and issues• Successfully implemented an In-house Data Management Application for customer care which helped in capturing / recording all data of PAN India customers with the products they use with the number of ODIN licenses• Efficiently handled:o Implantation of Sage Sales Logic CRM System for Customer Care Operationso Integration of IBT Platform in ODIN Application for all exchanges; successfully implemented the same at majority of the brokerage houses• Merit of conceptualizing & formulating ideas for developing:o Product of Mobile Trading Application I-Wino Online Data Management application for Client Database PAN India• Served as Project Lead & travelled to FTIL Regional Offices to facilitate / train the staff members on Sage Sales Logic CRM System
  • Financial Technologies India Limited, Mumbai
    Senior Executive - Customer Care
    Financial Technologies India Limited, Mumbai Nov 2003 - Mar 2007
    Mumbai
    • Handled client queries & escalated issues related to operations of multiple teams of FTIL situated at Mumbai, Delhi, Ahmadabad, Chennai, Kolkata, and Hyderabad through online chat (Web Messenger) or via a telecom• Generated weekly / monthly MIS & presented to the HOD for • Looked after installation / troubleshooting of Online Trading CTCL Platform ODIN (NSE CASH & FAO, BSE CASH)• Extended onsite support for queries / problem faced by the client and ensured timely resolution of the same• Accountable requirement gathering and giving it to Development Team to built Software as per client’s requirement • Handled delivery of developed software at the client site & took feedback regarding the same from client for higher customer satisfactionthe review• Played a vital role in integrating NCDEX (National Commodity Exchange India) in ODIN Application; successfully implemented the same at majority of the brokerage houses• Received Best Executive Award in 2005-06 for releasing latest software across different branches• Successfully implemented a Common Trading Platform of ODIN Application (NSE Equity / FAO & BSE Equity) at 80% of the brokerage houses with flawless transition • Efficiently integrated MCX (Multi Commodity Exchange) in ODIN Application; successfully implemented the same at majority of the brokerage houses
  • Hietch Software Solution
    Executive Support
    Hietch Software Solution May 2001 - Nov 2003

Sameer Trivedi Skills

Requirements Analysis Sql Server Team Management Business Analysis Customer Relations Customer Service Microsoft Sql Server Vendor Management Software Project Management Risk Management Pre Sales Banking Leadership Mis Crm Requirements Gathering Sdlc Equities Management Customer Relationship Management Team Leadership Financial Markets Business Process Improvement Trading Account Management Microsoft Office Trading Systems Business Process Financial Services

Sameer Trivedi Education Details

Frequently Asked Questions about Sameer Trivedi

What company does Sameer Trivedi work for?

Sameer Trivedi works for Bajaj Broking

What is Sameer Trivedi's role at the current company?

Sameer Trivedi's current role is Vice President and Head - Trading Ops BFSL.

What is Sameer Trivedi's email address?

Sameer Trivedi's email address is tr****@****ail.com

What schools did Sameer Trivedi attend?

Sameer Trivedi attended University Of Mumbai, University Of Mumbai.

What are some of Sameer Trivedi's interests?

Sameer Trivedi has interest in New Technologies.

What skills is Sameer Trivedi known for?

Sameer Trivedi has skills like Requirements Analysis, Sql Server, Team Management, Business Analysis, Customer Relations, Customer Service, Microsoft Sql Server, Vendor Management, Software Project Management, Risk Management, Pre Sales, Banking.

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