Successfully implemented Portfolio Management System and CRM products for global wealth management firms and major banks.Managed and coached a team of 18+ employees across solution architecture, testing, development, and integration.Led client communication, strategy, and product demonstrations, fostering strong relationships and ensuring client satisfaction.Defined vision, requirements, and roadmaps for optimal solutions, resulting in streamlined processes and improved product functionality.Spearheaded Wealth Qube deployment, ideating new features and implementing automation to enhance the user experience.Conducted workshops and education sessions for customers and teams, facilitating clear understanding and collaboration.Evaluated requirements for Digital Wealth Management Products, collaborating closely with business leads to deliver tailor-made solutions.Assisted in installation, integration, and UAT for seamless deployment, ensuring efficient adoption and utilization.Provided post-implementation support and maintenance, maintaining a zero-defect policy through rigorous testing and continuous improvement.

Worked closely with management on cost optimisation project leading to major cost saving.Variance analysis of the BU’s P&L for the actual vs forecast and assisted in determining the future course of actionUndertook in-depth research for Global facilities’ cost standardisation & benchmarking

A firm with a core specialization in indirect tax consultancy, focusing on all aspects related to GST - registration, return filing, audit assistance, refund & litigation matters under it.The aim is to offer clients end to end tax planning and become a one-stop solution for all advisory services related to GST.

A 40 years old Chartered Accountancy firm based in Delhi with clientele based in India and abroad. The firm caters to multiple industries ranging from aviation, banking & insurance, PSUs to manufacturing. The core specialization of the firm lies in Audit & Assurance; Tax & Regulatory Services; Business Advisory; Accounting & Business Support, and IT Risk Advisory.

S.S Kothari Mehta & Co. (SSKM) is a Chartered Accountancy firm established in 1953 with offices in New Delhi, Kolkata, Chandigarh & Mumbai. With its head office in New Delhi, the firm currently has a diversified and passionate team of about 500 persons lead by talented partners and directors with professional experience ranging from 20 to 50 years in their respective fields. Apart from core offices, SSKM has a strong pan India presence through a network of prominent associates.

A 30 years-old Chartered Accountancy firm based in Delhi with clients pan India. The firm caters to multiple industries and specializes in taxation and audit.