Samir Kothari Email & Phone Number

London Area, United Kingdom

London, England, United Kingdom

• Creating a clear understanding of target market, competitors and audience to create new products and services that truly reflect the needs of the customer. ​Tier 1 Bank · Product Owner
• Mortgage Transformation Programme for Homes Division
• Accountable for the delivery of the mortgage sale journey using SalesForce technology andresponsible for defining a new native mortgage app

London, England, United Kingdom

• Capco's Innovation & Design Practice, specialising in Product Management and lending products & services.Tier 2 Bank
• Delivery of Unsecured lending propositionTier 1 Bank
• Embedded lending proposition discovery

London, United Kingdom

• Responsible for strategic and tactical change management support to senior business leaders across Investment Banking and Digital Transformation.
• Consult, lead and influence in the design of client-centric solutions across Corporate & Institutional Banking (C&IB).
• Manage the design and delivery of best-in-class KYC and AML solutions.Big 4
• Led Fenergo’s first non-banking implementation involving a global KYC roll-out to over 180 international Member Firms. 10,000+ end users with multiple integrations.
• Implementation of Global Minimum Standard KYC requirements, regional uplift and cross-jurisdictional onboarding processes

London, United Kingdom

• Influence and design common practice client lifecycle management solutions for Tier 1 Investment Banks.
• Prepare and lead discovery, analysis and design workshops with clients and Fenergo teams.
• Drive improvements and implementation of common practice approaches to delivering digital transformation.Central Bank - Middle East
• Government-backed banking utility model to 300+ financial institutions involving a custom uniform retail banking client life cycle management solution.Tier 1 Bank - France
• Product implementation, KYC consultant advising and creating efficiencies across AML regulations and Financial Crime processes across Corporate and Investment Banking

London, United Kingdom

• Manage and lead the delivery of investment research solutions across the UK, UAE and South Africa.
• Design and implement investment research and fund data solutions for Private Banking, Fund Management and Asset Management segments.
• Prepare and deliver pre-sales product demonstrations.

London, United Kingdom

• Project manager and implementation specialist for investment research solutions and fund documentation solutions.
• Design and development of global fund factsheet and KIID solutions.

London, United Kingdom

• Morningstar Adviser Workstation product support. Support financial advisors in risk based asset allocation, portfolio attribution and portfolio performance reporting.

Llb, Law

Imc - Investment Management Certificate

Investment Environment - Level 4 Unit 1