Siddharth Dave Email & Phone Number

Bengaluru, Ka, In

Bengaluru, Karnataka, India

Part of Business Solutions Group developing Digital Transformation and Wealth Management Solutions to enable STP in the Capital Markets space for Financial Services clients. Sales Strategy:• Developed Propositions for CXO level audience to enable revenue growth • Brainstormed on Tactical Strategy and developed GTM propositions to enter new accounts and Geographies.• Managed and developed innovative pricing constructs and built a business case for capturing opportunities… Show more Part of Business Solutions Group developing Digital Transformation and Wealth Management Solutions to enable STP in the Capital Markets space for Financial Services clients. Sales Strategy:• Developed Propositions for CXO level audience to enable revenue growth • Brainstormed on Tactical Strategy and developed GTM propositions to enter new accounts and Geographies.• Managed and developed innovative pricing constructs and built a business case for capturing opportunities. Deal orchestration:Drove all aspects of Pro-active deals and RFPs having TCV of 500,000 to 500 Mn USD with complete ownership of activities:• Participated in meetings and understood Business Requirements, formulating Solution Building Blocks to build a Go to Market strategy.• Identified customer pain points and brainstormed solutions for addressing business needs. Qualifying 25% of the deal into the BAFO stage.• Strategized on Deal Storyboarding and Messaging, utilized excellent written communication on 20+ deals constructed tailored material and linked key takeaways to the project narrative.• Leveraged information from multiple stakeholders and synthesized it into a presentable, professional, and competitive proposal, aligned with firm branding. • Created and updated a Central Knowledge Base for leveraging reusables, reducing Turn Around Time by 50% • Spearheaded technological teams cutting across diverse technological specializations and business functions managed up to 20+ stakeholders.Product Strategy:• Responsible for three Product Offerings for HCLTech’s Capital Markets vertical. 1. Digital Ecosystem Transformation for increasing STP 2. Advisory Desktop and Hypersonalization 3. Risk and Compliance• Built a GenAI enabled Use Case in the Investment Advisory space augmenting Advisor productivity by 30%• Developed front-end UI/UX screens, User Persona, and User Journey for a major Swiss Wealth Manager increasing CSAT by 30%. Show less

Bengaluru, Karnataka, India

Part of the Business Solutions Group (Capital Markets) of HCLTech's Financial Services vertical. BSG in FS vertical is responsible for:1. Business Planning.2. Providing Business visibility for Projects and Processes.3. Enabling Business-Focused Development. 4. Product Management for Major Products.5. Deal Management.6. Innovative Strategy Development for Solutions and Initiatives.7. Collateral Management8. Managing Client Visits

Pune, Maharashtra, India

• Evaluated 50 companies of financial sector such as Banks, AMCs, Insurance, Investment Banks on ESG parameters.• Analysis and Ratings were further incorporated by SGA's client to rate the companies on their ESG performance.• Analyzed regulatory filings for APAC, Eurozone and North American markets.

Live internship project.Project was about connecting with C-Suite Executives operating in Bengaluru region. And persuading them to use Startuplanes platform. Converted 17 leads to use startup lanes platform.

Mumbai Area, India

Siddharth was part of Sales and Trading desk where he catered to the needs of Retail clientele. He was responsible for generating and maximising revenue for the company by increasing the sales volume of Equity transactions and providing Advisory services to his clients.He had to focus on :1. Client relationship management techniques. 2. Tracking clients existing equity portfolios and recommending them stocks. 3. Tracking scrips price action on a real-time basis. 4… Show more Siddharth was part of Sales and Trading desk where he catered to the needs of Retail clientele. He was responsible for generating and maximising revenue for the company by increasing the sales volume of Equity transactions and providing Advisory services to his clients.He had to focus on :1. Client relationship management techniques. 2. Tracking clients existing equity portfolios and recommending them stocks. 3. Tracking scrips price action on a real-time basis. 4. Conducting clients Risk Profiling to assess clients Risk Appetite.5. Mapping of funds for suggesting a better fit of fund folio to manage their investments. Show less

Master Of Business Administration - Mba, Finance, General, A++

Bachelor Of Engineering - Be, Civil Engineering

Diploma, Civil Engineering, A

Diploma in Civil Engineering - MSBTE

Education record