PALLAVI KYATAM

Operations Associate

Mumbai, Maharashtra, India6 yrs 4 mos experience
Highly Stable

Key Highlights

  • Expert in enterprise solution design and data warehousing.
  • Proven track record in managing team KPIs and stakeholder relationships.
  • Strong background in investment planning and asset allocation strategies.
Stackforce AI infers this person is a Fintech professional specializing in investment planning and enterprise solutions.

Contact

LinkedIn

Skills

Core Skills

Enterprise Solution DesignData Warehousing

Other Skills

APICRM DatabasesConfluenceFTPJiraJira Service DeskMicrosoft 365Microsoft Power AppsSharePointSoftware ImplementationWorkflowsXML

About

Our team at Morningstar thrives on delivering top-tier investment planning and asset allocation strategies, a commitment I've embraced throughout my tenure as a Product Consultant. Previously, I've honed these skills at Axis Securities Limited and HDFC securities, where I specialized in lending solutions, enhancing client portfolios, and fostering robust financial health. Leveraging this background, we at Morningstar provide our clients assistance for Investments related products (DataWarehouse,FTP, API etc.) on Enterprise level.

Experience

Interactive brokers

Capital Market Associate

Aug 2025 – Present · 7 mos · On-site

Morningstar

2 roles

Senior Product Consultant

Oct 2024 – Jul 2025 · 9 mos · Mumbai, Maharashtra, India · Hybrid

  • Morningstar Wealthcraft
Enterprise Solution DesignSoftware Implementation

Product Consultant

Apr 2022 – Oct 2024 · 2 yrs 6 mos · Mumbai, Maharashtra, India · Hybrid

  • Products - DataWarehouse, Global equity feeds, Equity and Fund API, Morningstar Data Services, Morningstar Research Feeds.
  • Managing team level KPI, complete work ownership, Stakeholder management, Updating Documents/Internal pages, Improving self OKR, Product Demo, FTP, API, DataWarehouse, XML.
Enterprise Solution DesignData WarehousingFTPAPIXML

Axis securities limited

Senior Executive

Mar 2021 – Apr 2022 · 1 yr 1 mo · Mumbai, Maharashtra, India · On-site

  • Equity, Derivatives and MF's Order placement, motivating clients for PMS and other investment products.

Hdfc securities

Relationship Manager

Feb 2020 – Mar 2021 · 1 yr 1 mo · Maharashtra, India · On-site

Jain jagawat kamdar & co, chartered accountants

Employee

Feb 2019 – Jun 2019 · 4 mos · Maharashtra, India · On-site

  • Profession Tax, Book Keeping, Balance Sheet, Internal Audit, Bank Internal Audit, Minutes of the Meeting.

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