Oct 2020 – Aug 2021 · 10 mos

• Leading the Product management team in the digital transformation journey of the company.

Feb 2019 – Oct 2020 · 1 yr 8 mos

• Leading the team setting process frameworks and strategy for the advisory platform: IIFL-ONE.

Apr 2017 – Feb 2019 · 1 yr 10 mos

• Family office (portfolio analytics):
• Preparing Portfolio Reviews, Investment Proposals & Investment Mandates for prospective and existing clients as per their risk profile
• Analyzing existing portfolios. Suggesting restructuring/ reallocation if required
• Actively assisting in on-boarding clients, customization of materials
• Preparing portfolio performance documents & pitch presentations
• Preparing Stake Sale/Asset Sale structuring for clients and advising on Capital Gains
• Deploying and monitoring portfolio as per asset allocation strategy

Aug 2016 – Oct 2016 · 2 mos · Mumbai Metropolitan Region

• Project 1: Developed a framework to categorize incoming e-mails into ‘Positive’, ‘Negative’ and ‘Neutral’ buckets, based on their sentiment value
• Developed a sentiment analysis model to understand customer perception, which categorized customer e-mails with ~81% accuracy
• Set up the entire execution process and automated it to a single click operation which sent daily update mails to senior management
• Project 2: Developed and automated a PV01 calculator for all the Debt products in the portfolio, for the Asset Liability Management Team

May 2016 – Nov 2017 · 1 yr 6 mos

• Cleared both levels in the first attempt. Have been awarded the certification on completion of required work experience.

Dec 2014 – May 2015 · 5 mos · Bengaluru, Karnataka, India

• Offshore Lead:
• Supervising offshore delivery for a 4 member team, maintaining synergy with onsite teams & clients
• As part of a 5 member team, converted a $100,000 pitch for a new team to develop a standardized executive dashboard for the CIO of a leading US based Insurance company
• Worked on building data warehouse on Hadoop Distributed File System
• Was awarded the 'Impact Award' for going beyond baseline asks for multiple projects, delivering excellent client experience and managing multiple transitions effectively

Jul 2013 – Dec 2014 · 1 yr 5 mos · Bengaluru, Karnataka, India

• Actively supported the ‘Product Operations’ team of a leading US based Insurance Company through multiple analyses:
• Devised a methodology to track discrepancies, trends & the root causes behind tickets that led to financial compensations – This was appreciated by clients & taken up as a business goal that year
• Built a visualization tool to capture the inflow, outflow and inventory of tickets across teams – This helped simplify the tracking of performance of multiple groups within the business
• Developed a quality metrics scorecard to keep track of the health of the monthly project releases
• Designed a framework to predict the number of defects to be expected from a project before its release – This enabled the client to optimize resources post release
• Worked as lead in an in house project which involved defining problems across multiple verticals
• Was awarded a ‘Spot Award’ for exceptional performance & team management skills
• Worked with a leading global Technology vendor to understand its slowing business
• Identified drivers behind their declining revenue in the Asia Pacific-Japan Tier III countries