May 2025 – Dec 2025 · 7 mos · Delhi, India

Aug 2019 – Apr 2025 · 5 yrs 8 mos · Greater Hyderabad Area · Hybrid

• I have led global product strategy for insurance and BFSI sectors while driving automation, GenAI adoption, and scalable research innovation. My notable achievements include expanding market presence, launching proprietary databases, enhancing client experience and growing revenues. I have steered high-impact consulting engagements and predictive analytics to guide C-suite decisions. My expertise lies in uplifting operational efficiency through performance frameworks and AI-led transformation. Furthermore, I am continuously shaping future-focused solutions while mentoring talent and securing client retention across global markets.

Jan 2018 – Jul 2019 · 1 yr 6 mos · Gurgaon, India · On-site

• I have led global research operations across financial services, delivering strategic insights to Fortune 500 clients and top-tier institutions. Driving process excellence by streamlining workflows, automating research publishing processes, and enhancing data controls were my key responsibilities. I have developed and executed custom research frameworks to solve complex business problems and add value to high stake research projects. I have also strengthened governance by embedding compliance protocols and aligning with control functions for seamless change adoption. I excel by mentoring cross-functional teams, instilling a culture of quality, accountability, and continuous improvement.

Jul 2011 – Dec 2017 · 6 yrs 5 mos · Gurgaon, India · On-site

• I optimized global research operations across APAC, EMEA, and North America, ensuring SLA compliance and scalable service delivery. I accelerated research delivery by partnering with global onshore analysts and delivering high-impact support to top-tier investment banks in Equity and Fixed Income research operations, earning multiple performance awards. I acted as a Subject Matter Expert, resolved complex client queries, and drove excellence in publishing and compliance processes. I consistently improved analyst productivity through operational training and end-to-end workflow support.

Jan 2009 – Jun 2011 · 2 yrs 5 mos · Gurgaon, India · On-site

• I was recognized with the Excellence in Quality & Productivity Award (2009) for consistently delivering high-precision support to global investment banks across research publishing, contract management, and distribution processes. As a Subject Matter Expert, I strengthened client service delivery by resolving complex queries, providing strategic guidance, and driving compliance through rigorous KYC validation and due diligence. I also enabled seamless analyst support by conducting end-to-end operational training and managing research subscriptions, thereby enhancing the productivity and standards of global onshore teams.

Aug 2006 – Dec 2008 · 2 yrs 4 mos · Gurgaon, India · On-site

• I managed platform operations and reference data for global financial clients, ensuring seamless and accurate research workflows. I enabled analyst productivity by delivering hands-on onboarding and training on proprietary research platforms. I excel by maintaining data consistency by validating updates across B2B websites and internal databases. I played a key role in ensuring real-time accuracy across client-facing interfaces and internal systems. I also streamlined platform usage and strengthened operational reliability through continuous process improvement.

Jan 2005 – Aug 2006 · 1 yr 7 mos · Gurugram, Haryana, India · On-site

• 1) Process Defined Benefit and Defined Contribution insurance claims for US clients.
• 2) Maintain SOPs and track KPIs related to claims correctly processed.