Rushab Mehta

CEO

Pune, Maharashtra, India7 yrs 10 mos experience

Key Highlights

Nearly six years in investment banking and finance.
Expertise in managing projects and business analysis.
Strong client relationship management skills.

Stackforce AI infers this person is a seasoned professional in Fintech with a strong focus on investment banking and business analysis.

Contact

Skills

Core Skills

Business AnalysisInvestment BankingCustomer ExperienceFinancial AnalysisCash Management

Other Skills

Software Development Life Cycle (SDLC)UML ToolsMicrosoft ExcelUnified Modeling Language (UML)Pivot TablesTableauData AnalysisSQLAgile & Waterfall MethodologiesScrumJiraBRDCustomer ServiceLeadershipBusiness Development

About

Project Manager at Bny Working as a Senior Business Analyst for Citi Bank for enhancing the workflows As an Officer at CLSA, I facilitated commission sharing agreements and payments for more than 100 institutions, establish and maintained and enhanced the relationship between the company and external clients, worked with cross-functional teams such as front office, legal compliance, finance, and middle office. I have handled HNI clients at FIS-RTC as a Lead Associate, delivering effective solutions for their Reporting issues. With nearly six years of experience in the investment banking and finance industry, I have experience in managing projects, Business Analysis, requirement gathering, documentations. I have developed skills in financial accounting, financial analysis, cash and asset reconciliation, income and cash management, and corporate actions.

Experience

Cognizant

Senior Consultant

Apr 2025 – Present · 1 yr

End-to-end project delivery for key initiatives within the investment banking division.
Ensuring alignment with business goals and regulatory requirements.
As a Product Owner, defining the product vision and the roadmap

Bny

Senior Change Manager

Apr 2025 – Present · 1 yr · United States · Hybrid

Strong knowledge on IT Frameworks
Operational excellence through change control
Support change authority board activities
Act as a product manager for the various applications and enforcing governance

Nityo infotech

Senior Business Analyst

Sep 2024 – Mar 2025 · 6 mos · Mumbai, Maharashtra, India · Hybrid

Working as Senior Business Analyst for Citi Bank
Contributing to development of new technologies,improvement of process and workflows
Co-operate closely with business stakeholders on Product, Technology partners and clients, whilst ensuring the right infrastructure to align vision and strategic goals.

Business AnalysisSoftware Development Life Cycle (SDLC)Investment Banking

Codesquare labs

Chief Product Officer

May 2023 – Present · 2 yrs 11 mos · Dubai, United Arab Emirates · On-site

Clsa

Officer

Sep 2022 – Sep 2024 · 2 yrs · Pune District, Maharashtra, India · On-site

Facilitating Commission Sharing Agreements and making sure all the commission splits are
accounted as agreed rates with clients.
Issuing payments to research vendors, aggregators, brokers, etc.
Establishing, maintaining, and enhancing the relationship between the company and external
clients
Dealing with direct clients,Front office, Legal compliance, finance and middle office teams.
Customer Success and Retention.

UML ToolsMicrosoft ExcelUnified Modeling Language (UML)Pivot TablesCustomer ExperienceTableau+1

Fis

2 roles

Product Lead

Promoted

Sep 2020 – Sep 2022 · 2 yrs · Pune District, Maharashtra, India

Handling HNI clients for Cash and Asset Reconciliation, Procesing Income and Cash Management, Corporate Actions.
Worked as a Functional Business Analyst in process of movement from one application to other and gathering requirement and actively testing weekly release and dry runs.(operational support)
Preparing Test cases based on gathered Information for Testing
Creating User stories, Use Case Documentation.
Drafting BRD/FRD reports,while gathering Information from various stakeholders/Sources.

Business AnalysisData AnalysisSQLCash Management