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Network Power<100 people
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Marketing
🧮100%
Education
👍75%
Sales & BizDev
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🇮🇩25%
Indonesia
🇹🇭25%
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United States
Work Background
EYSenior Consultant
Nov. 2021
Fidelity InternationalBusiness Analyst
Jan. 2018 - Nov. 2021IndiaKey Achievements
‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾
★ Launched Brokerage assets for the first time on our platform , was sent to UK (onsite) for the same
★ Added UK regulatory fund docs for every fund that we have on our web Business & Data Analysis ‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾
► Responsible for Maintaining the Fund Factsheets & Tools w.r.t the data that is shown on tools
► Prepare Power BI reports and dashboards
► Identifying and analyzing the pattern of recurring issues impacting clients and resolving them for customer retention Data Transformation
‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾
► Converted the negative ratings into positive ones , by handling the Feedbakify project (Negative ratings & comments) solely
► Transformed the data from PHUB into IDOL and made a dummy utility as aback up for fund launches Strategy Formulation
‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾
► Streamlined M* issue tracker process so that all the stakeholders can easily raise a case with the vendor when needed
► Planned a utility via which the the duration for fund launches was reduced from 7 to 2 days Cost Benefit Analysis & Training
‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾
►Saved cost of the company by removing the outdated/obsolete docs from the database. In total £2500 per year were saved
► Trained the new recruits and developers who joined our department so that they get used to our website
Fidelity InternationalAssociate Business Analyst
Aug. 2014 - Dec. 2017IndiaKey Achievements
‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾
★ Launched Mutual funds on our platform for Direct clients & Advisors
★ Prepared Business Requirement Docs for better understanding of business complexities
★ Handled Production support Releases Business & Data Analysis ‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾
► Responsible for Maintaining the Fund Factsheets & Tools w.r.t the data that is shown on tools
► Prepare Power BI reports and dashboards
► Identifying and analyzing the pattern of recurring issues impacting clients and resolving them for customer retention Vendor Management ‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾
► Liaised with different vendors across UK&CE like Morningstar , Factset , Broadbridge , Funds Library and made sure that we get the updated data from them in timely manner
► Held Weekly , Quarterly meetings with them for smooth running of the business Testing & Release
‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾
► Played an integral part in production support release’s by participating in UAT & EBF testing so that there are no defects when changes are being delivered on production
► Prepared Release Plans to make sure that all the participating teams are aligned on the same page and are aware of the action plan
Fidelity InternationalSenior Associate
Jan. 2011 - Jul. 2014Gurugram, Haryana, India►Handled all the client money and made sure that it gets invested properly or returned back to the client
►Made sure all the client deals were placed before the cut off so that there are no breaches
►Played the role of a senior lead in the department by handling all the floor walker queries
Fidelity InternationalAssociate
Jan. 2010 - Jan. 2011►Carried out weekly as well as monthly reconciliations for GFNW provider funds manually and monthly Reconciliations for UKFNW provider funds on Checkfree Frontier/manually.
►Performed 3 Way reconciliations of offshore – GFNW and Fidelity funds on weekly basis
►Key contributor to phase-I of Project Oxygen, which was successfully completed in May ‘10.
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