Summary

MBA (Finance) Professional with 8 years experience having rich end-to-end functional experience in IT project management, business process management and change management, delivering results and business value in high-growth environment. Can contribute by optimising processes and leveraging technology to effectively deliver upon business objectives.

Can be head-hunted for challenging role as a Functional Consultant, Project Manager, Business Analyst, Change Management Consultant or in General Management.

Work History

Work History
Dec 2009 - Present

Head - Strategic Business Dev. Unit

NJ India Invest Pvt. Ltd.

Responsibilities (Max. team – 5 

  • Front-end: Strengthen Front-end of NJ group; identifying, planning & managing all customer facing IT Projects
  • Business Process Mngt.: Process & IT Projects Mngt. for multiple Functions (Sales, Marketing, Audit, Research & SBDU) and working with Functional Heads / Management to define & achieve business objectives.
  • Business Intelligence: Providing requisite MIS, Sales insights & managing Sales Process & PA for entire sales team.
  • Publications: Structuring, coordinating, editing and approving various internal publications.
  • Chief Policy Officer & Chief Communications Officer for group. Also includes defining systems, processes.

Key Projects Managed:

Client Desk, Advisors Desk, Sales Employees Desk, CIA Desk, CRM, E-Communications, Websites, Audit, Business MIS, Sales Process, MF Fundz Watch, Financial Planning, Insurance Mngt System.

Key Results & Achievements

  • Managed transition of Client Desk (MF) into comprehensive Wealth Desk. Change directly impacted 3.5 lakh users.
  • Complete revamp of the Advisors Desk of NJ consisting over 150 menu items. Big impact on 15,000+ Advisors.
  • Developed MIS across multiple products, covering 15000+ advisors, 12+ lac Clients, Rs.10,000+ Cr. MF AUA
  • Implemented Corporate Advisors Desk for institutional Advisors for enabling easy distribution business management
  • Defined standard guidelines for design & structuring of all user desks impacting many front-end, back-end IT projects
  • Helped define, design and launch the CIA (Certified Insurance Advisor) Desk & website for the NJ’s insurance business
  • Helped define 40+ organisational Policies in multiple areas of Information Security, HR, Sales & Pricing, Finance, etc.
  • Initiated a new quarterly flagship publication - “Wealth Watch” for investors and “NJ Connect” for employees

Skills

Skills

Business Process Consulting

Business Process Consulting