SUMMARY:

To secure a position in which I can leverage my MBA, BIG 4 Management Consulting, Client - Facing, Engagement / Account Management, Delivery, Business Development, Digital /Mobile/Social Media Marketing, Transformation and E-Commerce experience in Financial Services to add value to the organization.

COMPUTER SKILLS:

Languages: HTML, C++, C, SQL

Hardware: PC, LAN

Software: MS Word, MS Excel, MS PowerPoint

Databases: Oracle, MS Access

OS: Windows, UNIX

WORK EXPERIENCE:

Client Partner, Engagement Manager

Confidential

Responsibilities:

• Client - Facing Capital Markets Account Management - “wearing different hats” during the course of the day to develop specific provisions of Digital Readiness, Customer Centricity, and Anytime / Anywhere service
• Responsible for (Delivery, Mining, providing Solutions) and overall Methodology for integrating a process-oriented framework for New Account Opening (CD - Branch Focus) and Home Loan and Servicing 
• Freeway to consumers Channels of Choice (online, mobile, tablets)utilizing Social Media, ability to Innovate to always offer something new, Customer Experience, Business Impact and Value Proposition
• Creating healthy Order Booking, Run Rate using Consultative Selling, E-Commerce and Branding, Positioning rhythm across Business Leaders going with the approach “be available wherever the consumers is”
• Vendor/Client Relationship Management for Bootstrapped Startups, giving equal focus on online and offline, building scale through online model, creating large Life Style Brand sand enabling faster decision making of Pop-up versus Flag-Ship stores
• Managing Engagements, helping grow Accounts- Client expectations, finding right Resource for client need, advising on best practices to help launch, making the right mix of online/offline presence model, strategizing for high repeat purchases and hand holding during the key turning points
• Targeted specific Sales and Marketing Hunting and Mining - Cross-Sell and Up-Sell efforts opportunities across top 20 Confidential
• Implemented a new Loan Origination Solution (LOS) for Retail lending business group including development of a business case to justify implementation, creation and management of RFP, full life-cycle system development process, of client team and support of roll-out and deployment
• Analyzed Customer Touch points in Collection, Claims and F&A processes across top Banking clients providing insights and metrics(roll-rate, cured, stabilized, charge off, recovery, efficiency, effectiveness) helping seamless Transitions to get them to Best in Class
• Strived to increase Business Impact and Value Proposition leveraging SEP framework to get clients to next generation of BPO Confidential End to End

Project/ Business Development Manager

Confidential

Responsibilities:

• Working closely with Lead Client Service Partner and Partner Banking to manage client relationship, being the “go to person” for any/ all client needs and “putting off fires” at the client
• Customized Micro-Advertising, optimizing whole Web for Mobile, shaping Point of Purchase and building Brand experiences to help clients tap into new advertising opportunities offered by Mobile Marketing
• Client-Facing to analyze bank’s role in Origination (Lead Management, Application processing, Contact Point verification, Automated Credit Decision, Underwriting, Credit Risk) to increase customer satisfaction.
• Helped Basel II compliance by setting up risk and capital management requirements designed to ensure adequate capital for the risk the Bank exposes itself to through its lending and investment practices.
• Led a sales team to redesign Marketing, Branding and Promotion to improve and create holistic Mobile Strategy and provide Channel Integration.
• Analyzed Loyalty Management and Search Engine Optimization techniques to increase customer satisfaction.
• Helped create Digital First mindset by setting up Mobile strategy for Digital Roadmap to accelerate Time to Market by 20%.
• Created Customer-centric Digital solutions that significantly simplify the process for consumer through Digital and Mobile Marketing to improve Customer Loyalty and enhance Customer/Client experience.
• Leveraged best practices to device Digital Technologies that disrupt Business as Usual.
• Worked with SME’s to understand to empower Customers to interact on their terms and reduce Transaction costs .

Confidential

Senior Engagement Consultant

Responsibilities:

• Helped Confidential gain more leverage and provide more coherent, consistent customer fulfillment experience across lines of business to get Single View of Customer SVoC.
• Devised Customer and household segmentation strategies as well as strategies surrounding increasing customer retention, improving cross-sell opportunities and understanding customer values.
• Leveraged best practices to provide added value to Confidential ’s Business Leadership Team advising on mortgage bank selling its loans to investors like Confidential and Freddie Mac.
• Coordinated Digital Transformation Solutions.
• Laid down the Strategic framework to help Innovation and New Product Development
• Developed Pricing strategy to target niche Channels to increase Nationwide’s penetration in Life, Property, Casualty and Accidental Insurance
• Leveraged best practices to provide added value to Marketing, Positioning and Branding initiatives.
• Provided Competitive Strategy to help Hartford key initiatives through Innovation and New Product Development
• Translated business issues and customer feedback to define Channels and Business partners in Life, Homeowners and Auto Insurance.
• Coordinated events and provided actionable recommendations to Partners for increasing Brand Awareness

Confidential

Corporate Strategy, Planning and Analysis

Responsibilities:

• Coordinated specified budgeting and budget restatement processes including helping to identify opportunities for improving these processes, recognizing cross-group dependencies, and developing and publishing related Planning Guidelines.
• Performed budget-related audits and reporting and documentation for Sarbanes Oxley initiative.
• Worked with other finance organizations to identify key budgeting needs and help to meet these needs via tool and process solutions and/or by providing guidance.
• Translated business issues and customer feedback to define functional system requirements and clearly communicate requirements to IT business partners.
• Responsible for communicating and partnering with Finance Orgs to identify budgeting needs, and helping to meet those needs with tools/process solutions.

Confidential

Risk Management and Business Development

Responsibilities:

• Provided strategies for risk mitigation using risk based pricing, covenants, tightening, diversification and Deposit Insurance when interacting with various business units and being cross-functional
• Responsible for facilitating and arranging Conference Calls, JAD Sessions, Business Interviews
• Reported and presented of key components and milestones to Top Management
• Learnt to manipulate bid and offering price against other market makers, to increase profits and fill customer orders.
• Handled various projects, prioritizing, specifying timelines, reporting, interacting with clients and end users
• Helped traders take positions by researching stocks & reading analyst predictions to predict the price/volume levels.
• Performed Market Research, collection and analysis of d Confidential from Annual Reports, Analyst Reports, 10K’s and 10Q’s
• Conducted strategic and financial analysis across “business units” of Company vs. Competitors
• Generated new business opportunities by understanding client needs and what the firm can deliver, through Innovation and New Product Development to add value through the service lines.
• Coordinated events, meetings and providing actionable recommendations to Partners and Senior Managers
• Documented, presented best practices after conducting strategic/ financial valuation of Confidential ’s top 100 clients.
• Worked on RFP’s: for Verizon for layout of optical fiber cables to enhance customer reach and service to additional clients, for Confidential & Confidential for their Supply Chain management for their pharmaceutical products division

Confidential

Financial Analyst

Responsibilities:

• Helped traders to implement business strategy by providing daily trading floor production support for Trading Desk.
• Developed “end-to-end CRM solutions” that significantly affect customer acquisition, development and retention to enable more profitable customer interaction
• Analyzed performance of Citi’s global and local competitors after collecting d Confidential from 67 countries under Competitive Analysis process.
• Developed brand awareness and define metrics to evaluate Citi’s performance in Product Innovation, Customer Satisfaction &New Product Development