Vice President
Credit Suisse AG
Total years of experience :18 years, 0 Months
Key skills: CRM | COO | Equities Advisory & Execution | Prime Capital Introduction | Sales & Trading Support & Marketing, Business Development & Investor Relations | Capital Markets
• Achievements: Saved $50k-$150k third-party vendor costs and events & handling operations team of 25-50 in size for APAC & EMEA region.
• Enhanced revenue growth by 5-15% through timely account reviews, wallet-share analysis and market-gap analysis.
• Executed Salesforce transformation project from legacy framework implementing change management for clients across multiple product lines including account coverage & internal teams.
• Account management & financial budget planning for Top 200 clients, collaborating with 12 APAC country-level teams & and global revenue centres including EMEA & US regions.
• Performance Reviews / Appraisal based on qualitative & quantitative performance for Core Research, Research Sales & Execution teams twice a year.
• Managed large scale projects like client segmentation, McLagan / Coalition / II Surveys, CSA & Soft Dollar business. Effectively manage relationships with clients on escalations and custom requests.
• Planning & execution of Hedge Fund conferences and events, ensuring efficient event logistics and reporting analytics which included event invitations, scheduling of meetings with Investors & managers, roundtable meetings, cost planning & budget, venue management & culinary for clients.
• Flagship events organized & managed were Asia Investment Conference (March) & China Investment Conference (Oct-Nov).
• Market Data research on latest updates for Investors & Hedge Fund Managers included New Fund Launches, Personnel Change, Industry Growth & traction of allocations & withdrawal of AUM. Quarterly webcast on hedge fund trends and themes
Key skills: Prime Capital Introduction | Sales & Marketing, Investor Relations | Stakeholder Management | Process Migration | Operations | Capital Markets
• Achievements: Successful transition of Prime Capital Introduction project from global business regions including set-up of India franchise with hiring & training of subject matter experts for the global coverage.
• Developed key budget management measures, metrics, and cost drivers. Created expense budgets for the department and reviewed variances for budget vs. actuals.
• To increase visibility in competitor landscape for clients our team did multiple market insights, peer review study for HFs, Fund of Funds, UCITS, 40 Act Funds.
• Providing Hedge Fund Industry Analysis by running Annual Investor Surveys & sharing insights with broader client base, quarterly webcast on hedge fund trends and themes.
• Managed Introduction programs via targeted introductions to a bespoke group of investors, organized roadshows for both investors & managers. Quarterly Milestones publication announcing new launches.
• Event Management & Conferences for Investors to facilitate AUM allocations, raising funds for HFs.
• Partnered with IT to drive changes through ideas and automation, built Salesforce CRM, managed 1-Year project for data transition, automation of interface for Goldman Sachs' Client Introductions between Allocators & Hedge Funds Managers.
Key skills: Prime Capital Introduction | Sales MIS Reporting & Dashboards | BD & IR | Stakeholder Management
• Short-Interest project for delivery of quantitative insights to the Electronic execution team about hard-to-borrow stocks, which helped prime to grow stock-lending business.
• Published dashboards for Prime & Capital Market products on weekly and monthly basis to enable content for call-to-action effectiveness, with the goal of boosting lead generation for sales and align target clients.
• Regularly communicate with existing investors to provide updates on the HF performance by strategy & geography.
• Schedule periodic meetings or calls to discuss their investment preferences, goals, and risk tolerances.
• Annual Investor surveys thru Qualtrics inviting buy-side clients to share their strategy interest, allocation, risk tolerances, etc. Analyse previous allocation history and share feedback to tailor investment strategies that align with their preferences.
• Supported Sales team with planning and execution of capital introduction conferences and client roadshows.
• Managed Sales Attribution project to assign & allocate % attribution based on coverage & product.
• Statistical analysis of HF performance data from service providers like Eureka Hedge, HFM & HFR to identify key trends and potential opportunities and help in decision-making for target clients and realignment of revenue targets.
• Preparation of both buy-side and sell-side client meetings and to capture minutes of meeting thus building a client intelligence database.
• Listing & prioritization of projects including planning, coordination and execution.
• Management of client & regulatory reporting requirements to cover data collection & verification, format of reporting templates, submission to lead project manager for review and sign-off.
Key skills: Document Review Indexing | Loan Processing | MIS Reporting & Dashboards | Time and Work allocation management
• Role involved a combination of project management, data analysis, tool development, and document review Indexing.
• Project was divided into several stages with my team analysing and processing over 200 complex loan applications per month for high-net-worth clients, sub-prime mortgagees leading to a 15% increase in approved loans on an average.
• Reviewed and analysed various types of documents, including contracts, agreements, financial statements, KYC documents, medical history, assets & liabilities and legal documents.
• Utilized Advanced Excel & Macros for organizing, categorizing, and labeling documents according to predefined criteria or standards for further processing into purchase review.
• Collaborated with other document reviewers, lawyers, paralegals, senior management or clients to exchange information and feedback.
• Developed an enhanced time tracker tool in Microsoft Excel for monitoring daily productive time. It allowed Sr. Mgmt. to monitor TAT, SLA & KPIs set by the business for performance review.
• Maintained service level agreements and quality scores. Reported to senior management on relevant metrics and performance indicators.
• Ensured the accuracy, completeness, and quality of documents and indexes. Turn-around of this effort lead to increased quality level by 30-40% over existing quality levels.
Key skills: Account Management | Operations | Work Allocation
• Successfully increased customer usage of mobile internet and Value-Added Services (VAS) for O2 Mobile.
• Comprehensive analysis of the client’s position in the market, service levels, product types, points of difference, and competitive landscape.
• Suggested measures for business growth by identifying opportunities and implementing strategies to enhance customer engagement with mobile services.
• Developed a well-defined market strategy for O2 Mobile, aligning with the identified market position and customer needs.
• Built Dashboards for O2 Management Team and eFunds Operations management to help in real-time insights into client accounts, service performance, and operational metrics, facilitating informed decision-making.
• Streamlined operational workflows within the business management team, leading to a remarkable 25% improvement in process efficiency. Achieved a 15% reduction in operational costs over one fiscal year through optimization and efficiency improvements.
• Established strong relationships with key clients, resulting in increased loyalty and long-term partnerships.
In Progress
Graduated
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