Strategic Advisor to CEO
Zurich
مجموع سنوات الخبرة :15 years, 1 أشهر
Heading the CEO’s Office, influencing Exec Team, to drive development and execution of overall region strategy and direction
Integral member of Project Emerald: Prepared pitch-book, performed initial due diligence, and coordinated project delivery across regions, for landmark 15 year deal with Citibank, expected to generate USD 1 billion in APE
Pro-actively managing the CEO Office by multi-tasking, monitoring and auctioning on varied matters: briefing the CEO, preparing quality branch reporting documents with speed and accuracy, and taking action on urgent issues in CEO’s absence
Supporting delivery of regional and territorial expansion plans in MEA: preparing pitch-books, conducting market intelligence
Setup and lead the market insights practice, and the business initiative on customer insights and data analytics by conducting statistical analysis to draw strategic inferences that have been used in formulating focused marketing campaigns
Lead the market research project for Citi partnership launch in Bahrain; formulated research brief, selected vendor, and ensured delivery
Consistently selected (thrice in the past 1.5 years) in GL MEA’s high potential candidate list
Key member of strategy team for Emirates Group IT and Mercator (aviation IT services subsidiary of Emirates).
Deal team member for Mercator sale to Warburg Pincus: valuation, due diligence, stakeholder management
Shadowing IT Strategy Manager’s role, formulated and implemented ‘go to market’ strategy for Mercator: market sizing, competitive positioning, target identification, and pricing - Moving from a scatter-gun approach to a defined target approach
Setup a cost-effective market intelligence ecosystem, and delivered studies to support key projects: Dubai World Central (recommended best practices on futuristic airports and baggage handling mechanisms), future workplace environment
Support Corporate Strategy under the auspices of CEO: strategic planning, governance and business development
Oversaw strategy and incremental evolution of multi-year project, migrating Aviva’s book of business from Asia to Europe
Acting as PMO, launched the protection product offering and using consumer intelligence led the savings product redesign
Selected to represent Aviva ME at ‘EMEA Products & Investments Conference’ in Dublin, Ireland
Created investment ‘sales aids’, integral to garnering market share, increasing sales by 20%
Created and communicated investment, fund and product news; provided updates to clients
Setup a dynamic market intelligence system on competitors proposition strategy
Integral member of start-up team; played key role in initiating, managing, implementing top management strategy.
o Strategy
Created presentations and reports that assisted in taking decisions regarding new growth opportunities
Conducted gap analysis and streamlined processes
o Portfolio and Product Analysis
Conceptualized and created an asset allocation model which provided a fundamental structure for effective portfolio diversification across all asset classes
Studied product and fund features and carried out extensive analysis
o Business Analytics
Created a robust MIS framework and incentive structure for monitoring businesses
Provided financial evaluation support, ad hoc analysis and reporting support to the HOD
Identified business and revenue opportunities by regularly reviewing business unit performance
Increased client base and profitability (25%) by implementing database centralization
o Risk and Compliance
Created, reviewed and updated process notes, SOPs, memos, T&Cs, manuals and guides
Conducted suitability assessments to promulgate need-based selling and safeguard clients
Assisted in reducing risks related to mis-selling, legal liability and reputation (60%)
o Sales force Management
Assisted relationship managers on client meetings as an Investment Advisor for lumpsum cases
Carried out trend analysis to assist team managers in improving their team’s productivity
Contributed to sales growth by planning, designing and executing internal campaigns
• Conducted investment related research for the Global Investment Banking arm of Citigroup
• Specialized in research on companies, industries, people, financial & economic data
• Conducted extensive investment related research by screening relevant information through newsruns, research reports, consensus estimates, credit ratings, private companies and market research databases
• Worked extensively on databases like Thomson, Factiva, BVD, EIU, S&P, Profound and Bloomberg
• Received appreciations from Citigroup Analysts for the research conducted
Passed all three levels of the CFA Program in August 2015.
• Honored as Dean’s Scholar (Awarded Gold Medal) • Spearheaded and organized various events as Head of the Sports & Cultural Committee MBA Internships GE Money – Internship cum Industry Immersion Project (Awarded ‘A’ Grade) • Analyzed the market potential for ‘sales financing of consumer durables’ in Singapore • Devised a market entry strategy for GE Money which included analysis of macroeconomic factors, legal environment, consumer credit, retailing, installment credit options and consumer preferences Publishing & Research Department of The National Library Board Singapore (NLB) • Conducted an independent research project and wrote a report on the Paper Products Industry • Recommended by the Deputy Director of NLB for the work done • Report was published internationally by NLB (Sep’07) and made available in their business section http://www.ebis.sg/Portals/0/pdfs/InfoByte/HeavyIndustry/Paper%20Products.pdf
• First Class with Distinction • Won various inter-college and in-house strategy, quiz and sports competitions • Logistics Coordinator at Colosseum, The Mithibai College BMS Festival • Projects Undertaken: o Understanding Six Sigma – The Dabbawalas (Awarded ‘A’ Grade) o Analysis of the Indian Aviation Industry (Awarded ‘A’ Grade) University Internships ICICI Prudential, Mumbai • Learnt how to build an efficient sales team and manage it effectively Chitale’s Personalised Learning Centre (CPLC), Mumbai • Worked towards business development through networking and marketing activities Tata AIG, Mumbai • Worked towards learning client presentation, negotiation and networking skills • Undertook training and got certified as a licensed Insurance Advisor by IRDA