Abhishek Sharma
Business & Transformation Consultant
Summary
- Experienced and result-driven consultant specializing in business and digital transformation within capital markets, wealth management, and private banking.
- Demonstrates strong analytical and stakeholder management skills to deliver high-impact solutions.
- Skilled in understanding the challenges faced by financial institutions and designing strategies to optimize operations, enhance customer experience and drive growth
- Proficient in leveraging technology to improve operational efficiency, enhance customer experience, and optimize business processes.
Overview
19
19
years of professional experience
5
5
years of post-secondary education
2
2
Certifications
Work History
Business Architecture Assoc Manager
Accenture
05.2021 - Current
- Led end-to-end digital transformation programs for Wealth Management client in APAC from strategy formulation to implementation and commercialization.
- Spearheaded the design and implementation of “Mobile First Digital Wealth Capabilities” to capture mass affluent clients in SE Asia, driving adoption among millennials.
- Conceptualized and delivered the "Wealth Shopping Cart," a hybrid sales journey that boosted conversion rates and enabled deferred advised transactions through mobile banking.
- Digitized Wealth Account Opening journeys, significantly reducing time-to-market by adopting an MVP approach during COVID-19.
- Designed cross-border control frameworks for wealth digital journeys, ensuring compliance with jurisdiction-specific regulations.
- Led the development of a digital-native insurance proposition, integrating product offerings into mobile platforms for seamless customer experience and increased operational efficiency.
Lead Consultant
CRMNEXT
05.2015 - 04.2021
- Led digital CRM projects for BFSI clients, enabling multi-channel lead conversion and enhancing sales productivity.
- Collaborated with clients to identify gaps in business processes and align CRM capabilities, ensuring high ROI and adoption
- Designed and delivered a unified CRM platform for a digital-first bank, providing 360-degree customer visibility and streamlining service operations from Day 0.
- Managed the implementation of an insurance tech CRM, reducing silos between sales, service, and renewals, and driving TAT reductions.
- Pioneered advanced features like ML-driven frequency scoring and whitespace analysis for personalized cross-selling opportunities.
Manager – Business Process Excellence
Motilal Oswal Financial Services
08.2013 - 04.2015
- Led the transformation of wealth product sales strategies, identifying market differentiators and scaling third-party product revenues.
- Developed a system-based investment process lifecycle, ensuring transparency, consistency, and regulatory compliance.
- Conducted comprehensive process and technology assessments, driving automation and reducing operational inefficiencies.
Senior Application Consultant
IBM India
07.2011 - 04.2012
- Responsible for implementing order management and fulfillment module for world’s 2nd largest Telecom Service Provider.
- Analysis of Business Requirements, process mapping, gap analysis
- Documenting functional specifications , swim lane diagrams for integration with other fulfillment systems
- Implemented following processes Order Management, Quote to order cycle , Product Catalogue , Asset Management and Integration with other applications
Applications Engineer
Oracle India
02.2008 - 06.2011
- Accountable for new product initiative of Oracle Loyalty Management in areas of Workflows Engine and Rest API Integration Framework for its upcoming releases.
- Responsible for analysis of Product Backlog for feasibility and delivery schedule.
- Partner with the product management team and other cross functional teams to define, design and execute the feature roadmap
- Benchmarking product features with key competitors
- Design and development of new product features
- Sprint planning, story pointing and tracking Sprint Burn-down charts.
Software Enigneer
Aricent Technology
07.2006 - 01.2008
Education
PG Certificate - Business Management -
School of Inspired Leadership
05.2012 - 04.2013
BTech, Computer Science -
Punjab Engineering College , Chandigarh
06.2002 - 05.2006
Certification
PG Program in Machine Learning, Great Lakes Executive Education
Timeline
PG Program in Machine Learning, Great Lakes Executive Education
07-2022
Business Architecture Assoc Manager
Accenture
05.2021 - Current
Blockchain Certification, Udacity
10-2019
Lead Consultant
CRMNEXT
05.2015 - 04.2021
Manager – Business Process Excellence
Motilal Oswal Financial Services
08.2013 - 04.2015
PG Certificate - Business Management -
School of Inspired Leadership
05.2012 - 04.2013
Senior Application Consultant
IBM India
07.2011 - 04.2012
Applications Engineer
Oracle India
02.2008 - 06.2011
Software Enigneer
Aricent Technology
07.2006 - 01.2008
BTech, Computer Science -
Punjab Engineering College , Chandigarh
06.2002 - 05.2006
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