Chirag Shah
Thane
Summary
Seasoned FinTech professional with over 19 years of experience in investment reporting and client-centric SaaS solutions. Possesses a deep understanding of the unique financial needs of high-net-worth clients, and their advisors. Skilled in process optimization, transformational leadership, and developing personalized solutions that streamline operations. Proven ability to lead meetings, drive participation, and deliver impactful results, consistently meeting project timelines, and exceeding client expectations.
Overview
19
19
years of professional experience
Work History
Senior Director – Customer Success
Asset Vantage Systems Pvt. Ltd.
Mumbai
09.2019 - Current
- Heading managed service operations, ensuring data quality, security, and compliance.
- Managing financial reporting and customer success teams, driving performance, and fostering a culture of excellence.
- Facilitating periodic reviews with clients to maintain database integrity, and ensure ongoing satisfaction.
- Partnered with product, engineering, sales, and marketing teams to provide critical feedback and support for continuous platform improvement.
- Identified reliable financial sources to uphold the integrity of information on the platform.
- Developed and applied in-depth knowledge of investment management and accounting principles.
- Provided comprehensive training and support to clients (wealth owners, accountants, and CAs) on platform utilization.
- Identified and recommended feature upgrades and optimizations based on client feedback and hands-on platform experience.
- Collaborated with executive leadership team to develop long-term objectives that would drive success.
- Recruited and trained new employees to meet job requirements.
- Enhanced customer satisfaction through the development of service improvement initiatives.
- Organized team activities to build camaraderie and foster pleasant workplace culture.
- Reviewed employee performance and provided ongoing feedback and coaching to drive performance improvement.
- Oversaw strategic planning and implementation to ensure organizational goals were met.
- Promoted a culture of innovation and encouraged staff to contribute ideas.
- Delivering best-in-class service by promptly addressing and resolving all client inquiries.
- Maintained consistent follow-up, both internally and externally, to ensure the timely resolution of client requests.
- Reviewed monthly P&L statements to identify trends or opportunities to improve profitability.
Senior Manager
State Street Corporation
Mumbai
06.2017 - 09.2019
- Oversaw the day-to-day operations and performance of the claims team, with an emphasis on risk management, resource planning and staffing to ensure optimal performance
- Proactively initiated calls with parties to discuss claims resolution and post-resolution actions
- Acted globally as the main point of contact for partners between customers and overseas teams, resolves exceptions and provides timely and accurate reports
- Processed payments and resolved exceptions through efficient claim handling via SWIFT messages, cross-departmental, customer and employee processing
- Investigations that are quickly escalated to senior management
- Actively participated in bank operations
- Extensive change initiatives that promote collaboration between local and global teams
- Managed State Street's inbound and outbound claims, working with stakeholders to smoothly issue and resolve claims
Assistant Manager - Operations
Tata Consultancy Services (TCS)
Mumbai
11.2014 - 05.2017
- Financial software tools provided to financial organizations through the Bloomberg terminal, including an analytical and equity trading platform
- Managed end to end recruitment and allocation
- Established processes for work initiation, management reporting and project closeout
- Acted as primary point of contact between clients and oversaw teams, resolved issues and updated on-site coordinators
Deputy Manager
State Street Syntel Pvt Ltd
Mumbai
06.2007 - 09.2014
Dealer And Portfolio Manager
MSB securities Private Limited
Mumbai
06.2006 - 05.2007
Education
Master Of Financial Analysis -
The Institute of Chartered Financial Analysts of India University
Tripura04-2011
Chartered Financial Analyst -
The Institute of Chartered Financial Analysts of India University
Tripura01.2011
Bachelor Of Commerce -
Model College
University of Mumbai01.2006
Skills
- SaaS Platform Management
- Evaluate Financial Performance Metrics
- Proficient in Mondaycom for Project Management
- Experienced in using CRM platforms
- Experience with financial data feeds (PCR, Morningstar, Bloomberg, Refinitiv, Value Research)
- Automation of financial processes
- Financial Performance Analysis
- Trade Processing Administration
Areas Of Excellence
- Strategic Leadership & Business Growth
- Client Onboarding & Service Excellence
- Managed Services Delivery & Optimization
- Financial Reporting & Data Integrity
- Data Management & Governance
- Customer Success & Relationship Management
- Project Management & Execution
- Expertise in Back office and Middle office operations
- Back & Middle Office Operational Efficiency
- Vendor Relationship Management & Negotiation
- Portfolio Performance Analysis & Optimization
- Audit & Compliance Management
- Platform Development & Enhancement Leadership
- Resource Management & Team Leadership
Languages
- English
- Hindi
- Marathi
- Gujarati
Accomplishments
- Awarded the 30 x 30 Achievers Club Individual Award for outstanding performance.
- Recognized as Project Arrow Champion for exceptional project leadership and success.
References
References available upon request.
Timeline
Senior Director – Customer Success
Asset Vantage Systems Pvt. Ltd.
09.2019 - Current
Senior Manager
State Street Corporation
06.2017 - 09.2019
Assistant Manager - Operations
Tata Consultancy Services (TCS)
11.2014 - 05.2017
Deputy Manager
State Street Syntel Pvt Ltd
06.2007 - 09.2014
Dealer And Portfolio Manager
MSB securities Private Limited
06.2006 - 05.2007
Master Of Financial Analysis -
The Institute of Chartered Financial Analysts of India University
Chartered Financial Analyst -
The Institute of Chartered Financial Analysts of India University
Bachelor Of Commerce -
Model College