Deepak Balakrishnan

• Built relationships with external vendors to secure better rates and services
• Resolved conflicts between team members in a professional and timely manner
• Developed and implemented processes and procedures that was published in the Open-text portal as part of Sops
• Created multiple dashboards and PPTs for management reporting purposes

Key Result Areas:

• Orchestrated a major Power BI implementation, integrating complex data warehouses which propelled decision-making efficiency
• Streamlined reporting workflows by introducing Power BI, slashing report delivery timelines
• Conducted comprehensive data audits that ensured a 98% accuracy rate, bolstering stakeholder trust
• Devised robust analytical frameworks that influenced the direction of strategic projects, leading to a 10% increase in overall ROI
• Custom-built Power BI dashboards that improved the client’s marketing campaign effectiveness
• Identifying the strengths of various employees and delegating tasks accordingly

• Key Result Areas: Coordinated with the team to analyze the activities of accumulating funds (NAVS) and financial forecasting
• Administered the dividend rates provided by the fund keepers on a periodic basis
• Managed 'Fees and Billing' process; created and updated the clients' accounts
• Developed flexible Back end and Front-end systems to improve the process of the collection and dissemination of KPIs
• Provided recommendations in terms of financial planning; developed KPIs and conducted trend analysis alongside recommendations for the improvement of the company's cost efficiencies
• Collaborated with and assisted the top management to develop and improve the financial performance process.

• Key Result Areas: Planned and developed cost-saving financial models that analyzed various business opportunities
• Generated new service lines including development of customer analytics for Key IFAs, DC clients and Individual clients
• Conducted market and competitive intelligence research in the key markets in order to enhance the business planning accordingly
• Coordinated with the key stakeholders to gain knowledge and implement improvements in the field of Fidelity's sales, marketing, client services and propositions
• Developed new tools, capabilities, and solutions in collaboration with the internal teams including data support team and the technology team
• Investigated the business problems and developed analytical solutions for the same in coordination with the channel heads, stakeholders, and other sponsors.