Microsoft Office Suite
Digvijay Kaldante
Manager : Data Aggregation And Investment Performance Reporting
Pune
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
14
14
years of professional experience
6
6
years of post-secondary education
3
3
Languages
Work History
Manager Data Aggregation
FirstRate Wealth tech Private Limited
Pune
06.2020 - Current
- Proved successful working within tight deadlines and a fast-paced environment.
- Demonstrated creativity and resourcefulness through the development of innovative solutions.
- Cultivated interpersonal skills by building positive relationships with others.
- Excellent communication skills, both verbal and written.
- Worked effectively in fast-paced environments.
- Self-motivated, with a strong sense of personal responsibility.
- Resolved problems, improved operations and provided exceptional service.
- Managed time efficiently in order to complete all tasks within deadlines.
- Applied effective time management techniques to meet tight deadlines.
Assistant Manager
RAGE FRAMEWORKS INC (A GENPACT COMPANY)
PUNE
05.2017 - 05.2020
- Made hiring recommendations to increase company's productivity and profitability with quality workers.
- Responsible for On boarding data feeds from various custodian banks and store standard data for various reports through in-house tool with appropriate business rules/parameters.
- Responsible for handling custodian statements and define rules for performance aggregation and measurement.
- understand the client requirement and coordinate with respective team members to ensure implementation.
- Ensure compliance policies are followed in terms of handling sensitive data
- Responsible for Coordination with team to ensure Daily & Monthly SLA's are met.
- Assisting in team management and appraisals and Growth Path for individual Team members.
- Responsible for client compliance audits.
- Enhancing Wealth Management product’s using Agile methodology.
TEAM LEAD
RAGE FRAMEWORKS (A GENPACT COMPANY)
PUNE
04.2015 - 05.2017
- Minimized resource and time losses by addressing employee or production issue directly and implementing timely solutions.
- Evaluated employee skills and knowledge regularly, training, and mentoring individuals with lagging skills.
- Managed schedules, accepted time off requests and found coverage for short shifts.
- Worked different stations to provide optimal coverage and meet production goals.
- Trained new team members by relaying information on company procedures and safety requirements.
- Developed monthly and daily production output plans to deliver on customer service and financial metrics.
- Mentored and guided employees to foster proper completion of assigned duties.
- Conducted training and mentored team members to promote productivity, accuracy, and commitment to friendly service.
- Built strong relationships with customers through positive attitude and attentive response.
- Held daily team meetings to inform team members on company news and updates.
- Ensure smooth extraction and classification of portfolio information data receives through custodian statement and electronic feed for 5000+ funds.
- Handling a projects providing customized solution for Private Banking Financial Advisers reporting and performance measurement reporting Improving team efficiency by implementing automated processes.
- Responsible for timely delivery of GIC compliance report including portfolio performance, risk stats and key important analytics.
Quality Assurance Analyst
RAGE FRAMEWORKS (A GENPACT COMPANY)
PUNE
04.2012 - 04.2015
- Supported company in maintaining work environment focused on quality, communication, collaboration, integration, and teamwork.
- Created and achieved product quality objectives and met product specifications.
- Fixed identified issues to increase productivity and boost workflows.
- Reviewed public-facing information for accuracy, relevancy and timeliness as desired by leadership.
- Conducted monthly, quarterly, and annual performance analysis for a variety of Fixed income, equity, and asset allocation portfolios, and on- time delivery on a consistent basis.
- Responsible for validating data prepared by Data Analysts. Asset position reporting.
- Participated in requirements and used case reviews.
- Reported progress, test metrics and results to project stakeholders.
- Created and gained project approval on project test plans.
- Created successful test scripts to manage automated feature testing,
Data Analyst
RAGE FRAMEWORKS (A GENPACT COMPANY)
PUNE
03.2009 - 04.2012
- Produced monthly reports using advanced Excel spreadsheet functions.
- Created various Excel documents to assist with pulling metrics data and presenting information to stakeholders for concise explanations of best placement for needed resources.
- Implemented code solutions to answer analytic questions and test and assess new methods.
- Synthesized complex analytics-derived insights into easy-to-understand, actionable recommendations for business users.
- Participated in requirements meetings to understand business needs.
- Perform attribution analysis on Portfolios to determine sources of excess performance·
- Portfolio analysis & investment performance measurement reporting for institutional clients.
- Perform data modeling, periodic report validation and data analysis by writing SQL queries.
Education
MBA - FINANCE
AISSMS IOM, UNIVERSITY OF PUNE
PUNE 06.2007 - 05.2009
MASTER OF COMMERCE - ADMINISTRATION
UNIVERSITY OF PUNE
PUNE 04.2005 - 03.2007
POST GRADUATE DIPLOMA IN BUSINESS MANAGEMENT -
NEW ARTS, COMMERCE AND SCIENCE COLLEGE
AHMEDNAGAR 04.2005 - 04.2007
Skills
Data aggregation processes
Software
Basics Microsoft Power BI
Basic SQL Queries
Beginner Knowledge of Jira
Timeline
Manager Data Aggregation
FirstRate Wealth tech Private Limited
06.2020 - Current
Assistant Manager
RAGE FRAMEWORKS INC (A GENPACT COMPANY)
05.2017 - 05.2020
TEAM LEAD
RAGE FRAMEWORKS (A GENPACT COMPANY)
04.2015 - 05.2017
Quality Assurance Analyst
RAGE FRAMEWORKS (A GENPACT COMPANY)
04.2012 - 04.2015
Data Analyst
RAGE FRAMEWORKS (A GENPACT COMPANY)
03.2009 - 04.2012
MBA - FINANCE
AISSMS IOM, UNIVERSITY OF PUNE
06.2007 - 05.2009
MASTER OF COMMERCE - ADMINISTRATION
UNIVERSITY OF PUNE
04.2005 - 03.2007
POST GRADUATE DIPLOMA IN BUSINESS MANAGEMENT -
NEW ARTS, COMMERCE AND SCIENCE COLLEGE
04.2005 - 04.2007