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
Dataset analysis
Data Analytics
Vital data collection
Data analysis skills
Financial data interpretation
Research and data management
Team Management Skills
Project Management
Portfolio Performance Measurement
Business Implementation
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