Harsh Solanki

Managed end-to-end content governance for Editorial Impact initiative, ensuring high-quality digital content delivery using Adobe Experience Manager (AEM).

Authored and published engaging digital content across diverse formats while adhering to brand standards.

Oversaw content workflows from creation to publication, ensuring timely and accurate delivery of materials.

Conducted regular audits to maintain relevance and promptly remove outdated information.

Leveraged AEM components for scalable content delivery and consistent performance.

Troubleshot display and workflow issues, coordinating with development teams for efficient resolutions.

Collaborated with cross-functional teams to align on content requirements and optimize strategies.

Provided training and best practice guidance to support content contributors in AEM processes.

Managed investment product operations emphasizing accuracy, compliance, and stakeholder service.

Developed strong institutional and product expertise for high-visibility editorial and digital initiatives.

Provided business analysis and insights to Product Manager focused on mutual funds, insurance, and annuities.

Created business presentation materials and reports to support strategic initiatives.

Supported Investment Products operations, ensuring compliance with Financial Advisors' regulations.

Monitored trading limits for Equity and Derivatives Desk to mitigate risk exposure.

Logged errors and reconciled discrepancies with trading desk to maintain operational integrity.

Collaborated with business risk team as third line of defense to address operational risk.

Centralized branch service desk operations by delivering internal solutions to Relationship Managers and Associates.

Prepared customized reports for portfolio management, aiding Relationship Managers in client pitches.

Generated adhoc reports according to client specifications for Relationship Managers.

Coordinated lifecycle of client account closures, collaborating with various teams to facilitate process.

Established new fee codes for Trading Brokerage, Safekeeping, and Portfolio Management, addressing front office queries.

Executed adhoc fee calculations for front office inquiries on demand.

Liaised with partnering teams to support front office urgent requests while managing expectations.

Developed Standard Operating Procedures for new and existing processes to ensure operational efficiency.

Conducted advanced research on client data to deliver detailed analysis and insights.

Compiled weekly, monthly, and quarterly reports on Excel to track revenue generated by banking products.

Developed dashboards tailored to client specifications, providing dynamic views of pertinent data.

Performed adhoc analyses based on client requirements to generate specific reports.

Executed primary and secondary research for data collection on various banking products.

Analyzed client product and service data to produce performance reports for informed decision-making.

Gathered requirements and ensured data integrity throughout all reporting processes, meeting strict deadlines.

Reported failed trades to clients, detailing reasons for failures and potential impacts.

Executed timely high-value trade reports to mitigate adverse financial effects on clients.

Compiled comprehensive scorecard reports summarizing relationship performance monthly, quarterly, and yearly.

Generated step reports outlining automatic trade processing and manual intervention reasons.

Researched client overdrafts continuously, providing insights into causes of account overdrawn instances.

Produced monthly income on funds reports by extracting data from multiple systems.

Delivered performance reports to clients, highlighting funds performance metrics.

• Ensured strict adherence to SOPs while responding to partner queries promptly and accurately.