Jaydeep Dave
Mumbai
Summary
With a proven track record at Seeking Alpha, I excel in trend tracking and fostering strong client relationships. Elevated to a leadership role due to my exceptional work ethic, I've successfully enhanced team productivity by over 30% through effective coaching and strategic resource allocation. My expertise in performance improvement and client services drives substantial business growth.
Overview
14
14
years of professional experience
Work History
Team Lead, Contributor Success
Seeking Alpha
08.2020 - Current
- Promoted to leadership position in recognition of strong work ethic and provided exceptional customer service.
- Provided leadership and guidance to team members, ensuring that tasks were completed on time and to a high standard.
- Developed strategies to increase team productivity and improve customer service levels.
- Assisted the manager in setting achievable goals for the team while monitoring progress towards them.
- Held regular one-on-one coaching sessions with staff members to encourage personal development.
- Creating knowledge hub modules for setting up new processes and for internal training.
- Conducted performance appraisals for team members, providing feedback and identifying areas of improvement.
- Facilitated submission of research reports, articles, and blogs by existing contributors and authors.
- Handled ad-hoc queries regarding site policy and other contributor concerns.
- Conducted research and identified new opportunities for outreach initiatives.
- Functioning as a BI SPOC for the team for creating, maintaining of looker/SQL reports & collaborating with BI team, and ensuring a self-reliant robust BI sub system by raising JIRA tickets for the product team
- Managing business development activities by presenting the product to T1 contributors, and executing special projects to elevate content on the platform.
- Addressing client feedback, along with monthly reviews and MIS, to top management.
- Showcasing and demonstrating product tours on new feature development to existing and new contributors.
- Working extensively with the Market Data team and the Product team in reporting discrepancies and missing data on the platform.
Global Relationship Manager & Support
Visible Alpha
09.2017 - 08.2020
- Providing business solutions on ad hoc queries to buy side & Hedge Fund clients by managing their accounts & services
- Reviewing & validating Research, Corporate access, Sales interactions as per the MIFID norms
- Building broker vote ballots and providing customized end to end services
- Conducting in-depth product training by adhering to the timelines and delivering it to all stakeholders
- Managing business development activities, such as pre-sales presentations & driving the upgradation by upselling the services based on the New Product developments
- Support & Develop the services of the product based on client feedback and concerns
- Fostering Tech developer team and securing the product bugs by managing & advising the peers to roll it out in an upcoming deployment
- Timely monitoring & review of JIRA stories for product fixes
- Escalating product issues to the key stakeholders & handling the related concerns with work arounds tactfully
- Manage, develop, train, & mentor junior staff on projects and assess performance by managing their workflow and overseeing the implementation of the training provided
- Coordinating & aligning with different teams within the organization to deliver solutions to the clients
- Ensuring streamlining of activities across different vendors with diligence in addressing client feedback along with monthly reviews to the top management
- Actively engaging in monthly Client review meetings and implementing the strategic plans
- Lead on ESCA/JIRA Execution and Implementation
- Analyzing the product issues & raising those post a deep dive checks & providing probable areas of query resolution
- Multiple recognition throughout the tenure for efficiently managing the Clients & also in-house support and guidance to the co-workers
Customer Support Associate
Cogencis Information Services Pvt. Ltd.
08.2016 - 09.2017
- Managing BFSI accounts in Credit, Treasury and other departments
- Conducting Pre-sales Product Presentation and in-depth trainings of various modules for Clients & developing strategies to grow their trial conversion rate
- Understanding the client requirements and customizing the solutions to fulfill all their needs
- Training users to meet business objectives and provide service to clientele
- Identifying & creating new opportunities for revenue and up selling the product to the existing clients
- Engaging responsibly for protecting existing revenue streams and salvaging disconnects, towards achieving organization's goal
- Maintaining a strong client relationship by visiting them regularly and resolving their concerns, if any
- Proactively engage, train and guide customers on utilizing the available product services
- Active involvement in value chain and seek feedback from client to improve the services and help in product development
- Managing the renewals and retention of the clients on Quarterly/Annual basis
Corporate Finance and Marketing Associate
Radiance Financial Service
10.2015 - 08.2016
- Structuring & designing products based on client's requirement while also pitching in for new opportunities
- Reviewing eligibility of Client's Financials, Credit rating, Credit worthiness, Debt Equity Ratio, Drawing power, Monthly Obligation
- Discussing Case and sending Proposals to Various Bankers/NBFC's
- Updating Client for required set of documents/pendency & conducting/arranging Client PD with Bankers
- Negotiating with clients/Bankers as an when required, coordinating with various Bankers/NBFC for recent updates on rates and other products
- Checking with Clients/Bankers with Disbursement procedure
Process Associate
Tata Consultancy Services
05.2011 - 01.2013
- Profile includes advising Fund desk on various currency funding requirements for updating of SSI
- Validation SSI's as per client's instruction within specified Time line/SLA
- Performing Ad Hoc request by brokers for updating SSI's as per Client request
- Updating New accounts and Existing Accounts
- Monitoring client requirements and amending of Bulk SSI's on System as Project Work
- Assigned Projects: Corporate actions project for Hedge fund clients, Pricing & Valuation of Securities
Education
MBA - Marketing
MET Institute of Management
Mumbai05-2017
Bachelor's - commerce
LS Raheja College of Commerce & Arts
Mumbai05-2011
Higher secondary studies -
MK Junior College
Mumbai06-2008
Skills
- Trend tracking
- Work assignment delegation
- Performance monitoring
- Performance improvement
- Resource allocation
- Deadline management
- Project Reporting
- Client Services
- SLA adherence
- Client communication
- Process improvement
- Relationship building
- Coaching and mentoring
- Workflow management
- Quality control
Affiliations
- Part of Ramleela group played various characters like Ravan, Meghnath and Parshuram.
Languages
Gujarati
First Language
English
Proficient (C2)
C2
Hindi
Advanced (C1)
C1
Timeline
Team Lead, Contributor Success
Seeking Alpha
08.2020 - Current
Global Relationship Manager & Support
Visible Alpha
09.2017 - 08.2020
Customer Support Associate
Cogencis Information Services Pvt. Ltd.
08.2016 - 09.2017
Corporate Finance and Marketing Associate
Radiance Financial Service
10.2015 - 08.2016
Process Associate
Tata Consultancy Services
05.2011 - 01.2013
MBA - Marketing
MET Institute of Management
Bachelor's - commerce
LS Raheja College of Commerce & Arts
Higher secondary studies -
MK Junior College
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