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Summary
Overview
Work History
Skills
Education
Certification
Timeline
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Jaydeep Dave, PMP®

Jaydeep Dave, PMP®

Analysis, Team Lead
Mumbai

Work Preference

Location Preference

On-SiteRemoteHybrid

Important To Me

Career advancementCompany CultureStock Options / Equity / Profit SharingFlexible work hoursPersonal development programsPaid time off

Summary

Dynamic project management professional with a proven track record at Seeking Alpha, showcasing excellence in fostering strong client relationships and driving substantial business growth. Elevated to a leadership role due to an exceptional work ethic, resulting in over a 30% increase in team productivity through effective coaching and strategic resource allocation. Expertise in performance improvement and client services consistently delivers results that exceed expectations. Committed to cultivating a collaborative, high-performing team environment that thrives on innovation and excellence.

Overview

10
10
years of professional experience
1
1
Certification
4
4
Languages

Work History

Analysis Team Lead

Seeking Alpha
08.2020 - Current
  • Elevated customer service levels by 21% via targeted development of team productivity strategies.
  • Enhanced outreach success rate from 55% to 70% utilizing focused and measured outreach strategies.
  • Honored with promotion for team leadership role due to strong work ethic and outstanding client service delivery.
  • Led projects such as Query Desk, Contributors Outreach and Retention, and Author Database Updation.
  • Directed account management and service provision for research houses and hedge fund clients, offering tailored business strategies.
  • Coordinated with product and tech team on refining user story modifications for sprints.
  • Partnered with departmental head to establish achievable goals while monitoring team progress efficiently.
  • Consistently communicated enhancements and new feature development to clients through product demonstrations and training sessions.
  • Supervised risk control and alleviated potential problems through strategic planning, continuous monitoring, and prompt decision-making.
  • Led personalized coaching sessions aimed at enhancing continuous staff growth.
  • Formulated knowledge hub modules for efficient process setup and comprehensive internal training resources.
  • Engineered diverse BI Looker dashboards facilitating identification of coverage gaps within platform.
  • Coordinated efforts with the News team & Editorial Team for prompt communication regarding high RTA tickers.
  • Defined clear performance metrics for team, facilitating effective progress tracking towards established targets.
  • Facilitated recruitment process to assemble team of top performers.
  • Promoted a positive work environment by fostering teamwork, open communication, and employee recognition initiatives.

Senior Relationship Management & Support

Visible Alpha
09.2017 - 08.2020
  • Facilitated business solutions for buy-side and hedge fund clients through effective account management.
  • Validated research sales interactions according to MiFID regulations to ensure compliance.
  • Constructed broker vote ballots, delivering tailored services throughout the process.
  • Trained stakeholders on products by meeting strict timelines and ensuring comprehensive coverage.
  • Led business development efforts, enhancing service offerings through strategic upselling of new products.
  • Regularly updated sales team on client developments utilizing Salesforce.
  • Addressed client feedback to refine and enhance service offerings continuously.
  • Collaborated with tech developers to manage product bugs, advising peers for user stories for successful deployment.
  • Reviewed and monitored & created Jira stories to ensure prompt resolution of product-related issues.

Customer Support Associate

Cogensis 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

Marketing & Finance Executive

Radiance Financial Services
10.2015 - 08.2016
  • Developing and designing products according to client specifications while also engaging in new opportunities.
  • Assessed client eligibility by reviewing financial documents and credit ratings. Evaluated creditworthiness to facilitate effective lending processes. Analyzed debt-to-equity ratios for compliance with regulatory standards. Reviewed monthly obligations to confirm adequate repayment capabilities.
  • Conducting thorough case analyses and providing strategic proposals to multiple bankers and NBFCs.
  • Informed clients about necessary documents and pending requirements. Arranged discussions between clients and bankers to address inquiries. Conducted client meetings to clarify documentation needs and timelines. Scheduled appointments with banking personnel to streamline communication.
  • Engaged in negotiations with clients and bankers when required to ensure optimal outcomes. Collaborated with multiple bankers and NBFCs to gather recent updates on rates and offerings.
  • Coordinated efforts with support staff for client account follow-ups and meetings.

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

Skills

Project Management

Operations Management

Team Management

Process improvement

Regulatory compliance

Conflict resolution

Business Development

Stakeholder management

Client communication

Deadline management

Budget management

Pipeline management

Education

MBA - Marketing

MET Institute Of Management
Mumbai

Bachelor's - Commerce

L S Raheja College Of Commerce & Arts
Mumbai

Certification

PMP Certification from Project Management Institute

Timeline

PMP Certification from Project Management Institute

04-2026

Analysis Team Lead

Seeking Alpha
08.2020 - Current

Senior Relationship Management & Support

Visible Alpha
09.2017 - 08.2020

Customer Support Associate

Cogensis Information Services Pvt. Ltd.
08.2016 - 09.2017

Marketing & Finance Executive

Radiance Financial Services
10.2015 - 08.2016

Process Associate

Tata Consultancy Services
05.2011 - 01.2013

Bachelor's - Commerce

L S Raheja College Of Commerce & Arts

MBA - Marketing

MET Institute Of Management

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Jaydeep Dave, PMP®Analysis, Team Lead