Keshav Sachdeva
Noida
Summary
Implementation Consultant, Onboarding Specialist, Business Analysis, Market Data, Product Support & Client Service Professional with 12+ years of demonstrated history working with SaaS-based fintech products. Currently employed as an Implementation and Support Consultant at ION, focusing on bank connectivity and market data. Expertise in the full life cycle of bank connectivity implementations, client engagement, and post-implementation support with a commitment to excellence in financial system deployment. Skilled in customer success, financial risk management, and market landscape navigation.
Overview
12
12
years of professional experience
Work History
Implementation Consultant - Bank Connectivity and Market Data
ION Trading
09.2021 - Current
- Working on Bank/Client implementation projects for US/EMEA, focusing on Statements, Payments, Goldman Sachs Integration, Bank Fee Analysis, and transmission building
- Assisting in integration testing for technical banking products such as APIs, SFTP servers, SWIFT network connectivity, and payments
- Managing Certificate renewals and Credentials with clients and banks for seamless transmission of statements and payments
- Handling full implementation life cycle from Scoping, Requirements Gathering, Configuration, Testing to Production
- Coordinating with third parties and internal CS teams for the delivery of messages/statements and analyzing user requirements
- Conducting thorough testing, troubleshooting issues, and collaborating with technical teams to resolve problems
- Translating User Stories into actionable project plans, writing Acceptance Criteria, and contributing to IBOR Transition adjustments.
Product Implementation Support - Account Management
Cogencis Information Services Limited
07.2018 - 09.2021
- Implemented and onboarded BFSI and Corporate (B2B) portfolio, developing an understanding of client requirements and providing solutions
- Scoped projects, gathered requirements, configured modules, and provided production-ready systems for clients
- Supported clients during onboarding and provided hands-on training on real-time treasury products
- Managed risk analytics solutions, provided real-time linkage of portfolio investments, and ensured customer satisfaction and retention
- Documented and updated project and implementation-related documents.
Product Support Analyst, Market Data, Client Support
ION Trading
03.2016 - 07.2018
- Analyzed user requirements, created User Stories (BRDs), and translated them into actionable project plans
- Collaborated with different teams for solution development, automated market data processes, and managed sprints through JIRA
- Processed data from Thomson Reuters and other sources, maintained team accuracy, and handled vendor notifications
- Performed UAT, provided insights, and maintained a Training Repository for knowledge transfer.
Senior Analyst, Settlements / Client Analyst
Broadridge Financials
12.2012 - 03.2016
- Handled client queries, gathered requirements, and ensured feedback was passed to internal teams
- Performed reconciliation and settlement activities on various financial assets and supported trade settlement activities
- Conducted telephone confirmations, handled daily reconciliation processes, and resolved client inquiries.
Education
M.B.A. (Finance) -
GGSIPU University
Delhi, India01.2012
B.B.A. -
GGSIPU University
Delhi, India01.2010
Skills
- Implementation
- Client Onboarding
- Client Support
- Risk Management
- Functional Support
- MIS Reporting/Analytics
- Business Analysis
- Market Data Analysis
- User Acceptance Testing
- Requirement Gathering
- Scoping
- Collaboration with Teams
- Professional Services
- Implementation Management
- Configuration Management
- Software Implementation
- Customer Support
References
Available on Request
Personal Information
- Date of Birth: 10/03/1988
- Nationality: Indian
Timeline
Implementation Consultant - Bank Connectivity and Market Data
ION Trading
09.2021 - Current
Product Implementation Support - Account Management
Cogencis Information Services Limited
07.2018 - 09.2021
Product Support Analyst, Market Data, Client Support
ION Trading
03.2016 - 07.2018
Senior Analyst, Settlements / Client Analyst
Broadridge Financials
12.2012 - 03.2016
M.B.A. (Finance) -
GGSIPU University
B.B.A. -
GGSIPU University
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