Qualtrics
Partha Sadhak
Operations & Program Manager
Navi Mumbai
Summary
Dedicated professional considered knowledgeable leader and dedicated problem solver. Brings 20 years of valuable expertise to forward company objectives. Customer focused and attentive to detail with experience in coordinating projects, programs and improvements.
Overview
19
19
years of professional experience
4
4
years of post-secondary education
5
5
Certificates
Work History
Operations Program Manager-Marketing Ops
Amazon Development Center India
Chennai
02.2021 - 03.2022
- Lead, design, develop and deploy projects/Programs focused on team strategy
- Lead and complete business critical high impact excellence projects for the team and within planned timelines
- Work with multiple stakeholders on project improvement opportunities
- Support team members to improve processes, provide project intervention and coaching
- Monitor the training and professional development of team members
- Drove process improvements & solve inefficiencies using Gemba walks and Kaizen
- Achieved 100% success rate in first ever business review program implemented within team
- Transitioned four offshore programs with 100% of all milestones met within stipulated project framework and time
- Streamlined process transition and migrations from 12 weeks to 9 weeks by improving training and onboarding processes
Research Program Manager-Capital Markets & MF
IFCI Financial Services Ltd
Mumbai
08.2018 - 02.2021
- Created and managed research program for equity institutional and mutual fund distribution business
- Implemented reporting standards and reporting quality guidelines based on client needs
- Created and deployed pan-India branch and client level report based trading and investment program
- Established and maintained CRM and other client communications channels and TAT for queries
- Plan, train and deployed Technical Reporting desk in line with business needs
- Helped in achieving revenue targets by reports and calls to almost 15% YoY
- Achieved goal of 20% client addition YoY
Product Specialist-MF and 3P Products
IFCI Financial Services Limited
Mumbai
07.2014 - 08.2018
- Managed Mutual fund and 3P investment products for B2B and B2C segments
- Lead team on product content, knowledge, development, marketing and revenue realization
- Provided branch level guidance, training and marketing related assistance for achieving goals
- Compliance with protocols and regulations in terms of product marketing and investment
- Coordinated with institutions and B2B clients during new product launches
- Managed product portfolio for entire Product bouquet of IFIN for 28 branches
- Planned and deployed Insurance sales desk including training and compliance
Senior Manager-Investment Banking
IFCI Financial Services Ltd
Mumbai
08.2012 - 07.2014
- Managed end to end process from acquisition till loan disbursal for corporate and institutional clients
- Ensuring adherence and zero issues in KYC and other regulatory compliances
- Co-ordination with clients in case of defaults and late repayments or margin shortfalls
- Management reporting regarding economic situation and clients financial health on a quarterly basis and suggest strategy
- Manage disbursal's in excess of INR 50 cr.
- Achieved 90% success rate in defaults and recovery
Business Operations Manager-Forex
Yes Bank
Mumbai
10.2010 - 06.2012
- Delivered business strategy and developed systems and procedures to improve operational quality and team efficiency.
- Mitigated business risks by working closely with staff members and assessing performance.
- Directed product flow and informed management of delays and challenges, as well as suggested resolutions.
- Coordinate with internal and external clients to assess service quality and identify areas for improvement
- Driving team to settle and confirm trades on multiple international platforms with maximum efficiency
- Trades processed in excess of 7,000 per month with minimum defects
- Achieved goal of 20% reduction in reporting time for trade volume
Assistant Project Manager-GOI Project
Stockholding Corporation of India
Mumbai
01.2006 - 10.2010
- Responsible for leading user and deployment team for e-Stamping Project pan-India
- Collecting assimilating and analyzing data for system backend.
- Business analysis of project’s scope and create documents for project requirements
- Conduct project meetings to communicate individual roles, project expectations
- Monitor projects, evaluating progress and quality & manage issue resolution for corrective actions
- Lead team to roll out of e-Stamping system in 5 states during tenure
- Collaborated with tech team on design related to business portal [www.shcilestamp.com]
- Independently designed tested and rolled out estamping user manuals for end users
- Trained total of more than 300 users during and post roll out
- Managed leading business associates such as Corporation Bank and Oriental Bank
- Received appreciation for excellent and timely service from Corporation Bank North Region Head
Customer Service Specialist-Mortgage Ops.
E-serve Citigroup
Mumbai
10.2004 - 12.2005
- Set up, stored and updated customer files, department records and regulatory paperwork.
- Reviewed and validated details of loan applications and closing documentation.
- Provided primary customer support to internal and external customers.
- Assisted customers with opening accounts and signing up for new services.
- Responded to customer requests for products, services and company information.
- Managed daily volume of 30 plus clients
- Ensured complete compliance with TAT on customer responses
- Among top three processors on monthly basis
Fixed Income Analyst-Gilt & Bonds
UTI Securities Ltd
Mumbai
11.2003 - 09.2004
- Provided clients with price quotes on securities and financial information on corporations issuing select securities
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth
- Prepared month-end variance analysis on financial results.
- Managed trade reporting for 25 major clients
- Decrease in reporting and confirmation time by 20%
- Managed invoice reconciliation and payment release for 30 brokers
Fixed Income Analyst - Intern-GIlts
KJMC Capital Markets
Mumbai
07.2002 - 10.2003
- Maintained regular contact with clients to inform about transactions and performance
- Conducted research to answer questions and handle issues using multiple systems and resources
- Developed and deepened client relationships to cement profitable partnerships.
- Presented results of financial analyses to clients verbally and in written form.
- Developed spreadsheet models for diverse projects and analysis.
- Managed trade confirmation and reporting for over 30 institutional clients
- Reduced processing time for trades by over 20%
- Onboarded 10 clients and 5 key brokers
- Ran and analyzed monthly revenue risk reports for executive team
Education
PG Diploma - Data Analytics
NISM Mumbai School of Economics
Navi Mumbai 08.2017 - 01.2019
MBA - Financial Management
ITM Business School & Southern New Hampshire Univ.
Navi Mumbai 01.2012 - 01.2014
Bachelor of Arts - Economics
Mumbai University
Mumbai 06.1999 - 06.2000
Skills
Team leadership and direction
Certification
Google Project Management
Software
Asana
MS Project
Jira
Bloomberg
Timeline
Google Digital Marketing
06-2022
Market Research Analyst
05-2022
Google Project Management
03-2022
Operations Program Manager-Marketing Ops
Amazon Development Center India
02.2021 - 03.2022
SAS & Data Management
05-2020
Research Analyst
11-2019
Research Program Manager-Capital Markets & MF
IFCI Financial Services Ltd
08.2018 - 02.2021
PG Diploma - Data Analytics
NISM Mumbai School of Economics
08.2017 - 01.2019
Product Specialist-MF and 3P Products
IFCI Financial Services Limited
07.2014 - 08.2018
Senior Manager-Investment Banking
IFCI Financial Services Ltd
08.2012 - 07.2014
MBA - Financial Management
ITM Business School & Southern New Hampshire Univ.
01.2012 - 01.2014
Business Operations Manager-Forex
Yes Bank
10.2010 - 06.2012
Assistant Project Manager-GOI Project
Stockholding Corporation of India
01.2006 - 10.2010
Customer Service Specialist-Mortgage Ops.
E-serve Citigroup
10.2004 - 12.2005
Fixed Income Analyst-Gilt & Bonds
UTI Securities Ltd
11.2003 - 09.2004
Fixed Income Analyst - Intern-GIlts
KJMC Capital Markets
07.2002 - 10.2003
Bachelor of Arts - Economics
Mumbai University
06.1999 - 06.2000
Key projects
Process Migration Program-Internal Stakeholders (Offsite)-Oct 2021 to Jan 2022
Transitioning and migrating key processes within marketplaces based on ROI, skillsets and expertise
Strategic Business Review Mechanism-Stakeholders in US-EU-APAC (Offsite)-Mar 2021 to Mar 2022
Design and establish a ROI based internal review mechanism and implement it across 100 plus processes globally.
Technical and Fundamental Research Desk-Internal & Retail Clients (Offsite)-Feb 2019 to Feb 2020
-Revival Project- Re-design the technical and fundamental research desk of the organization.
Establish Insurance sales and Operations Desk-Internal Project (Offsite)-Mar 2016 to Feb 2017
Project to establish, manage and roll out Insurance operations across 50 branches cross country.
Operations Training Program-Internal Learning and Development Team (Onsite)-Jun 2011 to Nov 2011
Program to create an ongoing OJT module for continuous training and new hire training
Estamping for Vendors and Sub-Registrars-State Governments (Onsite)-Jun 2008 to May 2010
Design and implement program to extend estamping facilities in the sub-registrars offices and third party vendors
Electronic Stamp Duty Payment System-Govt of India (Offsite)-Jan 2006 to Oct 2010
Govt. of India project-E-stamping is a computer based application and a secured electronic way of paying stamp duty
References
Available on request
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