Prateen Mathur
Mumbai
Summary
Presently working with BOBCAPS as Sr. Manager - Retail broking Since Jan-22 as a Versatile Senior Manager specializing in Product Management and skilled at planning, implementing and overseeing key improvements to drive business growth and efficiency. History of cultivating an open culture with free exchange of information. Pursuing new professional challenges with a growth-oriented company.
Overview
7
7
years of professional experience
Work History
Sr. Manager - Retail broking
BOBCAPS
01.2024
- Handon experience on gathering business requirement by coordinating with business users & by analyzing user feedback
- Spearheaded the development & go live of trading application (mobile & Web)
- Headed the overall customer migration from old platform to new with attempt to maintain minimum dip in volume & revenue
- Responsible for managing UAT, CUG & Product GO Live
- Responsible for vendor & internal coordination & managing queries
- Responsible for gathering proposal from vendors & presenting it to procurement committee for approval & vendor onboarding
- Responsible for creation of product documentation & demo for customers and internal teams along with training to various customer facing teams
- Headed the development of new eKYC customer onboarding platform
- Headed the sales strategy via Out-sourcing method & inhouse activation & reactivation desk
- Working on What's app account opening via 2-way Chat BOT method
- Developing trigger management system for improvising client engagement and client profile mapping to enhance and improve product promotion using push notification & email communication method
- Heading the development of client onboarding for capital market using Bank Digital & Branch method
- Handling product marketing driven campaigns, to drive customer engagement, new product launch, product/feature promotion
- Creation of campaign strategies focusing on activation & reactivation and to manage entire customer life-cycle.
Product Manager
Reliance Securities Ltd
01.2020 - 01.2022
- BRD Creation & sign-off from all the stake holder involved for various product
- UAT Testing & production movement planning
- Development of internal mobile application for client onboarding
- Owned the entire development for Customer DIY Module
- Have conceptualize Chat Bot on web for organization, which would help in automation of Customer Service basic queries - help to reduce the load
- Developed the entire module of Dormant client reactivation as per regulatory requirement
- Developed the journey for Partner onboarding & client and sales team performance tracking
- Launched and manage customer retention brokerage cashback offer & client referral program.
Sr. Manager - Internet Broking
Anand Rathi Shares & Stock Brokers Ltd
04.2019 - 10.2019
- Handled Online Sales via In-House & Out-Sourced Call Center
- Training and development of Sales and other teams.
Manager - Product & Online
Religare Broking Ltd
08.2016 - 04.2019
- Strategy execution for Increasing Online Sales and Online business share
- Development and implementation of Trigger Management System.
Assistant Manager - Broking & Distribution
Motilal Oswal Securities Ltd
04.2015 - 07.2016
- Online Acquisition via E-KYC & KRA Process
- Handled team of 75 tele-calling for Online Sales
- Testing & Launch of new eKYC onboarding portal.
Education
Bachelor of Commerce -
Sunrise University
Alwar, India04.2014
Skills
- Presentation for Management Review
- Cross-Functional Collaboration
- Strategic Planning
- Data-driven decision-making
- Documentation And Reporting
Languages
English and Hindi
Personal Information
- Father's Name: P.N.Mathur
- Date of Birth: 10/25/88
- Gender: Male
- Nationality: Indian
- Marital Status: Unmarried
Qualification Profile
To learn, function effectively in an organization, to be able to deliver with best in me. Aim to constantly remain updated with required knowledge and skills to make a difference in my role & always attempting for an extra mile in my work with passion & motivation.
Hobbies and Interests
- Reading
- Watching OTT & Exploring new music
- Playing Basketball & Cricket
Disclaimer
I do hereby declare that the particulars of information and facts stated herein above are true, correct, and complete to the best of my knowledge and belief.
Likes to Read and listening music
Likes to read and listen to music during my free time
Timeline
Sr. Manager - Retail broking
BOBCAPS
01.2024
Product Manager
Reliance Securities Ltd
01.2020 - 01.2022
Sr. Manager - Internet Broking
Anand Rathi Shares & Stock Brokers Ltd
04.2019 - 10.2019
Manager - Product & Online
Religare Broking Ltd
08.2016 - 04.2019
Assistant Manager - Broking & Distribution
Motilal Oswal Securities Ltd
04.2015 - 07.2016
Bachelor of Commerce -
Sunrise University
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