Radhika Shah

• Delivered custom-made training modules for employees from diverse business functions, covering investment banking concepts and industry-specific financial products like capital markets, equity, bonds and foreign exchange.
• Delivered New Hire Onboarding Training to more than 200 staff members regarding Financial Products
• Designed and conducted customized process-specific trainings on error/change management remediation. Also, provided activity-based refresher trainings for over 4 business functions, focusing on training perspective.
• Associated with projects handling for 4 business functions.
• SME Certification (Ensured Subject Matter Expertise through the certification process).
• Process Coach Certification (SMEs are equipped/skilled in delivering the On the Job Process Specific Training to recruits and certifying them as Process Trainers).
• Reviewers Certification (Effectively coached reviewers to effectively carry out reviewing tasks by providing them with training sessions on Cognitive Training Exercise, like eye for detail, memory exercise, gamification, Accountability workshop, and Orientation session).

• Led client meetings to understand their financial goals, risk tolerance, and investment preferences.
• Helped create custom wealth management plans. These included investment strategies, portfolio management, and retirement planning.
• Evaluated investment opportunities by analyzing risk, return potential, and liquidity.
• Performed consistent monitoring of the investment outcomes, adjusting portfolios regularly to maintain alignment with client objectives.
• Worked closely with internal departments to seamlessly facilitate complex financial transactions
• Expanded my skills, expertise, and built professional connections by participating in industry conferences and seminars.

Training & Development

• Delivered training on financial products like equity, bonds, foreign exchange, credit, and rates to beginners.
• Created customized training plans to enhance expertise in Domain, Product, and Process areas for clients' employees based on industry standards.
• Used skill metrics to measure employee performance.
• Successfully helped in the implementation of the In-House Training Tool, which acts as a one-stop shop for employees to develop their skills via different modules.
• Led the coordination of diverse development initiatives such as corporate trainings, new joiner on-boarding programs, and customized product and soft skills trainings.
• Conducted Training Needs Analysis (TnA) for employees and created curriculum for Voice & Accent.
• Managed 25+ key process transitions using a streamlined Transition Framework on Knowledge Management activities.

Content/Data Management

• Evaluated and assessed data content
• Developed effective content for employee training materials
• Contributed in creating comprehensive financial market guides to enhance employee knowledge.
• Managed and organized repositories for Vertical and Training on Content Development.

Documentation Audits and Quality Assurance.

• Conducted quality assessments using SOPs, checklists, and FMEAs.
• Utilized FMEAs (Failure Mode Effect Analysis) to identify potential process risks and developed effective control measures to mitigate errors and failures.
• Lead process mapping, flow development, and process change management. Achieved successful change adoption by effectively promoting the benefits of the changes using an interactive approach.
• Executed comprehensive audits in collaboration with SMEs and heads of various departments.
• Managed client compliance by tracking and reporting it to the vertical heads

Team Management.

• Managed a team of 5 individuals
• Provided guidance and support to facilitate the achievement of project milestones.
• Demonstrated strong project management skills by efficiently delivering projects on time with productive results.
• Delivered periodic timeline reports and presentations to both clients and senior management
• Ensured seamless customer experience
• Served as a liaison connecting senior management, support functions, and the team.
• Driven cultural transformations and process changes through dedication and effective communication.

Project Highlights

• Executed the implementation of Training Plans and Skill Metrics for employees at Vertical level.
• Introduced efficiencies to Vertical's Knowledge Management transition processes for seamless execution.
• Implemented an effective onboarding plan to ensure smooth integration of newly hired personnel while enhancing their soft skill set
• Developed and deployed standardized documentation checklist for vertical to ensure quality assurance.