Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Certification
Timeline
Generic

Rahim Patel

Mumbai

Summary

Dedicated and results-driven professional seeking the position of Data Consultant Team Leader at Morningstar. Offering proven leadership skills, extensive experience in financial data, and a passion for investment management, with the goal of contributing to Morningstar's vision of transforming complex financial data into actionable insights.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Senior Data Research Analyst

Morningstar
Mumbai
12.2020 - Current
  • Outreaching India PMS asset managers to collect the data and help Morningstar to expand the coverage in PMS domain. -
  • Expertly outreached to US Models, Separate Accounts providers for essential data points under new SEC marketing rule. -
  • Built strong relationships with Hedge fund companies, successfully onboarded liquid alternatives & non-liquid alternatives funds.
  • Managed day-to-day activities in absence of team leader, liaised with cross-functional teams and stakeholders.
  • Provided coaching, mentoring, and training to team members and new joiners.
  • Presented weekly and monthly sprint stats to stakeholders, actively sought process improvements.
  • Developed and executed work plans to deliver outstanding results, continuously challenging and improving existing business processes.
  • Managed data relationships with US and Canada asset managers, industry associations, and third-party administrators.
  • Assisted the project team in extensive research on PMS markets, analyzing trends, and collecting publicly available data for onboarding into Morningstar's database.
  • Successfully collected portfolio data for the PMS project, maximizing the number of added strategies.
  • Conducted personal visits with asset managers, presented the PMS project to asset managers, and collaborated with India Business team for data acquisition.
  • Performed quality audits and Root Cause Analysis (RCA) for the Hedge Fund project.
  • Presented findings to PB stakeholders and reporting managers.

Senior Product Consultant

Morningstar
Mumbai
10.2017 - 12.2020
  • Delivered exceptional service to US, UK, Canada, and European clients through inbound calls and emails. - Assisted clients with product functionality, data-related queries, and technical issues. - Recognized as Star of the Quarter for Q1 and Q2 2021.

Associate Analyst

XL Dynamics India Pvt. Ltd.
Mumbai
02.2015 - 06.2017
  • Managed escrow accounts, analyzed loan requirements, liaised with concerned teams. - Extracted data from CRM tool for daily, weekly & monthly dashboards. - Managed cashiering requests and processed transactions.

Senior Customer Service Representative

Respondez BPO Pvt Ltd
Mumbai
06.2012 - 09.2014
  • Assisted card members in debt resolution, mentored new hires, met internal targets. - Recognized for highest dollar collected (Oct 2012).

Customer Service Representative

Tracmail & Altisource Pvt Ltd
Mumbai
10.2007 - 02.2012
  • Provided debt resolution assistance, met internal targets. - Recognized for fastest MR% (Jan 2008) and highest dollar collected (Aug 2009).

Education

A Level - Business/Commerce, General

AltisourceRamanand Arya D A V College
03.2001

O Level - General Studies

Oxford English High School
03.1999

Skills

  • Corporate Social Responsibility
  • Customer Service Representatives
  • IT Service Management
  • Leadership and Team Development
  • Data Management and Industry Expertise
  • Business Growth and Client Engagement
  • Project Management and Achievements
  • Excellent Communication and Negotiation Skills
  • Problem Solving and Analytical Skills
  • Multi-tasking in a Fast-paced Environment

Websites

Accomplishments

Awards and Recognition:

- Star of the Quarter (Multiple Occasions)

- Spot Award

- You Rock Award - December 2023

Certification

  • Morningstar Internal RCA Training Certified

Timeline

Senior Data Research Analyst

Morningstar
12.2020 - Current

Senior Product Consultant

Morningstar
10.2017 - 12.2020

Associate Analyst

XL Dynamics India Pvt. Ltd.
02.2015 - 06.2017

Senior Customer Service Representative

Respondez BPO Pvt Ltd
06.2012 - 09.2014

Customer Service Representative

Tracmail & Altisource Pvt Ltd
10.2007 - 02.2012

A Level - Business/Commerce, General

AltisourceRamanand Arya D A V College

O Level - General Studies

Oxford English High School

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Rahim Patel