Playing guitar
Raj pil
Mumbai
Summary
Results-driven finance professional with 9+ years in financial services, adept at financial instrument data management and analysis. Demonstrates expertise in enhancing processes by 20%, ensuring compliance, and managing stakeholder expectations at UBS and JP Morgan. Recognized for risk management and operational excellence. Proficient in automation tools like Python and Alteryx, and excels in stakeholder engagement and project management.
Overview
13
13
years of professional experience
2026
2026
years of post-secondary education
Work History
Associate Director (AVP)
UBS Securities India Pvt LTD
07.2020 - Current
- Spearheaded the management of RTB services for financial instrument reference data across three regions, enhancing efficiency by 20% through strategic process improvements.
- Facilitated prompt resolution of escalations for stakeholders, including regulatory teams and trading desks, resulting in improved communication and stakeholder satisfaction.
- Led consumer engagement sessions to present service summaries and gather feedback, significantly boosting stakeholder engagement.
- Collaborated with product owners on key transformation projects, steering discussions on MVPs, and supervising UAT testing to ensure seamless project execution.
- Streamlined issue resolution by contributing to Jira prioritization for equity/fixed income and ETD asset classes.
- Communicated detailed project timelines to the regulatory governance forum, ensuring compliance and timely auditor updates.
- Delivered comprehensive weekly updates to senior management on project statuses, ongoing issues, and key performance indicators.
- Conducted daily team huddles to assess readiness for significant corporate events, fostering team collaboration.
- Participated in weekly KPI calls to monitor and address ongoing issues, ensuring breaches in error, SLA, or TAT were effectively managed.
- Implemented automation solutions using Python and Alteryx, significantly reducing manual processes and improving operational efficiency.
Financial Analyst
JP Morgan Chase & Co.
02.2019 - 07.2020
- Enhanced operational readiness by participating in product implementation calls to understand fund launches and liquidations.
- Reduced potential delays by 15% by sourcing data from multiple teams and systems to ensure timely fund updates and operational readiness before launch.
- Developed and tested fund profiles, ensuring seamless launch and accurate performance reporting.
- Ensured compliance with trading restrictions and permissions by updating trading guidelines based on new directives.
- Improved operational efficiency by managing maintenance requests for various funds and institutional clients, reducing client data errors by 30%.
Senior Associate (Insurance Accountant)
Willis Towers Watson
02.2013 - 02.2019
- Achieved a 95% accuracy rate in financial reports by auditing insurance-related documents for accuracy of premiums, revenue, and payment instructions.
- Supported revenue recognition processes by effectively communicating with US field offices to resolve discrepancies.
- Ensured timely delivery of invoices to clients by processing billing and consistently meeting TAT requirements.
- Enhanced team efficiency through shared insights gained from participating in projects and training, including a secondment to the US Nashville office for process testing.
Senior Customer Service Executive (Voice)
Convergys India Services Pvt. Ltd.
04.2012 - 02.2013
- Achieved over 85% customer satisfaction ratings by managing customer queries for Optus in home phone, broadband, and digital TV services.
- Increased sales conversion rates by 10% by upselling new products to customers.
Education
CFA Level II - investment analysis and portfolio management
CFA Institute
Bachelor of Commerce - financial principles and business strategies
Birla College of Commerce
01.2008 - 01.2012
Higher Secondary Certificate - commerce
N.E.S., Bhandup
01.2007 - 01.2009
Secondary School Certificate - fundamental academic disciplines
P.E.H.S
01.2005 - 01.2007
Skills
Python
Alteryx
Jira
Excel
Automation
Financial Instrument Reference Data
Risk Management
Project Management
Interests
Timeline
Associate Director (AVP)
UBS Securities India Pvt LTD
07.2020 - Current
Financial Analyst
JP Morgan Chase & Co.
02.2019 - 07.2020
Senior Associate (Insurance Accountant)
Willis Towers Watson
02.2013 - 02.2019
Senior Customer Service Executive (Voice)
Convergys India Services Pvt. Ltd.
04.2012 - 02.2013
Bachelor of Commerce - financial principles and business strategies
Birla College of Commerce
01.2008 - 01.2012
Higher Secondary Certificate - commerce
N.E.S., Bhandup
01.2007 - 01.2009
Secondary School Certificate - fundamental academic disciplines
P.E.H.S
01.2005 - 01.2007
CFA Level II - investment analysis and portfolio management
CFA Institute