RAJ RATNAM TRIVEDI
Head Operations
Bangalore
Summary
DYNAMIC SENIOR MANAGEMENT PROFESSIONAL WITH AROUND 20+ YRS OF EXPERIENCE (Current assignment with PhonePe Wealth Services Private Limited., Mumbai as Director Operations) Online product & platform development New Initiative Product Management & Development Business Development Distribution Channel Management Marketing Initiatives for Mutual Fund Operations Management New Product & Branch Launches Relationship Management Team Management Seeking to be an effective catalyst in business growth, building and fortifying brand equity, successfully driving profit-generating strategies as a part of Senior Management as Vice President/ General Manager/Equivalent Senior Position in Finance/Banking Sector
PROFESSIONAL ATTRIBUTES Result-driven Work Approach ~ Strong Problem Solving Skills ~ Efficient Planning & Execution Skills Skillful Time Management ~ Excellent Communication & Interpersonal Skills ~ Tenacious in building a new business, strong abilities in achieving service delivery and process targets with excellent networking and negotiating skills. Proficient in project planning, development, and implementation of online and offline projects. Attained proficiency in developing markets, establishing markets & achieving the targeted goals.
Overview
21
21
years of professional experience
3
3
years of post-secondary education
Work History
Head Of Operations Financial Services
PhonePe Wealth Broking Private Limited
Bangalore
11.2018 - Current
- Ensuring all regulatory compliances
- Key role in setting up processes and building the platform
- Coordinate with RTA, AMCs Insurers, Exchanges, and Depository to implement new processes.
- Organized and detail-oriented with a strong work ethic.
- Paid attention to detail while completing assignments.
- Proven ability to develop and implement creative solutions to complex problems.
- Skilled at working independently and collaboratively in a team environment.
- Part of NSDL advisory committee.
- Closely working with stake holders to seek regulatory changes
Assistant Vice President - Digital Operations
MIS, Reliance Nippon Life Asset Management Company Limited
Mumbai
07.2016 - 11.2018
- Managing digital projects
- Working on revamp of digital assets
- Key role in setting up new processes for making the investing experience for customers simple
- Coordinate with R&TA for the implementation of new processes.
- Collaborate with the technology team for the development and implementation of projects.
- Coordinate with the operations, business, and digital marketing teams to ensure smooth transaction processing.
- Ensure that the regulatory aspects are adhered to
- Communication between internal and external
- Part of the AMFI digital compliance committee
Assistant Vice President Product
ICICI Securities Ltd
Mumbai
07.2011 - 07.2016
- Part of the core team for the implementation of the Mutual Fund revamp
- Front-running the online project development, testing, and launch activities
- Coordination with internal compliance AMCs and RTAs for making the product and processes simple for the customers.
- Worked on communication and marketing
- Coordinate with Fund House and liaise with Investors for various product offerings.
- Strategies & plan online marketing initiatives and advertisement campaigns.
- Coordinate with the operations team, wealth & retail team to ensure smooth transaction processing. Brokerage and revenue reconciliation
- Working closely with the sub-broker team for implementation of web channels for their customers for them to be able to trade.
Various Roles
Fidelity Fund Management Pvt Ltd
Multiple locations
11.2003 - 07.2011
- Worked in multiple roles during this tenure.
- Customer Services - Worked in the call center team of Fidelity for India Business
- Moved to sales and was handling Mumbai and then Kolkata IFAs and domestic banks
- Worked with the Ops team and was responsible for setting up new processes
- Worked closely with the digital team to set up the online transaction processing
- Was part of the KYC committee when KYC was being introduced in capital markets
- Worked on Funds Network a B-to-B platform for multi-AMC offerings for distributors.
- Managed CAMS oversight and process enhancements and prepared process notes/flows.
- Acted as a single point of contact for getting reports from CAMS for Sales, Compliance, and other departments.
- Moved to set up the sales desk, a team to cater to remote distribution partners
- Finally was sent to Patna to set up a new branch.
Customer Relation Associate
Fidelity International
Gurgaon
11.2003 - 02.2005
- Worked for the CS team of Fidelity International UK
- Verified & corrected errors that have occurred on accounts, the administration, and maintenance of customer accounts.
- Addressed the issues that fell outside of the phone team remit.
- Resolved complex items of correspondence that couldn’t be resolved without significant amounts of investigation.
- Investigated and researched into individual cases to resolve a specific customer query.
Customer Support Executive
Vcustomer Services India Pvt. Ltd
Delhi
09.2002 - 11.2003
- Worked for Mervyns Card Maintenance
Education
EMDP - Executive Programme In Digital Transformation
IIM Lucknow
09.2021 - 05.2022
EMDP - Advance Strategic Management Program
IIMK
Kozikode 06.2020 - 10.2021
Certificate in Digital Marketing -
Manipal Global
Diploma in Cyber Law - Cyber Law
Asian School of Cyber Law
PGDBA -
Symbiosis Centre of Distance Learning
DistanceEMDP - Leadership Change Management
XLRI
Jamshedpur 07.2020 - 05.2021
Skills
Digital Platform
undefinedTimeline
EMDP - Executive Programme In Digital Transformation
IIM Lucknow
09.2021 - 05.2022
EMDP - Leadership Change Management
XLRI
07.2020 - 05.2021
EMDP - Advance Strategic Management Program
IIMK
06.2020 - 10.2021
Head Of Operations Financial Services
PhonePe Wealth Broking Private Limited
11.2018 - Current
Assistant Vice President - Digital Operations
MIS, Reliance Nippon Life Asset Management Company Limited
07.2016 - 11.2018
Assistant Vice President Product
ICICI Securities Ltd
07.2011 - 07.2016
Various Roles
Fidelity Fund Management Pvt Ltd
11.2003 - 07.2011
Customer Relation Associate
Fidelity International
11.2003 - 02.2005
Customer Support Executive
Vcustomer Services India Pvt. Ltd
09.2002 - 11.2003
Certificate in Digital Marketing -
Manipal Global
Diploma in Cyber Law - Cyber Law
Asian School of Cyber Law
PGDBA -
Symbiosis Centre of Distance Learning
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