Summary
Overview
Work History
Education
Skills
Certification
Training
Timeline
Generic
Ram Kumar Lakhani

Ram Kumar Lakhani

GLOBAL CAPABILITY CENTER BUSINESS LEADER
Bengaluru

Summary

Has provided strategic and wide-ranging operational leadership to set up an offshored knowledge services infrastructure and deliver business strategy and market research services to a UK-based management consulting firm, while managing a diverse global client base, complex assignments, and shared and managed services teams. This has been bolstered by driving operational excellence spanning the design, fine-tuning and deployment of work practices/protocol and KPIs over the lifecycle of vision, strategy and execution in solution design, business development and client delivery in a global capability centre. Also grounded in investment advisory and portfolio management services for Indian HNIs and corporates, with deep expertise and experience in the financial sector. Has provided offshore support in recent years to build a cloud and business services platform for US gig economy workers.

Dynamic Director oversees every facet of production with strong project management and decision-making skills. Brings comprehensive knowledge of [Type] production writing, planning, and technical operations. Skilled at coordinating production plans and personnel resources to complete work under tight deadlines.

Experienced with strategic planning and project management. Utilizes leadership skills to drive team performance and operational excellence. Track record of delivering high-impact results through innovative problem-solving and effective communication.

Knowledgeable [Desired Position] with proven history of leading high-performing teams and executing strategic initiatives that drive organizational growth. Successfully directed cross-functional projects that resulted in significant process improvements and operational efficiencies. Demonstrated leadership and communication skills in fostering collaborative environments and delivering impactful results.

Results-driven leader with strong background in strategic management and organizational growth. Skilled in developing and implementing effective business strategies, optimizing processes, and driving team performance. Known for adaptability, effective collaboration, and delivering measurable outcomes in dynamic environments. Strong communication and problem-solving abilities, coupled with focus on fostering productive and positive team culture.

Professional with robust background in directing and managing large-scale operations, consistently driving success through strategic planning and execution. Adept at implementing innovative solutions that enhance productivity and operational effectiveness. Known for fostering teamwork and adapting to evolving business needs, ensuring alignment with organizational goals.

Developed leadership and strategic planning skills within corporate environment, looking to transition into new field. Excel in managing diverse teams and driving project success, with focus on innovation and efficiency. Seeking opportunities to apply these transferable skills in dynamic and challenging new role.

Offering blend of strong leadership and organizational skills, eager to learn and develop in dynamic environment. Contributes ability to quickly grasp industry-specific knowledge and adapt to new challenges, combined with proficiency in project management and strategic planning. Ready to use and develop leadership and organizational skills in [Desired Position] role.

Personable and strategic thinker with passion for driving organizational success and fostering collaborative team environments. Possesses deep understanding of leadership principles and financial management, with strong skills in project oversight and strategic planning. Prepared to deliver impactful results through innovative solutions and effective team leadership.

Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.

Collaborative leader partners with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings.

Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.

Dedicated [Industry] professional with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.

Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level [Job Title] position. Ready to help team achieve company goals.

Thorough team contributor with strong organizational capabilities. Experienced in handling numerous projects at once while ensuring accuracy. Effective at prioritizing tasks and meeting deadlines.

Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.

Dynamic individual with hands-on experience in [Area of expertise] and talent for navigating challenges. Brings strong problem-solving skills and proactive approach to new tasks. Known for adaptability, creativity, and results-oriented mindset. Committed to making meaningful contributions and advancing organizational goals.

Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.

Recent graduate with foundational knowledge in [Area of study] and hands-on experience gained through academic projects and internships. Demonstrates strong teamwork, problem-solving, and time-management skills. Prepared to start career and make meaningful contributions with commitment and drive.

Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.

Possesses versatile skills in project management, problem-solving, and collaboration. Brings fresh perspective and strong commitment to quality and success. Recognized for adaptability and proactive approach in delivering effective solutions.

Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.

Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.

Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.

Innovative technology professional with several years of diverse experience. Skilled in enhancing systems and aligning technical solutions with business objectives. Proven success in leading projects from start to finish and contributing to organizational growth and success.

Overview

33
33
years of professional experience
4
4
years of post-secondary education
1
1
Certification

Work History

Director, Research and Insights Centre

Buro Happold
Bangalore
09.2023 - Current
  • Buro Happold is a global design engineering and professional services company with leading capabilities in building design engineering, urban development planning and engineering and business advisory
  • We combine exceptional experience and specialized skills to deliver value to clients with more than 2500 team members across 4 regions
  • We actively promote diversity and inclusion in everything we do
  • Buro Happold is seeking an exceptional and visionary Director to manage the establishment and operation of our Knowledge and Research Centre (KRC)
  • The KRC will act as the central research capability for the business
  • Its clients will be internal and it will support the delivery of research and knowledge for use in Thought Leadership, Sector Insight, Proposal Development and research-led client deliverables
  • As the Director Knowledge and Research Centre, you will provide strategic leadership and direction to establish and grow the team
  • You will use your experience and understanding of delivering exceptional research to professional services clients to continuously improve Buro Happold’s performance
  • Responsibilities:
  • Provide strategic leadership and oversee the RIC, setting the vision, goals, budgets and direction for the team
  • Lead and deliver internal projects and work orders, working closely with internal clients to understand their business objectives, budget and required outputs
  • Contribute to regular thought leadership and sector specific studies, aligned with corporate priorities, which result in differentiated, provocative content, and valuable Intellectual Property for Buro Happold
  • You will be responsible for helping the team demonstrate originality in framing research ideas and approaches and supporting the development of research hypotheses
  • Guide the team on the use of both traditional and innovative data sources and research methodologies to test research hypotheses in a logical, structured manner
  • Enable the analysis of large datasets and interpreting results using statistical techniques and data visualization tools
  • Manage the design of research methodologies and instruments (e.g., survey, in-depth interviews) where primary research is required
  • Lead the team in developing research insights and compelling business narratives alongside research leads
  • Oversee the presentation of findings in a structured and concise manner (with focus on insights)
  • Collaborate with internal stakeholders to develop and enhance KRC services, methodologies, and tools within the organisation
  • Define and monitor value for money and impact of research to demonstrate the required capacity and capability needs of the KRC.

Financial Advisory Services

Self-employed
Bangalore
10.2018 - 09.2023
  • Has advised a network of family and friends, on building and managing their wealth portfolios which covered a wide spectrum of investment options, including equity, debt, bullion, commodities, foreign exchange, crypto, etc., as well as rebalancing these portfolios in anticipation of market changes to optimize returns.
  • Resolved problems, improved operations and provided exceptional service.
  • Cultivated network of industry professionals to support client needs beyond traditional financial advisory services.
  • Collaborated with other financial professionals, including accountants and attorneys, to provide holistic wealth management services.
  • Assisted in training new interns by sharing expertise in financial advisory services.
  • Worked closely with other departments within the firm to provide holistic financial advisory services for each client''s unique situation.
  • Evaluated market trends proactively adjusting products or services accordingly ensuring competitiveness in an evolving financial landscape.
  • Developed strong working relationships with vendors, resulting in improved services and financial benefits for the company.
  • Promoted cross-selling opportunities by identifying customer needs and recommending suitable financial products or services accordingly.
  • Contributed to the achievement of financial targets through upselling of hotel services and amenities during the reservation process.
  • Contributed to business development efforts by actively participating in networking events, conferences, and workshops related to the financial services industry.
  • Participated in professional development opportunities focused on best practices for improving the delivery of student financial services within higher education institutions.
  • Engaged customers through informative conversations about potential opportunities for financial growth offered by the bank''s services.
  • Increased loan portfolio growth through effective cross-selling of additional financial products and services.
  • Managed budgetary responsibilities, consistently delivering on financial targets while maintaining high-quality services.
  • Conducted market research to stay ahead of financial trends, enabling informed advisory services.
  • Provided thought leadership through publications, conference presentations, or webinars that showcased expertise in advisory services field.
  • Improved client satisfaction with financial services through personalized counseling sessions tailored to individual needs.
  • Demonstrated expertise in a wide range of financial products and services, providing well-rounded guidance for diverse clientele.
  • Coordinated with vendors and suppliers to negotiate favorable contracts for necessary goods and services, contributing to the farm''s financial sustainability.
  • Enhanced client satisfaction by providing tailored advisory services for their unique business needs.
  • Improved risk management practices by carefully analyzing clients'' financial situations and recommending suitable products and services.
  • Delivered targeted workshops on process improvement techniques for both financial services and government clients.
  • Analyzed financial trends in client industries, providing insights for future audits or advisory services offerings.
  • Provided tax planning services, helping clients make informed financial decisions throughout the year.
  • Safeguarded sensitive client information by adhering to strict confidentiality standards as required within the financial services industry.
  • Assisted with invoicing and payments processing for catering services rendered, contributing to streamlined financial processes.
  • Increased awareness of campus resources by serving as a liaison between students and university offices, such as financial aid and career services.
  • Supported management decision-making by providing accurate insights into the organization''s financial health through audit and assurance services.
  • Simplified complex financial concepts for non-experts, fostering increased trust in my expertise and services among clients.
  • Directed cooperation with financial support services, conducting audits with involved parties.
  • Identified financial and resource productivity gains and developed opportunities to market services.
  • Assisted in preparing annual budgets for the office of Financial Aid, ensuring adequate funding for key services and initiatives.
  • Achieved deeper understanding of digital financial services market and continually applied new information to decision-making process.
  • Conducted thorough assessments of customers'' financial situations before recommending appropriate products or services tailored to their individual needs.
  • Enhanced cross-selling capabilities by offering tailored financial products and services to existing clients.
  • Built strong relationships with key stakeholders through effective communication and collaboration, fostering trust and confidence in advisory services.
  • Conducted regular account reviews with clients, identifying opportunities for additional financial products or services.
  • Expanded cross-selling opportunities with proactive identification of customer needs and presenting relevant financial products or services.
  • Collaborated with cross-functional teams to deliver holistic financial planning services that addressed all aspects of a client''s financial life.
  • Supported small businesses during economic challenges by establishing relief funds and advisory services.
  • Enhanced client satisfaction by providing personalized trust services and addressing their unique financial needs.
  • Increased sales revenue by developing and implementing strategic sales plans for financial products and services.
  • Contributed to business growth by identifying potential cross-selling opportunities for additional financial products or services during initial consultations with applicants.
  • Ensured regulatory compliance by staying updated on industry laws, policies, and best practices regarding financial services management.
  • Collaborated with a team of advisors to deliver comprehensive financial planning services for clients.
  • Maintained up-to-date knowledge of regulatory changes affecting financial planning services, ensuring compliance at all times.
  • Developed comprehensive case management services, fostering family independence and financial stability.
  • Demonstrated flexibility and adaptability, seamlessly transitioning between different roles within the customer financial services team as needed.
  • Increased client satisfaction by providing comprehensive financial planning services tailored to individual needs.
  • Collaborated with cross-functional teams to analyze potential risks associated with new financial products or services.
  • Attended industry conferences and workshops to expand knowledge base and stay current with best practices in equity advisory services.
  • Negotiated contracts with third-party vendors for specialized services required during integration projects, securing favorable terms that benefited the organization financially.
  • Pre-qualified individuals for services by collecting and verifying applicants' personal, financial and employment histories.
  • Managed financial resources effectively, maintaining a balanced budget and ensuring adequate funding for essential services.
  • Acted as a trusted advisor for members, providing expert guidance on financial products and services while upholding the highest levels of integrity and professionalism.
  • Delivered personalized reader''s advisory services based on individual preferences, fostering a love of reading among patrons.
  • Supported families in accessing financial assistance programs when needed, reducing barriers to childcare services.
  • Developed strong working relationships with both internal colleagues and external partners to facilitate seamless coordination across all aspects of financial planning services.
  • Maintained thorough knowledge of financial products and services, ensuring informed recommendations for clients'' unique situations.
  • Improved client satisfaction by providing personalized financial advice and portfolio management services.
  • Compiled and analyzed accounting records and other data to determine required financial resources to implement new programs and services.
  • Maintained up-to-date knowledge of industry trends, incorporating cutting-edge technologies into advisory services when appropriate.
  • Assisted in securing new clients by providing detailed financial analysis and tailored banking services.
  • Assisted clients in achieving their long-term financial goals through personalized consultation services.
  • Provided ongoing consultation services to high-net-worth individuals, addressing their unique financial needs and concerns.
  • Leveraged expertise in tax law to provide in-depth consulting services for clients considering mergers, acquisitions, or other significant financial transactions.
  • Contributed to the development of policies and procedures related to student financial services operations while adhering to federal regulations.
  • Analyzed financial trends to proactively address potential shortfalls or funding gaps, ensuring uninterrupted delivery of services.
  • Participated in community events and financial literacy programs, promoting bank services while fostering goodwill within the local community.
  • Maintained thorough knowledge of current financial products and services, enabling accurate information sharing with clients.
  • Applied knowledge of banking products and services to meet customer needs and enable customers to achieve financial goals.
  • Adapted products and services to suit customers' changing financial circumstances.
  • Conducted regular client meetings to review financial goals and offer appropriate banking products or services.
  • Facilitated communication between clients and internal departments for seamless coordination of financial services.
  • Upheld highest ethical standards at all times while performing daily tasks or interacting with external parties, reinforcing firm''s commitment towards maintaining an impeccable reputation within the financial services industry.
  • Increased student satisfaction with campus services by streamlining processes for enrollment, financial aid, and advising.
  • Assisted families in navigating complex systems related to healthcare access, special education services, financial assistance, and other supports to improve overall wellbeing.
  • Organized successful fundraising events, generating crucial financial support for ongoing programs and services.
  • Assisted in developing marketing strategies to increase awareness of our financial services within target demographics.
  • Assisted patients with navigating financial assistance programs, helping them secure funding for medical services when needed.
  • Spearheaded fundraising efforts through grant writing and solicitation of donations from local businesses, securing vital financial support for programs and services.
  • Negotiated contracts with vendors for materials and services needed during the commissioning process, securing favorable terms that benefited the company financially.
  • Managed budgets effectively, optimizing financial resources to maximize the quality of services provided to residents.
  • Collaborated with international banks and financial institutions to establish correspondent banking relationships, expanding the reach of trade financing services.
  • Generated new business leads through targeted marketing campaigns focused on prospective clients in need of financial services.
  • Improved cross-selling efforts by identifying customers'' financial needs and recommending appropriate banking products and services.
  • Educated customers on available products and services, empowering them to make informed financial decisions.
  • Collaborated with team members to develop innovative financial products and services for diverse clientele.
  • Participated in ongoing professional development opportunities to maintain current knowledge of best practices within the financial services industry.
  • Organized fundraising events that raised awareness about domestic violence while generating financial support for agency programs/services offered.
  • Increased student satisfaction with financial aid services by providing personalized guidance and support.
  • Processed financial transactions accurately using cash register software while managing payments for services such as laundry machines or vending machines within the residence hall.
  • Facilitated connections between students and resources such as tutoring, financial aid, counseling services, or disability accommodations.
  • Identified cross-selling opportunities by understanding clients'' broader financial needs and offering appropriate products or services.
  • Implemented innovative marketing strategies that increased awareness of available financial services, resulting in a higher customer acquisition rate.
  • Connected families to community resources such as counseling services, educational programs, and financial assistance options.
  • Participated in community outreach initiatives to promote financial literacy and raise awareness of the credit union''s services, fostering strong relationships with local residents.
  • Evaluated potential vendors by conducting thorough assessments of their capabilities, financial stability, quality assurance systems, delivery performance, and customer support services.
  • Established strong relationships with key stakeholders within the organization to foster collaboration on shared goals related to client financial management services.
  • Collaborated with tax professionals to provide comprehensive services for clients'' financial needs, strengthening relationships and increasing retention rates.
  • Worked closely with colleagues across departments to ensure seamless delivery of financial services for clients'' needs.
  • Managed financial aspects of the division, including budgeting and forecasting, maintaining fiscal responsibility while delivering high-quality services.
  • Improved student satisfaction with financial aid services by providing timely and accurate information on available resources.
  • Increased cross-selling opportunities by identifying customer needs through active listening and recommending appropriate financial products or services.
  • Collaborated with social service agencies to connect residents with support services such as financial assistance or job training programs.
  • Managed financial resources effectively, ensuring cost-efficient provision of services without compromising on quality or accessibility.
  • Stayed ahead of the competition by attending industry events and conferences, continuously updating knowledge on market trends and innovations in financial products and services.
  • Contributed significantly towards organization''s reputation as a trusted financial services provider by delivering exceptional customer service and offering tailored lending solutions to clients.
  • Coordinated closely with insurance companies regarding billing procedures and coverage, minimizing financial barriers for clients seeking services.
  • Maintained up-to-date knowledge of financial products and services to effectively educate members on offerings that best suited their needs.
  • Managed financial transactions accurately, ensuring proper payments were collected for services rendered while also preventing fraud or theft incidents.

Manager-Knowledge Processing Centre

PA Consulting Group
Bangalore
02.2007 - 09.2018
  • Was part of the managerial leadership that founded a 100-member Knowledge Processing Centre (KPC), a shared service CoE set up to provide PA’s management consultants across the globe with analysis-driven insights on business issues, pre-sales support, business strategy and market research
  • Led the delivery of 2,000+ market research assignments and 300+ client-facing assignments yielding $6.5 mn in revenues, $91 mn in cost savings and $84 mn in consulting revenues
  • Helmed and steered the management of the KPC from
  • Managed and motivated employees to be productive and engaged in work.
  • Accomplished multiple tasks within established timeframes.
  • Maximized performance by monitoring daily activities and mentoring team members.
  • Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
  • Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
  • Controlled costs to keep business operating within budget and increase profits.
  • Improved marketing to attract new customers and promote business.
  • Cross-trained existing employees to maximize team agility and performance.
  • Maintained professional, organized, and safe environment for employees and patrons.
  • Developed and maintained relationships with customers and suppliers through account development.
  • Managed budgets effectively, ensuring optimal financial performance while investing in necessary resources for business growth.
  • Achieved departmental goals by developing and executing strategic plans and performance metrics.
  • Built high-performing teams through effective recruitment, onboarding, and talent development initiatives.
  • Mentored junior team members for career advancement, fostering a pipeline of future leaders within the organization.
  • Improved safety procedures to create safe working conditions for workers.
  • Developed a strong company culture focused on employee engagement, collaboration, and continuous learning opportunities.
  • Streamlined workflows by identifying bottlenecks in existing systems and implementing appropriate solutions.
  • Reduced operational costs through comprehensive process improvement initiatives and resource management.
  • Achieved significant cost savings by renegotiating contracts with key vendors, without compromising service quality.
  • Managed budget allocations to prioritize spending on high-impact projects, optimizing resource utilization.
  • Developed and executed marketing strategies that effectively communicated brand values, increasing brand recognition.
  • Organized professional development programs for staff, leading to improved performance and skill sets.
  • Improved customer satisfaction scores by overhauling customer service protocols and training staff in customer engagement techniques.
  • Led cross-functional teams to achieve project goals, fostering collaboration and innovation.
  • Implemented customer feedback mechanisms to gather insights, using this information to guide strategic planning and decision-making.
  • Negotiated favorable terms with suppliers, cutting operational costs while maintaining quality of service.
  • Facilitated team brainstorming sessions that led to innovative solutions for long-standing operational challenges.
  • Conducted market research to identify customer needs and adjusted product offerings accordingly, increasing customer satisfaction.
  • Enhanced product quality by instituting rigorous quality control procedures, resulting in fewer customer complaints.
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
  • Developed comprehensive risk management plan, minimizing potential disruptions to business operations.
  • Established team priorities, maintained schedules and monitored performance.
  • Evaluated employee performance and conveyed constructive feedback to improve skills.
  • Defined clear targets and objectives and communicated to other team members.
  • Successfully managed budgets and allocated resources to maximize productivity and profitability.
  • Assisted in organizing and overseeing assignments to drive operational excellence.
  • Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
  • Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
  • Set aggressive targets for employees to drive company success and strengthen motivation.
  • Leveraged data and analytics to make informed decisions and drive business improvements.
  • Planned, created, tested and deployed system life cycle methodology to produce high quality systems to meet and exceed customer expectations.
  • Launched quality assurance practices for each phase of development
  • Established performance goals for employees and provided feedback on methods for reaching those milestones.

Deputy General Manager

Midola Business Solutions
Bangalore
05.2005 - 02.2007
  • Managed service delivery of research on global custodians and securities services for Global Custody Review, a bi-monthly journal read in over 70 countries; interviewed custodians to understand service models/offerings.
  • Handled 10 analysts, operations, performance and career growth; formulated go-to-market strategies; managed research on the landscape, trends, regulations, ops issues and technology in the securities services industry.
  • Developed and executed annual business plans, resulting in consistent revenue growth.
  • Managed multiple projects simultaneously while maintaining focus on meeting key milestones.
  • Participated in planning process to achieve corporate objectives.
  • Fostered and promoted cooperative and harmonious working climate conducive to maximum employee morale, productivity, and effectiveness.
  • Facilitated cross-functional collaboration to drive successful project completion within deadlines.
  • Ensured compliance with relevant regulations by developing robust policies and procedures.
  • Collaborated with department heads to establish goals and work plans.
  • Improved internal communication channels, fostering a culture of transparency and accountability among team members.
  • Streamlined operations by identifying inefficiencies and implementing process improvements.
  • Informed VP of unusual matters of significance and launched corrective action plan.
  • Reviewed performance results to target and take corrective measures with authorization and escalation.
  • Increased customer satisfaction by addressing concerns promptly and implementing effective solutions.
  • Established strong partnerships with stakeholders, fostering a collaborative work environment.
  • Coordinated efforts between departments for seamless execution of projects, increasing overall success rates.
  • Employed best practices and management controls to provide superior service to internal and external customers.
  • Oversaw departmental budgeting, ensuring financial sustainability and responsible resource allocation.
  • Promoted a culture of continuous improvement by encouraging feedback from employees at all levels.
  • Mitigated risks proactively by conducting thorough analyses of potential threats.
  • Identified opportunities for expansion, leading to increased market share and company growth.
  • Championed the adoption of new technologies, streamlining workflows and enhancing overall efficiency.
  • Achieved cost savings through strategic negotiation with vendors and suppliers.
  • Spearheaded initiatives for talent acquisition, attracting top industry professionals to join the organization.
  • Enhanced team productivity by providing ongoing coaching and mentoring to staff members.
  • Applied creative reasoning and logic to resolve complex and specialized managerial issues and develop sound solutions.
  • Led employee performance reviews, aligning individual goals with organizational objectives.
  • Fostered a high-performance environment through setting clear expectations and recognizing achievements.
  • Maintained qualified staff and communicated areas of accountability and expected performance.
  • Implemented new systems for better data management, leading to improved decision-making processes.
  • Projected favorable image of company to promote objectives and enhance public recognition.
  • Administered operating budget, approved expenditures and implemented budgetary adjustments.
  • Enacted contingency plans, escalated and directed system problems and issues and participated in post-mortem analysis to provide input for process improvements.
  • Enforced safety and health policies and implemented procedures to correct hazardous conditions
  • Managed budget implementations, employee reviews, training, schedules, and contract negotiations.
  • Managed budget implementations, employee evaluations, and contract details.
  • Developed and implemented strategies to increase sales and profitability.
  • Formulated policies and procedures to streamline operations.
  • Drove year-over-year business growth while leading operations, strategic vision, and long-range planning.
  • Maximized operational excellence mentoring personnel on management principles, industry practices, and company procedures.
  • Provided thoughtful guidance to personnel in navigating and resolving snags in productivity.
  • Monitored financial performance, set budgets and controlled expenses to provide financial stability and long-term organizational growth.
  • Maximized efficiency by coaching and mentoring personnel on management principles, industry practices, company procedures, and technology systems.
  • Implemented operational strategies and effectively built customer and employee loyalty.
  • Managed purchasing, sales, marketing and customer account operations efficiently.
  • Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
  • Trained and guided team members to maintain high productivity and performance metrics.
  • Implemented business strategies, increasing revenue, and effectively targeting new markets.
  • Assisted in recruiting, hiring and training of team members.
  • Negotiated price and service with customers and vendors to decrease expenses and increase profit.
  • Reported issues to higher management with great detail.
  • Reduced operational risks while organizing data to forecast performance trends.
  • Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness.
  • Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
  • Reduced budgetary expenditures by effectively negotiating contracts for more advantageous terms.
  • Interacted well with customers to build connections and nurture relationships.
  • Implemented innovative programs to increase employee loyalty and reduce turnover.
  • Tracked trends and suggested enhancements to both challenge and refine company's product offerings.
  • Monitored daily cash discrepancies, inventory shrinkage and drive-off.
  • Reduced financial inconsistencies while assessing and verifying billing invoices and expense reports.
  • Updated and resolved incidents and managed accessorial charges objectively while maximizing profit.
  • Raised property accuracy and accountability by creating new automated tracking method.
  • Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
  • Scheduled employees for shifts, taking into account customer traffic and employee strengths.
  • Supervised creation of exciting merchandise displays to catch attention of store customers.
  • Launched staff engagement, gender diversity and cultural programs in addition to robust reporting tool that increased operational quality.
  • Identified and qualified customer needs and negotiated and closed profitable projects with high success rate.
  • Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.

Manager

KCA Stock Broking
Bangalore
09.2003 - 05.2005
  • Led a team of 7 investment advisors as part of portfolio management services (sourcing, acquisition, management and retention of HNI clients); managed 25 accounts worth Rs 400 mn as per client objectives and risk appetite
  • Exceeded targeted returns of 15% through portfolio re-balancing and changes in investment strategies, and managed a team that gathered market intelligence, analysed market trends and sectoral developments, studied industry drivers, and analysed corporate financial performances to build client portfolios.
  • Accomplished multiple tasks within established timeframes.
  • Maximized performance by monitoring daily activities and mentoring team members.
  • Managed and motivated employees to be productive and engaged in work.
  • Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
  • Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
  • Controlled costs to keep business operating within budget and increase profits.
  • Improved marketing to attract new customers and promote business.
  • Cross-trained existing employees to maximize team agility and performance.
  • Maintained professional, organized, and safe environment for employees and patrons.
  • Developed and maintained relationships with customers and suppliers through account development.
  • Built high-performing teams through effective recruitment, onboarding, and talent development initiatives.
  • Achieved departmental goals by developing and executing strategic plans and performance metrics.
  • Mentored junior team members for career advancement, fostering a pipeline of future leaders within the organization.
  • Managed budgets effectively, ensuring optimal financial performance while investing in necessary resources for business growth.
  • Improved safety procedures to create safe working conditions for workers.
  • Developed a strong company culture focused on employee engagement, collaboration, and continuous learning opportunities.
  • Streamlined workflows by identifying bottlenecks in existing systems and implementing appropriate solutions.
  • Reduced operational costs through comprehensive process improvement initiatives and resource management.
  • Improved customer satisfaction scores by overhauling customer service protocols and training staff in customer engagement techniques.
  • Oversaw inventory management, optimizing stock levels, and reducing waste.
  • Boosted employee morale and reduced turnover through development and implementation of comprehensive rewards and recognition program.
  • Managed budget allocations to prioritize spending on high-impact projects, optimizing resource utilization.
  • Increased market share with strategic business development efforts, expanding into untapped markets.
  • Organized professional development programs for staff, leading to improved performance and skill sets.
  • Fostered partnerships with industry leaders, enhancing company's reputation and creating new business opportunities.
  • Enhanced product quality by instituting rigorous quality control procedures, resulting in fewer customer complaints.
  • Developed comprehensive risk management plan, minimizing potential disruptions to business operations.
  • Implemented customer feedback mechanisms to gather insights, using this information to guide strategic planning and decision-making.
  • Enhanced team productivity by implementing agile methodologies, leading to more efficient project completion.
  • Streamlined project delivery processes, significantly reducing time to market for new product launches.
  • Developed and executed marketing strategies that effectively communicated brand values, increasing brand recognition.
  • Led cross-functional teams to achieve project goals, fostering collaboration and innovation.
  • Conducted market research to identify customer needs and adjusted product offerings accordingly, increasing customer satisfaction.
  • Achieved significant cost savings by renegotiating contracts with key vendors, without compromising service quality.
  • Facilitated team brainstorming sessions that led to innovative solutions for long-standing operational challenges.
  • Coordinated with IT department to upgrade technology infrastructure, enhancing operational efficiency and data security.
  • Spearheaded transition to remote work during global health crisis, ensuring business continuity and employee safety.
  • Negotiated favorable terms with suppliers, cutting operational costs while maintaining quality of service.
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
  • Established team priorities, maintained schedules and monitored performance.
  • Evaluated employee performance and conveyed constructive feedback to improve skills.
  • Defined clear targets and objectives and communicated to other team members.
  • Successfully managed budgets and allocated resources to maximize productivity and profitability.
  • Assisted in organizing and overseeing assignments to drive operational excellence.
  • Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
  • Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
  • Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
  • Developed detailed plans based on broad guidance and direction.
  • Set aggressive targets for employees to drive company success and strengthen motivation.
  • Identified and communicated customer needs to supply chain capacity and quality teams.
  • Leveraged data and analytics to make informed decisions and drive business improvements.
  • Trained personnel in equipment maintenance and enforced participation in exercises focused on developing key skills.
  • Improved staffing during busy periods by creating employee schedules and monitoring call-outs.
  • Planned, created, tested and deployed system life cycle methodology to produce high quality systems to meet and exceed customer expectations.
  • Managed senior-level personnel working in marketing and sales capacities.
  • Controlled resources and assets for department activities to comply with industry standards and government regulations.
  • Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
  • Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
  • Streamlined and monitored quality programs to alleviate overdue compliance activities.
  • Launched quality assurance practices for each phase of development
  • Reduced waste and pursued revenue development strategies to keep department aligned with sales and profit targets.
  • Established performance goals for employees and provided feedback on methods for reaching those milestones.

Branch Assistant Manager

Sprism Securities
Bangalore
07.2003 - 09.2003
  • Managed a book size of Rs 10 mn, won 2 corporate and 2 HNIs accounts, and sustained existing client ties
  • Headed branch ops and led a team that handled wealth management (mutual funds, equity, debt, insurance, structured products), portfolio advisory services and business development.
  • Organized office spaces efficiently, improving workflow and enhancing productivity among colleagues.
  • Conducted thorough research on client needs, providing tailored solutions for optimal financial growth.
  • Boosted branch efficiency by streamlining processes and implementing new operational procedures.
  • Aided in staff training initiatives, sharing knowledge and expertise to build a stronger workforce.
  • Identified opportunities for process improvements within the branch operations, leading to increased efficiency and cost savings.
  • Administered loan application processing effectively from start to finish assuring client satisfaction.
  • Educated customers on various banking products and services, helping them make informed decisions about their finances.
  • Worked closely with upper management on special projects that allowed our branch to better serve our clients'' needs.
  • Coordinated appointment scheduling for clients seeking consultations with financial advisors or loan officers.
  • Assisted in the development of marketing strategies to attract new customers and increase branch revenue.
  • Managed cash transactions accurately, ensuring proper documentation and maintaining security protocols.
  • Maintained strict confidentiality of sensitive information pertaining to both clients and employees.
  • Supported branch manager with daily administrative tasks, contributing to the overall success of the team.
  • Handled complex customer issues professionally, escalating concerns when necessary for prompt resolution.
  • Handled account opening procedures thoroughly verifying required documentation reducing risk factors.
  • Provided support during audits, ensuring all documentation was readily available for review by external parties.
  • Assisted in preparing monthly reports detailing branch performance metrics showcasing areas of strength as well as improvement.
  • Collaborated with other team members to deliver exceptional service, fostering a positive work environment.
  • Maintained accurate records of transactions, ensuring compliance with company policies and financial regulations.
  • Maintained confidentiality of private banking information with discretion, diplomacy and professionalism.
  • Entered loan data into computerized banking system for renewals and modifications and submitted requests to portfolio managers before maturity.
  • Managed customer service inquiries and pinpointed and implemented proper path to resolution.
  • Advised customers of products and services and assisted bankers in delivering superior customer service.
  • Imaged banking and loan documents, created computerized placeholders and built comprehensive electronic credit files.
  • Partnered with high net worth customers and private bankers to answer complex questions and solve operational issues while delivering superior customer service.
  • Completed e-learning plan and bank secrecy act training and maintained up-to-date banking knowledge.
  • Assisted commercial banking team with collection and clearing of document exceptions and collected past due loan payments.
  • Gathered due diligence information for loan document preparation, ordered title work appraisals and secured collateral data from lender.
  • Managed filing system, entered data and completed other clerical tasks.
  • Assisted coworkers and staff members with special tasks on daily basis.
  • Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
  • Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
  • Completed forms, reports, logs, and records to quickly handle all documentation for human resources.
  • Established administrative work procedures to track staff's daily tasks.
  • Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.
  • Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
  • Continually sought methods for improving daily operations, communications with clients, recordkeeping, and data entry for increased efficiency.
  • Identified and recommended changes to existing processes to improve accuracy, efficiency, and quality service.
  • Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.
  • Liaised between clients and vendors and maintained effective lines of communication.
  • Organized logistics and materials for each meeting and took detailed notes for later dissemination to key stakeholders.
  • Opened and properly distributed incoming mail to promote quicker response to client inquiries.
  • Facilitated timely delivery of special projects to meet organizational and departmental objectives.
  • Supported company leaders by managing budgets, scheduling appointments and organizing itinerary.
  • Performed research to collect and record industry data.
  • Volunteered to help with special projects of varying degrees of complexity.
  • Recorded new hires, transfers, terminations, changes in job classifications and merit increases to main human resources files.
  • Surpassed team goals by partnering with colleagues to implement best practices and protocols.
  • Transcribed and organized information to assist in preparing speeches and presentations.
  • Increased office participation in special events by creating newsletter with detailed calendars and other office updates.
  • Managed and motivated employees to be productive and engaged in work.
  • Accomplished multiple tasks within established timeframes.
  • Maximized performance by monitoring daily activities and mentoring team members.
  • Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
  • Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
  • Controlled costs to keep business operating within budget and increase profits.
  • Improved marketing to attract new customers and promote business.
  • Cross-trained existing employees to maximize team agility and performance.
  • Maintained professional, organized, and safe environment for employees and patrons.
  • Developed and maintained relationships with customers and suppliers through account development.
  • Managed budgets effectively, ensuring optimal financial performance while investing in necessary resources for business growth.
  • Achieved departmental goals by developing and executing strategic plans and performance metrics.
  • Built high-performing teams through effective recruitment, onboarding, and talent development initiatives.
  • Mentored junior team members for career advancement, fostering a pipeline of future leaders within the organization.
  • Improved safety procedures to create safe working conditions for workers.
  • Reduced operational costs through comprehensive process improvement initiatives and resource management.
  • Streamlined workflows by identifying bottlenecks in existing systems and implementing appropriate solutions.
  • Developed a strong company culture focused on employee engagement, collaboration, and continuous learning opportunities.
  • Fostered partnerships with industry leaders, enhancing company's reputation and creating new business opportunities.
  • Conducted market research to identify customer needs and adjusted product offerings accordingly, increasing customer satisfaction.
  • Achieved significant cost savings by renegotiating contracts with key vendors, without compromising service quality.
  • Led cross-functional teams to achieve project goals, fostering collaboration and innovation.
  • Coordinated with IT department to upgrade technology infrastructure, enhancing operational efficiency and data security.
  • Spearheaded transition to remote work during global health crisis, ensuring business continuity and employee safety.
  • Developed comprehensive risk management plan, minimizing potential disruptions to business operations.
  • Increased market share with strategic business development efforts, expanding into untapped markets.
  • Implemented customer feedback mechanisms to gather insights, using this information to guide strategic planning and decision-making.
  • Developed and executed marketing strategies that effectively communicated brand values, increasing brand recognition.
  • Enhanced product quality by instituting rigorous quality control procedures, resulting in fewer customer complaints.
  • Negotiated favorable terms with suppliers, cutting operational costs while maintaining quality of service.
  • Facilitated team brainstorming sessions that led to innovative solutions for long-standing operational challenges.
  • Oversaw inventory management, optimizing stock levels, and reducing waste.
  • Boosted employee morale and reduced turnover through development and implementation of comprehensive rewards and recognition program.
  • Organized professional development programs for staff, leading to improved performance and skill sets.
  • Enhanced team productivity by implementing agile methodologies, leading to more efficient project completion.
  • Managed budget allocations to prioritize spending on high-impact projects, optimizing resource utilization.
  • Improved customer satisfaction scores by overhauling customer service protocols and training staff in customer engagement techniques.
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
  • Established team priorities, maintained schedules and monitored performance.
  • Evaluated employee performance and conveyed constructive feedback to improve skills.
  • Defined clear targets and objectives and communicated to other team members.
  • Successfully managed budgets and allocated resources to maximize productivity and profitability.
  • Assisted in organizing and overseeing assignments to drive operational excellence.
  • Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
  • Set aggressive targets for employees to drive company success and strengthen motivation.
  • Identified and communicated customer needs to supply chain capacity and quality teams.
  • Leveraged data and analytics to make informed decisions and drive business improvements.
  • Developed detailed plans based on broad guidance and direction.
  • Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
  • Trained personnel in equipment maintenance and enforced participation in exercises focused on developing key skills.
  • Improved staffing during busy periods by creating employee schedules and monitoring call-outs.
  • Planned, created, tested and deployed system life cycle methodology to produce high quality systems to meet and exceed customer expectations.
  • Managed senior-level personnel working in marketing and sales capacities.
  • Controlled resources and assets for department activities to comply with industry standards and government regulations.
  • Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
  • Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
  • Streamlined and monitored quality programs to alleviate overdue compliance activities.
  • Launched quality assurance practices for each phase of development
  • Reduced waste and pursued revenue development strategies to keep department aligned with sales and profit targets.
  • Established performance goals for employees and provided feedback on methods for reaching those milestones.

Relationship Manager

S.B. Bhutra & Co
Bangalore
11.1991 - 03.2000
  • Restructured investment portfolios in line with client profile and investment objectives, monitored them and delivered returns of over 15% on a sustained basis through research-based advisory
  • Ran wealth management services for HNIs on discretionary/non-discretionary basis by identifying investment opportunities, offering capital market solutions, conducting market and financial performance analysis and tracking portfolio performance.
  • Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
  • Maintained knowledge on banking products and distribution to provide optimal service support.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
  • Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
  • Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
  • Participated in staff meetings to discuss innovative strategies to improve services.
  • Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
  • Continuously updated personal knowledge of banking regulations and compliance requirements to minimize risk exposure for both clients and the organization.
  • Implemented effective communication strategies to maintain ongoing dialogue with clients, fostering long-term partnerships.
  • Coordinated efforts between various departments such as sales, credit assessment, operations teams for smooth delivery of services to clients.
  • Developed targeted presentations for prospective clients, effectively showcasing the value of our services and products.
  • Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
  • Increased client trust and loyalty by providing consistent, high-quality advice on products and services tailored to their needs.
  • Negotiated and closed complex deals with key clients, securing significant revenue streams.
  • Developed and implemented comprehensive client onboarding process, significantly reducing time to full service activation.
  • Enhanced team productivity by leading weekly strategy meetings focused on client engagement and conflict resolution.
  • Achieved high levels of client satisfaction through meticulous attention to client needs and preferences.
  • Enhanced client communication through adoption of new digital tools, improving accessibility and response times.
  • Facilitated seamless communication between clients and service departments, ensuring timely resolution of issues.
  • Spearheaded client retention initiative that significantly reduced churn rates through strategic engagement efforts.
  • Streamlined internal reporting processes, allowing for more accurate forecasting and strategic planning.
  • Boosted client portfolio growth, identified cross-selling and upselling opportunities through detailed needs analysis.
  • Implemented CRM best practices, improving data accuracy and usability for client management.
  • Initiated feedback loop with clients, leading to improved service offerings and client satisfaction.
  • Tailored financial solutions to client needs, ensuring alignment with their long-term goals and financial health.
  • Delivered personalized client presentations, effectively communicating value proposition of services.
  • Conducted regular review meetings with clients, ensuring their investment portfolios were on target to meet their objectives.
  • Developed referral program that incentivized current clients to refer new business, leading to increased client base.
  • Strengthened client relationships through regular, personalized communication, ensuring high levels of client satisfaction and retention.
  • Conducted in-depth market research to identify new business opportunities and potential areas for expansion.
  • Improved client engagement strategies, leading to marked increase in client referrals and network expansion.
  • Organized and participated in client appreciation events, fostering strong community and enhancing client loyalty.
  • Developed strategic plans for day-to-day financial operations.
  • Conducted financial due diligence on potential investments and acquisitions.
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients.
  • Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
  • Created financial dashboards to provide insights into key performance indicators.
  • Complied with established internal controls and policies.
  • Analyzed business processes to identify cost savings and operational efficiencies.
  • Improved overall financial reporting by streamlining control processes and reporting structures.
  • Established and checked coding procedures, monitored reports and updated internal files.
  • Evaluated and negotiated contracts to procure favorable financial terms.
  • Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
  • Designed and maintained financial models to identify and measure risks.
  • Established internal audit procedures to validate and improve accuracy of financial reporting.
  • Created and managed financial models to evaluate corporate investments and acquisitions.
  • Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
  • Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
  • Prepared internal and regulatory financial reports, balance sheets and income statements.
  • Supported financial director with special projects and additional job duties.
  • Collaborated with C-level executives and stakeholders to develop long-term financial plans.
  • Utilized financial software to prepare consolidated financial statements.

Education

MBA - Finance & Marketing

Maharishi University of Management
Chennai
12.1989 - 01.1991

B.Com - Commerce, Accounts & Economics

Bharthiyar University
Chennai
01.1985 - 01.1988

Skills

  • leadership

  • people management

  • business research

  • statistical analysis

  • data visualization

  • research techniques

  • secondary database searching

  • company analysis

  • market analysis

  • strategic analysis frameworks

  • interview-based research

  • financial analysis

  • business acumen

  • commercial awareness

  • client relationship development

  • communication

  • presentation

  • negotiation

  • stakeholder engagement

  • strategic mindset

  • analytical mindset

  • critical thinking

  • problem solving

  • data-driven decision making

  • project management

  • collaboration

  • inclusivity

  • diversity

  • equity

  • sustainability

  • innovation

  • positive change

Project management

Operations management

Team management

People management

Project coordination

Business development

Budget control

Relationship building

Decision-making

Strategic planning

Strategies and goals

Team building

Business planning

Staff management

Change management

Program management

Budget management

Issues resolution

Analytical thinking

Legal and regulatory compliance

Charismatic leader

Financial management

Talent acquisition

Hiring and retention

Performance management

Risk management

Stakeholder engagement

Conflict resolution

Market analysis

Process improvement

Regulatory compliance

International business

Cross-functional team leadership

Intellectual property management

Business strategy

Team leadership

Analytical skills

Problem-solving abilities

Business leadership

Teamwork and collaboration

Business management

Problem-solving aptitude

Multitasking Abilities

Certification

Global Securities Operations & Asset Servicing-Corporate Actions, Chartered Institute for Securities & Investment, London, UK, MM/DD/YY

Training

  • Essential Consulting Skills, PA Consulting Group, MM/DD/YY
  • Effective Presentation Skills, PA Consulting Group, MM/DD/YY
  • Higher Quality Professional Advice, PA Consulting Group, MM/DD/YY
  • Workshop for Line Managers, PA Consulting Group, MM/DD/YY
  • Top-Down Thinking, PA Consulting Group, MM/DD/YY
  • Coaching for Strategic Performance, PA Consulting Group, MM/DD/YY
  • Driving and Releasing Change, PA Consulting Group, MM/DD/YY
  • Internal Consulting Skills, PA Consulting Group, MM/DD/YY

Timeline

Director, Research and Insights Centre

Buro Happold
09.2023 - Current

Financial Advisory Services

Self-employed
10.2018 - 09.2023

Manager-Knowledge Processing Centre

PA Consulting Group
02.2007 - 09.2018

Deputy General Manager

Midola Business Solutions
05.2005 - 02.2007

Manager

KCA Stock Broking
09.2003 - 05.2005

Branch Assistant Manager

Sprism Securities
07.2003 - 09.2003

Relationship Manager

S.B. Bhutra & Co
11.1991 - 03.2000

MBA - Finance & Marketing

Maharishi University of Management
12.1989 - 01.1991

B.Com - Commerce, Accounts & Economics

Bharthiyar University
01.1985 - 01.1988
Global Securities Operations & Asset Servicing-Corporate Actions, Chartered Institute for Securities & Investment, London, UK, MM/DD/YY
Ram Kumar LakhaniGLOBAL CAPABILITY CENTER BUSINESS LEADER