Summary
Overview
Work History
Education
Skills
Timeline
Generic
Rishabh Jain

Rishabh Jain

Strategy Manager
Hyderabad

Summary

With over 14 years of experience in people management, strategy and analytics, research and data insights, process excellence, competitive and market intelligence, strategic projects and initiatives, consulting and operations, project delivery and management, business planning and development, cost optimization, storytelling, client/stakeholder management, and vendor management, this individual possesses a high level of analytical expertise. Throughout their career, they have successfully led a team of 22 full-time employees and consistently delivered results in various areas of expertise. They excel at utilizing strong analytical abilities to drive business growth and make informed decisions. Their expertise in project delivery and management allows for effective execution of strategic initiatives while ensuring cost optimization. Additionally, their strong client/stakeholder management skills enable them to build and maintain successful relationships.

Overview

15
15
years of professional experience
5
5
years of post-secondary education

Work History

Chief of Staff - Global Financial Industry

Deloitte
10.2022 - Current
  • Develop analytical solutions and frameworks that are strategic, scalable, and require vision, creativity, innovation, and inductive thinking
  • Manage budget for the business line which includes forecasting, spending and budget plan for global leader
  • Work closely with CEO, COO, Industry Leaders & other global leaders to develop business plans & drive their various strategic initiatives by providing inputs related to key KPIs
  • Lead cross-functional teams to implement initiatives to improve operational efficiency, reduce costs, and enhance overall experience
  • Collaborate with business and technology SMEs to leverage emerging technologies & techniques and define the roadmap which aligns with business objectives and priorities
  • Lead Competitive Intelligence and landscaping, helping to evaluate business implications from emerging trends and deliver actionable insights to differentiate & optimize deals
  • Track emerging trends, changing landscape within and across industry and bring relevant perspectives into the organization for further deliberation
  • Own end-to-end process to produce executive level presentations and synthesize complex and data-oriented information into language that allows key stakeholders to form business decisions across multiple geographies
  • Drive clear communication, identify best practices across the organization, create a roadmap and provide inputs backed by data strategy and business goals
  • Build relationships across business divisions to distill insights and recommendations related to competition/business/markets into streamlined narratives and dashboards
  • Enhanced team productivity by implementing efficient communication channels and workflows.
  • Mediated conflicts between departments or individuals, fostering a positive workplace culture focused on teamwork and respect.
  • Championed diversity and inclusion initiatives, creating a more inclusive work environment for all employees.
  • Facilitated effective collaboration between internal teams while maintaining clear lines of communication throughout the organization.
  • Ensured regulatory compliance across all divisions by developing thorough policies and procedures.
  • Coordinated company-wide events and meetings to promote employee engagement and recognition.
  • Conducted comprehensive risk assessments for various projects, mitigating potential issues before they arose.
  • Developed strategic plans with measurable goals, leading to significant company growth.
  • Negotiated high-value contracts, resulting in cost savings and improved partnerships.
  • Served as a trusted advisor to the CEO, providing insightful analysis on critical business issues.
  • Coordinated broad continuum of programs.
  • Maintained and enhanced partnerships with key stakeholders.
  • Streamlined executive decision-making processes for improved organizational performance.
  • Supervised and led office employees to meet team and individual goals.
  • Managed cross-functional teams, ensuring timely completion of projects and initiatives.
  • Established strong relationships with key stakeholders, fostering collaboration and trust.
  • Oversaw projects to completion and measured results.
  • Improved overall efficiency with streamlined scheduling processes, reducing time spent on administrative tasks.
  • Oversaw budgeting and financial planning, optimizing resource allocation and expenditure control.
  • Mentored junior staff members to help them advance their skills and career development opportunities.
  • Spearheaded successful change management initiatives during organizational restructuring.
  • Monitored industry trends closely in order to identify new growth opportunities or potential risks.
  • Explained policies and procedures to office staff to promote understanding.
  • Implemented performance metrics to evaluate team effectiveness, driving continuous improvement efforts.
  • Increased employee satisfaction levels by addressing concerns proactively through listening sessions and regular feedback mechanisms.
  • Managed business operations while overseeing contractors and consultants to verify on-time completion of key deliverables.
  • Supervised staff and participated in hiring, training and performance evaluations to establish and enforce policies and procedures for business functions.
  • Performed financial and managerial analyses to evaluate data and make recommendations, prepare financial reports and projections and conduct presentations.
  • Attended meetings to make informed business decisions, provide administrative support and evaluate progress toward goals and objectives.
  • Encouraged coordination and cooperation among departments and continuous review of interdepartmental processes to support quality control and improvement.
  • Organized and updated databases, records and other information resources.
  • Cultivated strong relationships with vendors and partners supporting administrative operations.
  • Created reports, presentations and other materials for executive staff.
  • Negotiated and executed contracts on behalf of department.
  • Maintained primary relationship accountability for clients, overall servicing responsibility and client satisfaction to maximize profitability of client relationships.
  • Built and managed processes for tracking and monitoring department performance.
  • Identified opportunities to streamline processes and improve office operations and efficiency.

Associate Director, Contra Income Strategy

UBS
05.2020 - 09.2022
  • Lead India Contra Revenue Income team
  • Work closely with COO to help strategize cross-functional roles along with client excellence for $40M business
  • Coordinate a team of cross functional partners to drive synergies
  • Proactively identify the areas of improvement and develop new products/services in consultation with global leaders
  • Participate in ETD brokerage forums along with competitors to shape the industry and achieve higher margins (FIA-Tech)
  • Work closely with technology team to identify new technologies to drive efficiencies (Alteryx, eRecs, etc.)
  • Led teams of up to 40 personnel, supervising daily performance as well as training and improvement plans.
  • Established strong relationships with key industry partners, creating mutually beneficial opportunities for growth and collaboration.
  • Managed cross-functional teams for multiple large-scale projects, successfully completing each on time and within budget constraints.

Senior Consultant – Global Consulting Platform

Deloitte
10.2015 - 04.2020
  • Leading multiple cross-business engagements; end to end project management and perform analyses to generate actionable insights
  • Led multiple business transformation project (GPT, salesforce adoption, Business leader evaluation, etc.)
  • Pursuit Management and Pipeline Analytics: Launched funding and support program for critical pursuits
  • Drove efficiency and achieved 82% win-rate within 18 months of the program launch which generated 'cross-border sales' worth $3.3B
  • Development of executive leadership presentation materials for marketplace meetings, global meetings, and executive communications
  • Manage business metrics, analyst response reports, and other KPIs to derive actionable insights and help global leadership in submission
  • Traveled 8 countries (4 continents) to build internal pipeline network and launch a CRM tool

Team Lead – Operational Risk

Wipro Ltd.
01.2014 - 10.2015
  • Managed third party vendor risk for a large European Investment Bank
  • Created risk tracker, release it to the leadership and raise red flags
  • Implement corrective and preventive actions
  • Prepare, review and present process report card
  • Reconcile application breaches to avoid regulatory breaches and save cost

Senior Analyst – Exchange Traded Derivatives

Wipro Ltd.
01.2010 - 12.2013
  • Implement change management and responsible for implementing projects for ETD Derivatives
  • Reconcile ETD trades as a clearing broker and make payments for execution commissions
  • Worked on rate conflicts, trade conflicts and fix processes

Education

MFA and CFA -

ICFAI
01.2007 - 01.2009

Bachelor of Commerce - undefined

DAVV
01.2004 - 01.2007

Skills

Salesforce

Timeline

Chief of Staff - Global Financial Industry

Deloitte
10.2022 - Current

Associate Director, Contra Income Strategy

UBS
05.2020 - 09.2022

Senior Consultant – Global Consulting Platform

Deloitte
10.2015 - 04.2020

Team Lead – Operational Risk

Wipro Ltd.
01.2014 - 10.2015

Senior Analyst – Exchange Traded Derivatives

Wipro Ltd.
01.2010 - 12.2013

MFA and CFA -

ICFAI
01.2007 - 01.2009

Bachelor of Commerce - undefined

DAVV
01.2004 - 01.2007
Rishabh JainStrategy Manager