Sarita Meshram
Associate Team Leader
Mumbai
Summary
Team Leader experienced in directing activities of workgroups. Develops strategies, provides training, sets goals and obtains team feedback. Excellent interpersonal and communication skills. Big picture focus with excellence in communicating goals and vision to succeed. Problem solver, networker and consensus builder.
Overview
5
5
years of professional experience
5
5
years of post-secondary education
4
4
Certifications
Work History
ASSOCIATE TEAM LEADER
Morningstar
Mumbai
10.2021 - Current
- Assisting in managing and developing a team of 10+ data analysts by providing clear direction, establishing SMART goals, and optimizing resource allocation
- Serving as an equity data expert for companies listed on global exchanges and demonstrate excellent judgment in selecting methods and techniques for obtaining solutions
- Working closely with multiple global teams and across various functions by participating regularly in global calls and meeting
- Assisting the team to identify and eliminate roadblocks by partnering with technology teams and other database team
- Researching in complex projects leading to actionable recommendations and solutions
- Promoting LEAN Six Sigma tools and methodologies as an analyst framework for assessing the root cause of issues and improving processes
- Ensure appropriate methods and techniques to improve and maintain the highest quality standards in the data collected by the team
- Being POC for my manager and entire team for all questions,comments and concerns
- Tracking, measuring and reporting on agreed daily, monthly and quarterly metrics to all Stakeholders
- Providing coaching and training to team members as appropriate and according to the specific needs.
PRODUCT CONSULTANT
MORNINGSTAR
12.2019 - 10.2021
- Investigating and doing Research of the particular Query of the clients
- Handling HNI International Clients
- Working for particular product ofMorningstar Dealing with Methodology and timely presentation of the particular updates
- Creating Qualitative Portfolio’s and assisting client’s accordingly
- Deal with lot many cases in the queue and take the ownership to handle in more promptly manner
- Research on the Analyst forecast report and various other data points.
ADVISOR
ANGEL BROKING PVT.LTD
07.2018 - 06.2019
- Investment Advisory and Financial Planning
- Portfolio Management
- Dealing in Insurance Products
- Competitive Analysis of various applications
- Research on Mutual fund and Equity securities
PLANNER
ZILLION FINANCIAL SERVICES
10.2017 - 07.2018
- Investment advice regarding Mutual funds and Equity stocksecurities
- Research on the Mutual Funds and Equity stocks
- Financial Planning by making portfolio as per requirement of their respective
- Goals
- Giving Presentation on different investment products.
Education
B.COM -
Saraf College
04.2014 - 03.2017
HSC -
MAHARASHTRA
03.2013 - 02.2014
SSC -
MAHARASHTRA
04.2011 - 03.2012
Skills
Communication Skills, Technical Skills, Leadership Skills, Problem Solving skills, Innovation, Flexibility, Teamwork and Organizational Skills
Certification
CERTIFIED FINANCIAL PLANNER^CM (Chartered Holder)
Timeline
ASSOCIATE TEAM LEADER
Morningstar
10.2021 - Current
PRODUCT CONSULTANT
MORNINGSTAR
12.2019 - 10.2021
ADVISOR
ANGEL BROKING PVT.LTD
07.2018 - 06.2019
PLANNER
ZILLION FINANCIAL SERVICES
10.2017 - 07.2018
B.COM -
Saraf College
04.2014 - 03.2017
HSC -
MAHARASHTRA
03.2013 - 02.2014
SSC -
MAHARASHTRA
04.2011 - 03.2012
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