Summary
Overview
Work History
Education
Skills
Additional Information
Certification
Timeline
Shubham Rathore

Shubham Rathore

Mumbai

Summary

A financial enthusiast with a talent for Specialized progressions. Very much perceived and appreciated for the accomplishments made in the business in the beyond 4 years of experience.

Working in the agile methodology for better correlating with required goals towards organizational objectives and an extraordinary colleague for advancing the group before oneself.

Adept in Product Operations, Wealth Management, and Technical Implementation including client management, support, and advisory.

Overview

4
4
years of professional experience
5
5
Certificate

Work History

Technical Implementation Consultant

Morningstar
India, Maharashtra
11.2022 - Current
  • Supporting the technical Implementation for Morningstar Wealth Platform.
  • Microsoft Dynamics 365 CRM implementation.
  • Product Development through product lifecycle including discovery and requirements definition
  • Following the agile methodology for meeting the desired Product team objectives.
  • This included data migration and analysis.
  • Skilled at working independently and collaboratively in a team environment.
  • Self-motivated, with a strong sense of personal responsibility.
  • Proven ability to learn quickly and adapt to new situations.
  • Worked well in a team setting, providing support and guidance.
  • Worked effectively in fast-paced environments.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Excellent communication skills, both verbal and written.
  • Proved successful working within tight deadlines and a fast-paced environment.
  • Strengthened communication skills through regular interactions with others.
  • Organized and detail-oriented with a strong work ethic.
  • Adaptable and proficient in learning new concepts quickly and efficiently.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Paid attention to detail while completing assignments.
  • Cultivated interpersonal skills by building positive relationships with others.
  • Participated in team projects, demonstrating an ability to work collaboratively and effectively.
  • Supports development of product strategy and roadmaps, collects and analyzes metrics on product performance to inform decision making. Contributes to solution discovery through collaboration with cross-functional teams to identify potential solutions that address user needs and align with business goals. Participates in product planning sessions, contribute ideas and insights, and assist in the execution of product initiatives, ensuring timely and successful product launches.
    Apprentice with product manager to engage stakeholders and define user workflows, requirements, stories, and customer value.
  • Deploying Automation using Power Automate and Template automation using 3rd party tool Xpertdoc.

Operations Analyst

Morningstar India
Mumbai,Maharashtra
11.2020 - 11.2022
  • Part of Regional Product Operations team that owns and execute production processes for global clients on Morningstar Publishing System and Media Productions
  • Work with external and internal project stakeholders to ensure production is timely and meet required quality standards
  • Coordinate with development team for any additional request from client
  • Preparing automated Mutual Fund reports for clients using Morningstar Direct
  • Identify opportunities for improving operational efficiency and reducing operation risk through automation of operations tasks and improvement of existing processes
  • Worked on different products in this role during this short span, namely Media Platform (on demand),
  • MPS (Morningstar Publishing System) and Morningstar Direct and Enterprise Component (IWT) used in creating Mutual Fund Custom reports and custom Benchmarks.
  • Currently Managing Service oriented MPS project that involves continuous communication with Client and providing Level-2 Support for product to client
  • Also, these service projects have brought in opportunity to work closely with Implementation team.
  • Consultants across EMEA and US and interacting with multiple teams and different level of support teams for quick turn around time on every query hence raised
  • Successfully developed and Implemented automations using Macros in various projects during the tenure in the current team.
  • Generated reports of findings to help management with making key decisions
  • Designed plans to improve operations and suggested changes to systems for overall organization
  • Used [Software] to model data and forecast trends
  • Worked with engineers and technical staff to recommend hardware and software adjustments and resolve design flaws
  • Provided Tier 1 support, addressing access, navigation, onboarding and troubleshooting issues
  • Scanned system for frequent technical issues, employing troubleshooting techniques for resolution
  • Investigated and resolved alerts, conducted queries and culled records to assist with maintenance and problem resolution
  • Generated CRM reports to maintain client records on customer activity and personal data
  • Supported supervisor and associated team members to maintain system functionality
  • Met SLAs and internal and external regulatory standards by conducting scheduled procedural and tool audits
  • Assisted data aggregation, billing and transactions for data and account aggregation
  • Teamed with [Type] manager to launch customized client support campaigns
  • Evaluated performance and policies against metrics
  • Analyzed and resolved alerts, conducted queries and culled records to assist with maintenance and problem resolution
  • Formulated mathematical or simulation models of problems, relating constants and variables, conflicting objectives and related numerical parameters

Cloud Solutions Executive

Meridian Solutions Gurugram
Gurgaon,Haryana
01.2020 - 07.2020
  • I was involved with providing cloud based solutions to educational institutes in North India
  • Understanding and giving a brief about products being offered by us as a partner of world's leading technological giants
  • It involved interacting and communicating the different useful trends in market as of today that will be helpful for the customer and the provider for a longer perspective
  • The meetings generally involved interaction with the top level management of both the customer and the client which were Microsoft
  • This profile however also included one essential thing which was giving a valuable feedback about the requirements of different customers and different products and services available in the market to help the organization in coming up with new products.
  • During my tenure in this organization I was involved in a project which was focused on developing a new educational software for schools and colleges in north India.

Business Support Executive

CAMS
Mumbai,Maharashtra
12.2017 - 06.2018
  • Being a business support executive in CAMS my job profile was to help the team in handling the customer, regarding there investment in mutual funds by being the backend support for all the transactions in Mutual funds
  • My specialization was in L&T mutual funds
  • Helping team in regards to the calls and email from the client and the customer
  • Also handling the customers mainly brokers who walks in to the office for enquiring about the investments that they have made on behalf of their client and awaiting advice on some other good investment options.

Education

MBA - Banking and Financial Engineering

Chandigarh University
06.2020

B.COM (Acc. & Fin.) - Accounting and Finance

Pillai's College, Mumbai
06.2015

Skills

  • Microsoft Excel
  • Microsoft Power BI
  • Financial Analysis
  • Data Analysis
  • Business Analysis
  • Data Visualization
  • SQL (Basic)
  • Advance Excel - Macros & VBA
  • Tableau
  • Agile Methodology
  • Operations Management
  • Wealth Management
  • Microsoft Dynamics 365 CRM
  • Microsoft Azure (Fundamentals)

Additional Information

  • Linkedin profile: https://www.linkedin.com/in/shubham-r-689158148

Certification

  • Microsoft Dynamics 365 (MB-210, Sales Functional)
  • Microsoft Azure Fundamentals (AZ-900)
  • Certified Scrum Master
  • NISM Series V-A Mutual Funds
  • Advance Excel - VBA & Macros
  • Microsoft Power BI (PL-300)




Timeline

Technical Implementation Consultant - Morningstar
11.2022 - Current
Operations Analyst - Morningstar India
11.2020 - 11.2022
Cloud Solutions Executive - Meridian Solutions Gurugram
01.2020 - 07.2020
Business Support Executive - CAMS
12.2017 - 06.2018
Chandigarh University - MBA, Banking and Financial Engineering
Pillai's College - B.COM (Acc. & Fin.), Accounting and Finance

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Shubham Rathore