Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline

Sumit Rajdhar

Dombivli

Summary

Experienced Assistant Manager with a proven track record in product development and team leadership, currently overseeing a team of 35. Led the development of two cutting-edge fintech products for the restaurant industry, focused on automating account reconciliation and refund management for large restaurant chains. Skilled in guiding the entire product lifecycle, from concept to execution, with a deep focus on customer needs, and cross-functional collaboration.

Overview

17
17
years of professional experience
6
6
years of post-secondary education

Work History

Assistant Manager

It's a Checkmate, Inc.
5 2020 - Current
  • Led product development and daily operations in a high-pressure startup environment for two flagship products: Accounting Reconciliation and Refund Management, designed for the US restaurant industry's Refund management and accounting needs.
  • Accounting Reconciliation: Onboarded 10,000 locations from 50+ clients, automating financial reconciliation processes and improving accuracy.
  • Refund Management: Oversaw the recovery of $4M+ through refund disputes process, managing operations and product delivery from 30+ clients and totaling 6000 locations.
  • Managed operations teams both both products with total of 35 team members, including 3 team leads.
  • Directed the operations team to ensure seamless execution of daily tasks, ensuring optimal performance and addressing operational challenges for both products.
  • Partnered with cross-functional teams (developers, sales, billing) to design and automate key product features, driving efficiency and scalability.
  • Managed client onboarding and product validation, gathering feedback to drive product improvements and ensure market fit.
  • Championed continuous process optimization, empowering teams to suggest and implement changes, enhancing product and operational efficiency.
  • Analyzed user behavior data and operational metrics to inform product enhancements, aligning features with customer needs and industry trends.
  • Led beta testing programs to gather user insights, refining product functionality and preparing for successful market launch.
  • Managed product lifecycle operations, ensuring smooth launches, updates, and alignment with evolving market demands.
  • Collaborated closely with stakeholders to monitor industry trends and competitors, adapting product strategies to stay ahead in the market.

Level 2 Escalations

Interactive Brokers
06.2018 - 05.2020
  • Identifying, analyzing, and providing the resolutions to the escalations and queries raised by the client related to various trading instruments including stocks, futures, Options, commodities, currencies etc
  • Provide accurate, valid and complete information by using the right methods/tools
  • Handling Clients queries regarding vast array of topics including Prospect Client queries, New Account Management, Account Funding, Assistance with Trading Platforms, Account Configuration, Regulatory issues etc
  • Initiating hierarchical escalation process as per the incident management process, including senior authorities and asking for their support, if the need arises
  • Collaborating with internal departments to facilitate client need fulfillment

Financial Analyst in Compliance Team

XL Dynamics
01.2014 - 05.2018
  • Led the development and optimization of compliance processes in the Licensing Compliance Team, ensuring US federal regulations were integrated into operational workflows.
  • Designed new workflows, policies, and SOPs based on client needs, regulatory updates, and process analysis, enabling seamless process migrations.
  • Collaborated with clients to address regulatory requirements and provide compliance solutions, offering expert guidance on process improvements.
  • Managed and trained a team of 6, assigning tasks and auditing work to ensure accuracy and compliance.
  • Migrated a critical compliance process and built a sub-team to ensure adherence to regulations while supporting Mortgage Loan Officers.
  • Handled data collection, analysis, and timely submission of reports to regulatory agencies, ensuring full compliance with deadlines.
  • Provided strategic insights to management, suggesting solutions for compliance and licensing challenges across projects.

Advisor

Sharekhan Ltd.
05.2011 - 07.2012
  • Processed client orders for equity and commodity markets, ensuring accurate and timely execution of trades.
    Recommended in-house trading ideas to clients for equities and commodities, enhancing their investment strategies and aligning with product offerings.
    Generated brokerage revenue by meeting client needs and achieving target performance metrics, contributing to overall product profitability.

Customer Care executive

Infomedia 18 Ltd
07.2009 - 05.2010
  • Worked as Customer Care executive.

QC Executive

Reliance Life Insurance Ltd.
01.2008 - 04.2009
  • Worked as QC Executive for policy Servicing team
  • Primary responsibility was to review the work completed by Policy Servicing Team to maintain quality i.e
  • To verify that policy servicing team has completed various tasks as per the client's requirement.

Education

Masters in Management Studies - Finance

Oriental Institute of Management (Mumbai University)
01.2012 - 04.2014

Bachelor of Commerce -

Swami Vivekanand Night College
01.2008 - 04.2011

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  • NCFM-Capital Markets Module
  • NCFM-Derivatives Market module
  • MCX-Commodities Module

Skills

Operations Management

Accomplishments

  • Developed, tested and successfully implemented 2 new products. - It's a Checkmate, Inc.
  • Pilot Member of Level 2 Escalations team at India Office. - Interactive Brokers.
  • Successfully migrated NMLS Licensing Process from US to India. - XL Dynamics
  • One of the Core members of the Commodity dealing room in the seeding stage. - Sharekhan Ltd.

Languages

English, Hindi and Marathi

Timeline

Level 2 Escalations - Interactive Brokers
06.2018 - 05.2020
Financial Analyst in Compliance Team - XL Dynamics
01.2014 - 05.2018
Oriental Institute of Management (Mumbai University) - Masters in Management Studies, Finance
01.2012 - 04.2014
Advisor - Sharekhan Ltd.
05.2011 - 07.2012
Customer Care executive - Infomedia 18 Ltd
07.2009 - 05.2010
QC Executive - Reliance Life Insurance Ltd.
01.2008 - 04.2009
Swami Vivekanand Night College - Bachelor of Commerce,
01.2008 - 04.2011
Assistant Manager - It's a Checkmate, Inc.
5 2020 - Current
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