Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Timeline
Generic

VATSAL OZA

Mumbai

Summary

Client-centric Product Consultant with a strong
Background in financial services, product strategy, and stakeholder engagement. Proven ability to drive customer satisfaction, product adoption, and retention through tailored solutions and cross-functional collaboration. Recognized for optimizing performance and delivering high-impact results across product consulting,onboarding, and operations. Adept at leveraging CRM tools, data analysis, and training programs to deliver measurable business growth and client value.

Overview

4
4
years of professional experience

Work History

Product Consultant

Morningstar Inc
Mumbai
09.2023 - Current
  • Company Overview: A leading provider of financial data and software solutions.
  • Achieved a 13% client retention rate, the highest on the team, by delivering tailored solutions and resolving client-reported bugs swiftly.
  • Collaborated with cross-functional teams (product, QA, data analytics) to ensure timely delivery and execution of client-centric initiatives.
  • Enhanced client satisfaction by 20% through tailored product solutions and support.
  • Facilitated demos, onboarding sessions, and workshops to help clients align product capabilities with investment objectives.
  • Reconstructs product development cycles to empower investor success and deliver world-class financial solutions.
  • Enhanced product utilization by 30% by optimizing user experience through targeted feedback sessions.
  • A leading provider of financial data and software solutions.

Contingent Worker - Client Onboarding

Goldman Sachs
Bangalore
06.2023 - 09.2023
  • Company Overview: Leading global investment banking and financial services firm.
  • Led client onboarding with full adherence to AML protocols and regulatory standards, ensuring compliance and risk mitigation.
  • Acted as a liaison between clients, compliance teams, and internal stakeholders to resolve onboarding queries efficiently.
  • Identifying Risks & escalating if needed.
  • Assisting with identifying, defining and enhancing process efficiencies which benefits COB.
  • Maintained strong relationships across teams through regular coordination with management, compliance, and QA.
  • Leading global investment banking and financial services firm.

Team Member

Bank of America
Mumbai
10.2021 - 06.2023
  • Company Overview: Global financial institution offering comprehensive banking, investing, and financial services.
  • Recognized with a Silver Award for achieving 100% accuracy and 121.05% efficiency in claims processing during Q3 and Q4 of 2022.
  • Investigated fraud claims and collaborated with internal stakeholders to ensure timely fund recovery or denials as per protocol.
  • Maintained SLA adherence across productivity, accuracy, and turnaround metrics while managing multiple claim queues.
  • Initiated process automation suggestions and maintained active communication with business lines for updates and enhancements.
  • Global financial institution offering comprehensive banking, investing, and financial services.

Education

B.Com. - Accounting & Finance

Thakur College of Science And Commerce
Mumbai
04-2021

Skills

  • CRM
  • Investment Analysis
  • JIRA
  • Microsoft Excel
  • Microsoft Office
  • Microsoft Power BI
  • Microsoft PowerPoint
  • Microsoft Word
  • Salesforce CRM
  • Client Relations & Retentions
  • Client onboarding

Accomplishments

  • Silver Award achievement, Received Bank of America's Silver Award for 100% accuracy and 121.05% efficiency through operational performance enhancements.
  • Integration Achievement, Directed the seamless integration of Wealthcraft and Cashcalc, earning a remarkable 94% usability rating at Morningstar.
  • Highest Retention, Led client retention efforts at Morningstar, achieving the highest rate on the team – 13% – by delivering tailored solutions and rapid issue resolution.

Timeline

Product Consultant

Morningstar Inc
09.2023 - Current

Contingent Worker - Client Onboarding

Goldman Sachs
06.2023 - 09.2023

Team Member

Bank of America
10.2021 - 06.2023

B.Com. - Accounting & Finance

Thakur College of Science And Commerce

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VATSAL OZA