Vivek Patkar

Led a team of 10 Product Managers, to define the strategy for a custody and Accounting product - Responsible for launching various products to grow our customer base and enhance customer experience across various digital channels (APIs, Dashboard, reports). Pioneered Omni-channel product vision, strategy (journey maps, stories and current & EPIC), and roadmap for innovative and highly personalized experiences. Leveraged qualitative research, analytics to launch various products that resulted in increasing revenue by $4M, enhancing CSAT by 20%, and reducing operational costs by $3M

● Developed Customer Journey maps encompassing various channels and identified key moments in customer journey to highlight significant process breakdowns, customer challenges, and customer benefits. Partnered with Operations, Design and Tech team to enhance the customer experiences and launch various initiatives to improve the product.

● Launched various new features (improved search functionality, filters) and functionalities and enhanced existing features.

● Collaborated with stakeholders across businesses and functions (segment, Operations, Design, IT, etc.) to ensure the digital experience is holistic, consistent, and seamless.

● Defining and prioritizing product features, good with EPIC definition and fast prototyping and wireframes, grooming product backlog items, guiding the team to breakdown user stories and contributing to sprint planning and agile development

CORPORATE STRATEGY & LEAD: Leverage a combination of quantitative analysis and market research to develop strategic insights and recommendations to optimize existing and/or develop new products or programs. Oversee multiple key strategic initiatives concurrently, monitor progress.

• Facilitated the strategic programme by working with the leadership team and functional leaders, participated in the development of overall strategy, built long term roadmaps and governance model, and assisted communicating strategy to functional teams; estimated 20% increase in revenue and 10% drop in cost

• Managed monthly business reports and metrics to drive strategic decisions and prioritization across the organization.

• Products Product: Strategic centralized reference data solution which supports front office, middle office and back office systems and helping client in reducing the total cost of ownership and improve the efficiency.
• Responsibilities including preparing the FRS document, understanding the requirements, walk through documentation to technology team and drive through a release.
• Worked with diverse set of stakeholders including Clients, technology, QA, Project manager.

Product: Thomson One and SDC Platinum: The Investment Banking product management team at Thomson Reuters works on a set of information and workflow related products for junior and senior bankers. It provides almost all data required by them on a daily basis around private and public companies deals etc. It also provides workflow products to cover the analysis of companies and deals and creation of client ready marketing / reporting / pitch documents.

o Worked on various projects with diverse set of stakeholders spread across geographies including internal and external stakeholders such as Development, QA, Project manager, client, UXG to prioritize requirement, bug fixes and ensure smooth through a release.

o Manages overall project communication risk and issues resolution on project status.

o Market analysis, and competitor intelligence and work with senior management to prepare product Roadmap for the year. Product demonstration as a subject matter expert and supporting sales team in retention of services.

o Preparing external and internal documentation of the release and train all the support and frontend staff on the new features and functionality.

o Attain events and showcase our value propositions to our clients.

o Worked on Agile methodology and balsamic software for creating wireframes.

Account manager is responsible to manage portfolio of accounts and grow revenue from the existing accounts. Responsible for account planning, qualifying the opportunities, client satisfaction, understanding the client workflow, relationship management and increasing the wallet share.

• Boosted sales numbers with proactive account servicing and diligent relationship-building.
• Secured high-value accounts through consultative selling, effective customer solutions and promoting compelling business opportunities.
• Elevated account management by predicting potential competitive threats and outlining proactive solutions.
• Educated clients on new Products and enhancements and updated account information to maintain high standards of client service.
• Developed highly profitable pipeline based on multiple sales penetration techniques.
• Oversaw new business development and customer servicing, including cold calling, networking, marketing, lead generation and account servicing.
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• Datascope offers the enterprise solution to the clients such as reference data, market data, corporate actions, end of day intraday pricing and evaluated pricings.
• Worked as a specialist in the Datascope product team, offering reference and market data in the FI segment to clients.
• Responsibilities including product demonstration to clients, qualifying the opportunity, understanding the client’s requirements, and work hand in hand with the sales team.
• Supporting the queries rose by the clients and during the entire RFP stage and support till the delivery of the feed.
• Monitoring their usage of the product ongoing basis and alert the sales and relationship manager in case usage falls below threshold.
• Showcase the new enhancement on the product and feeding the information back to the product team.

• Processing daily cash transactions, bills receivables in Back office operations and involved in training new agents.