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Adit Shah

@aditshah

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Experienced in Program/Project/Product/Change Management & Business Analysis. Based in Mumbai

India

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What I'm looking for

Ability to make an impact while keeping my creativity. Custom automation projects would be most ideal

In pursuit of challenging and fulfilling assignments in Program/Project/Product/Change Management & Business Analysis within the Banking and Financial Services, Consulting & IT Industries with a growth-oriented organisation.

● A dynamic professional with over 20 years of rich experience in Financial Services and Information Technology Industry with well-known organizations.

● Extensive background in Program/Project/Product/Change Management & Business Analysis; including Strategic Planning, Team Management, MIS & Reports, etc.

● Project Management Professional (PMP) from PMI USA.

● Extensive global and local experience in the Mutual Fund Industry. Have worked with most divisions/departments within the Asset Management organisation.

● Strong people engagement skills.

Established record in providing end-to-end custom business solutions resulting in value generation

Experience

Project Consultant

WhiteOak Capital

Sep 2021 - Jun 2022 (9 months)

Role:
● Integrating YES AMC into the White Oak organisation.
○ Responsible for the creation and oversight of the overall Project plan related to the acquisition.
○ Worked on drafting new product documents for approval by SEBI.
● Working with the Management team to build the Sales organisation.
○ Helped the Management team identify suitable intermediaries for empanelment.
○ Assessed and finalised C

VP - Product Management & Operations

Symbl

Dec 2020 - Aug 2021 (8 months)

Role:
● MatDev Investment Advisers Pvt Ltd was the parent of the brand Symbl.
● Worked as a Consultant from Dec 2020 to Feb 2021 before joining full-time in Mar 2021.
● Built Mutual Fund and Investment Advisor organisations from ground up.
● Identified product features and application flows.
● Developed Digital assets, Assessed Technical integration, Aided UX design

AVP - Business Initiatives

Franklin Templeton Asset Management I Pvt. Ltd.

Jan 2005 - Nov 2020 (15 years 10 months)

Role:
● Managed Projects aligned with business strategy/objectives to add revenue/value and minimise risk with focus on scope, cost, schedule and quality.
○ Projects included enhancements to Digital infrastructure and software used internally by most departments within the organisation, along with Process implementation/modification, new Product launches and Revenue increase via Sales expansion

Consultant

Maya Sanghavi MD

Feb 2002 - Sep 2004 (2 years 7 months)

Worked on implementing a Billing Software for patients with Insurance. Assessed Electronic Medical records software. Reduced Accounts Receivable

Analyst

Goldman Sachs

Aug 1998 - Nov 2001 (3 years 3 months)

Role:
● Responsible as Business Analyst and Project Manager on technical and non-technical initiatives related to Equities.
● Managed all aspects of project lifecycle.
● Key Projects – Y2K for all US Equity Trading and Institutional Sales, Automated Confirmations software for OTC Equity Derivatives globally.
Achievements:
● Confirmations Tracking Software – Cost savings of ~ USD 1,000,000 per erro