Kshetiz Gairola
@kshetizgairola
Product Specialist at Morningstar improving financial data feeds through requirements analysis and issue resolution.
IndiaWhat I'm looking for
At Morningstar, I gather requirements from international clients and internal stakeholders, then translate product gaps and system behavior into structured requirements for product and engineering teams. I also manage data-feed issues and contribute to sprint planning and release validation.
Earlier at Morningstar, I supported international financial advisory firms with requirements workshops, functional queries, and UAT. At AdviserLogic Software Solutions, I managed and validated financial data feeds; at ICICI Securities, I worked with clients on financial planning and wealth management.
Experience
Work history, roles, and key accomplishments
Led requirements gathering sessions with international clients and internal stakeholders to identify functional gaps and prioritise product enhancements across financial data feed platforms. Performed end-to-end gap and impact analysis, translating findings into structured business requirements for product and engineering teams.
Managed end-to-end client-facing engagements for international financial advisory firms across Australia, UK, and Hong Kong, gathering requirements and aligning solutions with business needs. Conducted structured requirements workshops and stakeholder interviews to document business needs and identify recurring issues.
Business Process Associate
AdviserLogic Software Solutions
Feb 2019 - Oct 2019 (8 months)
Managed and validated over thirty financial data feeds ensuring accurate integration and improving feed accuracy. Performed data reconciliation and troubleshooting for feed failures monthly, reducing feed failure incidences.
Senior Relationship Manager
ICICI Securities
Jun 2018 - Feb 2019 (8 months)
Conducted comprehensive financial planning for high-net-worth clients, assessing investment goals and risk profiles to deliver tailored wealth management solutions. Delivered desired revenue targets through proactive client engagement, portfolio reviews, and strategic product recommendations.
Education
Degrees, certifications, and relevant coursework
ICFAI University
MBA, Marketing
2016 - 2018
MBA in Marketing from ICFAI University, completed in 2018.
Uttarakhand Technical University
B.Tech, Mechanical Engineering
2010 - 2014
B.Tech in Mechanical Engineering from Uttarakhand Technical University, completed in 2014.
SVM Belani, Rudraprayag
Intermediate, General
Completed Intermediate from SVM Belani, Rudraprayag in 2010.
SVM Belani, Rudraprayag
High School, General
Completed High School from SVM Belani, Rudraprayag in 2008.
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Salary expectations
Job categories
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