Gargi S. Bhave's CV. Created with the AltaCV template.
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\begin{document}
\name{Gargi S. Bhave}
\tagline{SENIOR MANAGER}
\photo{2.8cm}{G.jpg}
\personalinfo{%
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\email{gargi25282@gmail.com }
\phone{91-9594044277}
\linkedin{linkedin.com/in/GargiBhave}
\mailaddress{402 Golden Tower, Santacruz (E), Mumbai }
\location{Maharashtra, India}
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\cvsection[page1sidebar]{PROFILE}
As a part of the ITES industry I have over 12 years of experience in Financial Services that involved working with Mutual Funds, Insurance companies, NBFCs and a start up Legal Tech.\newline \newline
During my stint at the start up, I incubated and developed India’s foremost comprehensive online Estate Planning (Will) platform, WillSecure. Here, I also looked after sales, promotion \& distribution, channel acquisition \& management, operations and financial accounts. The platform subsequently got acquired by Kotak Bank and is being offered as a value add service to the private wealth customers
\newline \newline I have led product development, pre-sales, implementation and support of investment management software solutions across multiple geographies and have engaged with marquee clients
\cvsection{KEY ACHIEVEMENTS}
\cvevent{\textbf{3i Infotech Ltd.} }{}{}{}
\begin{itemize}
\item Worked with the sales team to clinch 3 new mandates through complex solutioning for non-standard requirements
\item Additional revenue of 1 Crore by cross selling existing functionalities
\item Leading pre-sales globally for their Investment management solution
\item Solution architecting for continuous product improvement and key business modules
\end{itemize}
\divider
\cvevent{\textbf{Ameretat Technologies Pvt. Ltd}}{}{}{}
\begin{itemize}
\item Was involved in the creation of ‘WillSecure’, an innovative solution for Estate Planning, from its conceptualization till launch
\end{itemize}
\divider
\cvevent{\textbf{FinEng Solutions Pvt. Ltd/ 3i Infotech Ltd}}{}{}{}
\begin{itemize}
\item Became the functional head with just 3 years of business analyst experience
\item Contributed significantly in Version upgrade of the product and its roll out to the existing clientele
\item Managed pre-sales and was instrumental in client acquisitions in new geographies like Mauritius
\item Did solution architecting of key modules like Equity, Derivatives, Arbitrage, Mutual Fund, accounting, Equity and derivative STP etc
\end{itemize}
\medskip
\clearpage
\cvsection[page2sidebar]{EXPERIENCE}
\nocite{*}
\cvevent{\textbf{3i Infotech Ltd}}{Senior Manager}{Since April 2017}{}
\begin{enumerate}
\item Acquired three new clients in three different LOBs -Baroda Pionner MF(MF), Edelweiss AIF(AIF) and L\&T Financial Services (NBFC). There were no new mandates for Quantis since 2012
\item Conducted complete requirement analysis of the three new clients and managed implementation of the three projects
\item Created opportunities to offer the unexplored modules/functionalities of the product to the existing customers thereby increased team’s revenue by 1 Cr.
\item Worked on the following developments (functionally)
\begin{itemize}
\item Revamped arbitrage module and incorporated additional functionalities like Portfolio Rollover
\item Incorporated rejection mechanism in debt deal work flow
\item Introduced condition based deal authorization
\item Debt redemption scheduler
\item Debt redemption premium
\item IFRS related changes in accounting module- EIR amortization, MTM for FVTOCI, report showing amortization spilt
\item Integration with several third party systems for LTFS using APIs
\end{itemize}
\item Analyzed Mfund Plus from functionality, usability and design perspective and gave recommendations for its improvement.
\item Streamlined internal process related to SDLC thereby improving the quality of delivery
\item Streamlined invoicing and other important internal processes
\item Strengthened the team in order to provide better service to the clients
\end{enumerate}
\divider
\cvevent{\textbf{Ameretat Technologies Pvt. Ltd}}{Vice President}{Aug 2012 -– March 2019}{}
\begin{enumerate}
\item Incubated and developed India’s foremost comprehensive online Will Writing platform, WillSecure-www.willsecure.in. The product has been acquired by Kotak Mahindra bank and renamed as SmartWill. It is a part of the bank’s smart solutions to its customers
\item Documented end to end specifications of the application
\item Created test cases end to end of the application and conducted testing
\item Managed the project; the project was live in record time of 8 months
\item In addition to SDLC, handled other functions of the business - sales, promotion, distribution channel management, operations, invoicing and accounts.
\item Created strong distribution network pan India by collaborating with the top banks, broking companies, NBFCs, insurance companies, independent advisors and certified financial planners like ICICI Bank, Kotak Bank, Axis Bank, ICICI Securities, IIFL, Bajaj Finserv, Cholamandalam and ICICI Prudential etc.
\item Conceptualized and implemented sales promotional activities such as RISE (A four pronged promotion strategy), points and rewards and conducted workshops at reputed financial institutions and companies
\item Created training modules, collateral contents, promotional emailers and call centre scripts for the distributors and imparted training on the same
\item Managed social media of the platform through Facebbok page
\item Provided adequate handholding to the acquirer company through knowledge transfer and training.
\end{enumerate}
\divider
\cvevent{\textbf{FinEng Solutions Pvt. Ltd/ 3i Infotech Ltd}}{Associate Consultant}{Aug 2007 -– Aug 2012}{}
\begin{enumerate}
\item As functional lead of Quantis, contributed significantly in version upgrade of the product by revamping major modules of the product.
\item Was core team member in developing offshore market of Mauritius and contributed in earning revenue of Rs. 2–3 Crores
\item Headed implementation of the two biggest financial institutions of Mauritius, MCB and MUA
\item Was Relationship Manager for key accounts like Birla MF, HSBC MF in India and MCB and MUA in Mauritius
\item Created training modules and conducted training capsules for internal team and clients
\item Key functionalities completed:
\begin{itemize}
\item Domestic/International Equity, futures and options module –Order, execution and settlement
\item Arbitrage dealing module-Order, execution and settlement
\item Auto equity order routing system from Quantis to Brokers Terminal
\item Derivative STP settlement module
\item Integration with OMGEO for foreign equity STP settlement
\item Introduction of broker wise saleable quantity concept for overseas clients \& asset class wise brokerage
\item Compliance work flow in all the asset classes dealing module
\item Changed the system from a single currency system to multi currency system by incorporating changes in front office system, operations, exposure reports, fund accounting and cash monitoring system
\item Introduction of composite benchmarks, performance calculations, fact sheets, investment dossier, spread analysis
\item Equalization of NAV, Introduction of client dimension in product
\item introduction of new corporate actions for overseas clients like rights issue/ warrants in multiple calls
\end{itemize}
\end{enumerate}
\divider
\cvevent{\textbf{CMIE}}{Information Officer}{Feb 2007 -– Jul 2007}{}
\begin{enumerate}
\item Was involved in testing of the new product Business Beacon
\item Assisted research team by writing background of the listed companies
\end{enumerate}
\divider
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