 8660408032

 [email protected] Sumit Bagewadi

 Mumbai Business Analyst
 https://www.linkedin.com/in/sumit-bagewadi-
04a403231/

SUMMARY
I have more than four years of experience now in this broking industry in the field of FINTECH. A dynamic professional with a proven
record of generating and building relationships, managing projects from concept to completion and coaching individuals to success.
Skilled in building cross functional teams, demonstrating exceptional communication skills, and making critical decisions during
challenges. An adaptable and transformational leader with an ability to work independently, creating effective presentations, and
developing opportunities that further establish organizational goals. Methodical and well-organized in optimizing coverage to meet
operational demands. Expert at providing relevant information and options to effectively resolve issues. Upbeat and energetic with
grace in handling difficult situations through resourcefulness and adaptability.

KEY SKILLS
Requirements Gathering
Business analysis
Risk Management
Data Mining & Analytics
Decision making
Data Visualization
Project Management
BI, ERP & Big Data Platforms
SAP/SAS Solutions

TECHNICAL SKILLS
SQL : EXCEL : PYTHON and R : Project Management software : Business intelligence software : Analytics software

PROFESSIONAL EXPERIENCE
Business Analyst Aug '21 - Present
SAMCO securities Mumbai
Identify opportunities to improvise on various processes and operations involved in running a business
Design new or modifying existing business systems or IT systems
Interact with business stakeholders and subject matter experts to comprehend their requirements
Gather, document, and analyze various business requirements
Resolve business problems through technical-based solutions
Document functional and technical designs of business systems
Interact with system developers and architects for enhanced operational effectivity
Test the system and generate system documentations, user manuals, etc.
Stakeholder Analysis
Cost-Benefit Analysis
Business intelligence and reporting software
Data mining
Data visualization
Database design
Process Modeling
Manager - Digital initiatives Product Mar '21 - Aug '21
Angel Broking (Angel one) Mumbai
Perform valid and reliable market research SWOT analysis on the SMART PLAY STORE (PROJECT).
Developed new service offerings based on detailed and documented insights of market and B2B partner’s needs. Interpret data,
formulate reports and make recommendations.
Provided market intelligence and feedback to global and regional teams on the market, industry, and competitors’ developments.
Build and maintain relationships with key contacts at potential clients, consulting companies and B2B partners. Gather and analyze
statistical data using modern and traditional methods to collect it.
Developing strategies and tactics to boost the company’s reputation and drive qualified traffic and deploying successful marketing
campaigns from ideation to execution.
Produce valuable and engaging content for our website and blog that attracts and converts our target groups. Analyze consumer
behavior and adjust email and advertising campaigns accordingly
Evaluating and optimizing marketing, pricing strategies, analyzing market trends and preparing forecasts.
Generating new business leads. Coordinating marketing strategies with the sales, financial, public relations, and production
departments.
Developing and managing the marketing department's budget. Increasing brand awareness and market share.
Coordinating marketing strategies with the sales, financial, public relations, and production departments.
Preparing and presenting quarterly and annual reports to senior management.
Assistant Manager - Operations Aug '19 - Feb '21
Zerodha Bangalore
Understand and leverage data in various forms and channels - including customer transaction data, web behavior data, CRM data,
social data and lead management.
Collaborated with business development, marketing, and product departments on the creation of competitive concept proposals.
Developed new service offerings based on detailed and documented insights of market and client needs.
Managed and maintained a structured analysis of target markets, clients, and documentation in the CRM system.
Provided market intelligence and feedback to global and regional teams on the market, industry, and competitors’ developments.
Built and maintained relationships with key contacts at potential clients, consulting companies and partners in order to get access to
new opportunities.
Delivered financial oversight and advice to corporate stakeholders to improve strategic planning. Monitored and analyzed financial,
statistical and operational data trends.
Customer research and generating required financial data to provide support to a company's customer base.
Systematic approach to gathering and measuring information from customers of different sources to get a complete and accurate
picture of an area of interest.
Conducted financial and legal research and analysis for high net-worth individuals
Executive - Operations Jun '18 - Aug '19
Zerodha Bangalore
Validated the customers perception and acted as a focal point for assigned processes and department interface.
Providing interface between the customer and company for increasing customer satisfaction levels and coordinating and motivating
the staff.
Collaborated with other departments within the firm on a regular basis to resolve customer concerns. Provided operational support
by preparing detailed and accurate documentation and tabulation of financial statements and other documents using all Microsoft
applications.
Maintained confidential and secured information of the firm. Examined reports, accounts and evidence to determine integrity and
accuracy of information.
Collaborated with staff members to enhance customer service experience and exceed team goals through effective client
satisfaction rates. Liaised with customers, management and sales team to better understand customer needs and recommend
appropriate solutions.
Provide customer financial analytic insights to drive changes across Marketing, Product and various operation teams and ultimately
to improve customer value and key business metrics with accordance to the increase in client base.
Conducted financial and legal research and analysis for high net-worth individuals. Customer research and generating required
financial data to provide support to a company's customer base.

INTERNSHIPS
Business analyst Intern Oct '17 - Dec '17
Volkswagen Belgaum
Maximized productivity by analyzing protocols and identifying areas for improvement.
Provided executives with analytics and decision-support tools used as the basis for reorganization, consolidation and relocation
strategies.
Collaborated with stakeholder groups across the organization to ensure business and technology alignment. Proposed solutions
meeting defined specifications and needs.
Project Assistant Intern Mar '17 - May '17
Reliance Securities Belgaum
Analyzed data and made advice to the Managers and stakeholders in Reliance securities.
Assessed hourly market conditions to look for hedge and arbitrage opportunities.
Discussed trading strategies with portfolio managers to highlight current market sentiment, price points of resistance and support
and liquidity characteristics of positions.
Collaborated with analysts and coverage traders to distribute relevant market information

EDUCATION
Bachelor of Business Administration Jun '15 - May '18
Jain college Begaum
Post Graduate Program - FINTECH Sep '18 - May '19
Amity University Bangalore
CERTIFICATIONS/TRAINING
National Institute of Securities Market - Valid till March 2023