1. DEEPAK JADLI
Contact: +91 9990308965 ~ E-Mail: deepsatsnp@gmail.com
JOB OBJECTIVE
Seeking middle managerial assignments in Business/Financial Research & Reporting with an organization of repute
PROFILE SUMMARY
• A dynamic individual with more than 5 years of experience in Financial and Business research, Reporting and
Team Management
• Hands-on experience in Recruitment, Mentoring & Training of junior staff as well as monitoring & reporting of
performance targets
• Proficient with conducting Quality checks
• Adept in dealing with clients regarding process updates, bottlenecks and providing solutions
• Proven ability in resolving issues and problems that arises in the organization
• A team player with strong analytical ability, people management, client servicing & data interpretation skills
CORE COMPETENCIES
Team Management Business and Financial research Training & Mentoring
Client Servicing Reporting Team Management
ORGANISATIONAL EXPERIENCE
Dec’13-Till date Senior Business analyst (ESG research), Evalueserve.com Pvt. ltd.
o Collect quantitative and qualitative data from company website / annual / sustainability / environment /
social / governance / code of conduct reports of the companies
o Use External company sources like RSPO, CDP, UNGC, UDHR etc to capture ESG related data
o Collect articles / media releases from the Reprisk on various controversies surrounding the companies
o Analyze collected data with respect to client defined criteria / questionnaire on a excel based platform in
the form of rating supported with comments / rationale
o Provide appropriate sourcing / references
o Write structured summary / critique on overall ESG performance of the company
o Conducting Quality checks on junior analysts work
o Coordinate with client on process updates & bottlenecks and provided solutions
o Regularly update Guidance and SOP
Achievements:
o Was sent to client location (London, UK) for two weeks to provide QC support to client QC team
o Was given “Pat on Back” certificate for Quality and productivity for the month of May’14
May’11-Dec’13 Assistant Manager, Wipro ltd.
Responsibilities:
• Accountable for:
o Ensuring that staff is getting motivated, monitored and measured in line with organizational targets and
performance standards
o Making sure that any gap in performance or quality should be quickly identified and addressed & producing
accurate reports on team performance for senior managers
o Preparing daily workloads for staff and also coordinating daily allocation of work
o Timely assignment of Client’s requests and priorities & keeping a track record which includes updating
client with necessary information
o Performance review of Team members through annual appraisals
o Maintaining all administrative and IT records & ensuring that they are entered and updated correctly
o Making sure that Client SLA are met
o Timely changes in SOW & approach notes to be in line with ever changing Business requirements
o Preparation of monthly Dashboard For Internal Quality team
o Performing Quality checks for team members
• Responsible for:
o Handling leave requests and shift plans of the team
o Arranging weekly team meetings & focusing on target achievements

2. o Conducting monthly one on one’s with each team member, focusing on status of previous month
performance, and suggesting action plan in case of shortfall
o Training of team members & emphasis on their personal growth like Stress Management, Attitude in
Action, Effective Communication, Business Etiquettes & Lean
• Actively involve in:
o Recruitment of new staff
o Praising team members and reward deserving one’s through monthly R & R, annual bonus, certificates, &
Publishing names on Wipro’s shared portal and promotions
o Taking corrective actions in case of disciplinary issues & lending all the help & support to the team
Sep’09-May’11 Senior Executive (Analyst), Wipro ltd.
Responsibilities:
• Handled the following:
o Financial research and reports on U.S. Municipalities annual report filings
o Updating the client terminal on regular basis so that the end users can get the latest information
o Research of the balance sheet, income statements and cash flow statements data of U.S. Municipalities
general obligation bonds and revenue bonds
• Collating and understanding the data from financial statements of Government Wide Funds, General Funds and
Pension Funds for General obligation Bonds and various sector wise funds for Revenue bonds
• Successfully standardized the raw financial data and published it for the client
• Provided training to new joiner on the process
• Coordinated with clients on process updates & bottlenecks and provided solutions
Achievements:
• Handled Managerial Role/Rights in Mar’09 which involve the:
o Rejecting and escalating problem documents, queries of analysts & conducting quality checks
o Spreadsheets of production, rejection data, making weakly queue movement and analyst-wise productivity
reports as well
• Recipient of following awards & appreciations:
o Certificate for valuable contribution/Performer of the month in the month of August, 2010
o Certificate of appreciation and bonus for excellent performance in the year 2009-10
• Received achievement certificate as Team member for successfully completing Lean Project in Productivity
increase for US Muni
CERTIFICATIONS
• Certified in:
o Capital Markets Dealers Module by NSE’s Certification in Financial Markets (NCFM)
o Mutual Funds Advisors Module by AMFI
• Joint Certification Program on Retail Banking by HDFC Bank and EMPI
EDUCATION
2009 PGDBM (Finance) from Entrepreneurship and Management Processes International, New Delhi & secured
74.6% marks
2007 B.Sc. (Honours) in Chemistry from Ramjas College, University of Delhi, Delhi & secured 67.4% marks
2004 12th
(Science) from Tagore International School, CBSE, New Delhi & secured 77.4% marks
2002 10th
from Oxford Public School, C.B.S.E., New Delhi & secured 79.6%
IT SKILLS
• Well versed with MS Office
PERSONAL DETAILS
Date of Birth: 06th
November, 1986
Address: A-6/P-2, 3rd floor, Batra flats, Pvt. Colony, Sriniwaspuri, New Delhi - 110065
Languages Known: Hindi and English
Location Preference: Delhi/NCR