Deepak Jadli is seeking a middle managerial role in business or financial research and reporting. He has over 5 years of experience in financial research, reporting, team management, and client servicing. He is proficient in conducting quality checks, resolving issues, and data analysis. His previous roles include senior business analyst conducting ESG research and assistant manager roles at Wipro managing a team and ensuring targets were met.
Passionate business professional with over 19 years of experience in performing relevant business tasks including experience in performance management, project management, remediation, staff training/development and pipeline management.
Passionate business professional with over 19 years of experience in performing relevant business tasks including experience in performance management, project management, remediation, staff training/development and pipeline management.
Benefícios Flexiveis é uma nova tendência do mercado Brasileiro e ainda existem muitas perguntas de como este tipo de programa funciona. A apresentação cobre os aspectos básicos de um programa de Beneficios Flexiveis. Criada pelos consultores da Huggard Caine Consultoria e Gestão de RH, pioneira no Desenho, Implantação e Administração desse tipo de programa
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