ZAID RANGARA
Summary
Experience with over 18 years of extensive expertise in Banking and Financial Services, specializing in Asset Management, Portfolio Management, and Risk Management. Proficient in Process Migrations, Team Management, and MIS Reporting, with a proven track record of leading successful project migrations and delivering results. Committed to leveraging skills to drive continuous improvement and achieve strategic goals.
Overview
20
20
years of professional experience
Work History
Traditional CSR
Thinkinsure (Questrade Financial Group)
North York, Canada
05.2021 - Current
- Assist producers in servicing existing clients, enhancing satisfaction, and maintaining strong relationships.
- Document new business applications, ensuring accuracy and compliance with company standards.
- Support producers in managing the existing book of business, contributing to client retention.
- Streamline client communication, enhancing satisfaction, and strengthening client relationships.
Insurance Advisor
TD Insurance
Markham, Canada
10.2019 - 05.2021
- As an Insurance Advisor, my core responsibility is to advise and identify clients' insurance needs.
- Providing auto and home insurance quotes to existing and new clients.
- Making changes in existing policies of clients.
- Uncovering clients' needs based on the conversation with clients.
- Focus is always on legendary client experience and need-based advice.
Assistant Manager
AXA BUSINESS SERVICES
Pune, India
01.2015 - 08.2018
- Oversaw migration of Belgium Sub-Ledgers and key projects to India, ensuring seamless transitions.
- Enhanced service agreements by analyzing commercial documents and finalizing KPIs.
- Coordinated with stakeholders to maintain project timelines and optimize daily operations.
- Managed a 17-member team, setting goals, and conducting performance appraisals.
- Reviewed financial loss data monthly, providing critical insights for decision-making.
- Implemented process improvements, reducing operational inefficiencies and enhancing overall productivity.
- Led cross-functional teams, fostering strong communication and teamwork to drive successful project outcomes.
- Developed strategic initiatives, achieving significant cost savings and streamlined workflows.
- Streamlined team operations, leading to significant reductions in project completion times and operational costs.
- BCP SPOC for Copernic Sub-Ledgers Department, by coordinating with Assistant Managers and Central BCP team regarding seat allocation for BCP scenarios, and modifications thereafter, as well as managing the BCP testing for the teams bi-annually.
Team Leader
THE BANK OF NEW YORK MELLON
Pune, India
03.2011 - 11.2013
- Led a team of 16 team members to provide oversight in filing and payments, process migrations, team management, performance management, and training functions.
- Reviewed and approved filing of claims of investors against the issuer of securities, for which the investors have suffered losses due to wrong or misleading information provided by the issuer.
- Allocated work and ensured the achievement of the same within the given timelines.
- Served as ISO Coordinator for the vertical and designed process-related documents as per ISO guidelines.
- Reviewed and set up annual goals for the team, and ensured accomplishment of those goals by conducting discussions on an individual basis.
Team Leader / Business Development Manager
EXUBERANCE GENERAL TRADING LLC
Dubai, UAE
08.2009 - 02.2011
- Led a team of 7 (seven) Business Development Executives.
- Interacted with the manufacturer to place orders for procuring material (garments) from India.
- Devised and executed promotional and distribution strategies with the objective of growing business in the UAE and GCC countries.
- Set up sales targets for sales teams and motivated them to achieve them on a periodic basis.
Senior Analyst
SYNTEL SOURCING PVT. LTD.
Valsad, India
12.2006 - 07.2009
- Monitored investments for mutual funds to ensure adherence to pre-defined investment guidelines
- Investigated identified deviations within the given compliance codes for mutual funds
- Created process procedures, process flows, update and query logs during process migration/process stabilization
- Tracked productivity of the team as compared to the process SLAs and specified performance parameters
- Compiled and produced various MIS reports on a daily and monthly basis
- Conducted training sessions for new hires as well as refresher training for existing team members.
Relationship Manager
ANAND RATHI GROUP
Valsad, India
01.2006 - 12.2006
- Provided portfolio management services to existing investors of Mutual Fund
- Planned and organized training programs for the team with the objective of augmenting sales
- Reviewed the performance of Sales teams, while setting goals for them.
Customer Relationship Executive
NJ INDIA INVEST PVT. LTD.
Valsad, India
12.2004 - 12.2005
- Appointed agents and conducted product orientation sessions on new Mutual Fund products, to help them in sales and customer acquisitions.
Education
Project Management -
University of Toronto
Toronto04-2024
RIBO Licensed (Ontario) -
Insurance Institute of Ontario
Toronto10-2019
Master of Business Administration - Finance And Human Resource
University of Pune
Pune - India06-2004
Bachelor of Commerce - Accounting
South Gujarat University
Gujarat - India04-2001
Skills
- Banking and Financial Services
- Business development
- Project management
- People management
- Process Management
- Stakeholder Management
- Risk Management
- Team Management
- MIS Reporting
- Servicing level Agreements
- KPI review and finalization
- Communication and coordination
- Team leadership
- Performance Management
- Sales target setting
- MIS reporting
Accomplishments
- As Team Leader at The Bank Of New York Mellon, ensured that the Class Actions process achieved all the defined KPIs, ever since the process went live in India on Jun 2011
- As Senior Analyst (Performance & Analytics) at Syntel Sourcing Private Limited, a team of 5 (five) members in transitioning a pilot process from Boston, USA (Feb 2007 - Apr 2007)
- As Senior Analyst (Compliance Monitoring Services) at Syntel Sourcing Private Limited, led a team of 3 (three) members in transitioning the CMS process from Toronto, Canada (Aug 2008 - Oct 2008)
Languages
English
Professional
Hindi
Professional
Urdu
Professional
Timeline
Traditional CSR
Thinkinsure (Questrade Financial Group)
05.2021 - Current
Insurance Advisor
TD Insurance
10.2019 - 05.2021
Assistant Manager
AXA BUSINESS SERVICES
01.2015 - 08.2018
Team Leader
THE BANK OF NEW YORK MELLON
03.2011 - 11.2013
Team Leader / Business Development Manager
EXUBERANCE GENERAL TRADING LLC
08.2009 - 02.2011
Senior Analyst
SYNTEL SOURCING PVT. LTD.
12.2006 - 07.2009
Relationship Manager
ANAND RATHI GROUP
01.2006 - 12.2006
Customer Relationship Executive
NJ INDIA INVEST PVT. LTD.
12.2004 - 12.2005
Project Management -
University of Toronto
RIBO Licensed (Ontario) -
Insurance Institute of Ontario
Master of Business Administration - Finance And Human Resource
University of Pune
Bachelor of Commerce - Accounting
South Gujarat University
Similar Profiles
Muskaan AroraMuskaan Arora
Client Service Specialist at Questrade Financial GroupClient Service Specialist at Questrade Financial Group
DUNCAN SHAWDUNCAN SHAW
Operational Video Production Supervisor at Questrade Financial GroupOperational Video Production Supervisor at Questrade Financial Group
Stella LadizhinskyStella Ladizhinsky
Managing Director, Brand & Marketing Strategy at Questrade Financial GroupManaging Director, Brand & Marketing Strategy at Questrade Financial Group
Miriam Vimbainashe MagondoMiriam Vimbainashe Magondo
Senior Accountant at KPMG South AfricaSenior Accountant at KPMG South Africa
Meghna Jayaram HegdeMeghna Jayaram Hegde
QA - Lead Test Engineer at Wipro TechnologiesQA - Lead Test Engineer at Wipro Technologies