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Sumit Chhabra

Sumit Chhabra

Relationship Manager

Followers of Sumit Chhabra552 followers
location of Sumit ChhabraMumbai, Maharashtra, India

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  • Timeline

  • About me

    Business Delivery and Controls at Barclays Private Bank | Ex JP Morgan - Product Lead (Digital and Platform Services) | CSPO®

  • Education

    • St. John's High School

      1991 - 1999

    • Punjab Technical University

      2001 - 2005
      Bachelor of Engineering (B.E.) Electronics and Communications Engineering

    • Indian Institute of Planning and Management

      2006 - 2008
      Master of Business Administration - MBA Finance (Major), Marketing (Minor)

  • Experience

    • Indiabulls Securities And Financial Services Limited

      Jun 2008 - Jan 2009
      Relationship Manager

      Provided analysis and guidance catering to specific investment needs of the clients. Implemented client centric holistic approach for retaining existing clients and sourcing new clients.

    • Money Matter Inc

      Feb 2009 - Aug 2012
      Research and Investment Analyst

      Responsible for gathering and defining requirements from High-Net-Worth individual and small corporate clients to create customised financial plans based on different risk appetites and financial needs/goals.Performed comparison study for different investment vehicles to assist clients with portfolio management. Conducted quarterly analysis and reporting to support business operations and performance reviews.

    • Globelink WW India Pvt.Ltd.

      Feb 2013 - Dec 2014
      Relationship & Pricing Manager - Key Accounts

      Managed central team of Pricing Executive and Customer Service Executives for Key Business Accounts.Strategised and implemented customised pricing models for large clients incorporating the volume flow, weight and space details, shipping routes, frequency, port expenses etc. resulting in ~30% YOY growth in volumes.Actively coordinated with overseas agents and India offices to offer best service and pricing models to clients and resolved any service or pricing related issues and queries in a timely manner. Show less

    • JPMorgan Chase & Co.

      Jan 2015 - Jun 2023

      Product Lead for CIB’s Digital and Platform Services Group focused on working with key businesses and clients to understand business needs and deliver innovative solutions.Subject Matter Expert on Identity and Access Management (Single Sign On, Multi factor Authentication, Biometrics etc.), regional cyber-security requirements, platform controls and enhanced user experience. Subject Matter Expert for post-trade investment compliance and risk reporting product for EMEA region mutual, pension and hedge fund clients.Assisted the product team to identify and implement enhancements to the compliance reporting rule coding product.

      • Vice President - Digital and Platform Services

        Sept 2016 - Jun 2023

      • Associate - Compliance Reporting Services

        Jan 2015 - Aug 2016

    • Barclays Private Bank

      Jul 2023 - now
      Business Delivery and Controls

  • Licenses & Certifications

    • Amazon Web Services Cloud Practitioner

      Amazon Web Services (AWS)
      Apr 2023

    • Product Management: Building a Product Strategy

      LinkedIn
      Aug 2022
      View certificate certificate

    • Certified Scrum Product Owner® (CSPO®)

      Scrum Alliance
      Apr 2023
      View certificate certificate