Sumit Bajaj

Experience

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  Value Research

  Mar 2004 - Jul 2004

  Mutual Fund Analyst

  Responsibilities - * Study the statistical and analytical data on all categories of mutual funds spanning over different mutual fund families* Write in-depth Mutual fund commentaries in the ‘Mutual Fund Insight’ magazine as well as valuereserachonline.com* Prepare daily, weekly and monthly equity & debt market reviews for the company's website and clients like banks and distributors of mutual funds

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  SmartAnalyst

  Oct 2004 - Mar 2006

  Research Analyst

  Responsibilities - * Oversee a team of 4 people engaged in preparing ‘Economic Intelligence’ newsletters* Conduct secondary research for handling assignments like company and industry profiling, strategy analysis, competitive analysis, market research, industry trends, etc., spanning across industries* Deliver finance-related projects on private equity & mutual funds in an acrobat and powerpoint * Perform quality checks and impart training

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  Heidrick & Struggles

  Apr 2006 - Dec 2006

  Research Analyst

  * Create Intelligence Reports on companies/ industries as specified by the H&S partners/consultants after doing secondary research on online databases such as Google, LexisNexis, Factiva, OneSource, etc. * Engage in primary research to identify top executives to support business development opportunities and search execution efforts, based on the requirements of H&S consultants worldwide

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  Bank of America

  Dec 2006 - Mar 2012

  Profile* Lead Bank of America’s Global Delivery Center of Expertise (GDCE) - Strategy And Implementation (India) team of Analysts/ Senior Analysts, to provide global delivery knowledge & consulting services in the areas of market research, business research & competitive intelligence, geographic location analysis, and MIS reporting & analytics to the Bank’s senior leaders* Support GDCE Executive Leadership in opportunity identification & solution identification stages to explore & grow global delivery capabilities for the Bank* Manage client relationships, ensure smooth process delivery & operations Show less Role & responsibilities - Project Management -* Lead projects involving preparation of high level presentations after consultations with the senior leaders on kick-off calls & provide actionable recommendations to them* Mentor & guide the analysts to conduct research & analysis; quality checking of reports/ high level presentations by the senior/junior analystsOperations Management -* Interaction with onshore business partners to discuss team’s performance, utilization & feedback* Manage ramp-ups & new opportunities identification* Prepare & update standard operating procedures (SOPs), process manuals & other auditable documents for the team* Report out & share the team’s operational metrics through process performance dashboards* Sourcing & hiring the right skill sets/profiles* Conduct One-O-Ones, mid-year &annual appraisals of the team members* Facilitate individual development programs/trainings for the team* Plan & conduct the BCP exercise for the team* Other team management & administrative tasks Show less Role & responsibilities - * Engage with senior leadership and gain understanding of key business drivers as well as key competitors for each banking segment in BPO/outsourcing space* Conduct industry/competitor analysis across domains such as BPO, KPO, investment banking & others; prepare newsletters, detailed competitor profiles for the Bank’s Senior Executive Leadership team* Track & monitor the offshore competitive landscape in the 4 spheres of Banking - Investment Banking, Wealth management, Retail Banking & Wholesale Banking & provide strategic inputs to the bank* Attend webinars & prepare executive summaries for bank’s senior leaders Show less

  • Assistant Manager

    Feb 2011 - Mar 2012

  • Team Leader

    Apr 2008 - Jan 2011

  • Analyst

    Dec 2006 - Mar 2008
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  Evalueserve

  Mar 2012 - Nov 2014

  Worked as a 'Program Manager' in the Financial Services practice to provide financial research, market & business research and competitive intelligence support to one of the international oil firms.Responsibilities include:* Ownership of monthly invoicing* Liaison with other EVS departments such as KT, IT, Compliance, Legal, Admin, etc. (to ensure smooth functioning)* Handle database vendors and other stakeholders to deal with operational and research delivery related initiatives * Regular interaction with stakeholders to obtain feedback on support levels and quality of output* Help execute organizational responsibilities by playing an active role in the same (such as training, recruitment, process building, etc)* Responsible for handling few regular projects within the account Show less Worked as a 'Project Manager' in the Corporate & Professional Services practice to provide on demand business & market research information services support to one of the top end clients of Evalueserve. Role & Responsibilities - * Lead critical projects involving client work, client targeting/ pitch work, marketing and thought leadership & internal planning* Conduct scoping and effort estimation for projects in the pipeline to provide prior visibility to the client* Co-ordinate on behalf of the client to keep track of all the projects within the account and assess any support requirements* Quality checking of research deliverable & guiding senior business analysts & business analysts towards ensuring and maintaining top quality service delivery levels* Regular interaction with the clients to discuss team’s performance, staffing, utilization & feedback* Manage the overall workflow; sourcing & hiring the right skill sets/ profiles* Conduct one-o-ones, quarterly evaluations & annual appraisals of the group Show less

  • Manager

    Apr 2013 - Nov 2014

  • Manager

    Mar 2012 - Apr 2013
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  Mercer

  Nov 2014 - Dec 2017

  Senior Manager

  * Led Data Mining & Insights (DM&I) team of diverse professionals comprising Qualitative Analysts, Quantitative Analysts, Graphic Designers, Content Writers, Editors and Web Developers, to • Provide data analytics, dashboards, graphic designing & editorial services to Mercer consultants - • Generate off-the-shelf research publications/ reports for the clients (Fortune 500) across the globe • Create executive briefings, point of views (PoVs) & presentations using data analysis, design (infographics) & analytics (insights) across Mercer’s business domains using - - Data analytics/ business intelligence and visualization tools – Excel, SPSS, Power BI, Tableau - Design tools – Adobe Creative Suite - InDesign, Illustrator, Photoshop, Aftereffects • Create & develop interactive content - online product (reports/ publications) delivery platforms using HTML, CSS3, JavaScript, Jquery & other MS tools • Create & program online surveys for market research activities for the clients using tools such as Qualtrics, Key SurveySuccessfully led an org-wide initiative on building a Center of Excellence (CoE) in Analytics and created proof of concepts in F&A and Global Publications business. Show less

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  Accenture

  Nov 2018 - now

  Part of Corporate Functions - Business Operations, I lead Accenture Cybersecurity business operations function. In my role as a 'Global Cybersecurity Business Operations Leader', I partner with Cybersecurity leadership in -* Driving strategic & operational programs through technology driven interactive & reporting solutions, setting up governance frameworks and program management* Supporting the business leaders in Ventures & Acquisitions (V&A) space in pre-acquisition due diligence and post-acquisition data integration phases* Effectively managing business operations through monthly business performance reporting/analytics via scorecards* Providing Cybersecurity leadership business intelligence-driven insights using effective visualizations through dashboards (using Power BI/QlikView)* Co-ordinating with business leaders in driving their business agenda via monthly leadership/ governance calls* Educating the stakeholders across Cybersecurity business around the processes/tools and business applications used in managing business operations Show less

  • Senior Delivery & Program Leader (Vice President)

    Dec 2022 - now

  • Delivery & Program Leader (AVP)

    Nov 2018 - Nov 2022