Saurabh Dhall

Saurabh Dhall

Wealth Management | Financial Services | Derivative Trading

Followers of Saurabh Dhall611 followers
location of Saurabh DhallDelhi, India

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  • Timeline

  • About me

    Experienced Professional with expertise across Operations, Quality, Process Design, Social Media, Financial Services and User Experience Research | Bitcoin Enthusiast

  • Education

    • The Modern High School

      1988 - 1995
      ISCE
    • The Modern High School

      1988 - 1995
    • University of North Carolina Wilmington

      1997 - 1999
      BSc Finance

      Activities and Societies: Treasurer - Financial Management Association (FMA)

    • Aston University

      2003 - 2004
      MBA Finance
  • Experience

    • Merrill Lynch | AXA Advisors | Emirates NBD Bank | Rasmala Investments | DPTG

      Jun 1999 - Sept 2009
      Wealth Management | Financial Services | Derivative Trading

      *Merrill Lynch, North Carolina and AXA Advisors, New York - Mutual Funds and Insurance Plans | Series 7 and 63 (NASD/NYSE Licenses) | Life and Health Insurance/ Variable Annuities License (New York State) *Emirates NBD Bank, Dubai, UAE - Investment sales across a wide spectrum of products to HNIs, local/ regional corporates and institutions across UAE managing book size $14 Million*Rasmala Investments, Dubai, UAE - Involved in Private Placement of Qatar Investment Bank and Voltamp IPO (Oman) to Institutional clients. Key client subscribed for $2.8 Million shares in Voltamp IPO*Dubai Professional Trading Group, UAE - Prop. trading of Bund/ Schatz/ Bobble/ Euro Stoxx 50 Futures via Trading Technologies (TT) trading platform on EUREX Exchange; Live Technical Analysis using CQG Charting software with active risk management Show less

    • Cognizant

      May 2014 - now

      As the Global Quality Manager of Google's Customer Success Acceleration (CSA) Vendor Team, I lead a dynamic team responsible for vetting the quality of Google Ads requirements, ranging from premiere to scaled strategies. Our clientele includes Google's Digital Marketing Strategists (DMS) who collaborate with MMS (mid-market) businesses and Google Customer Solutions (GCS) advertisers.With sites in Hyderabad (India), Lisbon (Portugal), Buenos Aires (Argentina), Shanghai(China), and Korea, our global reach is extensive.Accomplishments:CSA Process Quality Score: Closed Q3'23 (91.2%) with further bump in Q4'23 (93.6%) and Q1'24 (94.5%) against target of 87.5%Audit-the-Auditor - Independent Quality Audit (IQA) Variance Score: Metric introduced at end of Mar'23 with target threshold of 5%: Achievement - Q2'23 (9.6%), Q3'23 (2.7%), Q4'23 (2.6%) and Closed Q1'24 (2.9%)CSAT Score: Q2'23 (98.6%), Q3'23 (98.3%), Q4'23 (99.1%) and closed Q1'24 (98.2%) against target of 98%Other Responsibilities:--Vendor Network Management--Escalation Handling and resolution--Quality Assurance--Process Optimization--Global Team Leadership--Customer Success--Stakeholder Engagement and Reporting--Continuous improvement initiatives Show less

      • Quality Manager

        Apr 2022 - now
      • Operations Manager

        Jul 2019 - Apr 2022
      • Team Lead: Trusted Tester Program (TTP)

        Aug 2018 - Mar 2020
      • Team Lead: Social

        Feb 2018 - Jan 2020
      • Team Lead: Chat Support

        Oct 2016 - Jan 2018
      • Subject Matter Expert (SME) / Quality Analyst (QA)

        May 2014 - Sept 2016
  • Licenses & Certifications

    • Blockchain for Business - The New Industrial Revolution

      Udemy
      Oct 2021
      View certificate certificate
    • ChatGPT: Complete ChatGPT Course For Work 2023 (Ethically)!

      Udemy
      Jul 2024
      View certificate certificate
    • Bitcoin Advanced Level: Transactions

      Udemy
      Jun 2021
      View certificate certificate
    • Digital Marketing Certified Associate

      Simplilearn
      Dec 2017
    • Blockchain applications in Food Safety, Healthcare & Pharma

      Udemy
      Aug 2021
      View certificate certificate
    • Blockchain and Bitcoin Fundamentals

      Udemy
      Jun 2021
      View certificate certificate
    • Introduction to Blockchain with Industry Applications

      Udemy
      Sept 2021
      View certificate certificate
    • Blockchain Advanced Level: Uses Beyond Bitcoin

      Udemy
      Jun 2021
      View certificate certificate
  • Honors & Awards

    • Awarded to Saurabh Dhall
      Series 63/ Uniform Securities Agent Exam North American Securities Administrators (NASD) / NYSE Jul 2001
    • Awarded to Saurabh Dhall
      Series 7/ General Securities Representative Exam North American Securities Administrators (NASD)/ NYSE Oct 1999 Minimum qualification required to interact with and deal with client portfolios
    • Awarded to Saurabh Dhall
      Accident & Health License New York State Insurance Department Jul 1999
    • Awarded to Saurabh Dhall
      Life & Variable Annuities License New York State Insurance Department Jul 1999