Ruchi Kulkarni

Assistant Vice President at Credit Suisse
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Location
Pune, Maharashtra, India, IN
Languages
  • English Full professional proficiency

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Credentials

  • Become a Product Manager
    Udemy
    Mar, 2020
    - Sep, 2024
  • AFRM (Applied Financial Risk Management)
    Indian Institute of Management Kashipur
    Dec, 2018
    - Sep, 2024
  • Agile Product Owner Role: Techniques
    LinkedIn
    Dec, 2018
    - Sep, 2024
  • Certified Scrum Product Owner
    Scrum Alliance
    Mar, 2018
    - Sep, 2024
  • NCFM Certifications Derivatives, Currency Derivatives, Capital Markets Dealer Module, Portfolio Management
    NCFM Share Market Training Insitute

Experience

    • Switzerland
    • Banking
    • 700 & Above Employee
    • Assistant Vice President
      • Mar 2020 - Present
    • Senior Business Analyst
      • Jul 2018 - Mar 2020
    • United States
    • Information Technology & Services
    • 1 - 100 Employee
    • Specialist - Business Analysis
      • Oct 2010 - May 2018

      Position: Specialist- Derivatives , Risk Management Duration: From Oct 2010 Till date On Site Visit: New York, Hong Kong • Client relationship management in Asia, Europe, USA regarding software product usage. • Imparting user training and implementations on client’s site and business mapping. • Analyzing functional and technical business requirement of clients. • Drafting documents of functional specifications for new requirements for development team. • Organizing walkthrough sessions with developers and testers to make them understand the requirements; guiding them by answering their questions whenever required. • Identification of use cases and writing user stories for Development team. Participating in Sprint review meetings. • Coordinating during pre-& post release with DevOps team. • Suggesting technology-based solutions for enhancing functional efficiency and achieving business excellence. • Analyzing production defects and coordinating with development team for technical resolution and prioritization. •Doing documentation of functional specifications, for new requirements, defects for development team, prioritizing and imparting training on functional understanding from development scope. •Providing functional specifications to development team, for enhancements, new feature development for existing products. •Performing functional testing based on use cases and confirming client requirement are fulfilled during development stage. •Coordinating during pre-release and post release with existing clients. •Analyzing production defects, coordinating with development team for technical resolution. •Prioritizing client facing issues and working with product development team and development team for release management. •Exposed to Agile project management environment. •Working with multiple reporting structure and cross working structure environment. Show less

    • Education Management
    • 100 - 200 Employee
    • Asst. Professor
      • Aug 2009 - Oct 2010

      Involved in giving professional coaching to Management students, in finance specialisation subjects. Conducted, various seminars and conferences. Involved in giving professional coaching to Management students, in finance specialisation subjects. Conducted, various seminars and conferences.

    • India
    • Appliances, Electrical, and Electronics Manufacturing
    • Manager - Operations
      • Apr 2008 - Jun 2009

      Team Size 10 People Key Responsibilities Smoothing post trading operational activities and Risk Management function of Capital market, & commodity market of 21 branches and 34 franchisees of Pune region. Key Result Areas Error free processing and monitoring for post trade settlement activities, funds & securities pay-in payouts. Risk management of Cash, derivatives, commodity, currency segments. Fund management, margin shortfall calculations, real time risk analysis on daily basis across region. Implementation of risk policies set as per new up gradations imposed by exchange or by management of company. Motivating subordinates for error free processing and to achieve assigned target. Responsible to break team deliverables into individual deliverables. Imparting training across region for seamless back office operations & risk management at branch level. Representing company for Attending Exchange arbitration and hearing cases of clients. Show less

    • India
    • Investment Management
    • 1 - 100 Employee
    • Branch Manager
      • Apr 2006 - Mar 2008

      Team Size 50 people Key Resonsibilites Deliver timely and quality service to HNI clients and Corporate and achieve revenue targets Key Result Areas Strengthening HNI client acquisition by coordinating with team members. Coordinating with team members of back office and dealing. Motivating subordinates for error free processing and to achieve assigned target. Responsible to break team deliverables into individual deliverables. Forming Business plan for the branch as per revenue targets. Forming Business development strategies for HNI acquisition & revenue targets. Organising Road shows Organising investor's meet for Sharekhan Clients Participating in promotional activities of the investor's organized by SAKAL. Doing PROMOs at IT parks, Malls, prominent areas of pune city Organising & delivering group presentations for corporate tie ups and corporate scheme promotions. Achievements Revenue achievement of Rs. 1.50 cr for the F.Y. year 2007-08 HNI client BASE achievement of 250 clients. Branch profitability ratio made to 2.5 : 1 Show less

    • Manager
      • Oct 2005 - Mar 2006

      Team Size 20 people Key Resonsibilites Acting as a Profit center head of Branches In Pune, Ahmednagar, Kolhapur, Aurangabad, Nasik, Sangli Key Result Areas Coordinating branches of Maharashtra from Pune main office. Coordinating with head office for exposure limits of clients for branches. Monitoring back office operations and dealing. Motivating subordinates for error free processing and to increase revenue of branches. Interacting with Clients for resolving queries and grievances. Equity research coordination for recommending investment strategies. Achievements Conducted Investor's meet at Pune & Ahmednagar Developed network of branches in Pune, which includes branches at locations like Pimpri, Bhandarkar Road, Pune-satara Road, Camp. Presentations to the high net-worth clients for their investment solutions and creating awareness and participation of retail clients for F & O trading. Show less

    • Manager
      • Aug 2004 - Jan 2005

      Team Size 25 people Key Responsibilities Actin a Monitoring Securities Market operations and People Management Key Result Areas Securities Market Operations (BSE &NSE) Monitoring Back office operations of Pay-in, Payout of Securities and Funds. Monitoring Risk Management system & surveillance of PSE Securities Ltd. Pay-in, payout Fund Management of PSE Securities Ltd. Adhering SEBI, NSE, BSE statutory requirements and Compliances. Interacting and coordinating with software vendors for upgrading existing system to suit current business policies & process. Depository Operations Monitoring settlement cycles of various Stock Exchanges. Achieving deadlines with governed byelaws and rules of CDSL. Reconciliation and release of transactions in CDAS systems. Bulk processing and release of trade instructions in CDSL system. Upgrading the existing set up of CDSL operations. Framing legal agreements within the framework of Bye -Laws and Regulations of SEBI and CDSL. Coordinating with subordinates for error free processing. Show less

    • Executive
      • Apr 1999 - Jul 2004

      Team Size 25 people Key Responsibilities Worked as Branch in Charge in sub urban branches of SHCIL. Key Result Areas Monitoring branch performance and establishing awareness of various financial products of SHCIL. Interacting with high net worth clients, corporate relating to depository operations. Monitoring administration and operational activities relating to the branch. Coordinating with the Software/technical team for upgrading existing back-office system. Handling promotional activities of various services and products through a network of franchisees Show less

Education

  • Welingkar Institute of Management
    Master of Financial Management, Finance
    2002 - 2005
  • Mumbai University
    Master's; M.COM, Financial Management; Accounting & finance
    1999 - 2001
  • Prin. L.N. Welingkar Institute of Management & Research
    Diploma; A, Financial Management
    1999 - 2000
  • Kirti college, Mumbai University
    B.COM, Accounting & finance
    1995 - 1998
  • Balmohan Vidyamandir
    SSC
    1981 - 1993

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