RISHABH -

CGPA: 3.92/4
EDUCATION
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INDIAN SCHOOL OF BUSINESS | PGP (Intended majors: Strategy & Marketing) | GMAT 760/800 (Top 1%) Apr 2019 – Present
● Case competitions: Won recognition at Asia & National Level for cases released by Amazon, Microsoft, SplashMath, IIM A & IIM B
- APAC Second Runners-up (3rd/2000+ teams), Amazon Ace; Awarded PPI at Amazon – Strategy to scale Amazon Global Selling to $50B
- Second Runners-up Microsoft PM Challenge (3rd/39 teams); Awarded PPI at Microsoft – Developed product strategy for MS Search
- National Runners-up (2nd/180 teams), Techminator, IIMB – Presented a plan to increase sales by 30% via voice search on a retail app
- National Runners-up (2nd/3,877 teams), Kotler’s Conundrum, IIM A – Developed a $2M GTM plan for a new food brand
- Finalist SplashMath Product Revamp; Awarded PPO (4/140+ participants) - Developed India launch strategy for StudyPad
● Club Coordinator, Alumni Affairs Council - planned and executed 3 large CXO alumni interactions with 50+ students in Mumbai & Delhi
CFA INSTITUTE | CFA Charterholder – Cleared all 3 levels and fulfilled all charter requirements May 2019 – Present
SARDAR PATEL INSTITUTE OF TECHNOLOGY | B.E., Information Technology | 74% (Top 5%) Jul 2009 - Jun 2013
● Patent (1410/MUM/2013) - “System for semantic search” to help organizations analyze data; used by college for 1000+ students
● Selected and funded by Government of India (5/100+ final year projects) to build a virtual assistant for knowledge management
WORK EXPERIENCE
5.7 years of fintech experience in all parts of product lifecycle – ideation, development, product management, partnerships and growth
QUANTUM INFORMATION SERVICES PVT LTD. | CEO – PersonalFN Division Dec 2015 - Apr 2019
Wealth management firm with INR 200cr+ assets under management and providing mutual fund research services to 10,000+ clients
Built and managed a team of 25 across 3 verticals – mutual fund research, wealth management and digital - with a budget of INR 5cr
Key Achievements
● Youngest (outside the founder’s family) to be promoted to Divisional CEO in 25+ years of group’s history (average age ~40)
● Doubled annual revenues of division (INR 5cr to 10cr) in 2 years by building the digital vertical and revamping marketing & sales
Product Management: Delivered product improvement and initiated new digital initiatives
● Robo Advisor: Built system to 10x division’s business in the next 5 years by facilitating online mutual fund advisory and investments
- Onboarded 30 Mutual fund companies and 5 strategic partners to monetize the platform and sponsor the content creation initiatives
● Certified Financial Guardian: Built a marketplace for investors to find financial advisors for their different advisory needs
- Increased firm revenue by ~25% in the first year by onboarding 9000+ advisors and building strategic partnership with a mutual fund
● Website and Customer query resolution revamp: Completely redesigned the website and internal workflows to improve user experience
- Increased website traffic by ~300% by engaging external SEO and design consultants to analyze competition and drive quality traffic
- Reduced service time by ~20% and boosted NPS from 3 to 7 by improving tracking and aiding faster resolution of client queries
P&L Management:
● Increased research revenue by ~150% (INR 1cr to 2.5cr) by developing better fund research products and upselling to existing clients
● Added recurring revenue of INR 1.5cr by developing 3 new client relationships for B2B research and content services of the firm
Leadership & Team Building:
● Hired 20 employees across finance, marketing, legal, research, financial planning and operations to build the team for the three verticals
● Improved employee satisfaction by ~30% by designing a systematic quarterly review system to objectively measure performance
MORGAN STANLEY | Senior Associate – Technology Aug 2013 – Dec 2015
2.4 years of experience working in a 70 member Global Banking Technology team working out of London, New York and Mumbai
Key Achievements:
● Fast track promotion: Promoted twice in less than 2 years – youngest senior associate in the team (~2yrs vs team avg ~4yrs experience)
● Obtained 1st/30+ teams as the youngest team leader 2 years in a row in Morgan Stanley Innovation Challenge
● Secured $10M in seed funding from Global CEO – James Gorman by building the first prototype Robo-Advisor for Morgan Stanley
● Granted a place in Morgan Stanley “Hall of Fame” (<0.1%) for outstanding delivery of Morgan Stanley’s first banking mobile application
Key Projects: Delivered 2 high impact projects for Morgan Stanley Global Banking Technology
● Cheque deposit portal: Saved ~$10M in man-hours by ideating & building a dashboard used by 16,000+ financial advisors
● Wealth management iOS app: Generated savings of $25M+ by building a mobile app to run a digital bank and service 140,000+ clients
LEADERSHIP AND OTHER ACTIVITIES
● Entrepreneurship: Founded 2 initiatives (part-time) and led a team of 30+ Jan 2013 – Dec 2015
- FinalDesk: Generated profits of INR 3M in a year by training 1200+ engineering students in technical skills across 15 colleges
- MeterShare: Built a ridesharing app (before OLA/UBER Share) and drove 5000+ downloads; got covered in media dailies (TOI, Mint)
● Leadership Experience:
- Secured funding of 20 lakhs for 7 student run projects from Govt. of India as a Secretary of Entrepreneurship Development Center
- Doubled sponsorships (16lakhs to ~32lakhs) as Head of Marketing by leading a team of 35 volunteers for annual cultural festival SPACE
- Organized 18 technical workshops and 5 talks for over 1000+ attendees as Head of Events of Computer Society of India, SPIT chapter
- Led publishing of IEEE Insight – Annual IEEE magazine read by 5000+ alumni and students as Chief Editor of IEEE
● Adventure Sports:
- Professional Association of Diving Instructors (PADI) certified Open Water Scuba Diver - completed 10 dives in 4 locations
- Certified Elementary pilot (Paragliding) – completed 8 solo flights in 2 different locations in different wind conditions