Udit Tewari
@udittewari
Program Manager at FinIQ Consulting
Pune, Maharashtra, India
A management professional with more than half a decade of diverse experience, Udit has worked in an array of sectors, including IT, financial services, insurance, and most recently, as a manager for a software technology company that builds financial solutions for private banks & wealth management firms. Stakeholder management, resource utilisation, product/project management, and financial product life-cycle management are among Udit's areas of expertise
Experience
Derivative Analyst
Pace Stock Broking
Adjudged top derivative analyst out of seven analysts; Awarded Director’s Appreciation letter. Arbitrageur: Operated as a jobber based on market trends in the Nifty Futures and Options segment
UPSC preparation
Gained knowledge about Indian and World Geography, Indian History, Polity, Environment, Current Affairs
Equity Advisor
ICICI Securities
Awarded manager’s letter of appreciation: Recognized by the clients for showing strong dedication. Revived 10 old clients of the firm; Handled a portfolio of 25+ clients & generated revenue of ₹ 2+ lacs
Summer Intern
CEAT RPG Enterprises
Stratified domestic & international trade transactions comprising 18000+ line items spread across 6 banks. Identified issues related to transaction accounting & auto reconciliation in over 10 accounts.
Probationary Development Officer
LIC of INDIA
Promoted to the post of PDO after a successful stint as Apprentice Development Office (ADO)
Program Manager, CEO’s Office
FinIQ Consulting
Reported directly to the CEO of a $200M fintech & led cross-functional teams engaging in global projects. Devised project proposals, RFPs, BRDs, email campaigns for prospective wealth management clients. Responsible for requirement gathering, development, testing and delivery of projects worth $8M. Wrote functional specification document, user manuals, user journeys & defined project timelines. Digitalised pricing, order, execution, and post-trade workflows along with validations & controls. Implemented agile methodology, sprint-based delivery, scrum meetings, JIRA dashboards. Managed client releases, product lifecycle & process flows from development to deployment. Automated post-trade data capture for derivatives in collaboration with clients and internal departments. SPOC for Hong Kong based private banks dealing in investment, trading & structured products. Collaborated with country heads to deliver pre-sales demos, presentations, insights & sales pitches. Designed a Leveraged Trading system for clients, allowing them to monitor Limits, Exposure, and Collateral. Led, strategised, and delivered the FinIQ’s Financial Engineering course to 3rd yr students at COEP, Pune. Onsite travel to Singapore and Jakarta to implement SIT, UAT phases of EQD, Bonds module at 2 major banks. Formulated strategies to build Portfolio Rebalancing dashboard along with the Recommendation module. Conducted interviews at premier B-schools & engineering institutes as part of FinIQ’s campus hiring drives.
Education
Indian Institute of Management, Ahmedabad
MBA
Hindu College, University of Delhi
B.Sc. (H)
Mathematics