Joslin Paul John Anbalagan
Senior Vice President, Team Head - MIS & Business Intelligence
Mumbai
Summary
Energetic and strategic, bringing deep insights into organizational leadership and operational excellence. Well-versed in Wealth Management domain with strong grasp on implementing innovative strategies and driving growth. Capable of delivering transformative results and fostering strong team dynamics for sustained success. Highly proficient BSFI professional with more than 20 years of global and domestic experience in implementing operational controls and demonstrating Business Analytics & Business Intelligence Reporting in Wealth Management Industry. Ability to grasp new ideas, integrate them into desired results with excellent cross functional leadership capabilities.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Senior Vice President- MIS & Business Intelligence
Prime TriGen Wealth
10.2024 - Current
- Founding team member of TriGen Wealth spearheading MIS & Business Intelligence function.
- Instrumental in setting up business process for startup wealth tech platform.
- Liaised with regulators for PMS and MF distribution licenses.
- Leading revenue recognition process of Wealth Spectrum - WMS
- Enhanced company performance by implementing new strategies and streamlining Wealth Management Business.
- Developed measurement tools, dashboards, and reports to track metrics on adoption and effectiveness of initiatives.
Lead MIS & Product Control
IDFC First Bank
11.2021 - 10.2024
- Head MIS & Data Analytics function for the Wealth Business across segment – Branch/NR / Cross Sell / HPE with complete ownership of data and dashboard's
- Collaborated with key personnel to verify data integrity and compliance with related regulatory guidelines and legal requirements.
- Sales Scorecard, Incentive & Career Progression end to end management of Sales team
- Process Manager for Wealth Management custodian of Bank's SOP
- Instrumental in designing Sales Policy for PBG Sales with watertight Product control
- Head Automation projects and liaise with IT for new initiatives
AVP - Corporate Planning & Head MIS
Motilal Oswal Private Wealth Management
04.2021 - 11.2021
- Head MIS function for the Private Wealth Business with complete ownership of data and dashboard's
- Led development of strategic marketing plans to raise awareness and drive sales growth.
- Competition Mapping and Analysis – Highlighting best practices and implementation through Product & Corporate team.
- Work alongside of CEO on special projects
- Act as Coordinator SPOC for Internal Audit liaise with Product & Operations provide Business rationale to comply framework.
Sabbatical
Sabbatical
09.2020 - 03.2021
Team Leader - MIS & Business Analysis (PWM)
ICICI Securities Ltd
07.2012 - 09.2020
- Liaise with Sales Leadership team across organization for business development data inputs with various data cuts
- Handhold the Private Bankers across organization to understand gap in Sales & Business quality parameters within policy framework
- Owning the P & L Account of WM vertical to with zero leakage of revenue by liaising with Finance and AMC's
- Trend Analysis of the RM's performance and projection of the future business figures with product mix.
- Managing Client movements across and with channels and maintain segmentation on various business parameters.
- Handled various projects on automation with IT team which resulted reduction of man-hours and error free dashboards.
- Validate Business Partner payout and provide inputs for onboarding and digitization front end interface
- PWM Trend Analysis of the RM's performance and projection of the future business figures with product mix
Manager- Private Banking Operations & Service
ICICI Securities
01.2007 - 07.2012
- Critically poised as key operations resource in an International Private Banking set up having Assets under Management (AUM) worth USD 333 Million Contributed to Sales Function by performing
- Sales Support activities which involved continuous interaction with Fund Houses and Product Teams
- Complaint Compliance/Nodal Officer - Resolved Escalations to Senior Management and broadcasted the case Root Cause Analysis (RCA)
Customer Relationship Executive
Reliance Infocomm Pvt. Ltd
06.2004 - 12.2004
- Handled Walk -In Client's in Reliance Web World and also cross sold from the existing Product Portfolio
- Solving the client side functional & technical problems related to Telecom Products Ensured effective Team Management by maintaining activity sheet and roster
Education
Post Graduate Program - Business Analytics & Business Intelligence
Great Lakes Institute of Management
Mumbai 12.2018 - 2019.12
Executive PGDBM -
Symbiosis Institute of Business Management
Muscat 04.2010 - 2011.11
Bachelor of Commerce -
Mumbai University
Mumbai 04.2001 - 2004.03
Skills
Business Analytics
MIS
Automation
Product Control
Process
PnL
Sales Policy
Incentive & Scorecard
Audit
Sales Support
KYC
Customer Service
Certification
Executive Certification in Fintech, Open Banking & Financial Blockchain
Timeline
Senior Vice President- MIS & Business Intelligence
Prime TriGen Wealth
10.2024 - Current
Executive Certification in Fintech, Open Banking & Financial Blockchain
11-2022
Lead MIS & Product Control
IDFC First Bank
11.2021 - 10.2024
AVP - Corporate Planning & Head MIS
Motilal Oswal Private Wealth Management
04.2021 - 11.2021
Sabbatical
Sabbatical
09.2020 - 03.2021
Post Graduate Program - Business Analytics & Business Intelligence
Great Lakes Institute of Management
12.2018 - 2019.12
Team Leader - MIS & Business Analysis (PWM)
ICICI Securities Ltd
07.2012 - 09.2020
Executive PGDBM -
Symbiosis Institute of Business Management
04.2010 - 2011.11
Manager- Private Banking Operations & Service
ICICI Securities
01.2007 - 07.2012
Customer Relationship Executive
Reliance Infocomm Pvt. Ltd
06.2004 - 12.2004
Bachelor of Commerce -
Mumbai University
04.2001 - 2004.03
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