Archit Bhatnagar

About Archit Bhatnagar

Experienced finance professional with over 7 years in client analysis, data analytics…

Experience

1. Manager

   Morgan Stanley

   Feb 2025 — Present · Mumbai, IN

   Data Analysis – Conduct comprehensive data analysis on large datasets encompassing client requests and revenue metrics to provide actionable insights to stakeholders. • Reporting: Generated consumption reports, client analysis reports utilizing Advanced Excel, McLagan data and 3rd party aggregators like Bloomberg, CorpAxe, Commcise, Dealogic, Markit.• Client Onboarding: Led end-to-end client onboarding processes for institutional clients, ensuring compliance with regulatory requirements while maintaining exceptional client experience and meeting SLAs.• Vendor management: Managed relationships with multiple third-party vendors including data aggregators, ensuring adherence to service agreements, conducting regular performance reviews, and optimizing cost efficiencies.• Client Query Resolution: Established and implemented escalation protocols for client queries, ensuring timely resolution of complex issues while maintaining strong client relationships and business continuity.• Revenue Reporting: Led cross-functional initiatives with CBA to design and implement SAP BOXI-based revenue dashboards and reports, providing senior management with real-time visibility into client profitability, engagement patterns, and revenue optimization opportunities.• Risk & Control Management: Implemented robust control frameworks to ensure operational integrity, conducted regular risk assessments, identified process vulnerabilities, and developed mitigation strategies to maintain compliance with internal policies and external regulations.• Platform Testing & Implementation: Led User Acceptance Testing (UAT) and production testing cycles for new internal data reconciliation platforms, ensuring seamless integration with third-party aggregators like CorpAxe, Commcise, and Bloomberg. Documented test cases, validated data accuracy, and coordinated issue resolution with technology teams.