Navratan Bohra

Mentor @CA Monk

Mumbai, MH, IN
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

May 2021 — Present

Mentor @CA Monk

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EDUCATION

N/A

Mt. Mary High School

S.S.C, Commerce

N/A

National Institute of Securities Markets (NISM)

CERTIFICATIONS in Various Modules - Equity Derivatives, Currency,, Capital Markets Modules - Equity, Derivatives, Currency, RTA, Security Ops

1997 — 1999

Prahladrai Dalmia Lions College of Commerce and Economics Sundar Nagar S V Road Malad West Mumbai 400 064

HSC, Business/Commerce, General

N/A

Indian Institute of Technology, Kanpur

Chief Digital and AI Officer Program, Artificial Intelligence

N/A

The Institute of Chartered Accountants of India

Chartered Accountant, Business/Commerce, General

1999 — 2002

Prahladrai Dalmia Lions College of Commerce and Economics Sundar Nagar S V Road Malad West Mumbai 400 064

Bachelor's degree, Business/Commerce, General

ABOUT NAVRATAN BOHRA

Innovative Senior leader with 17+ years of experience in Digital Transformation, Product Management, Business Operations, and IT strategy across leading financial institutions including Anand Rathi and Motilal Oswal. Proven expertise in building enterprise-wide digital ecosystems, driving automation, implementing AI/ML-driven solutions, and managing large-scale transformation programs. Adept in stakeholder management, regulatory compliance, risk governance, and cross-functional delivery. Recognized for leading customer-centric innovations, enhancing operational efficiency, and driving data-led decision-making. Passionate about creating scalable digital platforms, empowering high-performing teams, and delivering future-ready BFSI solutions.Exposure to working in Financial Services Domain viz: Equity Cash, Derivatives, Currency, Commodity, Insurance, AMC, Mutual Fund, Financial Institution and Broking industry.Exposure to managing projects of Frontend, Middleware and Back Office. Complete understanding of Trade Processing flow from client onboarding to order placing and clearing and settlements. Product and Process development for B2C, B2B and Franchise.Responsible for creating a road-map and vision for the product; create and manage the product backlog; prioritize the requirements to deliver the highest business value. Collaborate closely with multiple stakeholders. Responsible for providing truly digital experiences to clients through various Online and Mobile products.An effective communicator with exceptional people management skills. Excellent interpersonal skills and creative approach to problem solving and grasping new technical concepts quickly. Expert in interacting with clientside professionals and end users.Exposure of Vendor management with respect to defining SLA,s, Contract Notes, Issuing Purchase Orders, and Payment processing.Attending events/seminars regularly, meeting and coordinating regulators for product approvals and implementations, meeting startup companies for getting new ideas about market development, technology changes and digital experiences.

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Navratan Bohra — Mentor at CA Monk in Mumbai, MH, IN | Unifers