Haresh Rawtani

About Haresh Rawtani

Strong proven track record for consistently delivering and managing critical and complex IT projects in the field of Process Automation (Robotics, OCR, BPM Workflow) Integrated with Distributed Web Technologies and Business Analytics. 25+ years of professional IT experience in leadership and technology in software development roles. Leading the RPA Center of Excellence for the firm for several years and guiding several IT departments in their automation journey. Technical experience in RPA UiPath, Pega OpenSpan Robotics and integrations with Azure, Abbyy and other cognitive automations. Certified UiPath professional developer and solution architect from Academy. Experience in Business Process optimization and transformation. Built robust partnerships with key business partners by engaging in defining delivery road map, solution design, architecture, implementation & systems integration. Experience of translating very complex business problems into industry leading technology solutions. Establishing new opportunities for various functions and converting them into successful application development teams. Demonstrated ability to attract, retain and grow talent. Mentored and groomed diverse, cross-functional teams.

Experience

1. Vice President (Process Automation)

   Morgan Stanley

   Jun 2011 — Present · Mumbai, IN

   Currently, Development Head India for Wealth Management Process Automation & Robotics.Headed ‘Process Automation BPO Program\'(with RPA, OCR, BPM Workflow solutions) automating many Operations processes in achieving risk reduction and head count benefit efficiencies for many divisions like Wealth Management, Institutional Securities, Investment Management, Shared Services and Business Operations – Asset Servicing, Settlements, Trading, Products, etc. Led the ‘Automation Community of Practice’ and Center of Excellence bringing together experiences of many firm divisions implementing Pega OpenSpan RPA, Azure and Abbyy solutions for Intelligent Character Recognition, OCR, Cognitive AIML and Pega BPM Workflow automations and creating an environment of accelerated enterprise development.Worked in \'International Tax Unit\' as Solution Architect, Delivery comprising various tax processing functions for many non-US countries which has Morgan Stanley entities acting in broker-dealer capacity. Delivery of complex functions like Financial Transaction Taxes, Tax documentation, Reclaims and Withholding having complex rules and processes from front to back from Tax at source, Tax processing to Tax reporting. Responsible for designing solutions on strategic platform renovations requiring integration with Pega Workflow.NET components, Outlook integration, etc.Worked as Application Development Head for \'Wealth Management CRM platform\' on.Net platform successfully migrated approximately users and 158 million client interactions from a vendor CRM platform with the goal of helping Financial Advisors (FAs) and Client Service Associates (CSAs) foster a collaborative environment, deepen client relationships and increase productivity. Converting over 158 million FA interactions, implementing bulk user entitlements – de-provisioning the old CRM – removing NexJ mail merge deploying a new Outlook Log2CRM, and upgrading users to Exchange winning several accolades in the firm.

Education

• Agnel Charitable Trusts Fr Conceicao Rodrigues Institute of Technology

  Diploma in Industrial Electronics, Industrial Electronics Technology

  1991 — 1994

• University of Mumbai

  Bachelor's degree Computer Engineering, Computer Engineering

  1995 — 1997