Rachit Laad
Innovation | Process Improvement | Stakeholder Management | Process Re-engineering | Wealth Management
- Role
- Manager - Wealth Management at TIAA
- Location
- Pune Division, MH, IN
- LinkedIn followers
- 500 followers
About Rachit Laad
A self-driven professional with over 13 years of experience spanning across Wealth Management Operations, Card Operations, Debit/Credit Fraud Operations, US Mortgage and Retail Banking/Consumer Lending Operations- Processes led include Wealth Management, Financial Planning and Advisory, Debit/Credit Fraud & Non-Fraud Disputes, Mortgage Underwriting, Closing & Docs Drawing, Processing, Post-Closing Quality, Retail Origination, Funding, Retail Banking, Consumer Lending- 11+ years of People Management experience, having led multi-nation-location (India, Phillipines, Mexico, USA) and large scale (250+FTEs) teams with proven track record of continuously winning additional business by enabling delivery led sales and additional ramps- Along with the domain, also having very strong operations management knowledge as well. People management is one of the biggest strength- Always keen on identifying the process improvement opportunities & deliver productivity benefits & Business Value Delivery to the clients.
Experience
Manager - Wealth Management
Feb 2025 — Present · Pune, IN
Education
Padmashree Dr. D Y Patil School of Management
Master of Business Administration (MBA), Financial Managment
2010 — 2012
Radharaman Institute of Technology & Science, Bhadbhada Road, Ratibad, Bhopal-462002
Bachelor of Engineering (B.E.), Electronics and Communication Engineering
2006 — 2010
Skills
- Customer Service
- Market Research
- Teamwork
- Powerpoint
- Microsoft Excel
- Research
- Financial Analysis
- Microsoft Office
- Microsoft Word
- Business Analysis
- Public Speaking
- Social Media
- Data Analysis
- Html
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