Sejal S.

Analyst - Project Management @ Morgan Stanley

Role
Analyst - Project Management - Wealth Management Client Segments at Morgan Stanley
Location
Mumbai, MH, IN
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Sejal S.

Currently at Morgan Stanley as a Project Management Analyst

Experience

  1. Analyst - Project Management - Wealth Management Client Segments

    Morgan Stanley

    Dec 2024 — Present · Mumbai, IN

    Lead fee remediation projects, ensuring accurate participant fee setups on the stock plan platform and alignment with client contracts.Oversee client onboarding processes, managing compliance reviews, contract analysis, and system setup for seamless integration.Manage client risk, compliance, and security questionnaire responses, collaborating with internal teams for timely and accurate completion.Utilize Salesforce CRM to maintain corporate client records, track key metrics, and generate reports for business insights.Leverage Confluence to document procedures (DOPs) and process enhancements, ensuring consistency and compliance.Use JIRA to track project progress, manage tasks, and collaborate with cross-functional teams on issue resolution.Create reports, presentations, and data analyses to support key business decisions and process improvements.

Education

  • University of Mumbai

    Bachelor of Engineering - BE, Information Technology

    2018 — 2022

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Sejal S. — Analyst - Project Management - Wealth Management Client Segments at Morgan Stanley in Mumbai, MH, IN | Unifers