Finalix Business Consulting
Akshat Agrawal is a seasoned Principal Consultant at Finalix Business Consulting since April 2022, with a robust background in sales surveillance and compliance from previous roles at Citi. During a tenure from December 2016 to April 2022, Akshat served as Sales Surveillance Manager, where responsibilities included automating and centralizing the sales surveillance processes for Citibank APAC, supporting compliance for investment and insurance products, and developing new sales practices in alignment with regional guidelines. Earlier experience as a Business Analyst focused on KYC and client onboarding in private banking, alongside a role as an ERP Business Analyst at Accenture, further established Akshat's expertise in stakeholder management, project documentation, and enhancement projects. Akshat holds a Master’s degree in IT Business - Financial Services from Singapore Management University and an engineering degree in Instrumentation Technology from Manipal Institute of Technology.
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Finalix Business Consulting
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Finalix is your trusted partner for financial services organisations to drive change projects with a focus on the financial industry. We are personalities with passion and an enormous doer mentality. With a high level of expertise and many years of implementation experience, we successfully bring projects to the finish line together with our clients. Among our clients are universal banks, private banks, insurance enterprises, financial accountants, private equity corporations and asset managers. Our team comprises professional consultants with relevant education and long-time experience. To strengthen our team, we are searching for Consultants, Senior Consultants and Managers. Find out more on https://finalix.ch/jobs/