SHARATH NARAYAN
Dubai
Summary
Results- driven business leader with 20+ years of global banking and financial services experience operating at the intersection of strategy execution and governance. Proven Chief of Staff and Head Business Management enabling franchises to translate strategy to measurable outcomes. Deep expertise in multi-geography business numeric performance management sales effectiveness and risk discipline. Known for cutting through complexity accelerating strategic priorities and delivering sustainable impact.
Overview
26
26
years of professional experience
Work History
Chief of Staff-Global Non Resident Indian Business
Bank Julius Baer Ltd
Dubai
04.2022 - Current
- Owned end-to-end business strategy and execution of Global Non-Resident Indian Business, driving regional prioritisation, speed of delivery, and sustained outcomes.
- Set and enforced a strategic agenda across regions, cutting through complexity to deliver high-impact initiatives aligned to revenue risk, and client franchise.
- Acted as a front office representative on governance and project boards, deciding on priorities, execution pace, and commercial outcomes.
- Drove sales momentum by focusing on client segments, product penetration, sustainable profitability, and deepening share of wallet.
- Lead coordinator for Global India connectivity (Onshore and Offshore business) focussing on client referals, product connectivity and strenghtening the banks positoning as the preffered bank of the Global Indian
- Established Tight Business risk ownership- balancing growth ambilitons with disciplined governance and control standards
Business Finance & Strategic Planning
Bank Julius Baer Ltd
Singapore
05.2013 - 03.2022
- Finance lead for strategic medium-term forecasting exercise, including several new initiatives (cost, revenue), and business models.
- Business Controller for the Asian region of the bank (second home) responsible for providing business support and partnering with functional heads to ensure financial profitability of the business.
- Evaluate the financial performance of the Advisory Services (AS) and Markets team by steering the business using data & analytics.
- Drive business results by being an active sparring partner and thought leader in ensuring improvements in efficiency, and the achievement of business cases.
- Designed and implemented the Sales Management process to enhance revenues and improve efficiency by using benchmarking tools. (Intra Market and 3rd Party Aids)
- Responsible for forecasting and reporting credit and banking business results including the treasury finance aspect of the same- created new models to forecast deposit balances, customer rates and transfer pricing involved.
- Leveraged on the business intelligence tools to enhance the data mining capabilities of the finance team and providing focussed support to AS team.
Business Finance & Alternate Reporting
Bank of America- Merrill Lynch Wealth Management
Singapore
07.2010 - 05.2013
- Responsible for planning and tracking product revenues, and tasked with providing a newer dimension to business analysis and profitability.
- The role involved providing support to product partners and enhancing MIS reports to facilitate management in making better business decisions.
- Led a team of two members by actively coaching and guiding them.
- Business Controller of India Onshore business - Responsible for legal entity control, and providing requisite business support to the business head.
- Worked with the Product and Sales teams to prepare FA penetration reports to determine the concentration of product sales by FAs, thereby bringing focus to areas and products that were underperforming.
- Partnered with the business intelligence team to create the customer penetration report which was largely leveraged upon by the business in strategically deciding to focus on the High Net worth and Ultra High Net worth segment.
Account Manager Hedge Fund Services
Citi Hedge Fund Services Ltd
Bermuda
05.2006 - 07.2010
- Managed a team of 6-8 portfolio accountants and was responsible for handling varied fund structures (Series Funds, Equalisation Funds) involving Equities, Fixed Income, and complex derivatives.
- Actively engaged with multi-functional teams including Audit, Legal counsel, technology, and taxation in assisting the investment manager with various projects including fund set-up, Audit, Due Diligence, and system conversions.
- Contributing effectively to enhance talent development by establishing an inclusive, positive, and team-oriented work environment.
- Preparation of NAV packages for various funds involving complex derivatives, and maintaining a controlled operating environment to mitigate operating risks.
- Responsible for acquiring new business for the organisation (Citi Hedge Fund Services) – incremental revenue of £600 million yearly.
- Reduced the turnaround in one of the client deliverables by about 50%, thereby ensuring significant ongoing cost savings for the corporation.
Financial Analyst, Business Finance- Wealth Management
Citibank N.A
Chennai, India
08.2002 - 05.2006
- Developed strategic plans and built business critical financial models that contributed to the growth of the business. (Key Products include Structured Notes/Bonds/Insurance and Deposits).
- Preparation of Product / Location / Segment profitability report to determine the financial viability.
- Reported extensively to senior management teams in India and Asia Pacific.
Financial Coordinator, Industrial Trainee Internet & Wireless Business
Deloitte Haskins and Sells
Chennai, India
08.2000 - 08.2002
- During the two years of apprenticeship, I was involved in a variety of assignments relating to audit, tax and business advisory services for a varied range of clients.
Education
Chartered Accountant -
Institute of Chartered Accountants of India
11-2003
Bachelor of Commerce -
University of Madras
05-2002
Skills
- P&L management
- Sales leadership
- Strategic execution
- Business partnering
- Risk management
- Governance frameworks
- Strategic planning
- Integration and synergy
- Team leadership
Accomplishments
- Successfully implemented the Integration of Merrill Lynch International Wealth Management with existing Julius Baer business- (One of the largest mergers in the Wealth Management Industry in recent history)- successfully migrated client assets to the new platform and designed process changes/team structures to achieve targeted synergy from the deal.
- Set up the JB India Business by obtaining regulatory licenses for setting up of NBFC and implementing a Financial System and set-up the finance function in India.
- Spearheaded the implementation of T24- Core Banking Platform in Singapore & Hong Kong.
- Integral Part of Strategy team in growth of Asia Franchise - setting up of Joint Ventures and collaboration partnerships, improved Sales Management process and launching of new products and initiatives.
Hobbies and Interests
- Travelling
- Quizzing
- Cricket
- Football
Languages
English
Proficient
C2
Hindi
Upper Intermediate
B2
Tamil
Advanced
C1
Timeline
Chief of Staff-Global Non Resident Indian Business
Bank Julius Baer Ltd
04.2022 - Current
Business Finance & Strategic Planning
Bank Julius Baer Ltd
05.2013 - 03.2022
Business Finance & Alternate Reporting
Bank of America- Merrill Lynch Wealth Management
07.2010 - 05.2013
Account Manager Hedge Fund Services
Citi Hedge Fund Services Ltd
05.2006 - 07.2010
Financial Analyst, Business Finance- Wealth Management
Citibank N.A
08.2002 - 05.2006
Financial Coordinator, Industrial Trainee Internet & Wireless Business
Deloitte Haskins and Sells
08.2000 - 08.2002
Chartered Accountant -
Institute of Chartered Accountants of India
Bachelor of Commerce -
University of Madras