Shobhi Unikkat

Shobhitha Unikkat Research | Banking | Business Development Experience across Global banking services, research, business development and project coordination. Track record of successful delivery in individual contribution and as Team Lead. Work Experience Summary: October 2013 to date Melbourne, Australia Manila, Philippines Part-time freelance research (Cryptocurrency, Sustainability and Future-of-Work) through crowd sourcing portals Volunteer at Middle Park Toy Library, Melbourne Volunteer at Tamahar, an NGO that helps children with disabilities. Full time mother and home manager June 2012* to September 2013 BDO Unibank, Manila, Philippines Senior Advisor - Product Research, Consultative Selling and Customer Portfolio Manager for the Bank’s International Desk September 2010 to October 2011 Aon Specialist Services, Bengaluru, India Senior Business Research Consultant – Pre-sales research (company and industry), competitor events tracking for the Strategy Leadership team of Aon September 2008 to August 2010 SOLARON Sustainability Services, Bengaluru, India Sep 2008 to Sep 2009 – ESG Research Analyst Sep 2009 to Aug 2010 – Research Team Lead Company and Industry research on sustainability related criteria November 2005 to August 2008 JP Morgan Chase, Bengaluru, India Nov 2005 to Dec 2007 – EU Loans Specialist, fees research and recovery Dec 2007 to Aug 2008 – Operations Analyst - Market research and valuation of US pension plans December 2004 to September 2005 Fidelity Management & Research, Bengaluru, India Senior Associate – Participant ID record and data management for employee benefits September 2002 to December 2004 HSBC DPI, Bengaluru, India Processing Executive – HSBC Funds Administration team *October 2011 to June 2012 - Break due to move to Philippines Education Adichunchanagiri Institute of Tech – Bachelor of Engineering (B.E.), Electronics Engineering, 1997 - 2001 St. Annes University, Bengaluru – 2-year Pre-University College, 1995 - 1997 St. Charles, Bengaluru – ICSE (10th Grade) – 1986 – 1995 Certifications GRI (Global Reporting Initiative) Certified Training Program (2009) Environmental Management from Indian Institute of Science (2010) Technical skills Database applications used: Salesforce.com, Factiva, Alacra, D&B, Datastream Advance Excel, Thompson Research, Infocenter, Street Events, Proval, Reprisk, Hoovers, Bloomberg, OneSource, Saratoga, Investext, CapitalIQ, Lexis Nexis, Economist Intelligence Unit, Bridger. Diploma in digital signal processing Achievements and Awards BDO Unibank: Organized an exclusive representation of BDO Unibank with the CEO, at the Indian Chamber of Commerce in Manila; Conducted product campaigns to drive sales. Solaron Sustainability Services: Promoted from ESG Research Analyst to Team Lead JP Morgan Chase: - Promoted from Loans processor to Operations Analyst - Awarded “Team of the Quarter” at the local and Global Service Center levels HSBC: Received the “Super-Star” award for process excellence Work Experience in detail Home Manager and Independent Contractor, October 2013 – Present Freelance research on crowdsourcing portals – Recent projects – Research on Cryptocurrency, Sustainability-as-a-Service and Future-of-Work. Referred clients to BDO Unibank due to relationships built over time Volunteer at Middle Park Toy Library, Melbourne. Volunteer at Tamahar, an NGO based in Bangalore. Tamahar provides early intervention and functional academics to children with special needs. I support their requirements for research on market developments and trends in relation to their programs. BDO Unibank, June 2012 - September 2013 Last Role: Senior Advisor Setup the “Indian Desk” for the International service division of the bank. Built a portfolio of 100+ Million pesos within the first year. The portfolio included loans, credit lines, deposits, cash managements services, trust funds, insurance, etc. Relationship Management, Consultative selling, Business Development and Senior Executive Presence. Represented the bank in trade shows and campaigns. Aon Specialist Services, September 2010 - October 2011 Last Role: Senior Business Research Consultant Client and Prospect research, SWOT, Relationship Mapping, Competitor Event tracking for the Leadership Team. Project coordination of research for a 3-member team. Integration Projects as part of Aon-Hewitt merger. Solaron Sustainability Services, September 2008 - August 2010 Last Role: Research Team Lead ESG (Environmental, Social and Governance) research on companies to determine the leaders and laggards in various sectors. The end users of the reports were SRI fund managers. Managed team sizes of 10-18 members, including both local and virtual. Project coordination. Design and develop Solaron Sustainability Research and Rating model. Conducted a research project for an NGO, Ashoka, to find the most ethical builder for their affordable housing project. Ashoka’s project goal was to fulfill the housing needs of the low and middle-income groups through low-cost housing. JP Morgan Chase, November 2005 - August 2008 Last Role: Operations Analyst Market Research and Analysis of pension plans Previous Functional Area: European Loan Operations – Investment Banking Booking of loans for the EMEA region – Bilateral and Syndicate commercial loans Fees research, recovery and reconciliation Was part of a key resolutions team in 2008 (during the GFC), to help turnaround a situation which restored the confidence of the offshore business area in our shared service team Fidelity Management and Research India Pvt. Ltd, December 2004 - August 2005 Last Role: Senior Associate Maintenance of participant information in employee benefit plans. Received the Zero-Defect award for quality and highest productivity. HSBC, September 2002 - December 2004 Last Role: Processing Executive Dealt with open and closed ended funds. Dealt with payments and fraud investigations. Nominated by the department for a leadership program – Leading and Managing people. Date of Birth: 09 September Hobbies & Leisure time interests: Travel, Reading, Baking, Collage and Pantomime. Resume last updated: 26 February 2018