Debojyoti Talukdar profile photo 1 on Tal

Debojyoti Talukdar

Client on-boarding at Morgan Stanley | ex-JPMorgan Chase | Client Onboarding | CDD/KYC | Document Management | Reference Data | Gen AI Enthusiast

Bengaluru

15+ years of work experience

Morgan Stanley
Feb 20242 yrs 8 mosPresent

Bengaluru

I played a pivotal role in transforming client on-boarding and KYC processes at Morgan Stanley, utilizing advanced technologies to enhance efficiency. • Led initiatives in document management and data extraction, integrating Gen AI for improved accuracy. • Drove collaboration across teams to optimize international tax processes, ensuring timely project execution. • Developed strong skills in program management, compliance, and data analysis within a dynamic financial services environment.
Deutsche Bank
Aug 20237 mosFeb 2024

Bengaluru, Karnataka, India

JPMorgan Chase & Co.
May 20212 yrs 3 mosJul 2023

Product Development-Party/Account Reference Data, Security Services
Morgan Stanley
Jan 20215 mosMay 2021

Bengaluru, Karnataka, India

Reference Data, Client Onboarding, KYC, Document Management
Morgan Stanley
Sep 20164 yrs 5 mosJan 2021

Bengaluru Area, India

Have been working in the Client on-Boarding space for more than 3 years. Work encompasses managing gamut of On-Boarding applications with focus in handling client documentation and KYC. • Primary face of for the local Business and IT connect initiative meant to leverage synergies between IT and Business units at Bangalore office. • Contributed to number of major initiatives that have resulted in immense operational efficiency, plant stability and cost savings for the firm. • Primary person in the Documents governance responsible for ensuring sanity of the documents uploaded in the platform and also being the guardian of the platform for onboarding any new document types from various business units like TAX, Client Regulatory Services, Compliance, and Finance etc. • Currently working on extracting data from the document and automation • Product Owner for Global Documentation System and Account approval system applications within Client Data and Regulatory technology at Morgan Stanley • Extensively worked on various KYC/AML programs across geographies (Singapore/HK/Brazil/Taiwan/India etc.) • Mentored summer interns and conceptualized and delivered on the project that can read the documents from the mails process the same and identify the intent and types of document using Machine Learning
Cognizant Business Consulting
Sep 20151 yrAug 2016

Somerset, New jersey

Worked as a lead Business Analyst from Onsite in building a Real estate Property Management tool which will act as an interface between the third party Property Managers/SPVs and the accounting platform Yardi.
Cognizant Business Consulting
Jun 20141 yr 4 mosSep 2015

Somerset, New Jersey

Worked as a consultant in client location on transitioning and support of Middle Office services of a Private Wealth Alternative Investments (Private Equity, Hedge Fund, Exchange Funds) business.
Cognizant Business Consulting
May 20113 yrs 3 mosJul 2014

Kolkata Area, India and Orlando, Florida

Worked as a Business Analyst both from Offshore and Onsite in re-writing a Fund of Hedge Fund Application.

Debojyoti’s AI Stack

claude code
claude code
lovable
lovable
ChatGPT
ChatGPT
Microsoft Copilot
Microsoft Copilot

Education

IFMR Graduate School of Business - Krea University

PGDM, Development and Sustainable Finance

IFMR Graduate School of Business - Krea University

20092 yrs2011
Stanford University

Certificate course, Product Management

Stanford University

20202020

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Headline

Client on-boarding at Morgan Stanley | ex-JPMorgan Chase | Client Onboarding | CDD/KYC | Document Management | Reference Data | Gen AI Enthusiast

About

With extensive experience in product lifecycle management, regulatory compliance, and product road mapping, I currently serve as Vice President at Morgan Stanley, focusing on client onboarding, KYC, document management, and tax processes. My work integrates compliance frameworks with operational processes, ensuring seamless functionality across multiple domains. Leveraging expertise in business analysis, user story mapping, and stakeholder engagement, I contribute to developing tailored solutions that address organizational goals. Collaborating with cross-functional teams, I help drive data-informed decision-making and support strategic initiatives that enhance operational efficiency and regulatory compliance.

Location

Bengaluru

AI stack

claude code

lovable

ChatGPT

Microsoft Copilot

Work experience

Vice President at Morgan Stanley, Feb 2024 - Present · 2 yrs 8 mos, Bengaluru, I played a pivotal role in transforming client on-boarding and KYC processes at Morgan Stanley, utilizing advanced technologies to enhance efficiency. • Led initiatives in document management and data extraction, integrating Gen AI for improved accuracy. • Drove collaboration across teams to optimize international tax processes, ensuring timely project execution. • Developed strong skills in program management, compliance, and data analysis within a dynamic financial services environment.

Vice President at Deutsche Bank, Aug 2023 - Feb 2024 · 7 mos, Bengaluru, Karnataka, India

Vice President at JPMorgan Chase & Co., May 2021 - Jul 2023 · 2 yrs 3 mos, Product Development-Party/Account Reference Data, Security Services

Vice President at Morgan Stanley, Jan 2021 - May 2021 · 5 mos, Bengaluru, Karnataka, India, Reference Data, Client Onboarding, KYC, Document Management

Senior Manager at Morgan Stanley, Sep 2016 - Jan 2021 · 4 yrs 5 mos, Bengaluru Area, India, Have been working in the Client on-Boarding space for more than 3 years. Work encompasses managing gamut of On-Boarding applications with focus in handling client documentation and KYC. • Primary face of for the local Business and IT connect initiative meant to leverage synergies between IT and Business units at Bangalore office. • Contributed to number of major initiatives that have resulted in immense operational efficiency, plant stability and cost savings for the firm. • Primary person in the Documents governance responsible for ensuring sanity of the documents uploaded in the platform and also being the guardian of the platform for onboarding any new document types from various business units like TAX, Client Regulatory Services, Compliance, and Finance etc. • Currently working on extracting data from the document and automation • Product Owner for Global Documentation System and Account approval system applications within Client Data and Regulatory technology at Morgan Stanley • Extensively worked on various KYC/AML programs across geographies (Singapore/HK/Brazil/Taiwan/India etc.) • Mentored summer interns and conceptualized and delivered on the project that can read the documents from the mails process the same and identify the intent and types of document using Machine Learning

Consultant-Bank of New York Mellon at Cognizant Business Consulting, Sep 2015 - Aug 2016 · 1 yr, Somerset, New jersey, Worked as a lead Business Analyst from Onsite in building a Real estate Property Management tool which will act as an interface between the third party Property Managers/SPVs and the accounting platform Yardi.

Consultant-Bank of New York Mellon at Cognizant Business Consulting, Jun 2014 - Sep 2015 · 1 yr 4 mos, Somerset, New Jersey, Worked as a consultant in client location on transitioning and support of Middle Office services of a Private Wealth Alternative Investments (Private Equity, Hedge Fund, Exchange Funds) business.

Business Analyst-Bank of New York Mellon at Cognizant Business Consulting, May 2011 - Jul 2014 · 3 yrs 3 mos, Kolkata Area, India and Orlando, Florida, Worked as a Business Analyst both from Offshore and Onsite in re-writing a Fund of Hedge Fund Application.

Education

PGDM, Development and Sustainable Finance, IFMR Graduate School of Business - Krea University

Certificate course, Product Management, Stanford University