---
title: "Debojyoti Talukdar - Vice President in Bengaluru | Tal"
description: "Meet Debojyoti Talukdar, Client on-boarding at Morgan Stanley | ex-JPMorgan Chase | Client Onboarding | CDD/KYC | Document Management | Reference Data | Gen AI Enthusiast based in Bengaluru. AI stack includes claude code, lovable, and ChatGPT."
image: "https://tal.club/meet/debojyoti-talukdar/share-image"
---

# Debojyoti Talukdar on Tal

## 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

[View the original profile](https://tal.club/meet/debojyoti-talukdar)

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