Cases

Evaluating the Opportunities for Entry in the BPO Space for a Multinational Bank

Our client was a multinational banking group?s India office and was in the process of evaluating opportunities for entry in the Business Process Outsourcing (BPO) space in the country. The…

Developing a Market Landscape of Wealth Management Services for Non-Resident Indians for an Investment Banker

The client, an investment banker had developed a hypothesis that the Non-Resident Indians (NRIs) wealth management was an attractive market space. The largest constraint in this industry was…

Building an Efficient Organisation for a Stock Broking Firm

The client, a family managed broking firm, needed to professionalize its organisation. As part of its growth strategy, top management was targeting the retail market by setting up 25…

Identified Skill Sets and Competencies required for Key Business Processes for a Mutual Fund Registrar

The client was undergoing tremendous revenue pressure in light of intense competition and the increasing trend of dematerialization of shares. Top management wanted to restructure operations…

Implementing processes for an Asset Management Company

The client, an Asset Management Company (AMC) is a subsidiary of an international financial services institution. UC had conducted a study to design the processes for their operations 2…

Assess the SME Margins and Incidence of Unaccounted Turnover to Assess Loan Eligibility of a Potential Customer

A leading financial services company in India was into a lending business to the small and medium enterprises (SMEs) segment in India. They wanted UC to assess the SME margins and the…

Identifying Potential Investee Companies in the Indian Security Broking Market for a Global Multi-lateral Agency

The client wanted to invest in sound companies operating in the securities market in India. Top management wanted to examine the possible ownership of such companies and was willing to make…

Undertaking a Process Review for a Multinational Bank

The client was a multinational bank that was in the process of transforming itself into a world-class organisation. Consequently, the internal services division was required to significantly…

Developing Growth Strategy for a Leading Global Bank to Identify and Dominate Top 5 Nontraditional SME Sectors

Background and Challenges Our client was a leading MNC bank in India that offered a wide range of SME banking products and services in the market.The client wanted to identify the top…

Designing Sales and Distribution Processes for an Asset Management Company

The client was one of the largest mutual fund houses in India. The company had 6,000 channel partners in India and was faced with the challenge of finding, winning and keeping them, on a…