Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Abhilash Bhake PMP®

Pune

Summary

Results-driven Business Analyst with 8 years of experience in the banking and financial services sector, with a proven track record at Bajaj Finserv, State Street Corp, and Deutsche Bank. Skilled in requirement gathering, UAT and production testing, and API-based partner integrations for personal loan and lead management systems. Proficient in SWIFT message processing (MT103, MT202, MT599) and FX trade settlements, with a strong focus on client servicing and operational efficiency. Known for effective communication, stakeholder coordination, and delivering high-quality solutions in dynamic environments.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Cluster Manager

Bajaj Finserv
Pune
12.2021 - Current
  • Worked as a bridge between business and technology teams for client implementation solutions in the banking space.
  • Facilitated requirements workshops, captured high-level business needs, and translated them into user stories with well-defined acceptance criteria.
  • Coordinated with product owners and field teams to gather, refine, and finalize requirements, using Agile tools like Azure DevOps.
  • Conducted UAT and production testing, prepared detailed test scenarios and defect reports, and provided formal sign-off to IT teams upon successful validation.
  • Managed integration of Bank DSA agents by coordinating with their technical teams to integrate their systems with the company's lead management platform via secure APIs, enabling seamless lead transfer.
  • Created API documentation, defined payload structures, mapped fields, and validated end-to-end data flow during integration testing.

Senior Financial Associate

State Street Corporation
Bangalore
12.2020 - 11.2021
  • Ensured accurate matching of eligible SFTR trades with relevant counterparties before SFTR reporting through comprehensive testing.
  • Supervised transaction reporting submissions across various regulatory frameworks in UAT environments, emphasizing SFTR and MiFID II compliance.
  • Worked closely with Business Analysts to detect, address, and resolve defects, ensuring project requirements are met, and system performance is optimized.

Senior Financial Analyst

Deutsche Bank
Pune
08.2017 - 12.2020
  • Executed end-to-end UAT, and created detailed test cases and test scenarios to validate system functionality for custody trade settlement, ensuring compliance with business and regulatory standards.
  • Managed end-to-end FX transaction settlements and handled all types of SWIFT MT series messages (MT103, MT202, MT599) for payments.
  • Processed and verified cross-border currency trades and settlement instructions (SSI), ensuring accurate and timely trade settlements across multiple markets, while maintaining service-level agreements.
  • Handled custody account management activities, including account opening, modification, and closure, along with generating and delivering client reports (Cash, Unsettled Trades, MIS) for over 100 global clients, ensuring high-quality client servicing.

Education

BBM(IB) - International Business Management

Sinhgad College Pune University
Pune
12-2016

Skills

  • Business Requirement Gathering and Documentation
  • Integration and Partner Onboarding
  • UAT and Production Testing
  • SWIFT message processing (MT103, MT202, MT599)
  • Software Life Cycle Development
  • Trade Lifecycle Management

Accomplishments

  • Super Heroes Award: Bajaj Finserv
  • 4 Hero Awards in 2 years: Bajaj Finserv
  • Employee of the Year for custody settlement: Deutsche Bank

Certification

  • Project Management Professional (PMP®)
  • Certified Train-the-Trainer Certificates from Dale Carnegie

Timeline

Cluster Manager

Bajaj Finserv
12.2021 - Current

Senior Financial Associate

State Street Corporation
12.2020 - 11.2021

Senior Financial Analyst

Deutsche Bank
08.2017 - 12.2020

BBM(IB) - International Business Management

Sinhgad College Pune University
Abhilash Bhake PMP®