Summary
Overview
Work History
Education
Skills
Certification
Skills - Business And Technical Skills
Work Availability
Timeline
Generic

ANJEETA CHARI

Summary

A PMP-certified Project Manager with over a decade of experience in managing projects for banking, operations, and payments domain and proved track record in Waterfall & Agile methodology. My expertise includes managing product and application lifecycle, with excellence in resource management, project development leading cross-functional teams, achieving streamlined operations, implementing strategic initiatives and enhanced project delivery.

Overview

20
20
years of professional experience
5
5
Certification

Work History

Senior Solutions Manager

Worldline India Pvt Ltd.
05.2023 - 05.2025
  • Planning, execution, monitoring, controlling and delivering internal and external projects.
  • Managing end-to-end projects on POS implementations, UPI, Aggregation, merchant acquiring and digital payments.
  • Stakeholder management, Third party co-ordination, PSP integration.
  • Conducting weekly and fortnightly reviews for project updations, face to face meetings with banks and internal stakeholders.
  • Played a key role in the successful go-live of a UPI payment system, overseeing system integration, user testing, and troubleshooting to ensure smooth deployment and optimal user experience coordinating cross-functional teams for leading banking institution.
  • Supported launch of UPI project by identifying throughput KPIs and achieving transactions in the initial period of launch.
  • Contributed to the design and launch of a new Payment Aggregator model, defining KPIs and estimating capacity to support transactions.
  • Collaborated with tech teams to develop on Payment Aggregator throughput, identifying transaction patterns and recommending solutions to enhance system reliability and generate revenue.

Product Manager

Kotak Mahindra Bank
11.2005 - 04.2023
  • Streamlined operational processes to enhance efficiency and implemented changes in process for more effective point-of-sale (POS) operations.
  • Collaborated with the BSG, Risk, Operations, and Credit teams to identify and address control weaknesses.
  • Developed expertise in processing and managing financial transactions and increased efficiency.
  • Oversaw the end-to-end lifecycle management of merchant acquiring products.
  • Managed vendor relations, procurement, and management information systems (MIS).
  • Co ordinated with Audit and Risk team for quarterly audit.
  • Addressed and resolved queries, issues, and escalations related to Financial Risk Management (FRM).

Project Manager

Kotak Mahindra Bank
10.2015 - 12.2021
  • End-to End delivery of CRMNext projects.
  • Co-ordination with internal stakeholders & external vendors and ODC (Offshore Development Center) for delivery.
  • Budget and commercial handling.
  • UAT testing and production go live support & tracking of SIT & UAT projects.
  • Managing Delivery and Resource management.
  • Preparing various reports such as resource utilization, timesheet report, monthly BU reports & resource requirement reports.
  • Supporting management for implementation of process plans.
  • Co-ordination and follow-up with project delivery, project engineers, BA, Development for all projects.
  • Preparing project planning, initiation, execution & closure of projects.
  • Supported system integration during the ING Vysya-Kotak Mahindra Bank merger by analyzing transactional throughput across merged platforms, ensuring smooth handling of 20M+ customer transactions/month post-migration.
  • Demonstrated cross-functional expertise to ensure the selection and delivery of optimal system solutions, utilizing cloud applications and infrastructure whenever feasible.
  • Improved customer drop-off rate by implementing frictionless UX and data validations.
  • Led and managed end-to-end digital transformation projects, encompassing process improvement and automation initiatives.
  • Prepare business cases, Business Requirement Documents (BRD), User Acceptance Testing (UAT), and test plans, while also performing testing and overseeing the production go-live process.

Senior Manager- Customer Value Management

Kotak Mahindra Bank
10.2009 - 09.2015
  • Managed portfolio relationships through targeted campaigns, ensuring adherence to all deadlines.
  • Collaborated closely with the Regional Customer Value Manager (RCVM) to supervise the service channel for New-to-Bank (NTB) customers.
  • Coordinated with campaign managers to develop promotional offers by initiating mailer campaigns for various products.
  • Drove Return on Investment (ROI) and Relationship Management (RM) productivity, successfully achieving a target of 75%.
  • Conducted regular Health Scorecard Knowledge sessions to enhance team understanding and performance.
  • Oversaw SMS and email campaigns for a diverse array of products and services.

Manager- Customer Contact Center

Kotak Mahindra Bank
11.2005 - 10.2009
  • Achieved 70% TAT on resolutions to customer queries and requests.
  • Cross-sells bank products to the existing set of branch customers, and inform customers on new product.
  • Preparing MIS for the outbound contact centre team.
  • Coordinate with training to improve operations, team morale, and customer service.
  • Assessed availability and use of resources to identify areas for further investment.
  • Perform quality checks on outbound calling, and managing and leading the outbound calling team.

Education

Executive Program - Project Management

IIM Lucknow
01.2024

PG Diploma - Marketing Management

Wellingkar Institute
01.2014

Bachelor of Commerce -

Mumbai University
01.2001

Skills

  • Project Management Methodologies
  • Stakeholder Management
  • Project Development
  • Resource Management
  • Critical Thinking
  • Problem solving
  • Communication
  • Budgeting & Negotiation
  • User Acceptance Testing (UAT)
  • FSD
  • BRD
  • DOU
  • My SQL
  • HTML
  • CSS
  • API
  • Rest
  • SOAP

Certification

  • PMP
  • CBAP Trained
  • Business Analyst
  • Six Sigma Green Belt
  • JIRA
  • Certified Scrum Master (CSM)
  • Certified Scrum Product Owner (CSPO)
  • Certified International Payment Systems Specialist

Skills - Business And Technical Skills

  • Project Management Methodologies
  • Stakeholder Management
  • Project Development
  • Resource Management
  • Critical Thinking
  • Problem Solving
  • Communication
  • Budgeting & Negotiation
  • User Acceptance Testing (UAT)
  • FSD, BRD & DOU
  • My SQL
  • HTML
  • CSS
  • API
  • Rest
  • SOAP

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Senior Solutions Manager

Worldline India Pvt Ltd.
05.2023 - 05.2025

Project Manager

Kotak Mahindra Bank
10.2015 - 12.2021

Senior Manager- Customer Value Management

Kotak Mahindra Bank
10.2009 - 09.2015

Product Manager

Kotak Mahindra Bank
11.2005 - 04.2023

Manager- Customer Contact Center

Kotak Mahindra Bank
11.2005 - 10.2009

Executive Program - Project Management

IIM Lucknow

PG Diploma - Marketing Management

Wellingkar Institute

Bachelor of Commerce -

Mumbai University
ANJEETA CHARI