Balaji Y.K

Integration Project : Dec 2023 till date

• Led strategic post-merger transformation of financial instrument data for two global banks across APAC, UK, and EMEA - with zero migration errors.
• Directed automation and process redesign initiatives using Automation Anywhere 360, identifying and delivering high-impact RPA use cases.
• Collaborated with business analysts, SMEs, and IT to re-engineer pricing and market data workflows.
• Drove alignment with CoE governance, compliance standards, and operational risk frameworks.
• Indirectly managed a 35-member transition team in 2024, scaled down to 11 in 2025 after stabilization.
• Used SQL and Power BI to track KPIs, validate migrated data, and present program health to senior stakeholders.

RPA Product Owner : Jul 2021 to Dec 2023

• Delivered enterprise automation program using Automation Anywhere 360 and WorkFusion
• Assessed 100+ use cases, built 35 automations, deployed 31 bots to production, resulting in 20 FTE savings across pricing and reference data operations.
• Facilitated RPA discovery workshops, process documentation, and delivery planning.
• Created solution designs aligned to automation best practices and CoE standards.
• Delivered measurable efficiency gains and error reduction through end-to-end RPA rollouts.

SME / Client Relationship Manager (CRM) : Mar 2018 to Jun 2021

• Acted as SME for financial instruments pricing; managed global pricing requests and data vendor contracts.
• Drafted and maintained SOPs, drove process automation, and handled client escalations.
• Coordinated with legal, IT, and governance teams to implement pricing controls and data remediation.

• Managed client onboarding systems for US financial clients, including legal, entitlement, and clearing functions.
• Led post-trade access platforms and supported UAT and resolution of Corrective Action Tasks (CATs).

• Managed exchange/vendor market data licensing, real-time feeds, and onboarding for trading desks.
• Ensured data integrity for global products (Equities, Bonds, ETFs, CFDs) and aligned vendor usage to contractual SLAs.
• Implemented quality control processes with product and tech teams.

• Set up financial instruments (Fixed Income, Equities) using Bloomberg, Reuters, Euroclear.
• Handled SOD reconciliations, exception processing, corporate actions, and escalations with APAC/EMEA/US teams.