Veteran Techno-Functional Expert with top-level skills in IT Product Development. Likeable personality and customer-focused background coupled with expertise in Wealth Management Business. Ready to tackle new challenges and build success with exciting organization.
16 Years of experience in Broking / Wealth Management / PMS / Financial Distribution Business. Sound Fundamentals about various businesses Broking company, Portfolio management, Wealth management, IT Product company, IT Services.
4 Years of Trading experience, 4 Years of Operations experience, 6.5 Years of IT experience as BA and 2 years of PM role. Domain Knowledge - Equity, Mutual fund, Derivatives, Fixed income, Structured products & it’s Trade Life cycle.
Expert in understanding Management Interest & Business expectations, with supporting achievable.
Project Experience in various Modules like Customer On boarding process, CKYC, KRA Registration, Aadhar Integration, Mutual Fund – online channel partner, ETL process for reporting & MIS, Algo’s.
Expert in BRD, User Stories & Test Case writing.
Strong SQL for data analysis and process architecture understanding Exceptional Data Analytics and presentational skills.
Overview
16
16
years of professional experience
1
1
Certification
Work History
AVP IT
RBL BANK LTD
Mumbai
08.2021 - Current
Application Owner for Customer Portal & Mobile App
Application Owner for Back office engine Mutual Fund App
Application Owner for NRI PIS Application.
Promoted and led performance enhancement culture by actively coaching and mentoring direct reports.
Communicated business concepts and expected functional behavior to developers and other stakeholders.
Identified and solved issues with production, workforce and material sourcing to drive business objectives.
Hired and managed employees to maximize productivity while training staff on best practices and protocols.
Identified opportunities to improve business process flows and overall departmental productivity.
Initiated on-time, under-budget project management to optimize performance.
Diminished regulatory risks by overseeing adherence to insurance and safety regulations across projects.
Operational Cost saving by 50% with Automating processes and resource onboarding.
Senior Business Analyst
ICICI BANK LTD
Mumbai
05.2020 - 08.2021
Application Owner for Wealth Integra & Valuefy.
Accomplished multiple tasks within established timeframes.
Managing Business & Operations requirements with vendor for timely Delivery
Functional Testing for issue Fix and change delivered by vendor.
Led and assisted technical upgrade projects for clients by working and coordinating with consultants and developers for integrations.
Analyzed architecture design, scoping, implementation, testing and deployment needs to define project requirements.
Led and managed staff of 4 team members engaged in administering complex IT infrastructure.
Senior Business Analyst
Reliance Securities Ltd
Mumbai
06.2017 - 04.2020
Replaced Wealth application for Customer Portfolio with Fixed cost development and saved 50% cost,
Documenting BRD & Test Cases for vendors
Live Application support Digital Account Opening / Customer Portfolio management
Testing of application & RCA for Live issues.
Functional & Integration testing
Portfolio design with Corp action handling of equity markets.
ETL Process to manage static data for blink speed data retrieval process.
Team Manager
Cognizant Technology Solutions
Pune
06.2016 - 05.2017
Currency Derivative & Revenue payout module
Existing data clean-up
Applied honed problem-solving skills to analyze and resolve issues impacting business operations and goal achievement.
Identified process inefficiencies through gap analysis and outlined sensible solutions.
Senior Business Analyst
Miles Software Ltd
Mumbai
06.2011 - 06.2016
Interacted with internal customers to understand business needs and translate into requirements and project scope.
Directed business analysts in executing and delivering various tactical and strategic plans.
BRD & FSD document preparation for waterfall methodology
Writing user stories for agile development process
KT session with development and testing team, writing test scenarios
Handover to live support team with Entire Documentation
Front Office Business Support & Functional Testing
Worked with team leads and managing leadership, establishing robust talent pool with focus on people and continuous improvement.
Responsible for front end process like, Customer On boarding, transaction execution (MF, Fixed income & other Products) Fees Recovery with Power of Attorney Agreement & MIS to Management
Working as liaison between Back Office Operations team & Client Stake Holder for smooth services
Liaising Business Requirements with internal Product team.
Built library of models and reusable knowledge-base assets to produce consistent and streamlined business intelligence results.
Recruited new members for business analysis team to support division growth and create strong and productive department, replacing underperforming staff.
PMS Dealer
Atlas Integrated Finance
Mumbai
12.2007 - 12.2009
Maintained relationships with clients long term.
Assessed hourly market conditions to look for hedge and arbitrage opportunities.
Formulated algorithms to search for real-time mathematical indicators and flag trades worth executing.
Promoted and managed [10] key accounts through direct communication with clients and advising on stock opportunities and market trends.
Created and maintained live Excel spreadsheet to provide real-time positions and P&L for Portfolio manager.
Discussed trading strategies with portfolio managers to highlight current market sentiment, price points of resistance and support and liquidity characteristics of positions.
Delivered expert analysis of market conditions by gathering key data, analyzing trends, creating reports and offering comprehensive evaluations.
Relationship Manager
Sharekhan India Ltd
Mumbai
06.2007 - 11.2007
Built and maintained relationships with new and existing clients while providing high level of expertise.
Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
Back Office Process & Dealing
Ishita Intermediaries Pvt Ltd
MUMBAI
04.2005 - 05.2007
Processing Equity, Derivatives & Commodities trades and generation Obligation report & reconciling with Broker.
Various Reconciliations Bank, Stock, Broker, Revenue. Account management in Tally accounting software.
International Student Ambassador at USCiS,U.S.Citizenship Immigration Services,International Student Ambassador at USCiS,U.S.Citizenship Immigration Services,