Summary
Overview
Work History
Education
Skills
Certification
PROJECTS
Accomplishments
Timeline
Generic
Ishtiyaq Kaboo

Ishtiyaq Kaboo

Pune

Summary

Dynamic Functional Business Analyst and Project Manager with a proven track record at UBS India, excelling in project management and regulatory compliance. Achieved 100% adherence to deadlines through process optimization and stakeholder engagement. Expert in user acceptance testing, delivering impactful results that enhance operational efficiency and team readiness for successful project launches.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Functional Business/Project Manager

UBS INDIA PVT LTD
Pune
03.2022 - Current
  • Directed global integration projects encompassing parent and Swiss bank mergers, ensuring compliance and system updates.
  • Facilitated collaboration among IT, UAT, and production teams to deliver key regulatory programs effectively.
  • Authored business requirement documents and test cases while overseeing user acceptance testing for system upgrades.
  • Realized 100% adherence to deadlines by implementing structured management techniques.
  • Optimized manual processes, enhancing turnaround time and aligning project deliverables with stakeholder expectations.
  • Led training sessions and walk-through meetings to ensure team readiness for project launches.
  • Created, analyzed, and validated detailed functional specifications.

Specialist

HCL State Street
Pune
06.2019 - 02.2022
  • Facilitated migration of settlement processes from Dubin to India, optimizing resource allocation.
  • Managed settlements for complex products, including CDS ROLLS, IRS, and TRS, ensuring precision.
  • Created SSI template for trade instructions to standardize operations.
  • Reconciled cash trades across systems, addressing discrepancies to maintain consistent operations.
  • Collaborated with custodians and counterparties to resolve trade issues efficiently.

Sr. Financial Analyst

eClerx Services Pvt. Ltd.
Pune
04.2015 - 06.2019
  • Ensured compliance by establishing and maintaining trading accounts and SSIs per client specifications.
  • Activated or suspended accounts based on insights from daily KYC reports.
  • Investigated trade failures, resolved escalations, and enhanced processes for better efficiency.
  • Achieved 20% error reduction through utilization of DTCC Alert for SSI validation.
  • Removed paper confirmations while adding requested external codes to accounts.
  • Delivered reports promptly to boost client transparency and satisfaction levels.
  • Addressed daily exceptions by engaging with account owners to resolve missing information issues.
  • Implemented process improvements focused on minimizing trade failures.

Sales Executive

Kothari Hyundai
Pune
11.2011 - 02.2013
  • Managed walk-in, telephonic, and web leads to enhance customer engagement.
  • Demonstrated thorough knowledge of product specifications, features, and benefits.
  • Negotiated terms and closed sales effectively with corporate customers.
  • Educated customers on finance and insurance options, facilitating informed decisions.
  • Tracked customer database and managed inquiries using Hyundai ERP and GDMS.
  • Resolved customer complaints promptly to maintain satisfaction.
  • Conducted matrix analysis of follow-ups to optimize customer relations.
  • Prepared comprehensive reports on accounts, bookings, dealer stock, and orders.

Education

MBA -

Pune University
Pune, India
10-2011

Skills

  • ALM
  • JIRA
  • SQL
  • UAT testing
  • Power BI
  • MS SharePoint
  • Runbook
  • Agile Methodology
  • Requirement prioritization
  • Use Case/User Stories
  • Gap Analysis
  • BRD/FRD
  • Data analysis

Certification

  • Business Intelligence with SQL and Power BI
  • Harnessing the power of data with Power BI
  • Data for Analysis with MS Excel
  • Ask questions to make data driven decisions

PROJECTS

01-2025

Accomplishments

  • Successfully migrated trade settlement processes from Ireland to Pune, training 50+ members and improving operational efficiency by 25%.
  • Contributed to the seamless integration of global entities during mergers, collaborating with IT and production teams to ensure zero operational disruptions
  • Spearheaded regulatory compliance initiatives (CSDR) for the Reference Data SSI group, ensuring 100% on-time delivery.
  • Implemented process improvements, reducing manual errors by 30% and streamlining workflows.
  • Recognized with multiple performance awards, including client appreciation and critical bonuses for outstanding contributions.
  • Highest RU award.
  • Participated in National Level Seminars on Financial and Marketing Strategies in a Competitive Environment

Timeline

Functional Business/Project Manager

UBS INDIA PVT LTD
03.2022 - Current

Specialist

HCL State Street
06.2019 - 02.2022

Sr. Financial Analyst

eClerx Services Pvt. Ltd.
04.2015 - 06.2019

Sales Executive

Kothari Hyundai
11.2011 - 02.2013

MBA -

Pune University

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Ishtiyaq Kaboo