Summary
Overview
Work History
Education
Skills
Affiliations
Training and Seminars
DECLARATION
Timeline
Intern

Jagan Palani

Chennai

Summary

Dynamic project leader with a proven track record in the end-to-end delivery of complex software projects, ensuring alignment with business objectives and timely execution. Expertise in managing cross-functional teams of testers, developers, and analysts, fostering a culture of collaboration and accountability that drives quality outcomes. Skilled in serving as the primary liaison between business stakeholders, technical teams, and clients to consistently meet and exceed expectations while proactively identifying delivery risks and implementing effective mitigation strategies. Proficient in leveraging Agile methodologies and CI/CD practices to accelerate project delivery and enhance overall quality, while mentoring team members to elevate technical skills and productivity.

Overview

21
21
years of professional experience
2
2
Languages

Work History

Delivery Lead

Bank of America
07.2019 - Current
  • Led cross-functional teams to deliver enterprise-grade software projects on time and within budget.
  • Oversaw project lifecycle from initiation to deployment, ensuring alignment with business goals and stakeholder expectations.
  • Managed scope, timelines, and resources across multiple concurrent projects using Agile and Waterfall methodologies.
  • Facilitated daily stand-ups, sprint planning, and retrospectives to drive team productivity and transparency.
  • Collaborated with product owners and business analysts to refine requirements and prioritize deliverables.
  • Mitigated risks and resolved delivery of bottlenecks through proactive planning and stakeholder engagement.
  • Implemented KPIs and dashboards to track delivery performance and improve forecasting accuracy.
  • E2E Project Delivery.

Senior Consultant

Capgemini India Pvt Ltd (Standard Chartered Bank & ANZ Projects)
07.2015 - 07.2019
  • SIT and ST testing for new releases and hotfixes across payment platforms.
  • Developed test plans, test cases, tracked defects, and provided final sign-off for production readiness.
  • Ensured 100% test coverage and adherence to quality standards across multiple applications.
  • Worked extensively with SEPA Pain XML files (ISO 20022) including Pac004, Pac002, Pac008, and Pac009 formats.
  • Coordinated testing and validation of Swift, Book, and RTGS payments across Asia Pacific regions.
  • Acted as Project Coordinator for Global Pay Plus and Payment Transaction Management initiatives.
  • Prepared key documentation including PTP (Project Test Plan), TSR (Test Summary Report), and DOU (Document of Understanding) for test releases.
  • Estimated and planned new work orders, covering 25+ applications across payment systems.
  • Managed stakeholder expectations and participated in management and coordination calls.
  • Project coordination and team management activities, ensuring timely delivery and cross-team alignment.

Assistant Manager

Deutsche Bank
06.2012 - 07.2015
  • Executed complete account opening procedures for Private Banking, Current, Payroll, and Savings accounts, including customer callbacks.
  • Managed branch services and customer support, ensuring prompt resolution and high service standards.
  • Handled locker opening and maintenance activities, maintaining compliance and customer satisfaction.
  • Tracked deliverables such as Debit Cards, Instant Kits, and Internet PINs for timely issuance.
  • Oversaw Inward and Outward clearing including CTS/Non-CTS, RTGS, ECS (Dr & Cr), NEFT, remittances, corporate salary transfers, and EEFC (Forex conversions).
  • Coordinated with fund houses for Mutual Fund and Insurance tracking and reconciliation.
  • Implemented CMS solutions for clients including Direct Debit, ACH, Dividend Payouts, Bulk Payments, Cheque/Cash Collection & Delivery, ECS, NEFT, and Trade Online Banking.
  • Managed client onboarding, documentation, training, support, troubleshooting, and post-implementation monitoring.
  • Analyzed transaction volume/value to ensure mandate realization and supported clients in increasing usage, boosting bank revenue.
  • Delivered Cash Management Services to diverse client segments: Middle Markets, Institutions & Infrastructure (I&I), and SMEs.
  • Handled UAT testing for branch operations; served as SPOC for new releases and hotfixes.
  • Ensured 100% quality coverage across operational and technical implementations.
  • Managed stakeholder expectations and participated in regular management calls to align delivery and performance.

Implementation Analyst

tech process solutions Pvt ltd, Client - Standard Chartered Bank
08.2011 - 06.2012
  • Led implementation of online payment and CMS solutions for corporate clients using the Straight2Bank platform.
  • Integrated client ERP systems with SCB payment modules via Straight2Bank Web, Host-to-Host, Access, and Straight Through Services.
  • Supported payment integration with Oracle adapters, ensuring seamless data flow and transaction accuracy.
  • Delivered customization, training, testing, and troubleshooting support during onboarding and post-implementation phases.
  • Collaborated with Sales, Business, and Product teams to gather and refine client requirements.
  • Interacted directly with clients to understand reporting and process needs, ensuring tailored CMS configurations.
  • Configured and set up customer requirements in SCB CMS system as per approved design specifications.
  • Provided ongoing support and guidance to new customers during initial months, resolving queries and ensuring smooth adoption.

Assistant Manager

Radiant Cash Management Services Pvt Ltd
09.2008 - 08.2011
  • Led payment testing activities in Flex software, including instrument-level liquidation for paid and returned items.
  • Reported testing status and progress to the QA Manager, ensuring transparency and timely issue resolution.
  • Played a key role in implementing CTS (Cheque Truncation System) across banking operations.
  • Guided team members on product functionality and supported knowledge transfer across locations.
  • Managed stakeholder expectations and actively participated in management and coordination calls.
  • Coordinated with multiple banks to resolve operational and clearing-related issues.
  • Prepared and shared Liquidation and Return MIS reports with partner banks.
  • Supervised the processing and dispatch of PDC cheques for various products to respective banks.
  • Directed follow-ups across locations to confirm cheque receipt, deposition, and returns from coordinators and correspondent banks.
  • Oversaw cash pickups and deposits for Axis Bank, SBI, State Bank of Mysore, State Bank of Hyderabad, Kotak Mahindra Bank, Standard Chartered Bank, and Deutsche Bank.
  • Sent daily track lists and MIS reports to banks, ensuring timely updates and operational accuracy.

Executive

Adecco Flexione Workforce Solutions Pvt Ltd. Client is Deutsche Bank
12.2007 - 09.2008
  • Managed end-to-end Outward and Inward clearing processes, including High-Value (HV) transactions.
  • Handled ECS Debit and Credit operations, ensuring accurate and timely ECS settlements across all products.
  • Coordinated with RBI and partner banks to resolve clearing and settlement-related issues.
  • Liaised with Vendor systems for operational support and issue resolution.
  • Executed instrument-level liquidation for paid and returned items, including cash-in transactions.
  • Performed daily reconciliation of Chennai RBI accounts, receivables, and payables to maintain financial accuracy.
  • Executed Inward and Outward Remittances.
  • Managed E2E branch activity.

Executive

Interpro Consultancy Pvt Ltd. Client - IDBI Bank
01.2007 - 12.2007
  • Managed end-to-end clearing operations including local and outstation cheque processing.
  • Handled funds application and liquidation across all banking products.
  • Coordinated daily pickup schedules and resolved related operational issues.
  • Monitored key operational trackers: depositions, liquidations, outstanding entries, and coordinator pickups.
  • Oversaw correspondent bank payments and withdrawals for anywhere collections.
  • Executed instrument liquidation for local cheque collections.
  • Prepared and uploaded transaction files into CIFCO and PDC systems for customer processing.
  • Supported IPO processing for major mutual funds including Reliance, Franklin Templeton, and Principal.

Executive

DORR CONSULTANCY LTD Client - ABN AMRO BANK
07.2004 - 01.2007
  • Processed local and outstation cheques for clearing, ensuring timely and accurate settlement.
  • Executed instrument-level liquidation for paid and returned items.
  • Conducted error analysis to identify and prevent incorrect cheque processing.
  • Monitored and tracked return cheques to ensure proper resolution and follow-up.
  • Handled PDC (Post-Dated Cheque) customer queries, providing prompt and accurate support.
  • Posted journal entries for clearing transactions in the core banking system.

Education

B.Com - Commerce

University of Madras
Chennai, Tamil Nadu, India
01.2004

Skills

Technical

Affiliations

Banking Sector

Training and Seminars

  • Banking Online Straight 2 Bank training conducted to SME Customer & Corporate Customers
  • Payment, Testing, Clearing, QC, Jira training conducted
  • Cross functional team training
  • Risk co-ordination

DECLARATION

I hereby certify that the above furnished information is true to the best of my knowledge and belief. Date: Place: Chennai (Jagan Palani)

Timeline

Delivery Lead

Bank of America
07.2019 - Current

Senior Consultant

Capgemini India Pvt Ltd (Standard Chartered Bank & ANZ Projects)
07.2015 - 07.2019

Assistant Manager

Deutsche Bank
06.2012 - 07.2015

Implementation Analyst

tech process solutions Pvt ltd, Client - Standard Chartered Bank
08.2011 - 06.2012

Assistant Manager

Radiant Cash Management Services Pvt Ltd
09.2008 - 08.2011

Executive

Adecco Flexione Workforce Solutions Pvt Ltd. Client is Deutsche Bank
12.2007 - 09.2008

Executive

Interpro Consultancy Pvt Ltd. Client - IDBI Bank
01.2007 - 12.2007

Executive

DORR CONSULTANCY LTD Client - ABN AMRO BANK
07.2004 - 01.2007

B.Com - Commerce

University of Madras
Jagan Palani