Hi, I’m
Jaganmohan G
Lead Product engineer
Bangalore
Summary
Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.
Overview
11
years of professional experience
21
years of post-secondary education
Work History
Temenos
Lead Product Engineer
12.2021 - Current
Job overview
- Work closely with business analysts, users, and developers to understand requirements and produce test cases, test scenarios, and test data
- Create and build test plans, estimates and improvements to test process
- Design and document test cases / scripts based on the functional specifications
- Document test procedures, test steps and expected results to ensure maximum test coverage
- Adhere to the project testing schedules, and flag immediately if there is a risk of slippage
- Record test results and prepare test summary reports
- Conduct post-release or post-implementation testing
- Experience with testing tools like ALM, Jira, SQL
- Report defect to development teams
- Conduct functional testing, including AMR Regression testing & Sanity testing & UI testing, DB Testing
- Test Plan execution on critical functional Areas for Multiple Clients
- Involved in UAT testing and support Multiple clients
- Analyses business requirements and user stories, ensuring a good understanding of the complete front-to-back Trade Life Cycle
- Good understating on AML, FATCA, CRS & Base Module, Tax module
- Good understanding of Agile & Waterflow software development life cycle methods
- Participating automation testing using postman tools and validating payload though Json validator
- Review & update test artifacts, Collecting test metrics
- Experience in Functional corporate actions such as Annuities, Stock split, Savings Plans, and Dividend declaration.
- Oversaw intellectual property management tasks such as patent filings and protection strategies.
- Led continuous improvements in engineering, resulting in clearer product design standards, better manufacturability and reduced engineering cycle time.
- Resolved technical and quality issues by collaborating with customer, manufacturing, quality assurance, vendors and supplier personnel.
- Collaborated with Internal teams to develop and implement product improvements to enhance performance.
- Managed supplier development efforts through engineering design, technical producibility, manufacturing reviews and development of solutions.
- Developed streamlined manufacturing process, which boosted productivity and saved time.
- Identified appropriate methodology to shorten cycle time and achieve target margins.
Wipro Limited
Sr Analyst
11.2018 - 12.2021
Job overview
- Accurate and timely processing of all capital activities including subscriptions, redemptions, transfers, Dividend payments in kind Transfers & Exchanges
- Entry of all trade activity within the global business unit, meeting established timelines
- Performing documents verification in processing of client requirements, Pre-authorized Investing in particular Funds and systematic withdrawals
- Trade booking & Monitoring of failing trades
- Settling Electronic trades & Fundserv trades
- Working under guidelines of FATCA/CRS Reporting & Review AML/KYC Documents
- Handling of High priority items EFT & Wire & Chq payments’ on timely manner
- To ensure for the correct and timely completes of Corporate Action and Income transactions
- Cash payments such as dividend, interest, liquidation and redemption or corporate events (purchases)
- To ensure all trades are accurately confirmed by T
- Oversight of the confirmation/settlements/fail process
- To perform a quality checks for all manually touched trades
- Issuing Tax Slip & Contribution slips for new contribution of investments in their accounts & for Tax Benefits
- Follow up with investors on missing documentations
- Helping technically in training and providing coaching to new joiners
- Daily sharing production reports and Quality reports to Team members
- Handling onshore process Escalation’s & Feedback mails on timely manner
- Respond to internal and external queries, resolving discrepancies related to investor accounts.
- Analyzed data to identify root causes of problems and recommend corrective actions.
- Optimized project management, resulting in timely deliverables and improved client satisfaction rates.
- Identified and resolved problems through root cause analysis and research.
- Played a pivotal role in the successful completion of high-stakes projects by providing crucial analytical support and insights.
- Collaborated with cross-functional teams to identify areas of improvement, leading to increased operational effectiveness.
DST Worldwide IT Services
Sr. Process Associate & Fund Advisor
04.2015 - 10.2018
Job overview
- Validated and reviewed all daily activities while maintaining all required controls
- Maintained records of shareholder accounts, assisted in production of Financial, Performance and Quality Reports
- Working under guidelines of FATCA/CRS Reporting
- Resolved all inquiries in a timely & accurate manner & effectively communicated with clients when necessary
- Managed Financial Transactions including new account set-up, purchases & redemptions, transfer, Cheque, automatic investments and withdrawals
- Provide investors and their nominees with statements, contract notes and other documentation
- Creation and maintains of investor information including payment models and contacts
- Placing Group Purch & E Plans contributions on monthly in client data base
- Experience in taking ownership and completing & closing transactions end to end
- Quality checking of all Non-Fin & Financials transactions.
- Managed critical projects, successfully meeting deadlines while maintaining high-quality outputs.
- Identified modifications to processes and procedures that would promote better efficiency.
- Analyzed process flows and identified areas of improvement to increase productivity and reduce costs.
Revel Analytical Services
Secondary Market Research Analyst
11.2013 - 01.2015
Job overview
- Prepared & maintained all Company Financial Statements (BS, IS, CF, EPS)
- Collected & compiled latest data from various sources like Bloomberg, SEC, and BSE &NSE
- Generated the Quarterly & Half-Yearly Reconciliation Statements
- Supported client projects with high quality deliverables & ensured TAT is met for all requests.
- Conducted end-to-end market research processes through primary and secondary research methods.
- Created and managed database of information gathered from research.
- Collected and analyzed data from variety of sources to create detailed market research reports for top-level decision makers.
Education
Andhra UniversityEluru, India
MBA from Finance
04.2001 - 04.2013
Andhra UniversityEluru, India
B.Com. from Accounting
04.2001 - 04.2010
Skills
MS Office (Word, Advance Excel& PowerPoint)undefined
Disclaimer
I hereby declare that all the information presented above is true and genuine to the best of my knowledge.
Timeline
Lead Product Engineer
Temenos
12.2021 - Current
Sr Analyst
Wipro Limited
11.2018 - 12.2021
Sr. Process Associate & Fund Advisor
DST Worldwide IT Services
04.2015 - 10.2018
Secondary Market Research Analyst
Revel Analytical Services
11.2013 - 01.2015
Andhra University
MBA from Finance
04.2001 - 04.2013
Andhra University
B.Com. from Accounting
04.2001 - 04.2010
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