Jeyabalamurugan . P
Techno Functional Analyst
Mumbai
Summary
Experienced Techno Functional Analyst with 17 plus years of experience in Financial industry. Dynamic and fast learning capacity, Adapt to any new technology and business practices. Efficient Team player with delegation and followup. Excellent Communication skill.
Overview
18
18
years of professional experience
34
34
years of post-secondary education
Work History
Business and Technical analyst
HDFC Bank Ltd
Mumbai
11.2019 - Current
- Authored technical requirement documentation to suit business goals and technological limits.
- Designed and maintained consistent data collection protocols and standards across numerous databases and projects.
- Advised project managers on simultaneous technical workstreams, aiding in alignment of broader business goals.
- Applied knowledge of IT best practices to tackle new challenges and make educated decisions.
- Regulatory requirement documentation.
- Margin pledge implementation, Reporting.
- Regulatory requirement of DDPI (DEMAT Debit and Pledge Instruction) - This is a new functionality made mandatory for DEMAT customers to have a block mechanism and early payin directly from customers account to Clearing corporation account.
- Sharing of demographic details with the multiple systems thru API.
- Digital Account opening implementation and maintenance.
- NRI account opening.
- FATCA details capturing and reporting.
- Developed complex reporting for Operations.
- Played a key player role in developing the Common system to have a regulatory limit monitoring system for capping of 30% on any investment made by BANK.
Software Development
- Life Cycle Control
- Interacting with various business units for understanding the business process & identification of requirements & constraints, working with Vendors for planning, designing, implementation, testing, verification, installation & maintenance & upgrade of software
- Controlling the various phases of SDLC in order to deal with complexity, changes with requirement, Quality maintenance and handling software faults proactively
- Maintaining the version control
- Testing the modified code and /or new code on test & Q.A
- Database server (with full load & stress testing) before implementing or moving (changes) it to live setup in order to avoid defective specification, code & design
- Refreshing Test Databases as per requirement
- Generation of test data for unit & system testing
- Track, measure & then certify effective development process
- Establish a security verification & validation program to evaluate different software development process for effectiveness in producing secure software.
Senior Manager
IDBI-FORTIS LIFE
11.2019 - Current
- Mfund/Multifonds, DEBOS (Depository Participant Back Office application), Idea DP- Account opening application for Depository participants Job description – Tracking of Software Fault Report, Implementation of changes and Regulatory circular implementation
- Preparation of Requirement Document
- Conducting meeting with Stake holders to get the requirement document in par with the conceptual note
- Designing of solution by discussing with the Development partner( Internal and external)
- Preparation of Test cases to test the application
- Implementing the solution in Production environment
- Projects handled –
- Multiple Regulatory requirements – Margin pledge implementation
- Migration projects for Wealth management systems
- Multiple reports to serve end users
- Sharing of demographic details with the multiple systems thru API
- Digital account opening platform
- DEMAT/REMAT conversion from Physical/ re-convert
- Mfund – Report development to serve the Customers., Business Analysis, Implementation, Training, and UAT Description:
- Interacted with client in understanding software requirement specification
- Tested the developed product with the test cases collected from end user
- Implemented the finished product at the client
- Matching of trial balance and general ledger with the client’s book of accounts
- Provided training to the end users
- Projects: MFUND-AM, MFUND-DEALING Client: EDELWEISS Asset Management Role: Implementation, Training and UAT Description:
- Implemented both MFUND-AM, MFUND-DEALING at client
- Intermediate between the client and development team in case of technical defects
- Matching of trial balance and general ledger with the client’s book of accounts
- Preparation of test cases and provided user training
- Taken UAT and Sign off.
Senior Manager
Essel Finance pvt ltd
09.2017 - 11.2019
- Projects : Online Transaction Portal, Mobile App, Quantis- Dealing system, FINNONE (LMS)
- Requirement gathering and documentation,
- Conducting meeting with the stake holders to understand the Requirement
- Documenting the same as BRD and signoff from the stake holder
- Analyze the FSD from vendor and approving the same with other stake holders
- Conducting UAT for the same
- Monitoring the movement to production
- Raising of CR and movement of same to Live.
Senior Manager
IDFC Bank ltd
07.2015 - 03.2017
- Customer Relationship Management
- Requirement gathering and documentation,
- Conducting meeting with the stake holders to understand the Requirement
- Documenting the same as BRD and signoff from the stake holder
- Understanding the gap in the existing system and preparing of GAP analysis document
- Analyze the FSD from vendor and approving with discussion on the same with other stake holders
- Raising of Change request
- Implementation of solution and take UAT signoff
- Straight Thru Processing of Service requests- End to end communication of service request with Core Banking and Master Data Management software
- Communication with multiple banking system for fetching of customer information with the help of SOAP services thru CRMnext
- Modules implemented-
- Corporate Banking- Sales Module-Prospect creation, Customer conversion
- Consumer Banking-
- Sales Module-Lead generation, Prospect creation, Customer conversion
- Service module-Capturing of Customer Queries, Complaints, Requests
- Bharat Banking- Service Module-Queries, Complaints, Requests
- Managing the testing team to prepare test cases and identify the gap/track issues with respect to the FSD from vendor.
Manager
ICICI Prudential AMC ltd
02.2009 - 07.2015
- Mfund-Accounting Management –Back office,
- Investor Data analysis, BI-Cognos
- Quantis Front office-Dealing system,
- Negotiation Dealing System- (RBI,CCIL)
- Report development for users with Oracle SQL and Excel
- Attend SEBI related auditing for Systems
- Responsibilities: Analyzing user requirements, Gathering and documenting the Functional specification, Meeting with the vendor for executing the same
- Assisting the internal development team in providing efficient solution for the user requirement in case of any scheduled Report
- Renewal of Applications contract with vendor
- End to End mangement for Vendor Application Adhoc report generation for Mutual Fund Core applications
- To provide end to end support for the mutual fund operation and front office users in case of system related queries
- Involving in the implementation of the Mfund version-7.Actively participated in the system ready process for the implementation (Back office Accounting Management for Releasing NAV)
- Preparing Scope of the project, Providing test Server for UAT, Database, Taking sign off of the UAT, Change request, Incident Report, Access control Matrix for all the available application
- Replication project which is used for replicating the registrar data with our server and checking in case of any discrepancies
- Support for operation users in case of system queries (Hardware and software)
- Organizing BCP activities, DR setup .Checking critical application availability
- Support for RBI Applications for Debt dealing ,CBLO,GILTs
- Developed hundreds of Report s based on the user requirement using Oracle SQL and Excel files
- Internal coordination with the Infrastructure team for providing flawless and more secured environment to the users in Data flow
- Ensure 99% of Availability of systems to the end Users
- Achievements:
- Gone live with the replication server from the registrar to main site
- Successfully implemented New accounting management package
- Successfully completed BCP during 3 working days for all the applications
- Successfully completed 2 system-Application auditing of SEBI
- Documenting of Business application and process in Accounting management for the internal training of Team Members
- Implementation of Internal Auditing Application
- Successfully Implemented RBI new version Application for Negotiated dealing , Collateral borrowing and lending of money and Reverse Repo
- Developed reports which are used for the analytic purpose in Daily schedule for the better investment planning
- Developed reports for the sales team in analyzing the sales achievement based on the investor data.
Assistant Manager
TATA Asset Management Limited
Mumbai
04.2008 - 01.2009
- Projects: Mfund Accounting Management, Mfund-Dealing System, Mfund-Cash management system
- Description: This is a proven accounting management package exclusively developed for Mutual fund accounting along with capturing of deals and cash management .All the accounts involved in Investment Banking is used for calculation of Net Asset Value (NAV)
- Responsibilities: Actively involved in the Vendor coordination between developers and end users in achieving the smooth functioning of the system
- As a techno-functional consultant of the system, provided training for the users in the understanding of the system and checking of the ORACLE database
- Actively involved in the Implementation of Mfund version 7.0.As a part of business analyst studied the GAP in the existing system and the proposed system to prepare the Revised SRD (System Requirement Document).
Techno-functional consultant
InfoTech Limited
01.2007 - 04.2008
- Projects: Mutual Fund Accounting Management, Mutual Fund Dealing System
- Description: This is the Mutual Fund Accounting and Dealing Based Product .This has most of the accounting involved in Investment Banking .It is used for the creation of the basic masters and accounts ,capturing of daily transactions ,any accounting level adjustments can be made and finally Calculation of Net Asset Value for the Mutual Fund Industry
- Responsibilities: I involved in various business operations and helped the organization to achieve cost-effective production with increased quality, efficiency and satisfied customer service
- Involved in documenting the business process by identifying the requirements and also involved in finding the system requirements
- Due to my wide knowledge in Asset Management domain, I also involved in user-training of Mutual Fund Accounting and Dealing Based Product and also was responsible for implementing the same
- Implementation:
- Do implementing of the system at client place
- Check the mapping of the system
- Functionality testing of the modules
- Do Install Oracle at client place (Both Server and Client)
- Check the connectivity of the system with ORACLE
- Scheduling training of the system to the users
- Taking Sign Off from the Client
- MFUND-AM, MFUND-DEALING
Front Office
DBS Cholamandalam Asset Management LTD
05.2007 - 01.2007
- Customer Resource Management (Talisma)
- Management of entire Project ,
- Preparing Business Document according to the user requirement
- Worked on the following Modules:
- Sales Module
- Service Module
- Marketing Module
- Responsiblities:
- Gathered the business requirements from the client and translated the business details into Business design and specifications
- Did de-doping of the data
- Implemented TALISMA CRM Package (installation of SQL Server and the design of the database
- Provided training to the End users and supported the system
- Downloading of the customer data from the service provider and uploading the same in the Talisma System
- Preparing MIS for the Higher Officials
- Solving the Audit related queries., Module for Dealing System
Education
B.E - Computer Science and engineering
Madurai Kamaraj University
Skills
Summary of Skills and ExperienceUnderstanding and analyzing the requirement of the user for enhancementsImplementation of the system and Provides training for usersActive Role in Implementing the following Financial Modules: -FRN (Floating Rate Module)Amortization ModuleExpenses ModuleCMS (Cash Management System Module)Languages KnownTamil, Hindi, EnglishExperience: 17 YearsCurrent CTC: Rs21 lakhs
Business and technical analysis
Reporting and business analysis
Technical requirements understanding
Business policies and procedures
Understanding of client business requirements
Business understanding
Business practices understanding
Identified trends and escalated technical issues where necessary
Business opening and closing proficiency
Business process understanding
Understanding of business functions
Business development and planning
Long-term business planning and execution
Career and technical education
Timeline
Senior Manager
IDBI-FORTIS LIFE
11.2019 - Current
Business and Technical analyst
HDFC Bank Ltd
11.2019 - Current
Senior Manager
Essel Finance pvt ltd
09.2017 - 11.2019
Senior Manager
IDFC Bank ltd
07.2015 - 03.2017
Manager
ICICI Prudential AMC ltd
02.2009 - 07.2015
Assistant Manager
TATA Asset Management Limited
04.2008 - 01.2009
Front Office
DBS Cholamandalam Asset Management LTD
05.2007 - 01.2007
Techno-functional consultant
InfoTech Limited
01.2007 - 04.2008
Software Development
B.E - Computer Science and engineering
Madurai Kamaraj University