Jyoti Rani

• Led coordination across architecture, business, design, development, QA, and cross-functional teams to ensure successful project execution.
• Drove scalable solution design through POCs, securing management approval for validated solutions that enhanced business impact.
• Managed a team of three business analysts to analyze requirements and design solutions across six enterprise applications.
• Facilitated digital transformation initiatives with business heads and the Chief Digital Officer, improving operational efficiency, and optimizing revenue and costs.
• Implemented Single Sign-On (SSO) for third-party product integration using Okta, SAML, and APIs to enhance the user experience.
• Established identity and access management for clients using Azure B2C, boosting security and regulatory compliance.
• Domain expertise in banking, lending, trade lifecycle, wealth management, equity, debt instruments, and portfolio management services (PMS).

Project: Client Meeting Experience Application for Wealth Management Staff Utilization.

Client – One of the Fortune 500 wealth management companies in the U.S.

• Defined product vision and conceptualized key features for client meetings.
• Analyzed requirements to build a scalable, dynamic platform while addressing non-functional needs.
• Designed a product roadmap and prioritized the backlog to deliver the MVP effectively.
• Groomed requirements into user stories, with acceptance criteria and flow diagrams.
• Collaborated with UX designers and conducted A/B testing to improve user experience.
• Implemented Power BI dashboards and Google Analytics for tracking adoption metrics.
• Participated in Agile ceremonies to ensure value delivery during each sprint.

Achievements:

• Reduced the client meeting prep time by 99% (4 days to 15 mins).
• Application recognized as one of the best in the industry by Datos Insights.

Project: Migration of the wealth management source accounting system from Global Plus to SEI.

• Analyzed the impact of upcoming changes alongside the data source team.
• Developed and refined user stories in collaboration with developers.
• Coordinated with third parties, including Yodlee, OneSource, FactSet, and Threat Metrix, for data integration verification.

Project: Migrated the mobile application from Native to Flutter, enabling white-labeling capabilities.

• Secured CXO approval by demonstrating advantages of a single codebase.
• Developed and delivered white-labeling framework within four months.

Project: Digital Lending Platform.

• Spearheaded end-to-end launch of Home Loan Origination System, integrating third-party services like TransUnion and Box.
• Gathered comprehensive requirements from front office, compliance, and design teams to shape project scope.
• Authored epics and user stories while prioritizing sprint backlogs to enhance Agile workflows.

Key Benefits: Enhanced average home loan processing time from 24 days to 3 days, markedly boosting operational efficiency and client satisfaction.

Project: Integra application, Wealth Management.

• Directed planning, design, and launch phases of Integra Application Phase 2.
• Crafted product roadmap for both web and tablet platforms, optimizing user interactions.
• Managed non-functional testing to validate system scalability and performance standards.
• Led UAT initiatives, granting final sign-off for production deployment.

• Identified and reported ground-level issues in online ordering and returns to product team for resolution.
• Acted as liaison between operations and technical teams to facilitate effective coordination.
• Developed a user guide and delivered training sessions for ordering system utilization.

• Collaborated with marketing and tech teams to develop public website using Bloomreach as content management system.
• Launched Alicon’s new website featuring an enquiry form, generating vendor queries post-launch.