Summary
Overview
Work History
Education
Skills
Certification
Software
Key Achievements
Timeline
Generic
Kaushal Jakhelia

Kaushal Jakhelia

PMP, Jira- Admin
Mumbai,MH

Summary

Highly accomplished and results-oriented Product Management professional with 8+ years of dedicated experience in driving the full product lifecycle, consistently delivering innovative SaaS solutions. Proven expertise in combining strategic vision with hands-on execution to launch successful B2B SaaS products and optimize user experiences. Adept at leading cross-functional teams and managing stakeholder relationships.

Overview

13
13
years of professional experience
3
3
Certifications

Work History

Program Manager

Morgan Stanley
01.2024 - Current
  • Lead two Agile squads 78 team members each) in the Fixed Income domain, focused on developing products to help fund managers mitigate investment risks.
  • Facilitated quarterly product increment planning sessions, prioritizing 10 Epics and significantly accelerating feature deployment.
  • Drive program management processes to ensure on-time delivery and quality assurance, regularly achieving and exceeding sprint goals (e.g., delivering up to 89 story points in a sprint)
  • Delivered high-performing features such as bond quote enhancements, IR Hedge, and FX rebalancing solutions.
  • Coordinated UAT, production releases, and KPI reporting to senior management.

Senior Project Manager

Visible Alpha
02.2022 - 10.2024
  • Led the design and implementation of a robust Entitlement Management module to control user access rights and feature-level permissions VA platforms.
  • Enabled dynamic role-based access control (RBAC) and product-level entitlements, ensuring secure, compliant, and scalable user experiences.
  • Spearheaded enterprise SaaS projects focused on research and financial data analytics.
  • Directed planning and delivery across cross-functional teams including Engineering, QA, and UX.
  • Interfaced with clients and internal stakeholders to ensure project scope alignment and on-time delivery.
  • Sets and runs effective recurring status meetings with the product, portfolio and delivery managers
  • Facilitated discussion, decision making and conflict resolution across 3 teams
  • Ensured user stories were 90% ordered, defined and ready to be worked on by the team
  • Oversaw large portfolio of projects to support teams, report progress, and influence positive outcomes for key stakeholders.

Project Manager

Parekh Integrated Service Private Limited
06.2015 - 01.2022
  • Owned the product strategy and execution for a proprietary CRM and e-commerce platform.
  • Gathered user feedback, defined user stories, and worked with UI/UX teams to enhance usability.
  • Streamlined the entitlement workflow to support multi-tiered customer hierarchies in B2B setups, enhancing account-level customization and user provisioning.
  • Led integration of third-party logistics (3PL), payment gateways, and ERP systems to streamline the B2B order fulfillment process.
  • Implemented agile methodology using Scrum framework throughout Organization from executive to software to implement across more than 4 clients
  • Continually refined and evolved agile process for predictable and rapid software delivery resulting in hitting 90% of project deadlines
  • Delivered more than 10 projects on time and on budget for clients Abbot India, Galderma, Roche distribution and Vetina


Senior Business Analyst

Parekh Integrated Service Private Limited
06.2015 - 12.2017
  • Defining business requirements and provides analysis to increase operational efficiency
  • Collaborated with business users and subject-matter experts to establish technical vision and analysis for business usability and performance requirements
  • Involved in the early stage idealization process and conceptualization of a Warehouse Management System to be coded with Open Bravo to full fill the cross company requirements
  • Involved MM, SD, EWM and CRM modules in Open Bravo EPR
  • Handled the integration via IDoc and File Transfer Protocol (FTP) between the SAP ERP and Open bravo
  • Conducted User Acceptance testing, gathered and documented User Manuals and Business Rules

Business Analyst / Management trainee

Parekh Integrated Service Private Limited
06.2012 - 03.2013
  • Responsible for understanding material and information flows in the warehouse and designing online processes to transition the offline business into a structured, ERP-based
  • Obtained foundational knowledge of specialized job functions, industry practices, and standards to help create actionable recommendation followed established guidelines and procedures

Education

PGDM - Operation

Durgadeviurgadevi Saraf Institute of Management Studies
Mumbai

BE - Electronic Engineering

Vidyalankar Institute of Technology
Mumbai

Skills

SaaS product design

Certification

PMP - Project Management Professional

Software

SAP Integration

OpenBravo

Shopify

Jira & Zoho Project management tool

Sales Force

Key Achievements

  • Agile Implementation Award - Recognized for outstanding leadership in transitioning organizations from waterfall to agile methodologies.
  • Data Integrity Excellence -Led a project that resulted in a drastic 25% increase in data quality for a major client's analytics division.


Timeline

Program Manager

Morgan Stanley
01.2024 - Current

A-CSM

04-2023

PMP - Project Management Professional

10-2022

ICP-ACC

05-2022

Senior Project Manager

Visible Alpha
02.2022 - 10.2024

Senior Business Analyst

Parekh Integrated Service Private Limited
06.2015 - 12.2017

Project Manager

Parekh Integrated Service Private Limited
06.2015 - 01.2022

Business Analyst / Management trainee

Parekh Integrated Service Private Limited
06.2012 - 03.2013

PGDM - Operation

Durgadeviurgadevi Saraf Institute of Management Studies

BE - Electronic Engineering

Vidyalankar Institute of Technology

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Kaushal JakheliaPMP, Jira- Admin