Nikhil Joshi
Portfolio Manager / IT Project Manager / PMO Lead
Pune,Maharashtra
Summary
With over 23 years of experience as an Enterprise Consultant and Portfolio Manager, I bring a wealth of expertise to the table. My skills in client and project management are exceptional. I have a proactive and action-oriented approach that enables effective communication with technology, executive, and business audiences. Alongside my project management skills, I have a strong background in financial analysis, budgeting, and forecasting. I am proficient in developing and implementing financial plans while offering strategic financial advice. My results-driven mindset consistently allows me to exceed targets and foster success in dynamic environments. By combining strategic thinking with hands-on experience, I deliver impactful solutions that significantly enhance organizational performance.
Overview
22
22
years of professional experience
5
5
years of post-secondary education
4
4
Certifications
3
3
Languages
Work History
Portfolio Manager (PfMO)
TCS (Tata Consultancy Services Ltd.)
Pune
01.2024 - Current
- Enhanced portfolio performance by implementing effective strategies to achieve Compliance Target of 100%
- Sustained robust client connections by frequently informing them about portfolio advancements, reaching the desired 85% Quality goal.
- Developed dynamic dashboards aimed at achieving a Portfolio Closure Target of 75%
- Mentored junior team members, sharing knowledge on portfolio management techniques and fostering professional development.
- Streamlined reporting procedures for greater efficiency in communicating portfolio updates to clients.
Scrum Master/IT Project Manager
TCS (Tata Consultancy Services Ltd.)
Pune
11.2021 - 11.2023
- Prioritized items with the most value to meet a monthly target of 90% completion.
- Led sprint planning, backlog grooming, daily scrums, and sprint retrospectives.
- Monitored project budgeting, resource distribution, and agile sprint planning.
- Guided teams in embracing Agile practices through comprehensive training.
- Led team in adopting ongoing improvement strategies through structured retrospectives.
- Received accolades from CIO and COO for timely delivery of complex regulatory projects.
- Earned recognition from internal and external stakeholders for consistently achieving closure rates over 90%.
Analyst
TCS (Tata Consultancy Services Ltd.)
Pune
10.2020 - 08.2021
- Analyzed business domain to identify areas for enhancement.
- Created various reports and dashboards, enhancing team coordination.
- Collaborated with diverse teams to uncover process improvement opportunities leading to a 30% efficiency boost.
- Boosted accuracy of data by 25% through improved analysis methodologies and automated systems deployment.
- Praised by onshore and offshore stakeholders for month-over-month increases in data integrity and prompt reporting.
Asst. Manager - Ops
TCS (Tata Consultancy Services Ltd.)
Pune
06.2018 - 06.2020
- Led daily operations to achieve performance, quality, and service targets.
- Enhanced operational efficiency, resulting in a 10% improvement in customer satisfaction TAT.
- Maintained a clean, safe, and organized store environment to enhance the customer experience by 15%
- Directed overall project monitoring to align with set standards of time, cost, and quality.
- Consistently achieved monthly quality targets above 95%.
- Created dashboards for periodic performance monitoring.
- Achieved appreciation from stakeholder groups for boosting monthly performance in handling complaints and customer service.
- Elevated to SME, Coach, and Lead roles within two months of production.
Team Leader - Ops
TCS (Tata Consultancy Services Ltd.)
Pune
10.2014 - 05.2018
- Coordinated a group of 35 professionals in ensuring precise and punctual order management.
- Implemented innovative learning sessions to expand knowledge base.
- Maintained a steady performance by achieving a 90% quality target every month.
- Led cross-functional projects to improve operational efficiency and reduce costs by 15%
- Monitored KPIs and executed strategies to enhance Customer Satisfaction by 20%.
Sr. Associate Technical + QA
WNS Global Services Pvt. Ltd.
Pune
11.2012 - 09.2014
- Company Overview: WNS is a global business process management company
- Handled 100+ MVA insurance claim soft recoveries per day for an Australian insurer.
- Conducted comprehensive quality audits to meet regulatory standards of 95%.
- Led coaching sessions focusing on audits and claim processes to improve the quality scores by 15%
- Recognized for leading quality score rankings across entire tenure.
Sr. Customer Support Officer
Mphasis Ltd.
Pune
03.2009 - 11.2012
- Company Overview: Mphasis is an IT services company based in India
- Provided customer service to Canadian bank's credit card clients.
- Ensured NPS remained above 80% through excellent service.
- Maintained consistent quality scores exceeding 90%.
- Strengthened customer relationships by delivering improved service.
- Surpassed individual compliance target at 100% and team compliance target at 95%.
- Earned recognition as the top performer multiple times.
- Recognized for sustained excellence in quality benchmarks year-round.
- Highest number of Promoter Calls
- Highest number of Sales
- Achieved record-breaking appreciation from customers.
Customer Service Rep (Recovery)
HOV AR Management Services Pvt. Ltd.
Pune
07.2008 - 02.2009
- Company Overview: HOV AR Management Services provides accounts receivable management services
- Recovery of old debts of insurance, credit cards
- Follow up on promises made by customers
- Achieve monthly targets of 75%
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business by 20%.
- Responded to customer requests for products, services, and company information.
Sr. Sales Executive (Auto Loans)
Keshri & Agarwal Management Consultancy Pvt. Ltd.
Pune
04.2007 - 04.2008
- Company Overview: Sales Agency for Citibank
- Achieve monthly sales target of INR 3 .0 mil for Auto Loans
- Build rapport with customers + Channel Partners to improve Customer Satisfaction by 35%
- Track Post Disbursed documents + follow up on pay-out
- Sales Agency for Citibank
- Mentored junior sales executives, providing guidance on best practices and strategies for achieving success in the field.
Sr. Sales Executive (Auto Loans)
Intellect Support Services Pvt. Ltd.
Pune
05.2004 - 03.2007
- Company Overview: Sales Agency for Citibank
- Achieve monthly sales target of INR 3.0 mil for Auto Loans
- Build rapport with customers + Channel Partners to improve Customer Satisfaction by 30%
- Track Post Disbursed documents + follow up on pay-out
- Sales Agency for Citibank
- Facilitated relationships with target accounts through implementation of proven networking methods.
Sales Executive
Royal Enterprises
Pune
12.2002 - 04.2004
- Company Overview: Sales Agency for Reliance Telecom
- Door-to-door sales pitching of SIM cards + mobiles
- Achieved monthly sales target of 30 units per month and built customer rapport.
- Sales Agency for Reliance Telecom
Education
Bachelor of Commerce (B.Com.) - Financial Planning
Kalinga University
Raipur 01.2020 - 04.2022
H.S.C. (Highe School) -
MIT World Peace University
Pune, Maharashtra 01.1999 - 04.2000
S.S.C. (School) - undefined
Bharati Vidyapeeth
Pune, Maharashtra 01.1996 - 04.1997
Skills
Portfolio Management
Project Management
Generative AI
Agile Way of Working
Agile Methodologies
Scrum Master
CRM (Customer Relationship Management)
Cyber/Information Security & Data Privacy
Expertise in BFSI (Banking Financial Services Insurance)
Lean Six Sigma
Software Estimation
Data Analytics
Certification
Project Management Assessment, TCS, 10/2024
Applicationsused
- Confluence
- JIRA
- PlanView
- Siebel (CRM)
- Salesforce (CRM)
- Advance MS - Office
- Discovery
- ITAM (Incident Management Tool)
- GDPM (Global Data Planning Model)
- Clarity Timesheet
- C, C++ (1998)
Timeline
Portfolio Manager (PfMO)
TCS (Tata Consultancy Services Ltd.)
01.2024 - Current
Scrum Master/IT Project Manager
TCS (Tata Consultancy Services Ltd.)
11.2021 - 11.2023
Analyst
TCS (Tata Consultancy Services Ltd.)
10.2020 - 08.2021
Bachelor of Commerce (B.Com.) - Financial Planning
Kalinga University
01.2020 - 04.2022
Asst. Manager - Ops
TCS (Tata Consultancy Services Ltd.)
06.2018 - 06.2020
Team Leader - Ops
TCS (Tata Consultancy Services Ltd.)
10.2014 - 05.2018
Sr. Associate Technical + QA
WNS Global Services Pvt. Ltd.
11.2012 - 09.2014
Sr. Customer Support Officer
Mphasis Ltd.
03.2009 - 11.2012
Customer Service Rep (Recovery)
HOV AR Management Services Pvt. Ltd.
07.2008 - 02.2009
Sr. Sales Executive (Auto Loans)
Keshri & Agarwal Management Consultancy Pvt. Ltd.
04.2007 - 04.2008
Sr. Sales Executive (Auto Loans)
Intellect Support Services Pvt. Ltd.
05.2004 - 03.2007
Sales Executive
Royal Enterprises
12.2002 - 04.2004
H.S.C. (Highe School) -
MIT World Peace University
01.1999 - 04.2000
S.S.C. (School) - undefined
Bharati Vidyapeeth
01.1996 - 04.1997