Hi, I’m
Pankaj Agarwal
Business Specialist
Hyderabad,TS
Summary
With 16+ years in Financial Services, I bring strong techno-functional expertise, leveraging PROGRESS 4GL to drive efficient solutions. Experienced in cross-functional collaboration, product optimization, and strategic growth, I aim to transition into a Product Manager role to deliver impactful products.
Overview
17
years of professional experience
3
Languages
Work History
Broadridge Financial ServicesHyderabad, Telangana
Business Specialist
01.2025 - Current
Job overview
- Lead product strategy and roadmap execution, aligning initiatives with business goals to drive growth and ROI.
- Oversee cross-functional Agile squads, improving delivery velocity by approximately 15% to 20%, and ensuring consistent, high-quality releases.
- Prioritize and manage the product backlog to maximize customer value and business impact.
- Partner with senior stakeholders to translate complex requirements into scalable, outcome-driven solutions.
- Drive Agile excellence and structured delivery (BDD, DoD), improving predictability and efficiency.
- Mentor teams and build product capabilities, fostering a culture of ownership, accountability, and continuous improvement.
Broadridge Financial Solutions
Technology Specialist
05.2014 - 12.2024
Job overview
- Led end-to-end development of Dataphile (securities and mutual fund platform), ensuring high performance and reliability.
- Managed requirements, estimation, development, and code reviews, improving delivery efficiency by approximately 15% and reducing rework.
- Delivered new solutions, driving approximately 20% improvement in operational efficiency.
- Leveraged AI tools (GitHub Copilot) to boost coding and testing productivity by more than 30%.
Infosys Limited
Technical Analyst
06.2008 - 04.2014
Job overview
- Worked on multiple projects on Insurance services, for multiple clients including Wells Forgo, TIAA CREF, FaithLife, Frankenmuth and ALLSTATE
- Engaged in Agile methodology, Sprint planning, and Onsite-offshore coordination
- Provided technical and functional recommendations based on project requirements.
- Oversaw technology services delivery, consulting with relevant personnel to assist with migration and troubleshooting.
Education
Sikkim Manipal University
MBA from Finance
04.2001 - 01.2017
Aurora Technological And Research Institute
B.Tech from CSIT
Sri Chaitanya Junior College
Intermediate from MPC
Johnson Grammar School
10th Class
Skills
JavaScript
HTML, CSS
Agile
JIRA
Business Requirement Analysis (FRD/BRD)
Agile & Scrum Execution
Strategic product planning
User Story Writing (BDD)
Prompt Engineering & Generative AI Tools
Backlog prioritization
PROFESSIONAL SUMMARY
- 11+ years of experience in Canadian Brokerage and Wealth Platforms.
- 5+ years in Life Insurance Policy Administration Systems (VPAS).
- 1 Year experience in Auto Insurance (Alliance).
Domain Expertise
- Capital Markets & Wealth Management (End-to-End Trade Lifecycle, Securities Platforms)
- Investment & Retirement Products (Mutual Funds, Portfolio Solutions)
- Insurance Domain Expertise (Life Insurance – LOMA Certified; Auto Insurance)
Certifications And Achievements
- AI in Business: Fundamentals to Applications – Indian School of Business (ISB)
- Product Management & Product Ownership – Professional Certifications (Udemy)
- Agile Methodologies – Foundational Certification
- LOMA Certifications (280, 290, 301, 307) – Life Insurance Domain
Timeline
Business Specialist
Broadridge Financial Services
01.2025 - Current
Technology Specialist
Broadridge Financial Solutions
05.2014 - 12.2024
Technical Analyst
Infosys Limited
06.2008 - 04.2014
Sikkim Manipal University
MBA from Finance
04.2001 - 01.2017
Aurora Technological And Research Institute
B.Tech from CSIT
01.2008
Sri Chaitanya Junior College
Intermediate from MPC
01.2004
Johnson Grammar School
10th Class
01.2002