Methodical and results-driven Product Manager with 11+ years of experience in wealth management, specializing in vendor management, data analysis, project leadership, movie production and banking/payment operations. Currently leading a 50+ member team for a U.S. Wealth Management client, driving strategic initiatives and operational excellence. Proven track record of guiding cross-functional teams to deliver innovative financial products in highly regulated environments. Adept at translating complex data into actionable insights and driving process improvements across wealth management platforms.
- Directed a cross-functional team of 50+ professionals, managing staffing, performance reviews, and attrition strategies to maintain operational stability.
- Designed and executed service delivery frameworks that consistently met or exceeded client SLAs across multiple workstreams.
- Presented performance analytics and strategic insights to the Client Steering Committee, influencing key operational decisions.
- Led stakeholder engagements and discovery sessions to identify new business requirements and scale delivery capabilities.
- Successfully produced and executive-produced two feature films—GANA (Kannada, 2024) and Play Back (Telugu, 2021)—demonstrating end-to-end leadership across budgeting, scheduling, and creative execution.
- Led cross-functional collaboration with Art, Costume, Makeup, and Purchasing teams to ensure on-time delivery and quality across all production phases.
- Negotiated contracts and managed vendor relationships, optimizing cost-efficiency while maintaining compliance with safety and industry standards.
- Supervised post-production workflows including editing, sound mixing, and color correction, ensuring final output aligned with creative vision and delivery timelines.
•Worked for the US Pension process, cross-checking participant documents and identifying the beneficiary.
•Requesting for additional documents if not received from the beneficiary.
• Determine the beneficiary’s benefits due as per the participant's plan.
Recruitment support