Pavan Valluri

• Designed Transformation journey of major Financial institutions across globe for their existing process and also new process
• Developed new products and solutions ( more than 10+ IP) which help in creating value to the end clients in financial service industry
• Transformed team of 200+ Experts into a product design-oriented culture, adding value to the product team
• Owned Business Development for 5 + product lines and involved in Pre-sales, Demo, Contracting and Client Executive interactions
• Led Expertise Practice, driving expertise across Business Unit
• Provided value to solution design for ongoing projects and existing products based on client implementations
• Offered Thought leadership and coached 50+ Business Analysts and 20+Team Product Owners
• Managed Product Management for Business Unit and spearheaded Innovation programs
• Represented the Organization in 10+ industry talks and industry forums

• Led Product Design, Development, and Solution Consulting teams, fostering product-oriented culture
• Developed new products from Asia Solution Delivery Centre, owning design and delivery
• Provided thought leadership and coached Business Analysts and Team Product Owners
• Managed various asset classes and designed hybrid Robo Advisory Product
• Cultivated a positive work environment that fostered employee engagement, increased retention rates, and boosted overall team morale.
• Facilitated cross-functional collaboration for improved decision-making processes within the organization.
• Interacted with clients for gathering requirements and provided post-sales support.

• Responsible for End to End Product Management (Strategy, Road Map, Requirement Backlog, Prioritization and implementation)
• Create User Journey to understand the needs of the Users and Influencers to ensure the product fits into the requirements
• Study the Gap Analysis and recommend the best practices to ensure the implementation is faster and efficient

• Worked on Securities Lending and Basel II regulations for a US Giant Investment Banking firm.

Designed Mutual fund module from initial phases to Go Live in multiple banks

Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.

Evaluated client needs and expectations, establishing clear goals for each consulting engagement.

• Worked on Intellect Suite Products for wealth management
• Specifically focused on Financial planning and Mutual Funds and Insurance Module.

• Transformed banking into relationship-oriented banking from transaction-oriented
• Served as an investment advisor to major clients including Corporates and High Net worth Individuals for their Investments and Portfolio management
• Assessed customer risk profiles through various resources available
• Provided complete Financial plans to customers, including investment options like mutual funds, insurance, bonds, online trading, suited to their risk profile and financial goals
• Initiated transactions related to insurance and completed the entire process of implementing the plan in a phased manner, providing periodic reviews on the status of the plan.