Pragati Bansal
Mumbai
Summary
Accomplished Process Specialist with a proven track record at Fidelity International, enhancing process efficiency and stakeholder satisfaction through Lean and Agile methodologies. Spearheaded 16 lean initiatives, driving product innovation and operational excellence. Expert in cross-functional coordination and process management, I excel in transforming challenges into streamlined solutions, significantly boosting productivity and project success.
Overview
6
6
years of professional experience
1
1
Certification
6
6
years of post-secondary education
Work History
Process Specialist
Fidelity International
Gurgaon, Haryana
10.2023 - Current
- Led comprehensive business analysis for mutual fund transaction processing projects, managing the end-to-end project lifecycle, ensuring the implementation of business requirements through JIRA Stories and tracking progress in JIRA.
- Actively participated in Sprint Planning, Daily Standups, and Sprint Reviews to ensure that project timelines and goals were met efficiently.
- Collaborated closely with Scrum Masters and Product Owners to refine user stories, prioritize product backlogs, and implement iterative development to meet business needs effectively.
- Gathered and documented functional requirements for transaction monitoring systems and non-functional requirements to ensure systems met operational needs.
- Worked with product managers, compliance teams, and IT departments to document business requirements for enhancements in transaction monitoring systems, ensuring alignment with business goals and regulatory standards.
- Led change management efforts to ensure smooth transitions for Transaction Processing and Monitoring upgrades, facilitating training, creating user manuals, and managing stakeholder communication.
- Led process mapping and reengineering efforts, identifying inefficiencies, and recommending solutions that resulted in a 15% reduction in operational costs and improved workflow efficiency.
- Actively participated in User Acceptance Testing for system upgrades related to mutual fund transaction processing, validating the proper execution of trade settlements and transaction integrity.
- Familiarized in various aspects of Agile Methodologies.
- Created, tracked, and managed detailed JIRA Stories for system enhancements and process improvements related to transaction processing. Coordinated with development teams to ensure timely delivery of features and issue resolution.
Senior Associate - Transfer Agency
Fidelity International
Gurgaon, Haryana
04.2021 - 09.2023
- Assisted in documenting functional requirements and performing initial analysis for the account opening process, streamlining onboarding procedures.
- Participated in User Acceptance Testing (UAT) for account opening and broker maintenance system upgrades
- Analyzed current workflows for account opening and broker maintenance, identifying opportunities for process optimization.
- Experience working with Scrum teams and Agile methodology.
- Cross-functional teams Collaboration to drive the successful completion of complex projects within deadlines.
- Mentored junior associates, fostering professional growth, and helping them reach their full potential.
- Interacted with internal customers to understand business needs and translate into requirements and project scope.
- Analyzed data to identify root causes of problems and recommend corrective actions.
Associate
Fidelity International
GURGAON, HARYANA
01.2019 - 03.2021
- Processing and verifying transactions accurately, including subscriptions, redemptions, transfers, and switches of mutual fund shares.
- Ensuring timely and efficient handling of transactions, meeting deadlines, and minimizing errors in processing for UK funds.
- Developed and implemented strategies to increase customer satisfaction and engagement.
- Implementing quality assurance measures, identifying six areas for improvement, and recommending enhancements to operational workflows.
Education
Bachelor in Commerce - Finance And Accounting
University of Delhi
DELHI 06.2014 - 08.2018
PGDM in Banking And Finance - Finance
NMIMS
MUMBAI 08.2021 - 09.2023
Skills
- Lean methodology
- Agile methodology
- Cross-functional coordination
- Process flows
- Change implementation
- Process Management and Excellence
- Project Management
- Business Analysis
- JIRA
- Microsoft Visio
- Tableau
- Effective Solution Development
Accomplishments
- Platform Services Making a Difference, Monthly, 07/01/20
- Platform Services Debutant Award, Quarterly, 04/01/19
- Platform Services High Five, Monthly, 05/01/24
- Platform Services Continuous Improvement Champion, Quarterly, 04/01/22
- Platform Services Excellence, Quarterly, 12/01/22
Certification
- Certified Business Analyst - https://success.simplilearn.com/122763007
- Foundations of Project management - https://www.coursera.org/account/accomplishments/certificate/F5CS2526V5VJ
Timeline
Process Specialist
Fidelity International
10.2023 - Current
PGDM in Banking And Finance - Finance
NMIMS
08.2021 - 09.2023
Senior Associate - Transfer Agency
Fidelity International
04.2021 - 09.2023
Associate
Fidelity International
01.2019 - 03.2021
Bachelor in Commerce - Finance And Accounting
University of Delhi
06.2014 - 08.2018
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