Summary

Overview

Work History

Education

Skills

Certification

Timeline

Pratik Trivedi

Product Owner

Indore

Summary

Product Owner with 9.8 years of experience in digital transformation, product strategy, and agile delivery across financial services. Transitioned from Business Analyst to Product Owner, driving cross-functional collaboration and delivering scalable, customer-centric digital solutions. Proven expertise in backlog management, stakeholder alignment, and release planning for high-impact business outcomes.

Overview

years of professional experience

2016

years of post-secondary education

Certifications

Work History

Senior Consultant-T&T-Customer Strategy & Design

Deloitte Touche Tohmatsu India LLP

01.2024 - Current

Owned and prioritized product backlog for two global banking initiatives: redesigning and reengineering of Digital NTB onboarding for HSBC CMB and modernizing client exit journeys for HSBC CIB.
Defined product vision, crafted user stories, and led cross-functional squads to deliver regulatory-compliant, scalable solutions. Collaborated with stakeholders across business, tech, and compliance to drive value-focused, iterative delivery.

Senior Consultant-Technology Consulting

Ernst and Young LLP

02.2021 - 01.2024

Co-created a profitability framework based on cost and revenue analytics, aligning product decisions with strategic outcomes.
Prioritized product features and roadmap in collaboration with client leadership and development squads, enhancing operational KPIs.
Led global lifecycle management initiatives as PO, creating value-driven user stories to enhance dashboard reporting and channel performance.
Translated customer feedback and business requirements into functional stories using agile methodologies and managed delivery pipelines.

Senior Business Analyst- NRI Banking Segment

Kotak Mahindra Bank

11.2019 - 02.2021

Co-owned backlog grooming and sprint planning for internal digital finance products, delivering 30+ dashboards integrated with client systems.
Liaised between Finance, FP&A, and engineering to shape technical stories for performance monitoring, uptime, and reliability reporting.
Facilitated sprint reviews and story acceptance sessions, aligning deliverables with NRI business unit’s strategic direction.

Business Analyst- Wealth Management

HDFC Bank

01.2018 - 11.2019

Co-led development of Wealth Integra, translating investment advisor needs into user stories for personalized portfolio rebalancing tools.
Partnered with UI/UX and legal teams to ensure product compliance and customer-focused feature design.
Conducted competitor analysis and defined MVP scope, facilitating release of order execution platform for PBG division.

Business Analyst- Retail Banking

ICICI Bank

11.2015 - 12.2017

Supported PO in backlog management for Privilege Banking initiatives and led delivery of new customer proposition frameworks.
Synthesized user feedback and competitive data to inform story development for digital enhancements and campaign automation.
Acted as SME in strategy working groups, helping define release plans and success metrics.