Summary
Overview
Work History
Education
Skills
Personal Information
Profile Summary - Summary
Languages
Websites
References
Timeline
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Priti Panday Tiwari

Ghatkopar West

Summary

Over 14 years of IT experience, currently serving as Assistant Vice President at JM Financials. Specializes in delivering enterprise IT solutions within the securities and investment sector, with a strong focus on project leadership and solution architecture. Proficient in Angular, .NET MVC, SQL Server, and REST APIs, with a track record of successfully leading regulatory and client-facing platforms. Key achievements include digitalization of Form 15G/H and development of investor query solutions for NCD instruments.

Overview

17
17
years of professional experience

Work History

Assistant Vice President – Security Domain

JM Financials Services Ltd.
Mumbai
05.2023 - Current
  • Led cross-functional teams in architecting and deploying key platforms for client lending and investor compliance.
  • Collaborated with product owners and compliance teams to translate financial requirements into scalable software solutions.
  • Oversaw the full software development lifecycle, ensuring adherence to compliance and security standards.
  • Designed and implemented an automated loan pledge/unpledge workflow integrated with custody and collateral systems.
  • Ensured real-time processing of loan securities and seamless reconciliation with client ledgers.
  • Developed a web-based system for investors to digitally submit Form 15G/H, integrating KYC and PAN validation.
  • Ensured timely submission and reporting to tax authorities, reducing manual processing by 70%.
  • Delivered a responsive, self-service portal allowing investors to raise, track, and resolve queries related to NCD holdings.
  • Integrated backend workflows and escalation matrices, improving investor satisfaction and reducing support overhead.
  • Successfully launched 3 enterprise-grade platforms within budget and timeline over the last 2 years.
  • Reduced investor support tickets by 40% through implementation of the NCD self-service portal.
  • Mentored and upskilled junior developers, contributing to cross-team efficiency and delivery excellence.

Custody automation

Edelweiss Custodial Services Ltd.
06.2018 - Current
  • Fetching trade data from intellect system, which would be base data for paying and payout process.
  • Until now the entire product was managed manually.
  • Scope for this project was to create paying payout transaction wise file to upload in exchange.
  • Development for Market trade Paying Payout (Clearing House, Hand delivery and Bond).
  • Tech Lead for other module (Trial balance, corporate action & DPM files).
  • Unit testing.

Galaxy (CRM) for Investment Banking

Edelweiss Custodial Services Ltd.
06.2018 - Current
  • Daily Client meeting and MOM details been documented.
  • API been created for mobile app.
  • Scope for this project was to create disbursement, collateral and loan management.
  • Development of Dashboard, reports and API as required by client.
  • Unit testing.

Projects

Edelweiss Custodial Services Ltd.
01.2023 - 04.2023
  • This projects includes document process, kyc and trade account opening in system.
  • Scope for this project is to onboard domestic and International clients into system to use product like Fund accounting and Custody automation.
  • Integration of external API CVL KRA from CVLKRA.com.
  • Integration of external API Worl check for due diligence.
  • Architecture designing of the system.
  • Development and Support for modules and reporting development.
  • Unit testing.

Order Management system

Edelweiss Custodial Services Ltd.
01.2023 - 04.2023
  • This projects is used to put orders in the system by external clients which is further process by custody team to finalize the trade of the day.
  • Development and Support for modules and reporting development.
  • Unit testing.

Fund Accounting automation

Edelweiss Custodial Services Ltd.
06.2018 - 01.2020
  • Fund accounting refers to the management and allocation of revenue an organization acquires through any sources.
  • Until now the entire product was managed manually on excel(Macros) so product was develop to atomize whole system.
  • Scope for this project was to have reconciliation of two system i.e., Intellect and Well spectrum which includes Demat Recon (Equity, Mutual Fund, Derivatives) and Bank reconciliation.
  • Development for Demat Recon.
  • Tech Lead for other module.
  • Unit testing and database designing.

Employee stock option plan (ESOP) Funding

Edelweiss Custodial Services Ltd.
04.2016 - 11.2017
  • Edelweiss Entity ECL Finance Ltd. has a product ESOP which caters to funding employees of different corporates for purchasing Employee stock options of the respective corporate.
  • Until now the entire product was managed manually on excel so product was developed to atomize whole system.
  • Scope for this project was to create disbursement, collateral and loan management.
  • Development for disbursement module.
  • Dashboard for Risk, operations and accounts.
  • Unit testing.

ECIL – Loan Automation

Edelweiss Custodial Services Ltd.
04.2015 - 03.2016
  • This project is undertaken with a view to automate the process of interest calculation for inter-entity loans at a global level.
  • The final system will look at the loan repayment transactions between the entities, and automatically calculate the principal repayment and interest repayment.
  • The system will also maintain a continuous record of loans between entities and based on transactions, automatically determine which entity has provided loan to which entity.
  • Development for Masters and reports.
  • Unit testing.

Housing Finance Solution

Edelweiss Custodial Services Ltd.
12.2014 - 03.2015
  • This application verifies the customer which is involved in loan transaction of company with defaulted profiles by government.
  • Development for Recon report and masters.
  • Unit testing.

Philip (Dispatch System)

Edelweiss Financial Services Ltd.
04.2014 - 11.2014
  • Here incoming and outgoing mails through courier or hand or by any medium could be tracked.
  • It’s an end to end product which includes reconciliation of amount track in system and final bill from parties.
  • Development in masters, transactions and reports.
  • Unit testing.

Xenios (visitor management system)

Edelweiss Financial Services Ltd.
02.2014 - 03.2014
  • This is similar to visitor management system where integration is done with outlook and calendar could be created with number of visitors which would help reception to create pass and keep track of visitors.
  • Development for masters, transactions and reports.
  • Unit testing.

Incident Reporting System

TATA Consultancy Services
09.2013 - 01.2014
  • This system is for Boeing incident reporting.
  • CR Development for masters, transactions and reports.
  • Unit testing.

ERP (CRM Module)

Della Technica ltd
08.2012 - 09.2013
  • Manages the enterprise's relationship with its customers.
  • This includes determining who the high-value customers are and documenting what interactions the customers have had with the enterprise.
  • CR and integration with existing system Development for masters, transactions and reports.
  • Unit testing.

ERP (Accounts Module)

Melstar information technologies ltd
04.2010 - 08.2012
  • Masters: Master includes bank master, supplier master, Main ledgers, Sub Ledgers, cheque master.
  • Payments like cash payment, petty cash voucher, cheque payments, RTGS payments, Debit node, credit node transaction been recorder in the system.
  • Bank Reconciliation prepared with respect to payment transaction done on daily biases and Excel sheet been imported by system provided by bank to get report of how much amount match and not match.
  • Balance sheet prepared with respect to payment transaction done on daily biases.
  • Profit and Loss sheet prepared with respect to payment transaction done on daily biases.
  • Daily report for payment transaction.
  • Development for masters, transactions and reports and integration with other module like Stores, Purchase, Export, Domestic and Warehouse Module.
  • Unit testing.

Technical Executive

Karrox Technologies Ltd
09.2008 - 02.2010
  • Training in .Net 2.0, C and C+.

Education

B.E. - Information technology

K.J Somaiya Institute of information technology
Mumbai

Skills

  • Project leadership
  • Project planning
  • Solution architecture
  • SQL and optimization
  • C# and MVC
  • Angular development
  • RESTful API design
  • Full-stack development
  • Financial application architecture
  • Integration strategies
  • Regulatory compliance
  • Agile methodologies
  • Scrum practices
  • SDLC frameworks
  • Client and stakeholder collaboration

Personal Information

  • Date of Birth: 10/03/86
  • Marital Status: Married

Profile Summary - Summary

BE IT, having 14+ IT experience and currently working as Assistant Vice President at JM Financials with over 2 years of experience delivering enterprise IT solutions in the securities and investment domain. Proven expertise in project leadership, solution architecture, and full-stack development. Adept in Angular, .NET MVC, SQL Server, and REST APIs. Demonstrated success in leading regulatory and client-facing platforms including pledge/unpledge transactions, Form 15G/H digitalization, and investor query solutions for NCD instruments.

Languages

Hindi
First Language
English
Proficient (C2)
C2

References

References available upon request.

Timeline

Assistant Vice President – Security Domain

JM Financials Services Ltd.
05.2023 - Current

Projects

Edelweiss Custodial Services Ltd.
01.2023 - 04.2023

Order Management system

Edelweiss Custodial Services Ltd.
01.2023 - 04.2023

Custody automation

Edelweiss Custodial Services Ltd.
06.2018 - Current

Galaxy (CRM) for Investment Banking

Edelweiss Custodial Services Ltd.
06.2018 - Current

Fund Accounting automation

Edelweiss Custodial Services Ltd.
06.2018 - 01.2020

Employee stock option plan (ESOP) Funding

Edelweiss Custodial Services Ltd.
04.2016 - 11.2017

ECIL – Loan Automation

Edelweiss Custodial Services Ltd.
04.2015 - 03.2016

Housing Finance Solution

Edelweiss Custodial Services Ltd.
12.2014 - 03.2015

Philip (Dispatch System)

Edelweiss Financial Services Ltd.
04.2014 - 11.2014

Xenios (visitor management system)

Edelweiss Financial Services Ltd.
02.2014 - 03.2014

Incident Reporting System

TATA Consultancy Services
09.2013 - 01.2014

ERP (CRM Module)

Della Technica ltd
08.2012 - 09.2013

ERP (Accounts Module)

Melstar information technologies ltd
04.2010 - 08.2012

Technical Executive

Karrox Technologies Ltd
09.2008 - 02.2010

B.E. - Information technology

K.J Somaiya Institute of information technology

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