Summary
Overview
Work History
Education
Skills
Languages
Personal Information
Professional Snapshot
References
Technical Purview
Certification
Timeline
Generic

Ravikumar Gupta

Thane West

Summary

Dynamic professional with 16 years of experience in Project Management and problem-solving. Expertise in identifying inefficiencies and implementing solutions that lower costs and improve overall performance. Committed to fostering a culture of continuous improvement and operational excellence.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Associate Vice President (Project Manager)

Kotak Mahindra Bank Ltd. (Private Banking)
Mumbai
2021.12 - Current
  • Monitored project development lifecycle from requirements closure to Go Live.
  • Implemented digital onboarding journey for AIF client with Leegality e-signing integration.
  • Led process automation projects with end-to-end implementation on PowerApp platform.
  • Developed PMS and analytics application for wealth management, covering various financial products.
  • Collaborated with IT, Operations, Product, Marketing, and Internal Risk teams.
  • Converted conceptual ideas into functional and non-functional BRDs and user stories.
  • Resolved issues for internal customers to enhance current system performance.

Manager (Business Analyst / Project Manager)

SBI-SG Global securities services Pvt. Ltd.
Mumbai
2015.06 - 2021.12
  • Implemented digital CRM module to enhance business development and support accounting team.
  • Enabled custody trade settlements, positioned safe keeping, managed corporate actions, and facilitated fund settlements.
  • Oversaw collateral management for FD, BD, cash, and conducted risk monitoring with comprehensive reporting.
  • Collaborated with stakeholders to create and deliver project documentation while addressing persistent issues.
  • Developed requirements documents for both technical and functional solution projects throughout product lifecycle.
  • Ensured comprehensive testing and business user sign-off in UAT environment.
  • Optimized operational planning and frameworks to improve resource utilization.
  • Identified performance gaps in operations, targeting areas for improvement across multiple project stages.

Deputy Manager (Business Analyst)

HDFC Bank Ltd.
Mumbai
2011.06 - 2015.06
  • Oversaw custody applications for client master, corporate action, billing, and settlement in equity, debt, and F&O segments.
  • Investigated user issues with custody back office and equity derivatives, delivering timely solutions.
  • Assisted in project planning and user acceptance testing, presenting results to stakeholders.
  • Gathered business requirements to ensure project alignment with organizational objectives.
  • Liaised with business and technology teams to clarify project deliverables.
  • Redesigned business functionality to support product strategy and enhance organizational goals.

Sr. Executive

Interconnected Stock Exchange of India Ltd.
Mumbai
2009.07 - 2011.06
  • Led Team of Risk Management, trading platform, Surveillance, and Clearing & Settlement during pre-implementation stage.
  • Conducted a gap analysis to compare the actual performance to the desired performance.
  • Tested end to application of equity capital market (i.e.) Trading front end, risk management, surveillance, and clearing & settlement.

Management Trainee

Geojit BNP Paribas Financial Services Ltd.
Mumbai
2008.05 - 2009.04
  • Facilitated trading terminal operations for front office activities.
    Managed daily back office tasks, including account openings and investment advisory services.
    Cultivated client relationships through effective relationship management strategies.

Education

MBA - Finance

Dr. D. Y. Patil Institute of Management Studies
Navi Mumbai
01.2008

B.Com. -

Mumbai University
Mumbai
01.2005

Skills

  • Project management and business analysis
  • Strategic planning and process design
  • Gap analysis and system improvement
  • Change and release management
  • Compliance oversight
  • Reporting and documentation
  • Vendor and stakeholder relations
  • Risk assessment and mitigation engagement
  • Data analytics and process automation
  • User acceptance testing

Languages

  • English
  • Hindi
  • Marathi

Personal Information

Date of Birth: 17/07/1984

Professional Snapshot

Effective leader and problem solver with excels at streamlining operations to decrease costs and promote organizational efficiency. Enthusiastic professional with an extensive career of 16 years.

References

References available upon request.

Technical Purview

Database: SQL for troubleshooting and data mining

Defect / bug tracker: JIRA, Prolive (internal), DevOps, ServiceNow

Applications handled:

  • AIF and PMS client onboarding
  • Power App
  • Wealth Spectrum
  • Money Front (Analytics Tool)
  • Intellect Custody
  • MFund
  • Dolphin F&O, and RMS
  • Prolive (Bug / Project Management Ticketing Tool)
  • DB Luminous (Reporting Tool)
  • DP Secure
  • SPINE (HRMS)
  • CRM, and client onboarding (Innovacx)

Certification

  • Project Management Certification
  • ITIL Foundation (2011) Certified.
  • Six Sigma Yellow Belt Certification

Timeline

Associate Vice President (Project Manager)

Kotak Mahindra Bank Ltd. (Private Banking)
2021.12 - Current

Manager (Business Analyst / Project Manager)

SBI-SG Global securities services Pvt. Ltd.
2015.06 - 2021.12

Deputy Manager (Business Analyst)

HDFC Bank Ltd.
2011.06 - 2015.06

Sr. Executive

Interconnected Stock Exchange of India Ltd.
2009.07 - 2011.06

Management Trainee

Geojit BNP Paribas Financial Services Ltd.
2008.05 - 2009.04

MBA - Finance

Dr. D. Y. Patil Institute of Management Studies

B.Com. -

Mumbai University
Ravikumar Gupta