Sai Kiran

• Built conversational core banking bot that solves 150+ regular banking use cases for banks from scratch
• Played critical role in securing white labeling partnership with several core banking platform providers like Finastra, J&H, Temenos, FIS etc
• Aided marketing and sales team and ensured new clients were acquired
• Played vital role in securing steady revenue stream from the product to the firm
• Manages product road map, owns up product backlog, guides marketing team in preparing collaterals, arriving at positioning statements, video promo preparation, conduct demos to sales team
• Orchestrates between business, leadership, engineering, design, sales and marketing teams
• Guides engineering team in developing requirements
• Ensured localization of bot into several languages by identifying language vendors, cost negotiations, listing out activities to be performed etc

1. By being Subject matter expert, developed product capabilities of Temenos wealth suite product- 'TAP' to meet unsolved product needs of leading North American and Asian banks like Royal Bank of Canada, Bank of Julius Baer- Singapore etc
2. Worked to improve existing products based on customer evaluations and needs
3. Led collaboration meetings to develop key processes for creation of product enhancements
4. Successfully prioriti6ed product requirements and set realistic expectations in regards to development and timeline.

1. Successfully rolled out HMN D77 MiFID II project across all Nordic countries where bank has its presence
2. Product owner for a team of Q9, prepared product back log and prioritized requirements.
3. Feature owner for Investment Reporting System.
4. Carved out a holistic domain training plan to ensure technical team has meaningful business engagement

5. Recruited new members for business analysis team to support division growth and create strong and productive department, replacing underperforming staff.

1. Designed wealth management products, recommended product
enhancements, contributed to market research on products, gathered
requirements and designed functional speci5cation documents for various requirements with respect to wealth management domain for leading North American banks like RBC, CI Financials, BMO & TD.
2. Helped in development of Investment Policy statement application from scratch
3. Critical role in preparing PoC for Robo Advisor to enhance digital advice experience of bank

4. Directed business analysts in executing and delivering various tactical and strategic plans.

• Helped CAMS manage their E-ISC application better by enhancing front end processing of mutual funds

• Tracked European capital markets and inscribed market commentary for global use by several HNI investors across the world.

• Mutual fund research, mutual fund analysis, model portfolio recommendation.