Sajai Kolhe
Pune
Summary
Dynamic professional with extensive expertise in Financial Services, IT, Digital Banking, and Wealth Management, seeking a challenging opportunity to drive impactful business analysis, functional testing, and project coordination. Proven ability to deliver innovative digital banking solutions that enhance wealth and investment management platforms. Committed to leveraging a strong analytical mindset and collaborative approach to ensure successful project outcomes and elevate organizational performance. Passionate about contributing to transformative initiatives that shape the future of financial services.
Overview
7
7
years of professional experience
Work History
Senior Associate Consultant
Infosys
07.2023 - Current
- Working closely with stakeholders to understand and translate business requirements into system solution as a Functional Lead for the WMS part of the project.
- Coordinate and communicate with stakeholders to ensure continuous alignment with evolving business needs.
- Gather, analyze, and document business requirements to support the development and customization of Finacle-based wealth and investment management solutions.
- Prepare detailed Business Process Documents (BPDs), Requirement Specifications, and Functional Specifications aligned with client expectations.
- Collaborate with cross-functional teams including business units, development, and product to ensure smooth implementation and testing of business requirements.
- Contribute to Quality Assurance processes by creating test cases, performing functional and regression testing, validating system behavior, and supporting UAT.
- Responsible for end-to-end Functional Testing of Finacle WMS Asset Classes- Like Bonds, Equities and Omnibus/Non-omnibus Mutual Funds.
- Proficient in JIRA tools for project management and issue tracking.
- Assist in project management activities, including sprint planning, tracking progress on JIRA, and ensuring timely delivery of project milestones.
- Support the implementation of new systems and business processes for wealth management products such as Mutual Funds.
- Maintain strong client relationships through effective communication, timely updates, and solution-oriented support.
Associate Consultant
Infosys
06.2022 - 06.2023
- Worked as Associate Consultant in an Agile Scrum team focused on the development of Finacle Software solutions for Automatic Cash Investment (Wealth Management), Cash Pooling, and Notional Pooling (Liquidity Management) for a France-based banking group.
- Lead the solutioning of functional requirements, collaborating with stakeholders to define, document, and obtain sign-offs for business and system solutions.
- Own and manage Liquidity Management System (LMS) modules including Target Balancing, Cash Pooling, and Notional Pooling, ensuring alignment with client-specific business needs.
- Prepare comprehensive solution documentation, including PPT presentations, MRD requirements, workshop notes, test cases, sample BPD files, and change request documents based on client discussions.
- Conduct requirement workshops and walkthroughs with business users and technical teams to ensure clear understanding and smooth implementation.
Senior Process Executive- Data
Cognizant Technology Solutions
03.2021 - 06.2022
- Handled the various Processes of Corporate Actions related to Divided Processing, Reorganization and Proxy- Equity Flatten Fractional Mailbox, Equity Option Change- CW, AI 11 Option Change, Dividend Option Change- MF, DTC Mandatory Cash and Stock Allocations, CNS Reorganization, Etc.
- Participated in client interaction or meetings to discuss the latest updates in the processes and updated the SOP documents in accurate summaries as per the updates received from the client.
- Prepared the SOPs, Process Flows, SIPOCs, Checklists, Ready Reckon-er, etc. as per the processes and sent to client.
- Organized training sessions for new joiners using systematic training plan in order to make them familiar with the processes.
Analyst
eClerx Services Ltd.
03.2019 - 03.2021
- Handled the various T0 Confirmation Daily, Weekly and Monthly Process - Voluntary Corporate Action Monitoring, Pay-date Validation, Daily Margin Call Reporting, Equity Fails Reporting, NDF T+1 Validation, FX T0 Confirmations.
- Worked on automation of few processes to reduce manual errors and increase efficiency.
- Organized training sessions for new joiners using systematic training plan in order to make them familiar with the processes.
Education
MBA -
PCET's S. B. Patil Institute of Management.
Pune04.2019
B.COM. -
Marathwada Mitra Mandal's College of Commerce
Pune04.2017
H.S.C. -
Shri Shivaji College
Parbhani03.2013
S. S. C. -
N.V.S. Marathwada High School
Parbhani03.2011
Skills
- Business Requirement Gathering
- Functional Specification Documentation
- Project Management
- Business Process Design
- Client Communication & Coordination
- Regression Testing
- API Testing
- End-to-End Functional Testing
- UAT (User Acceptance Testing) Support
- Wealth & Investment Management Domain
- Demo & Walkthrough Sessions
- Post-Implementation Support
- Analytical Thinking
- Problem Solving
- Time Management
- Attention to Detail
- Strong Verbal and Written Communication
- Team Leadership
- Finacle Wealth Management Solution
- Finacle Core Banking Solution
- Finacle Liquidity Management Solution
- JIRA (Issue & Sprint Management)
- MS Excel
- MS Word
- MS PowerPoint
- SQL Basics
Languages
Marathi
Hindi
English
Analytical Soft Skills
- Analytical Thinking
- Problem Solving
- Time Management
- Attention to Detail
- Strong Verbal and Written Communication
- Team Leadership
Tools Technologies
- Finacle Wealth Management Solution
- Finacle Core Banking Solution
- Finacle Liquidity Management Solution
- JIRA (Issue & Sprint Management)
- Postman (API Testing)
- MS Excel
- MS Word
- MS PowerPoint
- SQL Basics
Personal Details - Strengths
- Flexibility
- Grasping capacity
- Honesty
- Dedication in work
Personal Information
- Date of Birth: 22nd November 1994
- Gender: Female
- Nationality: Indian
- Marital Status: Married
- Current address: Row House 15, Sai Dwarka Paradise, Kiwale- 412101, Pune, Maharashtra
- Permanent address: Row House 15, Sai Dwarka Paradise, Kiwale- 412101, Pune, Maharashtra
Core Functional Skills
- Business Requirement Gathering
- Functional Specification Documentation
- Project Management
- Business Process Design
- Client Communication & Coordination
- Regression Testing
- API Testing
- End-to-End Functional Testing
- UAT (User Acceptance Testing) Support
- Wealth & Investment Management Domain
- Demo & Walkthrough Sessions
- Post-Implementation Support
Timeline
Senior Associate Consultant
Infosys
07.2023 - Current
Associate Consultant
Infosys
06.2022 - 06.2023
Senior Process Executive- Data
Cognizant Technology Solutions
03.2021 - 06.2022
Analyst
eClerx Services Ltd.
03.2019 - 03.2021
B.COM. -
Marathwada Mitra Mandal's College of Commerce
H.S.C. -
Shri Shivaji College
S. S. C. -
N.V.S. Marathwada High School
MBA -
PCET's S. B. Patil Institute of Management.