Sujit Tamboli

• Leveraged Microsoft Copilot with Power Automate to translate business requirements into low-code automated workflows, improving process efficiency and reducing manual effort.
• Collaborated with stakeholders to identify automation opportunities and used Copilot-assisted insights to design, validate, and optimize end-to-end business processes.

• HSBC Bank Project collaborated with business users, collected requests and developed set of Bl reports to accommodate business needs.

Wealth Dashboard:

• Lead business requirement gathering for a wealth dashboard coving mutual funds ,SIP,BONDS, PAS and investment sales align analytics with business and leadership experience
  
• conducted stakeholders workshop and discussion with sales, wealth advisory and product managers to understand KPI sales target and growth definitions and performance metrics
• translated business requirement into functional specifications and collaborated with technical teams to ensure accurate implementation of metrics
  validated data from multiple source systems and performed UAT ,ensuring dashboard outputs align with business and stakeholders expectations
  
• enabled data driven decision making by presenting actionable insights on product wise performance sales trends and under performing quarters to leadership

Drawing power automation :

• to streamline the process of verify credit data element which required to be updated in HUB at time ...manually checking CDE involves extensive data massaging and time intensive and prone to error....
  
• this process automation supports in identifying the error in replication of CDE as per last approved CARM of respective borrower and highlight them on daily basis.

IFAI Process(Interest fees and adjustment )

• compares and verifies transaction details related to IFAI between status of systems (i.e internal and external) and enhances operational efficiency
  
• worked on end to end reconciliation between source systems (internal) and downstream/external systems identifying mismatches and root causes in interest and fee posting
  
• reviewed and validated interest accruals fee charges and adjustment logic as per business logic and regulatory guidelines
• supported daily reconciliation checks to ensure correctness of IFAI posting and highlighted variance related to incorrect rates
• documented business rules exception scenario's and adjustment handling logic for fee discrepancies enabling consistent resolution
• Manager sprint cycle,Scrum meeting preparing "As-is" & "To-Be" with suitable solution and recommendations
• Designed power BI dashboard for Wealth Management Unit claims portfolio of 100+ client accounts to review the KPI; results in 25% improvement in client satisfaction.
• Developed multiple regulatory reporting system that provide accessible information for accurate decision making.
• Aligning with all stakeholders, giving demo to client, testing functionality.
• Managing JIRA and confluence provided support to development team on product development

• Assisted in developing Bl reports resulting in a 20% reduction time in reporting.
• Collaborated with cross functional teams to gather requirement and deliver data insights.
• Implemented data validation process that improved data accuracy by 15%.