Highly skilled Technology Product / Program Manager with over 18 years of extensive experience in Fintech industry managing products and programs covering entire landscape of Asset and Wealth Management business and 6+ years into Product Management.
Customer focused and Success-oriented, with experience in creating a Product Vision, Strategy and Roadmap, development of KPIs, Feature Ideation, creating POCs / MVPs and taking them to successful implementation
Extensive experience working with global business teams, building a strong partnership, to provide solutions for short and long-term business strategy
Successfully delivered a strategic Digital Oversight Automation and Collaboration product covering 14+ business functions to bring better oversight, automation and efficiency in their business processes and saving costs up to 25%
Demonstrated ability to deliver large-scale, complex, multi-million-dollar transformational programs from inception to successful closure by creating high-performance teams, comprehensive planning, and agile execution.
Rich Business Domain knowledge and project experience in Client Onboarding, KYC, Trade Execution & Settlement, Custody, IBOR, ABOR, Reconciliations, Performance, Benchmarking, Attribution, Client Reporting, Risk and Analytics
Domain expert of the region conceptualizing, leading and delivering multiple domain training programs for leadership teams and new joiners
Overview
22
22
years of professional experience
1
1
Certification
Work History
Product Manager, Collaborative Workplace Platform
Invesco
Hyderabad
03.2018 - Current
The Collaboration Workplace Platform is a strategic inquiry management and collaboration platform designed for financial institutions. It centralizes and automates the recording, tracking, and management of inter-departmental and external inquiries.
Coordinated marketing events for showcasing products and service offerings to prospective business partners and onboarded 8 new business functions into the platform
Technologies used: Appian BPM for Workflow management, Symphony for Collaboration, Mulesoft APIs for data integration, AWS Comprehend for Natural Language processing and PowerBI for reporting
EXCEPTIONAL CONTRIBUTIONS - Create a compelling Product Vision and roadmap by anticipating business needs through surveys, client interviews, and focus group discussions. group discussions
Conceptualized and designed multiple new features such as Skill-based auto assignment, Acknowledgement & Escalation framework, Activity based Workflow, Global Search, Research functionality, etc.
SME for the platform providing Business Demos, capture feedback and ideate new features for the Product
Cost estimations for onboarding new departments, or developing new features into the platform.
Defined and tracked KPIs for the product to measure success
PRODUCT MANAGEMENT - Involved in all aspects of the product lifecycle initiation, such as conceptualization, planning, cost-benefit analysis, governance, presenting to executive leadership, and feature execution using Agile Scrum principles.
REQUIREMENTS DISCUSSIONS - Having a solid understanding of the domain, I mentored BAs and Product Owners to create a robust approach to gather requirements from different business teams and prepare a high-level BRD, and then break it down into epics and stories.
PROJECT DELIVERY / PRODUCT MANAGEMENT - Took up the role of a Product Owner to create a roadmap for the product, prioritize features to maximize impact, while meeting budget constraints.
VENDOR MANAGEMENT - Worked with multiple vendors to carry out development activities, and was involved in vendor selection, negotiations, SOWs, and ensuring vendor consultants are quickly onboarded, while tracking their work to ensure timely delivery.
RISK MANAGEMENT - Monitored, defined, and tracked mitigation/resolution plans for all risks and escalated issues, including defining and implementing strategies for cost savings, platform uplift, and people training for end-to-end delivery.
PEOPLE & CAPACITY MANAGEMENT - Optimized workforce and increased productivity of the workforce through focused performance management, training of resources, and managing competency risks and issues.
CONTINUOUS IMPROVEMENT - Defined and drove continuous improvements in terms of building efficiency in Agile execution, reduction of external spend, and creating backup strategies.
Workstream Manager - Merger / Acquisition
Invesco
Hyderabad
02.2017 - 02.2018
As part of the Merger Acquisition program, managed the Reconciliation workstream managing 2 projects to upgrade the existing Equity and FI Reconciliation system from On Premises solution to a SaaS based solution and to onboard new funds as part of the merger
PROJECT MANAGEMENT - As a Project Manager, took the project from conceptualization, initiation, planning, cost-benefit analysis, Stakeholder management and approval
TRANSITION STRATEGY - Defined transition strategy plan and deliverables for transitioning the application from on-prem to SaaS solution and onboarding the accounts as part of the merger
BUSINESS ANALYSIS - Involved in analysis of historical data transition during the upgrade project and mapping of data from source system to target system during the merger project
STAKEHOLDER COLLABORATION - Had constant collaboration with the Business and Technology Stakeholders to ensure transparency was built throughout the project
RISK AND ISSUE MANAGEMENT - Reduced risk by creating and managing risk register, issue register, transition reports and tracking transition deliverables vs plan by collaborating with stakeholders on risk and issue mitigations and impacts
VENDOR MANAGEMENT - Worked with 3rd party vendor to negotiate and draw up a contract for the SaaS solution and come up with scope, pricing, slab structure, SLAs, and processes for support
LEADERSHIP - Built high performance team by coaching and motivating when faced with transition challenges
Project Manager | Derivatives Reconciliation using TriResolve
Invesco
Hyderabad
07.2016 - 01.2017
Implementing 2 projects for onboarding OTC Derivatives and ETD products onto a new SaaS based Reconciliation platform called TriResolve
PROJECT MANAGEMENT - As the Project Manager, took the project from conceptualization, initiation, planning, cost-benefit analysis, Stakeholder management and approval
BUSINESS ANALYSIS - Business Analysis to come up with BRDs for feed files for ETD and OTC Derivatives like IRS, TRS, CDS, Swaptions, Forwards, Futures, Options, etc
VENDOR MANAGEMENT - Worked with 3rd party vendor to come up with requirements for feeds to the tool
RISK MANAGEMENT - As there were dependent projects for NA Derivatives process, came up with a strategy to bifurcate the project into xNA and NA projects
Sr BA / PM | OVID Program (DTL Implementation)
Invesco
Hyderabad
09.2014 - 07.2016
OVID - Operating Vision Informed by Data is a large transformational program which involved migrating from a legacy IBOR used by Invesco NA business to Eagle STAR and creating a Data Transport Layer (DTL) to help the movement of Business data across multiple business functions
BUSINESS ANALYSIS - Was the only Business Analyst for the offshore development team attending all requirement discussions with business, creating BRDs, Epics and stories in Jira
SCRUM MASTER - Played the role of scrum master for the offshore development team ensuring that the team was focussed on the sprint activities
PROJECT MANAGEMENT - Was involved in project planning, estimations and tracking of project activities
BA / PM, App Support & Maintenance
Infosys Technologies Ltd.
Hyderabad
01.2013 - 12.2014
BA / PM
Infosys Technologies Ltd.
Singapore
01.2010 - 12.2013
Sr. Business Analyst
Infosys Technologies Ltd.
United Kingdom
01.2007 - 12.2010
Business Analyst
Infosys Technologies Ltd.
United Kingdom
01.2005 - 12.2007
Developer
Infosys Technologies Ltd.
Pune
01.2003 - 12.2005
Education
Bachelor of Technology - Instrumentation and Control
National Institute of Technology (NIT)
Jalandhar
04-2003
Skills
Client Onboarding & KYC
Equities
Fixed Income
Derivative
Asset and Wealth Management
Clearing and Settlement
Custody Reconciliation
Custom Benchmarks & Rebalancing
Performance & Attribution
Client Reporting
Product / Program Management
Planning & Cost Benefit Analysis
Product Vision / Roadmap
Backlog refinement / prioritization
Stakeholder Management
MIS Reporting
Resource / Vendor Mgmt
Agile
Waterfall
Hybrid
MS-Office
Project
Visio
Appian BPM
Power BI
Autosys
Oracle
SQL Server
JIRA
Confluence
Certification
Executive Program in Product Management, Indian School of Business (ISB), Hyderabad, Currently pursuing
Professional Scrum Product Owner (PSPO), Completed
Certified Scrum Product Owner (CSPO), Completed
CFA Level I, Passed
Investments Operations Certified, Chartered Institute of Securities & Investments (CISI, London), Completed, Introduction to Securities & Investments, IT in Investment Operations, Global Securities Operations
Accomplishments
Recipient of the Pinnacle Award, the highest recognition at Invesco Hyderabad, in 2021 at Invesco for conceptualizing and leading multiple efforts on Domain Trainings across Invesco•
Recipient 2 OneTech Awards in consecutive years (2022 and 2023), the highest Technology recognition at Invesco, for my contributions Collaborative Workplace product and conceptualizing & leading global Domain Training programs
Received 2 TechConnects awards (2016 and 2020) at Invesco for my contributions in projects and org-wide initiatives
Otherrelevantexperience
BA / PM, App Support & Maintenance, Charles Schwab, Hyderabad, India, 2013 - 2014
BA / PM, UBS, Singapore & United Kingdom, 2010 - 2013
Sr. Business Analyst, RBS, United Kingdom, 2007 - 2010
Business Analyst, ABN Amro, United Kingdom, 2005 - 2007
Developer, The Travel Corp, Pune, India, 2003 - 2005
Accolades
Pinnacle Award, Invesco, 2021, Recipient of the highest recognition at Invesco for conceptualizing and leading multiple efforts on Domain Trainings across Invesco.
OneTech Awards, Invesco, 2022, 2023, Recipient of the highest Technology recognition at Invesco for contributions to Collaborative Workplace product and leading global Domain Training programs.
TechConnects Awards, Invesco, 2016, 2020, Received for contributions in projects and org-wide initiatives.
Summary - Executivesummary
Highly skilled Technology Product / Program Manager with over 18 years of extensive experience in Fintech industry managing products and programs covering entire landscape of Asset and Wealth Management business.
Customer focussed and Success-oriented, with experience in creating a Product Vision, Strategy and Roadmap, development of KPIs, Feature Ideation, creating POCs / MVPs and taking them to successful implementation.
Extensive experience working with global business teams, building a strong partnership, to provide solutions for short and long-term business strategy.
Successfully delivered a strategic Digital Oversight Automation and Collaboration product covering 14+ business functions to bring better oversight, automation and efficiency in their business processes and saving costs up to 25%.
Demonstrated ability to deliver large-scale, complex, multi-million-dollar transformational programs from inception to successful closure by creating high-performance teams, comprehensive planning, and agile execution.
Rich Business Domain knowledge and project experience in Client Onboarding, KYC, Trade Execution & Settlement, Custody, IBOR, ABOR, Reconciliations, Performance, Benchmarking, Attribution, Client Reporting, Risk and Analytics.
Domain expert of the region conceptualizing, leading and delivering multiple domain training programs for leadership teams and new joiners.
Timeline
Product Manager, Collaborative Workplace Platform
Invesco
03.2018 - Current
Workstream Manager - Merger / Acquisition
Invesco
02.2017 - 02.2018
Project Manager | Derivatives Reconciliation using TriResolve
Invesco
07.2016 - 01.2017
Sr BA / PM | OVID Program (DTL Implementation)
Invesco
09.2014 - 07.2016
BA / PM, App Support & Maintenance
Infosys Technologies Ltd.
01.2013 - 12.2014
BA / PM
Infosys Technologies Ltd.
01.2010 - 12.2013
Sr. Business Analyst
Infosys Technologies Ltd.
01.2007 - 12.2010
Business Analyst
Infosys Technologies Ltd.
01.2005 - 12.2007
Developer
Infosys Technologies Ltd.
01.2003 - 12.2005
Bachelor of Technology - Instrumentation and Control