Vishwapriye K A
Project Management officer (PMO)
Pune
Summary
Project Management Officer (PMO) with over 12 years of comprehensive experience in the banking industry across global markets. Proven expertise in leading complex projects, enhancing operational efficiency, and driving strategic initiatives while ensuring alignment with organizational goals. Skilled in stakeholder management, risk assessment, and resource allocation, with a strong ability to navigate and thrive in fast-paced environments. Actively contributed as a Business Management Analyst for Governance of policies and frameworks as a PMO, focusing on compliance and risk management. Certified Project Management Professional (PMP) from the Project Management Institute (PMI), demonstrating a commitment to industry best practices and effective project delivery. Known for fostering collaborative team environments and delivering projects on time and within budget.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Project Manager, PMO - Governance
DWS
02.2024 - Current
- Successfully managed multiple projects simultaneously by prioritizing tasks according to urgency, resource availability, and alignment with organizational goals.
- Planned, designed, and scheduled phases for large projects.
- Identified plans and resources required to meet project goals and objectives.
- Monitored project performance to identify areas of improvement and make adjustments.
Senior process associate
TATA Consultancy Services
08.2015 - 02.2024
- TCS - Pune in Relationship incubation Analytical and strategic Team as an Analysist
- Revenue Tracking: Tracking and monitoring revenue generation from projects, including income from sales, contracts, or other sources
- This feature helps in assessing the financial performance of projects
- Invoicing and Billing: Generating invoices and bills for clients or stakeholders based on project activities and financial transactions
- This streamlines the billing process and ensures accurate and timely invoicing
- Forecasting and Predictive Analytics: Providing tools to forecast project revenue and expenses based on historical data and trends
- Which helps in making informed decisions and planning for future financial requirements
- Focuses on managing the financial aspects of projects and helps in ensuring financial control, tracking revenue generation, and optimizing project profitability
- Lead and Opportunity Management: Capturing and managing leads, tracking opportunities, and monitoring the sales pipeline
- Which includes lead scoring, opportunity forecasting, and sales stage tracking
- Customer Relationship Management (CRM): CRM functionalities, allowing sales teams to manage customer information, interactions, and communication
- Which includes contact management, activity tracking, and email integration
- Sales Analytics and Reporting: Reporting and analytics capabilities to track sales performance, monitor key metrics, and generate sales reports
- Which includes preparing dashboards, sales forecasting, and sales pipeline analysis
- Resource Allocation: Allocating resources based on project requirements, skill sets, availability, and workload
- Which helps in ensuring that the right resources are assigned to the right projects at the right time
- Resource Tracking: Tracking the utilization and availability of resources in real-time
- Which provides visibility into resource capacity, workload, and availability, allowing for efficient resource planning and allocation
- Resource Forecasting: Forecasting future resource needs based on project pipeline, timelines, and resource availability
- Which helps in identifying potential resource gaps or overloads in advance, allowing for proactive resource planning
Analyst
TATA Consultancy Services
09.2017 - 02.2021
- Client: - Lloyds Banking Group
- The client asset management - Managing the credit process / client relationships with risk management portfolio, annal credit renewal of loans, credit card and other credit instruments
- Providing facilities for lending requirements
- Credit unsecure underwriting - Providing offshore services for Personal lending decision, credit scoring support, data subject access request and loan conditions fulfilment process
- Provide services for customer to get short term overdraft limit for emergency fund raising and temporary overdraft facility as a part of underwriting process
- Scope to check if there is any requirement to issue a 'letter of concern' or 'letter of support' to the customer with the highest risk queues in the first instance
- Process to check and review the criteria that determine whether the account should get formal demand or to be closed
- Issue formal demand and sending account to the closure and closing dormant and non-active account
- Preparing daily, monthly, and quarterly MIS report and quality check report
Analyst
TATA Consultancy Services
09.2015 - 09.2017
- Client: JP Morgan & Chase
- Investigating on the accounts which are in Overdrafts on daily Basis and investigating the trades which got failed and pending in the market
- Preparing Monthly Overdraft Reports for major Corporates on Monthly basis and meeting daily and monthly SLA impacted
- Investigation on corporate actions and their announcement if found any discrepancy, report to client and liaise with the concerned team to ensure the client is not impacted
- Preparing interest reports to provide the Monthly debit interest charges on the overdrawn account
- Providing projections for the customers based on which the client would make investment decisions and clearing of the aged overdraft breaks
- Investigate the transactions which are not settled with custodian and ensure to do a regular follow and get it cleared
- Handling queries from client and resolving them and interacting with the Client on process improvement
Equity Advisor
KOTAK SECURITIES LTD
09.2014 - 08.2015
- Equity research and Advisor Service to the Clients
- Client Acquisition for Demat accounts
- Portfolio management of Clients
- Operation and Risk Management
Equity Advisor
ICICI SECURITIES LTD
05.2013 - 08.2014
- Equity research and Advisor Service to the Clients
- Client Acquisition for Demat accounts
- Portfolio management of Clients
- Operation and Risk Management
Education
Post Graduate Diploma - Banking and Finance
03-2015
Bachelor of Commerce - Accountancy
03-2012
Skills
Project management
Certification
PMP - Project Management Professional (PMP) from Project Management Institute (PMI)
Accomplishments
- Awarded as south toper in cash King Contest from KOTAK securities ltd.
- Awarded as toper in Client activation contest from ICICI securities ltd.
- Received Learning and achievement award 2 times in TCS
- BPS star performer award from TCS.
- Service and commitment award from TCS.
- Month star performer from TCS
- Quarterly star performer from TCS
- Transitioned many processes from onshore location and received appreciation for the transition performance.
- Transitioned many processes from offshore and recognized as the best trainee and the trainer.
- Received many client appreciations for the excellent work.
- Received appreciation from my manager for best leadership.
Disclaimer
I hereby declare that the information given above is true to the best of my knowledge., 06/01/23
Timeline
PMP - Project Management Professional (PMP) from Project Management Institute (PMI)
11-2024
Project Manager, PMO - Governance - DWS
02.2024 - Current
Analyst - TATA Consultancy Services
09.2017 - 02.2021
Analyst - TATA Consultancy Services
09.2015 - 09.2017
Senior process associate - TATA Consultancy Services
08.2015 - 02.2024
Equity Advisor - KOTAK SECURITIES LTD
09.2014 - 08.2015
Equity Advisor - ICICI SECURITIES LTD
05.2013 - 08.2014
Symbiosis University - Post Graduate Diploma , Banking and Finance
Bangalore University - Bachelor of Commerce, Accountancy
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