VJ SARAVANAN
Bangalore
Summary
Business Analyst and Implementation Leader with 20+ years of experience in the U.S. 401(k) retirement services industry. Expertise in requirements analysis, stakeholder management, data conversion, and digital onboarding transformation. Proven ability to translate complex business needs into functional solutions, process improvements, and large-scale implementation initiatives. Experienced in Agile collaboration, UAT validation, and cross-functional delivery across business, operations, and technology teams.
Overview
23
23
years of professional experience
4
4
Certifications
Work History
Senior Project Manager – Implementations
FIDELITY INVESTMENTS
2019.06 - 2026.02
- Implemented concurrent projects from point of sale to service handoff, ensuring milestone adherence.
- Collaborated with cross-functional teams to manage onboarding process for US Clients from sales to service handoff.
- Conducted stakeholder briefings on project risks, scope and progress updates.
- Created standardized workflows for client service teams to enhance operational efficiency.
- Trained and mentored new hires for consistent understanding of process.
- Ensured compliance with regulations throughout all project lifecycle stages.
- Outlined work plans, assessed resources, and established timelines for execution.
- Performed end to end Business Acceptance Testing on the Digital Onboarding Project.
Lead Business Analyst / Senior Data Conversion Consultant
FIDELITY INVESTMENTS
2013.04 - 2019.05
- Executed multiple concurrent projects as a Data Conversion Consultant for US Clients.
- Coordinated transfer of plan assets and associated data elements during project implementations.
- Cultivated relationships with Plan Sponsors, Investment Professionals, Current Recordkeepers and Project Managers throughout the implementation process.
- Educated Clients on implementation timelines and collaborated with internal teams to ensure adherence.
- Revolved Client and Advisor inquires promptly to facilitate smooth conversion process.
- Directed asset transfer transactions to minimize financial exposure for Fidelity and Stakeholders.
- Reconciled received assets with participant balances, addressing issues with Plan Sponsors and Prior Record Keepers.
Team Leader
FIDELITY INVESTMENTS
2006.02 - 2013.04
- Conducted monthly one-on-one sessions to provide constructive feedback and development support.
- Implemented effective process controls to enhance operational efficiency.
- Established strong working relationships with US business partners to facilitate collaboration.
- Initiated global projects to enhance production, quality, turnaround time and overall process health.
- Managed end-to-end process transitions, ensuring smooth operational shifts.
- Identified and reported operational risks while conducting root cause analysis (RCA)
Process Administrator
SIEMENS BPO SERVICES PVT LTD
2003.11 - 2006.01
- Worked in the Account Maintenance and Payment Operations division of a UK – Based International bank – Barclays Bank.
- Researching and posting the payments of the customers into their accounts.
- Debiting and crediting the customers' accounts according to the bank's reports.
- Preparing the monthly MIS reports.
- Performing internal audits on the transactions executed by the team members.
Customer Service Representative
CUSTOMER FIRST SERVICES PVT LTD
2003.06 - 2003.10
- Worked for Customer First Services under Standard Chartered Bank project for 3 months as a Tele Calling Officer.
- Worked for Customer First Services for 3 months representing Airtel Inbound Process as a Customer Service Representative.
Education
Bachelor's degree - Commerce
SMSG Jain Degree College
Bangalore2003-01
Skills
Project Management
Data Analysis
Accomplishments
- Worked as a Change Agent for 2 years on the Digitally Guided Onboarding experience for the Client and for all the stakeholders involved in the project.
- Worked with NPIT team and several SQUADS to discuss changes and new enhancements that impact the overall experience of the Digital Onboarding Process.
- Implemented Data Maintenance process reengineering project which resulted in streamlining the process across all the segments resulting into reduction of 12 FTE's.
- YEI award for consistently achieving highest Client and Advisor Survey Scores for six consecutive months
Certification
Certified RPF 1 & RPF 2 by American Society of Pension Professionals & Actuaries (ASPPA)
Timeline
Senior Project Manager – Implementations
FIDELITY INVESTMENTS
2019.06 - 2026.02
Lead Business Analyst / Senior Data Conversion Consultant
FIDELITY INVESTMENTS
2013.04 - 2019.05
Team Leader
FIDELITY INVESTMENTS
2006.02 - 2013.04
Process Administrator
SIEMENS BPO SERVICES PVT LTD
2003.11 - 2006.01
Customer Service Representative
CUSTOMER FIRST SERVICES PVT LTD
2003.06 - 2003.10
Bachelor's degree - Commerce
SMSG Jain Degree College