Yogini Patil

Lead Business Analyst with 15+years of experience in digital transformation across investment banking, private banking for wealthy clients-UHNWI & HNWI, entities, telecom, and compliance sectors. Specializes in enterprise AI integration and stakeholder engagement, currently leading AI enablement and onboarding modernization at Citi, resulting in improved operational efficiency and client satisfaction. Proven ability to mentor teams and influence strategic decisions through data-driven insights. Recognized for driving results in a collaborative manner while implementing optimized solutions.

Title: Vice President, Lead Business Analyst|Citi AI Accelerator|AI enthusiast 

LinkedIn Profile: linkedin.com/in/yogini-patil-401b831a

Email ID: yogini2989@gmail.com and yogini1176@gmail.com

Mobile number: (+91) 9730436810

• Platinum Award - Recognized for high-quality, timely delivery at Citi
• Cheers Award - For defect-free execution of product & tariff assignments
• Certificate of Excellence - Acknowledged for proactive leadership and teamwork
• Onsite Assignments (Netherlands) - Selected thrice for critical delivery and global transition efforts

• AI accelerator/AI pilot user/promoter: Spearheading the evaluation and implementation of AI tools for prompt-based analysis, documentation generation, and workflow automation within Citi's BA community
• Prompt engineering and knowledge design: Curated reusable prompt libraries to simplify documentation, test case drafting, and requirement clarification
• AI literacy evangelist: designed and delivered training modules on enterprise AI adoption, enhancing awareness and hands-on readiness across teams
• Feedback loop facilitator: Partnered with product teams to provide iterative feedback, influencing enterprise-grade AI feature development

• Citi AI Accelerator: Recognized for taking initiatives above and beyond in Wealth Technology.
• Designed a workflow solution for Global federated customer master a Palantir project, resulting in building one baseline to indentify customers across private banking and consumer banking.
• Acted as a BA/PO for the Address Change Microapp for private bank clients which save banking and operations time by 40%, streamlined the process, removed redundant processes.

• Foundry & AIP Builder Foundations, Palantir Technologies - [July 7, 2025]
• Introduction to Foundry & AIP for Enterprise Organizations, Palantir Technologies [July 9, 2025]

Write resume for , experience, qualifications and knowledge required:

n Minimum 10+ years of experience in consulting or handling change programs within global investment

banking.

n Have detail understanding of Wealth Management function for global investment banking. Key activities

processes include – Investment Products, Lending Products, Wealth Client Onboarding, Client Lifecycle,

Client Risk Profiling, Suitability Checks, Investment Advisory, MI & Reporting

n Strong experience/understanding with Avaloq Core Platform (Modules- STEX, Credit, Client Data, MIS

reports, Stock exchange and payments) will be preferred; Avaloq certification is a plus.

n Proven experience as a Program Manager; Thorough understanding of project/program management

techniques and methods (Agile and Waterfall).

n Experience in managing full E2E project delivery, Front Office to Back Office architecture overhaul

projects which require coordination across multiple Corporate functions and Technology partners .

n Excellent Knowledge of performance evaluation and change management principles.

n Excellent Communication, Leadership skills, Organization Skills along with experience in conflict

management/ issue resolution.

n Experience of analysing complex business processes.

n Flexibility (Openness to Change) – Adapts effectively to changing plans, domains, and priorities; is open

and flexible when faced with changing project constraints and timelines.

n Expect sound understanding of standard Trade lifecycle, financial products like cash equities, bonds,

listed future & Options, Loans. CFA/ FRM certification will be preferred.

n Detailed knowledge of all Microsoft Office products, PowerBI and Alteryx will be preferred.

n Attention to detail and high-quality standards of documentation, processes and control environment.

n Deals comfortably with ambiguity – Stays on target to complete goals regardless of obstacles or adverse

circumstances.