Open To Work
Yogini Patil
Lead Business Analyst
Pune,MH
Summary
Lead Business Analyst with 15+years of experience in digital transformation across investment banking, private banking, 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.
Overview
15
15
years of professional experience
Work History
Vice President - Business Analyst
CITICORP SERVICES INDIA LTD.
Pune
06.2019 - Current
- Directed global initiatives to digitize onboarding journeys for HNWI across Wealth Technology regions.
- Designed and implemented Permissions & Privileges and Account Opening modules, optimizing access control.
- Championed Data-Driven Onboarding (DDO) and Palantir projects through comprehensive data mapping.
- Enhanced system interoperability through automated workflows, significantly reducing onboarding timelines.
- Piloted AI tools within BA landscape, accelerating automation and facilitating use-case discovery.
- Delivered workshops on AI adoption and intelligent automation strategies to build team capabilities.
- Facilitated Agile ceremonies and managed sprint cycles, ensuring backlog integrity.
- Conducted interviews for Business Analyst and QA roles, forming high-performing teams.
Associate - Business Analyst
DEUTSCHE BANK DBOI
Pune
10.2017 - 06.2019
- Designed and deployed solutions for legal matter management and compliance reporting systems.
- Introduced JIRA for agile execution, mentored team members, and authored workflows and technical documentation.
Business Analyst - Core Banking Services
FISERV INDIA PVT. LTD.
Pune
09.2016 - 04.2017
- Developed integration logic for ESF acceleration by mapping provider systems with standardized baseline services.
- Created transformation rules and coordinated knowledge transfer with development and QA teams.
Sr. QA Engineer / Business Analyst
CYBAGE SOFTWARE LTD.
Pune
09.2014 - 08.2016
- Managed dual roles in travel domain projects including E-Z-Rent-A-Car and Events.com.
- Drafted BRDs/FRDs, test strategies, sprint backlogs, and system mockups for scalable application development.
Software Engineer / Business Analyst
ATOS INDIA PVT. LTD.
Pune
08.2010 - 08.2014
- Delivered end-to-end telecom product configuration for KPN Netherlands.
- Worked onsite during critical global transitions and received awards for defect-free project deliveries.
Education
MBA - Information Technology
PCCOE
Pune01.2015
B.Sc. - Computer Science
Indira College of Science & Commerce
Pune01.2010
HSC -
Amrita Jr. College
Pune01.2007
SSC -
St. Ursula High School
Pune01.2005
Skills
- Business process reengineering
- Data analysis and mapping
- Agile methodologies and coaching
- Stakeholder alignment and engagement
- AI strategy and implementation
- Prompt engineering and use-case discovery
- Digital onboarding and workflow optimization
- Systems integration and interface design
- Requirements elicitation and gathering
- BRD and FRD creation
- User stories development and management
- Scrum leadership and team collaboration
- Cross-functional coordination
- UAT planning and execution
- QA liaison and defect triage
- Risk analysis and assessment
- Issue resolution and change management
- Talent mentoring and training
- Interviewing skills and facilitation
- JIRA, Confluence, TFS, SharePoint proficiency
- Balsamiq expertise and MS Visio usage
- SQL, Postgres SQL knowledge
- Problem solving and critical thinking skills
Personal Information
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
Achievements And Honors
- 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
Citi AI Accelerator
- 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
Languages
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
marathon
Native
Native
Accomplishments
- 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.
Timeline
Vice President - Business Analyst
CITICORP SERVICES INDIA LTD.
06.2019 - Current
Associate - Business Analyst
DEUTSCHE BANK DBOI
10.2017 - 06.2019
Business Analyst - Core Banking Services
FISERV INDIA PVT. LTD.
09.2016 - 04.2017
Sr. QA Engineer / Business Analyst
CYBAGE SOFTWARE LTD.
09.2014 - 08.2016
Software Engineer / Business Analyst
ATOS INDIA PVT. LTD.
08.2010 - 08.2014
MBA - Information Technology
PCCOE
B.Sc. - Computer Science
Indira College of Science & Commerce
HSC -
Amrita Jr. College
SSC -
St. Ursula High School
Certification
- Foundry & AIP Builder Foundations, Palantir Technologies - [July 7, 2025]
- Introduction to Foundry & AIP for Enterprise Organizations, Palantir Technologies [July 9, 2025]
Quote
The way to get started is to quit talking and begin doing.
Walt Disney