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Yogini Patil
Mumbai
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Summary
Enterprise transformation professional with 15+ years across investment banking, private banking, telecom, and compliance. Directed enterprise services operations; defined AI PDLC as business execution lead and product owner across wealth tech product delivery. Currently leads AI enablement at Citi, improving operational efficiency and client satisfaction outcomes.
Overview
16
16
years of professional experience
Work History
Vice President, Services Ops Business Execution
CITICORP SERVICES INDIA PVT. LTD.
Mumbai
07.2026 - Current
- Standardized requirements process across Citi business lines and control functions through current-state analysis and target operating model design.
- Drove"Improving Change Lifecycle" and "AI PDLC" programs with focused process improvement execution.
- Strengthened requirements maturity through cross-LOB assessment design and target operating model development.
- Led and tracked adoption of AI presets for 675 impacted employees across services operation teams through coordinated communications.
Vice President - Product Owner
CITICORP SERVICES INDIA PVT. LTD. (CSIPL)
Pune
06.2019 - 07.2026
- Global Program Governance: Direct high-impact global initiatives to digitize, automate, and overhaul client onboarding journeys and architectural workflows for UHNWI and HNWI segments across Wealth Management
- Systems Integration & Overhaul: Spearheaded comprehensive data-driven onboarding (DDO) and client master creation via enterprise data platforms (Palantir), Wealth Client Access management, eKYC, automation, eliminating duplicate clients across the firm through extensive data mapping, deduping, and auto-federation to core product processors.
- Platform Management: Successfully managed internal Citi core wealth platforms, optimizing end-to-end processing across client data modules, MIS reporting, permissions & privileges, and complex client risk profiling workflows.
- Product Architecture Delivery: Led cross-functional teams to deliver scalable integration logic for discretionary and non-discretionary products, including Brokerage, IRA, Citi Managed, Preferred Custody, Savings, Checking, Structured notes, Options and Investment/Lending products. Aware of wealth downstream trade life-cycle implications and fund transfer, eDelivery etc. Product processor experience NetX, Pershing, GCIF etc.
- Process Optimization: Enhanced front-to-back system interoperability through automated workflows, successfully accelerating execution timelines by 40%.
- AI Strategy & Team Upskilling: Pioneered the Citi AI Accelerator pilot within the technology landscape; established prompt engineering libraries and delivered firm-critical training workshops to uplift team capabilities and accelerate delivery cycles.
- Agile Leadership & Mentorship: Facilitated Agile ceremonies, managed complex sprint backlogs, mitigated project risks, and interviewed/built high-performing delivery 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 EZ Rent A Car and Events dot 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
- AI Strategy, AI PDLC, Agentic AI
- 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
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.
Timeline
Vice President, Services Ops Business Execution
CITICORP SERVICES INDIA PVT. LTD.
07.2026 - Current
Vice President - Product Owner
CITICORP SERVICES INDIA PVT. LTD. (CSIPL)
06.2019 - 07.2026
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
Quote
The way to get started is to quit talking and begin doing.
Walt Disney
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
Achievements And Honors
- Citi Executive Leadership recognition for AI transformation and accelerating AI adoption
- Citi Platinum, Gold, Silver, Bronze awards- For Delivering with pride, Taking ownership, Being a super start and being the best for the client. Recognized for high-quality, timely delivery
- Atos Cheers Award - For defect-free execution of product & tariff assignments
- Atos 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