RESUME/CV

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• A dynamic professional with approx. 25 years of rich experience in Financial Services and Information Technology sectors with well-known organizations.
• Extensive background in Program/Project/Product/Change Management & Business Analysis; including Strategic Planning, Team Management, MIS & Reports, etc.
• Project Management Professional (PMP) from PMI USA.
• Extensive global and local experience in the Mutual Fund Industry. Have worked with most divisions/departments within the Asset Management organisation.
• Strong people engagement skills.
• Established record in providing end-to-end custom business solutions resulting in value generation.

EXPERIENCE

Role:

• Developing Custom Software for Financial Services and Media companies
• Vendor Management, Change Management, Business Analysis, Project Management, Testing
• Integration of organizations
• Building the Sales organization by identifying potential distributors and customizing a CRM
• Worked on avoiding Capital Intensive models and focused on Operational Intensive models
• Helping Investors make smart choices with Mutual Funds, Life Insurance, Health Insurance and Deposits

Clients:

Achievements:

• Helped open the first 20+ branches of an organisation using Operational Expenditure focused models that reduced initial Capital Expenditure by ~80%.
• Helped get new Sales employees up and running on Salesforce within a week of joining the organisation.
• Launched a customized software platform in time for the biggest Media trade show globally.
• Streamlined Quality Assurance and Delivery processes to improve the quality of testing, reduce defects and reduce production bugs.
• Have aligned with manufacturers and aggregators to provide clients with a complete set of Financial solutions

Role:

• Worked as a Consultant from Dec 2020 to Feb 2021 before joining full-time in Mar 2021.
• Built Mutual Fund and Investment Advisor organisations from ground up.
• Identified product features and application flows.
• Developed Digital assets, Assessed Technical integration, Aided UX design and managed prioritisation of features.
• Launched Investment Advisory website and built a prototype for Mutual Funds.
• Involved in drafting application and responding to subsequent queries for SEBI Mutual Fund license.
• Managed tie-ups with service partners such as Bankers, Custodians, KYC vendors and Payment Gateways.
• Selected partner basis product suite and costs.
• Projected costs to determine profitability.
• Determined organizational hiring needs in Product Management, Operations and Compliance teams.

Achievements:

• Launched the concept of Active Share, a first in India.

Role:

• Managed Projects aligned with business strategy/objectives to add revenue/value and minimise risk with focus on scope, cost, schedule and quality.
• Projects included enhancements to Digital infrastructure and software used internally by most departments within the organisation, along with Process implementation/modification, new Product launches and Revenue increase via Retail Sales expansion & Digital partnerships.
• Interacted with core Management team for oversight on approach and deliverables via Steering committee meetings.
• Worked with Program Management Office (PMO) leaders to define pipeline as per business need, impact and budgets.
• Comprehensive management of project lifecycle.
• Identification and management of vendors.
• Assessment of software and suitable recommendations.
• Creation and management of Project Plans.
• Providing solutions in tandem with business and technical teams.
• Change Management and Training. Managing functional and project team members.
• Handled Digital partner onboarding.
• Working as part of a global team and interacting with all functions across Americas, Europe, and Asia.

Achievements:

• Increase of approx. 20,000 investors and INR 50 crores in assets in less than one year, by building automated processes with PayTM Money
• Launched Global Multi Manager Funds – First of its Kind in the Industry.
• Algebra Capital Integration – managed program for Portfolio Management, Trading and Operations teams, that resulted in lower Trading Costs and Software Cost Savings of USD 200,000 per year.
• Cash Management Software – Reduction in overdraft fees of USD 70,000 per year.
• Automated Fund Expense processing for Mutual Funds, using a customised software.
• Launched e-mandate and UPI on Digital assets along with other payment options to improve B2C transaction completion, improve user experience and reduce costs.
• Helped build and test models to increase retail penetration.
• Implemented and supported a newer version of Quantis, the Fixed Income Portfolio Management/Operations software.
• Implemented WealthSpectrum to automate the PMS business.
• Launched 6 branches in a shared office model.

Role:

• Responsible as Business Analyst and Project Manager on technical and non-technical initiatives related to Equities.
• Managed all aspects of project lifecycle.
• Key Projects – Y2K for all US Equity Trading and Institutional Sales, Automated Confirmations software for OTC Equity Derivatives globally.

Achievements:

• Confirmations Tracking Software – Cost savings of ~ USD 1,000,000 per error through risk reduction.

OTHER ROLES

EDUCATION

SKILLS

Program Management, Project Management, Business Analysis, Product Management, Change Management, Risk Management, Agile & Waterfall methodologies, Communication, Managing Teams, MS Office, PMP, Budgets, General Management, Stakeholder Management, Vendor Management, Strategy Execution, Process Improvement, Reporting & MIS, PMO & Global Teams, Consulting, SDLC, SQL

LICENSES & CERTIFICATIONS