Organization Name: Synechron Technologies
Period: Sep 2024 - Till Date
Role: Director - Account Head
Project Description: Managing an account of a large US bank and responsible for strategic account management, ensuring client satisfaction, and driving revenue growth while managing the account's P&L. Responsible for contract negotiation, risk management, and identifying growth opportunities through innovation.
Responsibilities
- Build and maintain strong relationships with key stakeholders in the client organization.
- Develop and execute account plans aligned with client business goals and company objectives.
- Identify opportunities for business growth and align offerings with client needs.
- Manage the account's Profit and Loss (P&L), ensuring revenue growth, profitability, and cost control.
- Drive revenue through upselling, cross-selling, and new service offerings.
- Ensure high levels of client satisfaction by delivering value-driven services and solutions.
- Lead and manage account teams, including onsite and offshore resources.
- Ensure successful delivery of projects within agreed timelines, budget, and quality standards.
- Negotiate and manage contracts, ensuring compliance with agreed terms and conditions.
- Monitor billing, invoicing, and collections to maintain healthy cash flow.
- Drive innovation by introducing emerging technologies and solutions to the client.
- Work closely with sales, delivery, recruitment, and support teams to align strategies and execution.
- Ensure adherence to legal, regulatory, and client-specific compliance requirements.
Organization Name: DXC Luxoft India
Period: Feb 2021 - Oct 2023
Role: Senior Program Manager and Account Manager
Project Description: The customer was implementing an out-of-the-box solution for trade order management. The program involves development, testing, maintenance, and other BAU activities in the capital market domain. The program works on an onsite offshore model involving multiple geographies.
Responsibilities
- Owning the account with 150 resources with AUD 12 million annual revenue.
- Developing and implementing program management strategies to ensure successful program delivery.
- Overseeing program budgets, timelines, and resource allocation to ensure programs are delivered on time and within budget.
- Providing leadership and direction to program management teams, ensuring they are aligned with organizational goals and objectives.
- Collaborating with cross-functional teams to ensure program success, including teams responsible for product development, marketing and sales.
- Establishing and maintaining relationships with key stakeholders, C level executives, including customers, vendors and partners.
- Identifying and addressing program risks and issues, and proposing solutions to mitigate them.
- Developing and implementing program management best practices, processes, and tools to improve program efficiency and effectiveness.
- Providing regular program status updates to senior management and other stakeholders, and making recommendations for program improvements.
Organization Name: Capco Technologies
Period: Mar 2019 – Jan 2020
Role: Senior Project Manager
Project Description: The customer was implementing an off-the-shelf product for client lifecycle management as part of their digital transformation journey. A lifecycle approach to client management means that the solution goes beyond initial onboarding and takes a lifetime view of the client.
Responsibilities
- Create a project plan and scope document.
- Manage end-to-end project delivery.
- Manage risks and maintain a risk register for the projects.
- Manage large business transformational projects, business architecture, and create value for different business lines.
- Lead enterprise-level initiatives to redesign current structures and processes and coordinate with multiple cross-functional project teams.
- Conduct regular assessments to identify opportunities and communicate them to leadership and senior stakeholders, along with designing a plan of action to achieve them.
- Determine and define project scope and objectives, prepare a project plan including schedule and budget.
- Manage contracts with vendors and suppliers.
- Track project costs using the earned value approach to meet the budget.
Organization Name: Nous Infosystems
Period: May 2017 – Feb 2019
Role: Senior Project Manager
Project Description: The customer had a proprietary solution called Everest Black Mountain for Trade Order Management, Portfolio Management, Portfolio Compliance and Research Management. The scope of the project involved configuring the solution and developing UiPath robots to suit the needs of the customers who were implementing the product.
Responsibilities
- Planning and monitoring projects to ensure they are completed in a timely manner and within budget.
- Designating project resources, preparing budgets, monitoring progress, and keeping stakeholders informed.
- Managing client requirements, prioritizing tasks and monitoring progress.
- Conducting steering committee review meetings and taking corrective actions in case of any deviation.
- Understanding current business processes and software functionality.
- Automating existing processes using Robotics for client-server and web applications.
- Heading a team of system implementers and managing work from onsite and offshore locations.
- Liaising with the sales team on various opportunities and responding to RFPs.
Organization Name: PricewaterhouseCoopers
Period: Oct 2014 – May 2017
Role: Project Manager
Project Description: Customer used 3D application for its KYC CDD requirements. In addition to 3D, the customer used ACTIMIZE, CLEAR, and various other applications to mitigate the risk of financial crime and be compliant with AML regulatory requirements. Actimize was used to generate alerts based on business transactions that were actioned by analysts to clear or report suspicious transactions. PwC was helping the customer digitize the existing technology landscape and automate the alert disposition based on various logic that was handled manually.
Responsibilities
- Development of the business case and project charter.
- Development of the project plan.
- Creation of a budget for the project based on various estimation techniques.
- Project governance, including the development of metrics such as burndown / burnup charts, variance charts, etc.
- Writing the Business Requirements Document (BRD) based on requirements elicitation.
- Process optimization with RPA Robotics and using UIPath.
- Development of prototypes to depict the final system functionality.
- Providing support for QA and UAT testing.
- Client relationship management.
Organization Name: Mindtree Ltd.
Period: Jul 2013 – Sep 2014
Role: Techno Functional Consultant, Project Management
Project Description: Development of FATCA solution. The project encompasses development of various regulatory reports for internal and external use by foreign financial institutions. Account identification, account aggregation, withholding payments were part of my roles and responsibilities. The project included development of various services for data migration from source systems to FATCA data warehouse. The rules engine was tightly integrated with FATCA data model to identify US reportable accounts.
Responsibilities
- Development of the business case and project plan.
- Documenting the scope, time, and budget for the entire project.
- Eliciting requirements, writing user stories, and use cases, etc.
- Hiring team members and onboarding them to the project.
- Developing a rules engine for the FATCA solution.
- Developing the presentation layer for various client-specific reports.
- Coordinating with all stakeholders to understand their requirements.
- Providing support to the testing team.
- Measuring project performance to identify areas for improvement.
- Performing presales-related activities.
Organization Name: CGI Information Systems and Mgmt. Consultants
Period: Oct 2009 – Oct 2010
Role: Senior Business Analyst (Team Leader)
Project Description: The client had around 150 applications to support their Wealth Management business across Canada. This project aims at integrating all these applications into 50 applications. The entire platform is called Wealth Core platform. The project used agile methodology for a quick time to market of various business modules.
Responsibilities
- Managing the business analysis and requirement elicitation activities in relation to various modules.
- Providing support and inputs to the technical team to understand the functional requirements.
- Preparing and conducting functional reviews and training sessions.
- Understanding user expectations and developing functional design documents.
- Working closely with developers, QA, and business users in all areas.
- Performing team management activities.
Organization Name: Tata Consultancy Services
Period: Oct 2005 – Oct 2009
Role: Business Analyst, Functional Lead
Project Description: Trade Order Management System Implementation for Bank Sarasin, Switzerland. Core Banking ILS (Retail and Commercial Loans) Shaw Upgrade for Banco Popular, Puerto Rico. Migration of trading platforms for JP Morgan.
Organization Name: Dell
Period: Apr 2005 – Oct 2005
Role: Business Analyst (Credit Analysis Expert)
Project Description: Migration of Oracle 9i -11i for Dell International Services.