Experience

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  Citibank india

  Jul 2007 - Jul 2009

  Manager

  • Planning marketing campaigns for CASA acquisition team.• Planning & conducting micro marketing activities.• Portfolio management for high net worth individuals with a team of financial experts.

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  Hsbc

  Jul 2009 - Oct 2010

  Wealth manager

  • Managing and analysis of portfolios of High Net Worth individuals.• Imparting training to the acquisition team.• Client servicing, revenue generation, liasioning with different verticals, preparing budgets, conducting micro marketing events.• Planning marketing campaigns.

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  Standard chartered bank

  Nov 2010 - Jan 2014

  Wealth manager premium banking services

  • Leveraging Customer Relationship Building, analyzing and nurturing it by a continuous process of portfolio management and financial planning.• Worked with product development team to translate functional requirements into explicit specifications that are be built as product features.• Imparting training to executives.• Preparing catchment action plan & strategies.• Planning& conducting micro marketing activities, preparing budgets for the same & forecasting return on investment from these activities.• Preparing quarterly budgets and analysis of reports.• Wealth management of high networth individuals and large corporates and increasing their wallet share with the help of various financial tools and softwares.• Contribution of fee and forex revenue for the branch.• Organize regular customer events to enhance customer bonding.• Client servicing & Complaint Handling for maximum customer satisfaction with the support of a Service Team. Show less

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  Coforge

  Jan 2014 - Aug 2015

  Product owner- wealth management

  • Product Owner& subject matter expert (Banking & Finance Domain.• Worked closely with the product manager for future development of the product and backlog refinement.• Understanding requirements and preparing software specification document.• Creating functional and non functional documents and wireframes (Prototyping).• Creating and accepting user stories, define scope of work in Rally, Project management, velocity planning, sprint planning, dependency and risk management.• Review and execute test plans with QA and QA managers.• Provide consultancy and advisory to developers and other teams.• Requirement gathering, client interaction and giving demonstrations to client.• Knowledge of structured software development life cycle methodology.• Working in scaled Agile software development.• Worked closely with the presales team.• Providing an all over solution to the client on the process part by improvements.• Presenting and demonstrating the solution to the clients. Show less

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  Coforge

  Sept 2016 - Feb 2020

  Program head & sme

  • Project Head & SME in Finance & Banking Domain (Capital Markets, Trade finance, Retail & corporate banking, Private wealth management, Credit) for SEI Investments Company.• Business analysis, Project Management & stakeholder management for the Agile release Train.• Work with the Release Train Engineer, Senior Scrum Master and Product Managers to facilitate preparation and readiness for each planning session.

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  Iris software inc.

  Mar 2020 - now

  Business consultant & program head