Anil Kumar K.

Experience

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  HDFC Bank

  Sept 2003 - Apr 2005

  Business Development Executive | Loan Against Securities - LAS

  Bank gives Overdraft (OD) facility for customers having investments in stocks, Mutual Funds, RBI Bonds, Life Insurance certificates etc. By pledging any of these securities in the Banks name customer can utilize this facility for any purpose they wish including trading in secondary market. Most of the customers include High Net worth Individuals (HNI) and stockbrokers.

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  Infosys BPM

  May 2005 - Oct 2006

  Analyst | Cash Equities – Pre Settlement – Client Support

  Was a team lead for client confirmation team which is part of Cash Equities – Pre Settlement process. Team was responsible for,• Investigating trades failing due to missing or incorrect static data• To ensure that all the trades follow STP (Straight through Processing). • To Ensure That The Client Receives Timely & Accurate Trade Confirmation.• To Provide Top Tier Client with a Single Point of Contact for Timely & Accurate Trade Settlement.• Maintaining Quality above the SLA requirement• Coordinating with different teams in order to ensure that the trades get settled on the value date. Show less

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  Wipro

  Oct 2006 - Nov 2010

  Management wanted to merge two different applications used by OTC Credit Derivative confirmation team. Allege toll was a static system holding the information about the counter party alleges against UBS. New application was developed which hold information of both the unconfirmed trades in DTCC Deriv/SERV and the counter party alleges and queues are refreshed in live environment. I was responsibilities for,● Ensure all the trades are booked and confirmed in DTCC according to ISDA guidelines & standards● GAP analysis with the AS-IS system and the application TO-BE developed.● Working closely with operations team to perform day-to-day activities. ● Liaison with trading desk, reconciliation, control group, and client managers to resolve any discrepancies to make sure that the trade are confirmed in DTCC Deriv/SERV on T+5 basis. Show less Mortgage Trading System - This system is used for reconciliation of accruals vs coupon payments and posting adjustment entries for Mortgage backed securities. As a senior analyst I was responsible for,• Preparation and updating of Standard Operating Procedure [SOP] document.• Preparation of work flow process maps.• Responsible to identifying the Key Process Indicators [KPI’s] and reverse KPI’S.• Validate and load receipts of P&I on inventory, safekeeping and repo and fail tracking from CHASE (FED BOOK ENTRY) & DTC.• Reconcile accrued vs. actual payments and post adjustments to MTS. Show less

  • Senior Analyst | OTC Credit Derivatives – DTCC Drafting

    Sept 2008 - Nov 2010

  • Senior Analyst | FIXED INCOME USA | MBS Reconciliation

    Oct 2006 - Sept 2008
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  Tata Consultancy Services

  Dec 2010 - Sept 2022

  Product Owner | Private Banking ChannelsTCS BaNCS Enterprise Channels offer a unified view of all the back-office components i.e., Customer onboarding, Account opening, Security Processing, Trade initiation, Treasury, retail banking, Payments etc. This solution was offered to one the largest private bank in US to start with. As a part of the contract, it is expected to replicate the same product implementation to other geographic viz Europe, Middle East & Asia.Responsibilities:- Partner with back-office product managers and project teams to define business requirements to meetthe project objectives.- Manage, groom, and prioritize the scrum backlog and work with the team to plan stories for upcoming sprints. Determines acceptance criteria for final UAT code.- Communicate, collaborate and negotiate with key stakeholders (e.g., Tech Leader, LOB, UI/UX, PMG,etc.)- Proven track record in balancing customer’s outcomes, business needs, technical feasibility and delivery given constrained resources and timeline Show less Wealth Management Product Development – TCS BαNCS Wealth Management is a comprehensive wealth management solution that provides capabilities across two key facets of an advisor’s role. Enable the advisor to efficiently manage the client base. Enabling an advisor to have an interactive, informed engagement with their clients. In addition, the platform enables a financial institution to effectively monitor and manage advisor performance and manage the advisor network efficiently. As a product specialist I am responsible for,- Ordering the items in the product backlog at best achieve the object and mission of the project.- Responsible for the maximizing the value of the product and work performed by the development team.- Responding to RFI and RFPs- Product Solution Designing Show less Rabobank is a Dutch multinational banking and financial services company headquartered in Utrecht, Netherlands. Rabo Netherlands Securities provides securities processing Backoffice services to different organizations within Rabobank group as well as organizations outside the group. TCS BaNCS has been implemented which acts as a core engine for the SCC, helping it achieve greater levels of efficiency and automation. As a product owner I was responsible for,- Responsible for creation and maintenance of product backlog.- Responsible for preparation of Solution Analysis documents and their signoff from clients for functionality related to Model Portfolio Creation and Automatic rebalancing of client portfolios.- Responsible for making sure that the development team understands what exactly needs to done in a given sprint.- Identifying the interdependencies with other TCS Bancs Modules and providing the detailed requirements for the same. Show less Vanguard is the largest provider of mutual funds and the second-largest provider of exchange-traded funds (ETFs) in the world. In addition to mutual funds and ETFs, Vanguard offers robo advisory services. Vanguard develops a customized, goals-based financial plan according to customers’ unique situations and it will build a client investment portfolio to achieve their goals. As a part of our offering we have delivered Portfolio Performance and Portfolio Analytics modules which will aid the advisor/client in monitoring the portfolios. As a functional consultant I was responsible for.- Responsible for preparation of Solution Analysis documents and their signoff from clients for portfolio performance and analytics module.- Responsible for making sure that the development team understands what exactly needs to done in a given sprint.- Preparation of test scenarios and testing strategy- Analyzing the production incidents and resolving the same.- Responsible for Analysis and providing the estimates for the Change Requests Show less Royal Skandia (Old Mutual Investments) – Old Mutual plc is an international investment, savings, insurance and banking group. We offered a software package which services their WRAP platform from end to end. This package consists of software which will assists in customer onboarding, advisor registration, insurance business, investment management and investment tools. As a module lead I was responsible for- Analyzing the requirements and preparing detailed solution design document for investment tools work stream.- Responsible for preparation of the delivery plan, tracking the development and timely delivery of the software.- Analyzing the production incidents and resolving the same.- Responsible for Analysis and providing the estimates for the Change Requests Show less

  • Scrum Master | Private Banking Channels

    Jul 2021 - Sept 2022

  • Product Specialist | TCS BaNCS Wealth Management

    Oct 2019 - Jun 2021

  • Product Owner | TCS BaNCS - Wealth Management

    Jan 2018 - Sept 2019

  • Functional Consultant | TCS BaNCS Wealth Management

    Nov 2013 - Dec 2017

  • Module Lead | Investment Tools

    Dec 2010 - Oct 2013
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  CGI

  Sept 2022 - Aug 2023

  Associate Consultant
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  Tata Consultancy Services

  Aug 2023 - now

  Product Manager