Experience

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  Ing vysya mutual fund amc

  Apr 2003 - Oct 2005

  Sr executive – transfer agency operations

  • Deal with all facets of the operations including new account set-up, distributions, fund receipts, transaction processing, monetary and non-monetary account changes, etc.• Balance mutual fund trade activity with Fund Accounting & Transfer Agent Operations on a daily basis.• Liaise with third party transfer agency service providers (CAMS) for custody, fund administration and registry services of ING Vysya funds.• Identifying potential areas of compliance vulnerability and risk and developing and implementing corrective action plans for resolution of problematic issues. Show less

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  Icici lombard

  Nov 2005 - Sept 2006

  Unit manager – bancassurance

  • Policy servicing from request login through confirmation to the customer.• Handling escalated complaints of customer and follow up for resolution to ensure customer satisfaction.• Suggest improvements in the CRM system for better customer service and interaction.• Smooth decimation of process notes and regulatory requirements from time-to-time.• Distribution operations from candidate training, examination & licensing.• Create internal mentor & cross–functional mentoring opportunities for employees across business processes. Show less

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  Hdfc amc

  Sept 2006 - Nov 2009

  Deputy manager – transfer agency operations

  • Managerial position involving decisions on transfer agency operations & process transitions.• Monitoring transaction processing, financial reporting, asset servicing, client servicing, etc.• Balance mutual fund trade activity with Fund Accounting & Transfer Agent Operations.• Responsible for running entire registrar and transfer agency back office operations across branches.• Training subordinates, cross functional teams and other officials for the newly designed processes.• Receiving, logging & addressing to investor complaints through CIMS.• Conduct sessions on HDFC CIMS, eISC software to new joiners and update the developments.• Responsible for entire KYC Operations & troubleshooting the problems aroused.• Responsible for all audits of the branches across multiple locations – internal and external. Show less

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  Envision financial systems, inc.

  Dec 2009 - Aug 2010

  Business analyst

  As a Business Analyst I Participated in custom enhancement projects for critical clients (ALPS, Openheimer, Rydex, BBH, etc) of ENFS.• Managed project activities such as requirement gathering, analysis and documentation.• Prepared test plans for the testing team and performed user acceptance testing in the final project• Managing the data migration (ETL) for the ENFS group from various resigning transfer agency systems to Power Agent TA system in U.S. market environment.• Produced complete data mappings, transaction mapping and data conversion documents.• Performing data analysis and ran various SQL queries to critically evaluate data.• Liaised with Business users in California and Maryland to discuss the enhancements and change requests.• Documented / reviewed end user help & training documentation. Show less

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  Temenos multifonds

  Aug 2010 - Oct 2012

  Senior business analyst & test manager

  Worked on multiple enhancement Projects for Global Investor, a proprietary Transfer Agency Product (Global Investor) of Multifonds (Currently Temenos). • Works closely on identification of gaps, definition of customization needs, writing specifications for development & participation in functional / regression testing.• Written BRD / FRD to define multiple asset-based fees at fund / share class level through to partner and tranche levels and complete set of performance returns calculations.• Involved in gathering requirements from SMEs to accommodate a wide variety of equalization methodologies for unitized funds with fund level performance fees in our product features.• Worked on regular Business As-Usual (BAU) modules pertaining to order processing, cash management, Regulatory reporting, audit trial, transaction restrictions, trade / value date management, etc.• Worked on various other requirements pertaining to 4-eyes, interfaces, fund of funds, tax reporting, etc.• Partnering with Development Leads to identify opportunities for better collaboration & process improvements.• Assisted the team in the preparation of test plan & test summary reports. • Coordinating UAT & defect logging and defect tracking using Citrix.• Performed test case peer review to ensure maximum coverage of test cases.• Preparation of user documentation and training documentation as necessary.• Handled a team of 14 who are both BA’s and testers; promoting a strong culture of standard Business Analysis processes as part of global standards. Show less

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  Mphasis

  Oct 2012 - Jan 2017

  Business Analyst and Scrum Master to support Donor Center, Trade, Virtual Advisor & View Only applications of Charles Schwab.• Act as a proxy Product Owner & work closely with Solution Architects, SMEs, Business Owners & End Users. • Ensuring Agile principles & processes are properly implemented; removing impediments, scheduling and facilitating Sprint Planning, Daily Stand-Up, Sprint Demo & Sprint Retrospective meetings.• Break down Epics into Features with acceptance criteria, business rules and other details. Story validation and continuous up-keeping of all Scrum artifacts in Jira.• Responsible for product backlog, estimations & grooming user stories with cross-functional teams.• Carried out agile transformation workshops / training for different teams to ensure smooth migration to the SCRUM methodology including special training for Product Owners.• Ensured the team strives to make each increment of functionality potentially shippable. Enabled team to show 6% increase in their velocity each sprint. • Extensively worked on Agile Development Methodologies (Scrum and Pair Programming).• Tracked resource availability and allocation by project and reported weekly.• Agile engineering practices such as Continuous Integration (CICD), Test Driven Development(TDD), Acceptance Test Driven Development (ATDD) and Behavioral Driven Development (BDD) are implemented. Show less Worked on multiple enhancement Projects for Riva Financial Systems a proprietary Transfer Agency tool. • Analyzed user requirements, performed impact analysis & generated System requirements documents.• Supervised quality & completeness of System Use Cases / BRD’s.• Collaborated with the project team in solution implementation; presented business solution to the client.• Communicating with the Onsite / Offshore lead and members about status Reports & Clarifications.• Gathered requirements to support full set of Alternative investment / Hedge Fund features for Riva TA.• Worked on projects related to Performance fee, ERISA, FATCA, Regulatory Reporting / Compliance, Redemption gates / fees, COBO transfers, Lot picking, Authorized share capital, New issues eligibility, Redemption holdbacks, etc.• Perform the role of a Proxy Scrum Master for the agile teams for timely deliverables (limited to few modules). • Backlog Prioritization & Management, User Story creation using Fogbugz. • Led a high-performing Software Testing Team of 12 personnel through all phases of application development.• Prepared, designed and led the Test Strategy and Test Plan for all projects; reviewed activities such as Requirements Review, Design Review, Test Strategy Review and Test Case Review.• Prepare estimates for UAT, documenting and reviewing test plans and executing test plans.• Conducted defect review with development team along with clients & prepared test summary report.• Co-ordinated preparation of manuals & Training materials.• Providing training / guidance to the Project teams and Business users.• Managed a team of 16 including BA’s and Testers. Show less

  • Senior Business Analyst & Scrum Master

    Apr 2016 - Jan 2017

  • Senior Business Analyst & Test Manager

    Oct 2012 - Mar 2016
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  Isha foundation

  Oct 2017 - Mar 2019

  Senior business analyst & scrum master

  Roles and responsibilities Spearheaded Business Analysis and Product Management across multiple departments at Isha Foundation. Maintained agile tracking systems to provide clear visibility into Product and Sprint Backlogs. Implemented Agile Scrum Framework and led Agile teams using Jira. Facilitated Sprint Planning, Daily Stand-up Meetings, Sprint Reviews, and Sprint Retrospectives to enhance teamcollaboration and efficiency. Supported the team in Story Selection, Task Definition, and removing impediments to ensure uninterrupted focus onachieving Sprint Goals. Aligned training and development initiatives with business strategic objectives. Monitored, tracked, and reported project deliverables throughout the project life cycle to ensure timely execution andalignment with organizational goals. Show less

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  Northern trust

  Jun 2019 - Nov 2019

  Sr consultant

  Roles and responsibilities Conduct thorough analysis of Transfer Agency operations procedures, processes, and challenges to pinpointopportunities for automation, minimizing risk and enhancing efficiency. Evaluate workflow effectiveness and recommend improvements to boost productivity. Provide critical support for new business initiatives. Take leadership of projects from inception through design, UAT (User Acceptance Testing), and implementationphases. Ensure meticulous definition and structure of features and user stories slated for delivery. Design various screen layouts and wireframes tailored to client specifications. Maintain and prioritize the Product backlog using Jira. As a Proxy Scrum Master, responsible for ensuring on-time delivery of us Show less

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  Synechron

  Oct 2020 - Jul 2023

  Manager - business analyst

  Roles and responsibilities Served as an Agile Business Analyst at HSBC Bank for their Global Banking and Markets (GBM) division. Managed end-to-end product lifecycle from conception to launch, including backlog management, sprint planning, anduser story refinement using Agile methodologies. As a Scrum Master, responsible to manage and conduct all scrum ceremonies of the team. Facilitated workshops and meetings with stakeholders to capture and refine business requirements, translating theminto functional specifications and user stories. Defined the Straight Through Process (STP) for Know Your Customer (KYC), Customer Due Diligence (CDD), and ClientAccount maintenance processes. Responsible for defining and presenting the Business Case to project sponsors to secure business sign-off for ChangeThe Bank (CTB) implementations. Collaborated closely with development teams to ensure timely delivery of high-quality software solutions, conductingacceptance testing and validating feature implementations. Demonstrated proficiency in tools such as Jira for backlog management, Confluence for documentation, and variousanalytics tools for data-driven decision-making. Show less

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  Dazn india

  Aug 2023 - now

  Sr business analyst & scrum master

  Roles and responsibilities Ensuring flawless execution of critical business projects at DAZN, frominception to production, in collaboration with high-performing teams. Organising interactive workshops with stakeholders for gathering allfunctional and non-functional requirements. Effectively prioritizing and managing the development team's backlogbased in Slovakia, UK, Poland - optimizing workflow processes andresource allocation to enhance productivity and ensure timely projectdelivery. Maintaining accurate business records by documenting completerequirements in Jira, crafting user stories, and specifying acceptancecriteria using Gherkin syntax. Supervising a team of 7 Business Analysts and Testers. Successfully managed the migration of multiple applications fromthird-party platforms to in-house DAZN applications. Spearheaded a project as Senior Business Analyst to replace the legacy scheduling system, significantly reducingmanual input through a comprehensive requirements portfolio. Contributed to organizational autonomy by developing in-house Bespoke ACC modules, reducing reliance on third-party applications. As a Scrum Master, responsible to manage and conduct all scrum ceremonies of the team. Orchestrated seamless integration rules with upstream and downstream systems to optimize operational workflows. Received commendations from the VP of Technica Show less