freiberufler Banking Consultant, Project Management and Business Analysis in Banking & Financial Services Industry auf

Banking Consultant, Project Management and Business Analysis in Banking & Financial Services Industry

  • auf Anfrage
  • 8360 Eschlikon
  • auf Anfrage
  • en  |  de
  • 25.06.2019


I am a Consultant for companies in Banking and IT. I focus on Project Management, Business Analysis and Operations Management on Banking Products and Applications.


  • Business Analyse
  • Business Process Reengineering (BPR)
  • HP Quality Center
  • Product Owner
  • Projektmanagement (IT)
  • Robotics Process Automation
  • Testmanagement / Testkoordination (IT)

Projekt‐ & Berufserfahrung

Banking Consultant (Festanstellung)
Citibank UK IPB & UKC, Chennai
7/2012 – 9/2017 (5 Jahre, 3 Monate)

7/2012 – 9/2017


Project Management / Business Analysis
Country Deployment Lead for UK, UAE & Russia - Played a key role in the ‘sunset’ of country specific legacy applications & adopt the global common platform (Eclipse) for multiple investment & Banking Products within Citibank

Successful migration and deployment of common platform (Eclipse) for multiple Investment Bank products

Products managed: Account Opening and Maintenance, AML / KYC, Sanctions Screening, Brokerage & Mutual Fund Processing, Payments Processing, Settlement Processing, Time Deposit, Forex Buy/Sell, Margin / Leverage Lending

Led the Business Requirements gathering, analysis and preparation of BRD, followed by discussion and sourcing of approvals from all key stakeholders

Requirements Gathering: Performed In-depth analysis of Country / Regional requirements, product offerings, regulatory requirements, downstream/upstream system impact etc and factored the same into business requirements for the common platform (Eclipse). Reviewed Best in Class technology used by other financial institutions for similar products to improve the firms competitive advantage

Documentation: Ensured timely and appropriate documentation relating to the project including functional requirements documents, process flows, process documents, test plans, acceptance criteria and test scenarios

Testing: Led and coordinated all Testing phase and Data Conversion Activity for UAT / PAT / DR including managing business execution of testing, defects management & co-ordination with Technology to ensure smooth delivery of product in production environment

End to end management of test scripts for SIT, UAT & PAT in HP Quality Center including review and approval of Test Design/Execution/Test Closure activities

Ensured effective post implementation review to ensure lessons learnt were factored into future rollouts

Operations Management
Managed team of 80+ staff supporting various processes namely Investment Account Opening, Securities Brokerage & Mutual Fund Processing, Payments Processing, Settlement Processing for UK, UAE & Russia.

Innovation: Successfully led process redesign reviews & workflow analysis to achieve optimization and reduce TAT. Improved Straight-Through Processing and reduced manual touch-points for the investment products deployed via Six Sigma, Lean and Robotics Process Automation (RPA)

Functional Manager for 120+ staff in global teams during the country deployments

Responsible for managing operations units that supported testing and production support for the products covered as part of country deployment

Migrated existing legacy systems to the new Infrastructure with NIL impact to customer and business as per SLA

Training: Implemented training sessions for staff to deal with change management, up skilling them on a timely basis with new application / changes to existing systems, preparation of navigational training material on the functionality

Implemented Quality Assurance model for the team to ensure high levels of service delivery

Key Achievements
Successfully completed the country deployment for the 3 countries with high levels of internal and external customer satisfaction achieved.

100% delivery against committed timelines for all country deployments managed.

Ensured 100% resolution of all high and medium defects prior to release; provided ongoing Operations support to reduce production incidents post deployment

Ensured compliance with local regulation & internal policy in terms of mandatory reporting and product offering.

Workforce Optimization resulted in a save of $100k per annum

Process Standardization resulted in a save of $60k per annum

MIS streamlining resulted in a save of $30k per annum

Eingesetzte Qualifikationen

Projektleitung / Teamleitung (IT), Testmanagement / Testkoordination (IT), Business Process Reengineering (BPR), Product Owner, Business Analyse


RPA Implementation Methodology
RPA Business Analyst
Project Management Professional


Bachelor of Commerce
Chennai, India
Software Engineering
Higher Diploma in Software Engineering

Über mich

Expertise in streamlining existing and driving adoption of new products, processes and systems while ensuring effective Change Management and balance between Business Service Delivery and Employee Satisfaction

Proficiency in leading and managing diverse cross-functional teams in global and virtual setups

PMP certified, with proven experience as Business Analyst and Project Manager for Banking Products & Applications

Product Knowledge: Client on-boarding requirements, Client due diligence, Investment Account Opening, Securities Brokerage & Mutual Fund Processing, Secured Lending and Credit Card Settlement & Reconciliation, Airline Revenue Accounting and Account Receivable Process

Experience of working closely with Technology groups in design, development and rollout of technology solutions / applications and workflow systems

Expertise in User Acceptance Testing & Production Acceptance Testing

Requirements and Testing applications used include Jira, HP Quality Center – adept at Waterfall and Agile approach

Proven relationship building & Stakeholder Management with diverse client business groups across different geographical locations.

Strong interpersonal and communication skills; Adaptability and flexibility including ability to manage pressure, ambiguity and change.

Weitere Kenntnisse

PMO, MS Office, HP Quality Center, Jira, Business Analysis, Stakeholder Management, Change Management, UAT Management, PAT Management, Process Management, MIS and Reporting

Persönliche Daten

  • Englisch (Muttersprache)
  • Deutsch (Grundkenntnisse)
auf Anfrage
  • Europäische Union
  • Schweiz
20 Jahre und 9 Monate (seit 12/2002)
5 Jahre


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