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Senior Business Analyst / Product Owner with 10+ years in Wealth Management & Capital Markets
A SAFE POPM and CSPO certified, results-oriented Lead business analyst/ product owner with 13 years of experience across Wealth Management, Capital Markets, and Investment Operations. Proven expertise in delivering front-to-back capital markets solutions, including trading workflows, securities processing, portfolio management, custody servicing, and regulatory transformation initiatives. Experienced in supporting equities, fixed income, derivatives, mutual funds and in translating complex business and regulatory requirements into scalable technology solutions aligned with global banking and regulatory standards. 10+ years of Business Analysis experience across wealth management, capital markets, investment banking, covering front-office trading, middle-office risk and portfolio management, Portfolio rebalancing and back-office settlement and asset servicing. Strong hands-on exposure to capital markets trade lifecycle, including order capture, execution, allocation, confirmation, settlement, reconciliation, and corporate actions processing. Led complex digital transformation programs by managing end-to-end requirement lifecycle across wealth management platforms, including mutual fund distribution, portfolio management, and digital investment journeys. Extensive experience in corporate actions, asset servicing, income processing, fee calculation, reconciliations, and client reporting. Streamlined trade and securities processing workflows, reducing execution and post-trade processing timelines by up to 35%, improving operational efficiency and risk mitigation. Consulting experience across Asia, US, Canada, and Middle East, working with tier-1 financial institutions such as HSBC, CIBC, BMO, Aviso, TD, and Geojit financials. Deep domain expertise across equities, bonds, fixed income securities, listed and OTC derivatives, mutual funds, FX instruments, and cash products. Strong understanding of capital markets regulations and controls, including trade reporting dependen
Government College of Engineering Amravati
B TECH
N/A – June 30, 2012
Brijlal Biyani Science College Amravati
XII
N/A – May 31, 2008
Samarth High School Amravati
X
N/A – May 31, 2006
Deloitte India LLP
Senior Consultant
February 1, 2024 – Present
Bengaluru, Karnataka, India
CGI Inc
Lead Business analyst/ Feature Product owner
September 1, 2020 – January 1, 2024
Bengaluru, Karnataka, India
TATA Consultancy Services
Senior Business Analyst/Functional Analyst
December 1, 2016 – September 1, 2020
Bengaluru, Karnataka, India
Wipro Technologies Ltd.
Business Intelligence Analyst/Developer
August 1, 2012 – November 1, 2016
Bengaluru, Karnataka, India
Funds Genie Mobile Application
February 1, 2024 – June 1, 2026
Funds Genie is a client-centric digital investment/wealth management platform enabling investors to discover, trade, and manage market-linked instruments, primarily mutual funds, with integrated research, portfolio analytics, and transaction processing. Funds Genie provides portfolio construction and asset allocation capabilities, allowing investors to track AUM, NAV-based holdings, performance against benchmarks, and risk-adjusted returns through integrated portfolio analytics and reporting. The project involved leading end-to-end requirement lifecycle across wealth management platforms, defining business requirements for investment order capture, execution, redemption, and settlement flows, designing user journeys, defining wireframes, APIs, and data models, conducting feasibility and impact analysis, and ensuring regulatory compliance and managing UAT. The environment included Oracle, PL-SQL, SQL, Git, Java, JavaScript, Angular, Camunda framework, Jira, confluence, MS- OFFICE, Automation testing.
Basel 3.1 Regulatory Implementation
September 1, 2020 – January 1, 2024
Implementation of Basel 3.1 regulation for HSBC's retail and wholesale lending portfolios. The project aimed to align internal credit risk measurement, capital adequacy, and regulatory reporting practices with updated Basel 3.1 guidelines, including treatment of undrawn exposures, collateral eligibility, and unconditionally cancellable products. As a Transformation Business Analyst, I was involved in interpreting regulatory requirements, assessing product-level impact, defining business requirements, supporting workshops, solution design, BRD preparation, and implementation planning. My responsibilities included managing RAID logs, tracking project milestones, facilitating cross-functional coordination, and ensuring audit-ready documentation.
Wealth 360 Management
September 1, 2020 – January 1, 2024
CGI Wealth360m Portfolio Management is a comprehensive solution for wealth management professionals. It includes front-office sales tools, middle-office decision-making, and back-office administration. My contribution spanned various domains: securities processing, portfolio management, portfolio optimization, derivatives, drift analysis rebalancing, corporate actions, regulatory compliance, asset allocations, and performance measurement and attribution. I was involved in requirement definition across capital markets trading workflows (order management, allocations, confirmations, post-trade processing), securities lifecycle management, defining requirements for portfolio rebalancing, drift analysis, derivatives processing, performance attribution, and risk exposure analysis, supporting regulatory compliance, creating process flows, executing SIT and UAT, and performing SQL-based data analysis. The environment included Oracle, PL-SQL, SQL, Git, Java, JavaScript, Angular, Camunda framework, Jira, confluence, MS- OFFICE, Automation testing.
CPM (Client Portfolio Management)
December 1, 2016 – September 1, 2020
CPM project works on client portfolio management, dealing with the buying/selling of assets (equities, bonds, mutual funds, currency) based on SEI strategy. SEI is a Wealth Management platform providing services to private banking, investment managers, US Advisors, and private clients, including asset management, operations outsourcing, wealth administration, and security custodian services. My responsibilities included requirement gathering, analyzing business processes, creating test strategies, UML designs, application flow designs, preparing release notes and dashboards, conducting sprint planning and review meetings, managing scrum calls, tracking defects, performing UAT, and handling production issues.
ServiceNxt Analytics
August 1, 2012 – November 1, 2016
This project focused on performance monitoring for IT Leaders, enabling proactive monitoring of tickets and issues to prevent end-user impact. The solution facilitated data discovery, guided analytics, and interactive dashboards, providing a statistical overview of the ticket management system and key performance indicators (KPIs) for business decisions. My roles involved gathering requirements, analyzing business processes and client data, creating QlikView dashboards and reports, preparing business documents and data models, writing SQL and PL-SQL procedures for data loading and transformation, customizing SLA logic, and presenting the product to clients for sales support.
SAFE Product owner and product manager (V6.0)
Unknown
June 1, 2026 – Present
Certified Scrum Product Owner
Scrum Alliance
June 1, 2026 – Present
Cultural Fit Analysis
The candidate's experience across multiple tier-1 financial institutions (HSBC, Geojit, SEI) and consulting firms (Deloitte, CGI, TCS, Wipro) demonstrates adaptability and exposure to diverse organizational cultures. Their involvement in regulatory transformation initiatives (Basel 3.1) and complex wealth management platforms indicates a capacity to handle challenging, high-stakes environments. The breadth of projects, from mobile applications to regulatory implementations and BI analytics, suggests a versatile individual who can contribute to various strategic initiatives. The certifications in SAFE POPM and CSPO further reinforce a commitment to modern agile practices, which is a strong cultural fit for many progressive organizations.
Soft Skills & Operational Fit
The candidate demonstrates strong operational fit through their extensive experience in managing UAT, reconciliation, defect tracking, and production issue resolution. Their background in facilitating workshops with diverse stakeholders (Business, Compliance, Operations, Technology) indicates strong collaboration and communication skills. The ability to streamline workflows and reduce processing timelines suggests a results-oriented and efficient approach. Experience in client-facing roles (presenting products, assisting sales) also highlights strong presentation and interpersonal skills.