Dynamic professional with over 21 years of experience in driving business transformation and digital product delivery within the Wealth, Life & Pensions, and Superannuation sectors. Expertise in business analysis, consulting, and solution delivery for large-scale BFSI clients, consistently blending business strategy with technology enablement to enhance customer experiences and streamline operations. Proven ability to lead cross-functional teams in achieving strategic goals and delivering impactful results. Actively pursuing Senior Domain Consulting, Product Management, or Business Analysis Leadership roles within the Canadian financial sector to leverage extensive industry knowledge and drive continued success.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Functional Lead/Senior Technical Business Analyst
Tata Consultancy Services (TCS)
03.2014 - Current
Spearheaded development of in-house Azure Cloud portal hosting research content from 10+ vendors providing daily/weekly stock market reports for Canadian and global advisors.
Led Wealth Management Data Transformation for RBC (post HSBC acquisition) ensuring 100% data integrity.
Delivered automation initiatives for London Life & Canada Life improving efficiency by 25%+.
Led cross-functional teams to identify and implement process improvements enhancing operational efficiency.
Analyzed business requirements and translated them into functional specifications for IT development.
Developed strategic roadmaps aligning project goals with organizational objectives to drive business growth.
Facilitated stakeholder workshops to gather insights and prioritize project deliverables based on user needs.
Mentored junior analysts, fostering skill development and promoting best practices in data analysis methodologies.
Conducted gap analysis to assess current processes against industry standards, recommending actionable solutions.
Collaborated with senior management to evaluate risks and opportunities, influencing strategic decision-making processes.
Utilized advanced analytical tools to extract insights from large datasets, supporting data-driven business strategies.
Managed stakeholder expectations through transparent communication and timely status updates, ensuring alignment between project deliverables and business objectives.
Created detailed user stories for system enhancements, leading to improved functionality and user satisfaction.
Facilitated requirement gathering workshops, resulting in clear project objectives and deliverables.
Improved project efficiency by analyzing business processes and identifying areas for improvement.
Supported leadership team with reporting, analysis, and business presentations to inform divisional strategies.
Streamlined workflow for better productivity with the implementation of new software solutions.
Led process mapping initiatives, resulting in optimized workflows and reduced redundancies across departments.
Collaborated with cross-functional teams, ensuring a cohesive approach to business analysis.
Implemented Agile methodologies within project teams, increasing overall adaptability and responsiveness.
Ensured adherence to regulatory requirements by staying abreast of industry standards and best practices.
Interacted with internal customers to understand business needs and translate into requirements and project scope.
Provided technical support for troubleshooting analytics and reporting issues.
Updated and developed scripts and queries to extract and analyze data from multiple sources.
Team Leader, Pension & Insurance Operations
AXA Business Services Ltd.
06.2012 - 02.2014
Managed 20-member team achieving 99% SLA compliance and zero audit findings.
Developed training programs for team members, improving skill sets and performance outcomes.
Implemented process improvements that increased operational efficiency and reduced errors.
Facilitated regular team meetings to align goals and track project progress effectively.
Coordinated resources to ensure timely delivery of projects within established deadlines.
Set performance expectations for the team, monitoring progress towards goals and providing constructive feedback as needed.
Managed conflict resolution among team members, fostering a positive and collaborative work environment.
Collaborated with other department leaders to establish shared goals and ensure alignment across teams.
Established open and professional relationships with team members to achieve quick resolutions for various issues.
Team Leader - Service Delivery
WIPRO Ltd.
01.2004 - 05.2012
Certified Initial Underwriter – Level 1 (CII UK), authorized up to £300K.
Coordinated with stakeholders to ensure alignment on project objectives and deliverables.
Empowered team members by delegating responsibilities according to individual strengths and areas of expertise.
Enhanced team productivity by implementing efficient work processes and regularly reviewing performance metrics.
Facilitated culture of continuous improvement, encouraging feedback and innovative solutions from all team members.
Education
Bachelor of Science - Mathematics
Pune University
India
Skills
Project management tools proficiency
BFSI consulting expertise
Strategic planning
User acceptance testing
Business analysis
Product management
Requirements gathering
Solution design
Cross-functional coordination
Business process analysis
Data migration
Transition management
Accomplishments
Reduced organizational operating costs by 3,7M by streamlining processes and automation.
Earned the BEYOND PERFORMANCE Award for data analysis and seamless migration of 2K self directed Investing client personal information and their products.
Languages
Hindi
Limited Working
English
Professional Working
Certification
- Certified Scrum Master (CSM), 2023
- SAFe Product Manager/Product Owner (PMPO), 2023
- Certificate in Financial Planning (Ongoing)
- Advisory Foundation – Wealth Management, 2023
- Diploma in Superannuation [AFSA], 2017
- Lean Six Sigma Green Belt (TCS Internal), 2015
Timeline
Functional Lead/Senior Technical Business Analyst
Tata Consultancy Services (TCS)
03.2014 - Current
Team Leader, Pension & Insurance Operations
AXA Business Services Ltd.
06.2012 - 02.2014
Team Leader - Service Delivery
WIPRO Ltd.
01.2004 - 05.2012
Bachelor of Science - Mathematics
Pune University
Career Highlights
21+ years of BFSI domain leadership in Wealth, Life, and Pensions.
Executed transformations for leading financial institutions (RBC, London Life, AMP, Friends Life).
Expertise in Canadian financial systems, data privacy, and regulatory frameworks.
Bridge business strategy with digital enablement to deliver measurable growth.
Business Analyst at Diligenta (TCS- UK Subsidiary), TATA CONSULTANCY SERVICES(TCS) PVT.LTDBusiness Analyst at Diligenta (TCS- UK Subsidiary), TATA CONSULTANCY SERVICES(TCS) PVT.LTD