Kunal Shah
Summary
Highly accomplished Project Delivery Manager with 15+ years of experience leading a cross-functional team to deliver high impact projects worth over $100 million across industries like Banking, Financial services, Insurance. Proven track record in optimizing delivery, achieving up to 25% cost savings, and over 95% ontime delivery. Known for strategic leadership and shareholder management, demonstrating strong executive oversight and results-driven planning for complex priorities.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Project Delivery Manager
Scotiabank
04.2019 - Current
- Managed portfolio of multi-disciplinary projects across 6 portfolio's valued at over $100 million, enhancing operational efficiency by 25% and budget adherence. Resulting in reduced project timelines and boosted team productivity by 20% through efficient resource allocation and risk management strategies.
- Spearheaded cross-functional teams of professionals across technology, operations, and business divisions, delivering high-priority projects. Collaborated with executive leadership, including VPs and Directors spearheading Business case planning and ensuring project outcomes aligned with long-term corporate goals and business strategies.
- Managed full project lifecycles, overseeing everything from initial scoping, budgeting, and resource allocation to risk management, implementation, and final delivery. Utilized Agile methodologies and advanced project management tools like Jira and MS Project to enhance efficiency and reduce timelines.
- Acted as the primary liaison for internal teams, vendors, and leadership, leveraging negotiation skills to ensure a seamless project planning, timeline forecasting, and deliverable management, achieving 100% adherence to timelines and quality standards and enhancing efficiency by 15%..
- Enhanced project reporting accuracy, enabling data-driven discussions and informed decision-making at the executive level. Built and maintained strong relationships with internal and external stakeholders, ensuring clear and consistent communication of project milestones. Frequently presented project updates to C-suite executives, securing ongoing support and alignment for key strategic initiatives.
Senior Client Services Manager
Investia Financial Services
08.2017 - 04.2019
- Led a high-performing team of 25 consultants, managing critical customer accounts and coordinating across 10+ institutions and partner teams, resulting in a 30% improvement in client satisfaction and client retention.
- Optimized project budgets for service delivery and promotions, aligning financial goals with business strategies, achieving a 20% reduction in costs while maintaining profitability.
- Conducted 50+ on-site and off-site client strategy meetings, strengthening relationships and identifying growth opportunities, which contributed to a 25% increase in business growth.
- Collaborated with 5+ departments to streamline processes, providing strategic feedback that led to a 20% improvement in operational efficiency and enhanced business optimization.
- Oversaw transitions from implementation to ongoing service delivery, utilizing data-driven insights to refine workflows, achieving a 30% improvement in service quality and client satisfaction.
Financial Advisory
TD Canada Trust Bank
11.2014 - 08.2017
- Led strategic financial consultations, managing a portfolio of over 150 clients and crafting high-level financial and retirement plans. Increased client satisfaction by 25% through personalized investment solutions, aligning with their long-term financial goals and optimizing portfolios for growth.
- Cultivated and deepened client relationships, resulting in a 30% increase in client retention. Delivered personalized, data-driven financial advice to high-net-worth clients, boosting loyalty and positioning the bank as their trusted financial partner.
- Monitored and analyzed market trends, providing clients with proactive, timely adjustments to their portfolios. As a result, increased client portfolio growth by 12% on average, despite challenging economic conditions.
- Developed and implemented client retention and engagement strategies, driving a 15% increase in repeat business. Facilitated ongoing, proactive communication with clients to maintain trust and confidence, even during market volatility.
- Identified and capitalized on new business opportunities, increasing product upsell and cross-sell rates by 18%, contributing to a 10% year over year revenue growth for the branch. Positioned TD Bank's financial solutions as best-in-class within the industry.
Assistant Store Manager
Shopper Drug Mart
10.2012 - 11.2014
- Led daily store operations at a high-traffic, prime location, managing a diverse team of 30+ staff to consistently achieve over $200,000 in weekly sales. Developed and executed targeted sales strategies that improved store profitability by 15-20% despite the challenges of high customer turnover.
- Managed a $300,000 operational budget, optimizing resource allocation, inventory control, and cost management. Implemented robust loss prevention measures, reducing shrinkage by 20% and maintaining compliance with corporate operational standards.
- Optimized staffing and scheduling for a high-demand environment, ensuring peak hour coverage while controlling labor costs. Implemented Sales per Labor Hour (SPLH) standards to sustain 15-20% profitability in one of the store's busiest regions.
- Devised sales and customer experience strategies, positioning the store as a top-performing location in the region. Leveraged customer feedback to enhance service and product offerings, driving repeat business and long-term client relationships.
Director of Business Development
Bharat Petroleum - LPG Gas Dealership
01.2004 - 05.2012
- Spearheaded business growth, generating revenue of Rs. 10 million over 8 years. Expanded the business by negotiating and securing complex sales and service agreements, including partnerships for projects valued at Rs. 3 million+ and successfully executed projects totaling over Rs. 500,000.
- Led and managed a team of 70 professionals, overseeing the delivery of client requirements from project inception through to completion. Fostered a collaborative environment, ensuring effective communication and high performance across all levels of the organization.
- Developed and implemented strategic objectives and business strategies to build credibility and effectively engage stakeholders. Enhanced relationships with clients and partners, driving successful negotiations and project outcomes.
Education
Master's Degree - Business Administration
University of Pune
01.2002
Bachelor's Degree - Science - Electronics and Telecom
University of Pune
01.2000
Skills
- Project Management
- Planning Budgeting and forecasting
- Business Case Development
- Client relationship management
- Contract Negotiation
- Stakeholder Management
- Business Strategy Planning
- Operational Efficiency
- Cross-functional Team Leadership
- Compliance and Regulatory Management
Certification
- Agile Development, Toronto, ON, 2020
- Certificate in Business Analysis, Toronto, ON, 2016
- Investment Funds Institute of Canada, IFIC, Toronto, ON, 2016
- Certificate in Project Management, Toronto, ON, 2014
Timeline
Project Delivery Manager
Scotiabank
04.2019 - Current
Senior Client Services Manager
Investia Financial Services
08.2017 - 04.2019
Financial Advisory
TD Canada Trust Bank
11.2014 - 08.2017
Assistant Store Manager
Shopper Drug Mart
10.2012 - 11.2014
Director of Business Development
Bharat Petroleum - LPG Gas Dealership
01.2004 - 05.2012
Bachelor's Degree - Science - Electronics and Telecom
University of Pune
Master's Degree - Business Administration
University of Pune
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