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Summary

  • Executive specialized in Program Management with a reputation for successfully managing enterprise global, strategic and critical programs.
  • Experienced managing multiple enterprise level programs of $12M-$17M; aligning business goals with technology solutions to drive process improvements, optimizations, competitive advantage and bottom-line gains to align strategic goal of a program.
  • Excellent Interpersonal Skills: Build and Foster Network Executive level relationships, bridging business and technology, liaising with senior business and Technology Heads, motivated leader with strong organizational and prioritization abilities.
  • Experienced Delivery Manager leading all phases of diverse strategic projects using Agile/Scrum and Waterfall, managing and running distributed and global cross-functional teams.
  • Experienced in selling and delivery solutions-based services.
  • Experienced in Client/Server and Web  Development; specialized in functional processes, testing and implementation activities, QA/UAT and support.

Work History

Jan 2014Present

Associate Director

Iris Software, Inc.

Engagement Manager for Royal Bank of Canada, New York, Toronto

  • Hired by Head of Financial Services/CEO to manage the RBC Engagement/Program; strategic and top performing account in the financial vertical.
  • Managing the $12M-$14M program spanned across different geographies and achieved project scheduled goals, cost and overall program benefits with 100% customer satisfaction.
  • Providing end-to-end business and technology solutions for the RBC clients, covering strategy and process consulting through to analysis, architecture design, and implementation.
  • Provides operational leadership, direct capital creation efforts, identify business opportunities and spearhead strategic global expansion and growth plans.
  • Managing a trusted advisor long-lasting client relationships with all the stakeholders and executive sponsors.
  • Negotiate contracts with the RBC stakeholders and the Procurement and ensure SLA's are met or exceeded.
  • Managing the expectations of the stakeholders; manages any escalations, resolve situations quickly when disruptions occur during the service delivery process to win the repeat business.
  • Forecast and track key engagement metrics to internal and external stakeholders; represents annual forecasts, billable and non-billable deployment, IT governance status and issues, communicate the overall progress, issues and risks on a regular basis and transparency to senior management.
  • Assist with high severity requests or issue escalations as needed
  • Manages deployment of resources offshore and onshore, expiration and renewal of contracts and resources with PMO analyst.
  • Manages schedule budget, and quality of deliverables and offshore delivery partner and the team.
  • Accountable to Executive sponsor; conducts Steering Committee meetings with the RBC executive stakeholders every quarter to review the program.
  • Coordinates with the recruitment team for the hiring of resources to manage the existing and new opportunities.
Jun 2008Jan 2014

Assistant Vice President

Genpact Headstrong Capital Markets

Program Manager for Morgan Stanley Wealth Management - New York

  • Focused on Joint Venture integration which involved migrating 17,000+ Financial Advisors to an integrated platform.
  • Managed a portfolio of mandatory and strategic joint venture projects: FX Retail Trading, Fixed Income Offerings and Order Entry platform etc..
  • Led the FX Retail Trading Platform, strategic $12M initiative;
    • Defined the roadmap and the business expectations, team structure(onsite/offshore), execution methodology (Agile-Scrum), interviewed relevant stakeholders and developed the wireframes for the Financial Advisor's User Interface workflow, conduct demo to walkthrough User Interfaces to the business and the FA for the feedback and the sign-off.
    • Liaison with the relevant business and IT stakeholders, business analysts, Project Managers/Lead, Product Owners/Scrum Masters, Financial Advisors (FA's) and 3rd party FX execution vendor "Two-Four".
    • Managed Two-Four vendor ay-to-day operations; integration of front end and backend services with Two-Four system and the customization of the Two-Four interface for FX traders.
    • Worked with the MS Entitlements teams to onboard, modify 18, 000 users according to their roles: Financial Advisors, Traders, Business and IT users on a new platform) to ensure the validity of the users.
  • Led the Fixed Income Offerings & Order Entry re-design, $4M initiative; involved in all phases of engagement; from shaping the technology strategy, analyzed requirements, developed the wireframes, solution design and the implementation in a multidisciplinary and co-located environment.
  • Managed the Multi-Order Trading platform for Financial Advisors (FA's) to allow Order entry for different asset classes and/or for different client accounts; led the development teams, analyzed the business requirements and developed the initial wireframes to represent the workflow, conduct demos to the business and the QA/UAT team and managed  the execution of a project.
  • Facilitated the delivery of the projects from kick off to launch, QA and UAT support and post production; decision-making, issue resolutions and consensus among the team with full understanding of time/cost/scope impacts, identified project risks and potential mitigation strategies.
  • Engaged senior leaders and introduced project management best practices and agility; worked as a Scrum Master, coached/trained development and QA teams etc. on the Agile-Scrum methodology to drive the early business benefits.
  • Accountable to Executive sponsor; managed and coordinated governance structure and chaired Executive Steering Committee meetings on a regular basis, represented IT governance status and issues, dashboard provided metrics and transparency to senior management to show the overall health  of the program.
  • Improved the overall NPS (Net Promoter Score) by 15-20% and hence the overall client satisfaction.
  • Slashed annual costs ~$100K by providing value additions and optimizations to reduce headcount and improve efficiency across projects.
Sep 2005May 2008

Technical Manager

Genpact Headstrong Capital Markets

Senior Project Manager for Morgan Stanley, London

  • Managed MOOSE (Mortgage Online Origination system for Europe) platform in Morgan Stanley SPG, a strategic $5m initiative; automated loan origination system including underwriting, valuation, disbursement and servicing of mortgage and hence reduced the manual effort and save cost.
  • Led systems analysis and solution design: analyzed the business requirements, defined the workflow from mortgage origination to the disbursement.
  • Designed and developed a scalable authorization system/entitlements framework for Mortgage Underwriters at different levels to approve the client mortgage according to their levels of authority and the loan amounts.
  • Managed a development team including tech leads in India and London to delivered the project using SDLC-waterfall model.
  • Supported the QA and UAT team at onsite to support the pre-production and post-production release of the system.
  • Accountable to Executive sponsor; tracked performance, managed schedule, budget, and quality of deliverables.
  • Reported project governance status and issues; dashboard provided metrics and transparency for senior management.
Jan 2005Sep 2005

Application Developer

IBM Global Services

Application Developer-Gurgaon, HR

  • Designed, developed and tested various modules in the "Account Dossier" system for Airtel & Singtel using Microsoft technologies: C#, .NET 2.0, ASP.NET, SQL Server 2000.
  • Implemented various process related activities; created functional and technical design documents, Requirements Traceability Matrix, Unit and Integration Test cases.
Aug 2003Dec 2004

Senior Software Engineer

Exinex

Senior Software Engineer-Chandigarh, CH

  • Led the team to build the Help Desk system using the MS Outlook Public Folder.
  • Analyzed the requirements, designed and developed various Outlook forms using C# and ASP.NET.
Jul 2001Jul 2003

Software Developer

Basic Chaos Systems

Software Developer-Chandigarh, CH

  • Developed and tested various modules for the Library Management system assigned by the Project Lead using Microsoft Visual Basic 6.0.
  • Developed and tested various reports for different systems such as Library and Accounting Management using Crystal Reports.
Jun 2000Jun 2001

Software Engineer

IMT Labs(India) Pvt Ltd

Software Engineer-New Delhi, DL

  • Developed and tested various modules for the Hospital Management System assigned by the Project Lead using C++.

Awards

  • Won a Bravo award in 2005 for the exemplary performance in the implementation of "Account Dossier" project before the timelines and with no defect.
  • Won a Gold Stars award in 2008 for achieving appraisal Rating of "Significantly Exceeds Expectations" in consecutive 2 years.
  • Won a Start Club award for achieving an Annual Performance Plan and Review (APPR) rating of Significantly Exceeds Expectations in 2009.

Education

May 2002Jun 2004

Post/Graduate Diploma in Business Administration

Symbiosis University

Major in Marketing awarded with grade of "A"

Jun 1997Jun 2000

Bachelor of Engineering - Computer Science

Punjab Technical University

Awarded Computer Science degree in First Division with Honors

Skills

Management
  • Program and Project Management
  • Strategic Account Management
  • Delivery and Change Management
  • Stakeholder Management: C Level Executives
  • Resources Management
  • Business Development
  • Onsite/Offshore Management
  • RFP (Requests for Proposal) Management
Domain
  • Capital Markets
  • Wealth Management
  • Trade Life Cycle
  • Fixed Income, FX, Global Currency, Equities, Options and Mortgage Origination etc.
  • Solution Architecture
Execution Methodology
  • Agile/Scrum
  • Waterfall
Tools and Technologies
  • .NET 4.0, C#, VB.NET, ASP.Net
  • WCF, Web Services
  • JavaScript, jQuery, HTML, Ajax
  • Microsoft Word, Excel, Power Point, Project Plan and Visio
  • JIRA
  • IBM Synergy, Perforce and VSS
  • SalesForce.com