Vivek Mehta

Vivek Mehta



  • Date of Birth: 12th October 1982


  • Over 6 years of experience aligning business processes and technology with financial clients’ business strategy
  • Proven expertise in Commercial and Retail Lending, e-Channel Banking and Capital Markets domain
  • Excellent communication and negotiation skills to forge cross-functional professional relationships, facilitate conflict resolution, and leverage inter-departmental synergies


  • Photography: travelled to various places in Canada, USA and India for landscape, and architectural photography
  • Water sports: rafting on Teesta and Ganges rivers in lower Himalayan ranges; canoeing, kayaking and camping near Cider lake in Algonquin, Canada; freestyle and breast-stroke swimmer

Work History

Work History
2010 - Present

Business Consultant

Bank of Montreal

Commercial Lending Re-design improved turnaround time for lending application, and enhanced Commercial Account Managers’ productivity

  • Analyzed business processes over the entire lending cycle i.e. sales to booking of products to identify opportunities for improvements
  • Collaborated with vendor, and other stakeholders to facilitate integration of third party commercial lending product CapitalStream within bank’s existing systems
  • Prepared a roadmap to replace bank’s legacy systems with CapitalStream by accounting for data conversion requirements of Commercial LOB, timeline and budget constraints for all stakeholders, and go-live deadline for bank
  • Co-designed the IT ecosystem around CapitalStream by leveraging service-oriented architecture, avoiding data redundancy, and minimizing customization required within the vendor product

Retail Lending Re-design reduced learning curve on business process for lenders by 75% through replacing legacy system GUI with a web-based user-friendly interface

  • Led sessions with retail lending LOB to identify a user-friendly interface design; prepared iRise simulations to facilitate effective discussions
  • Championed the idea of joint forum between business and technology teams to clarify expectations of both groups before IT implementation phase; reduced rework by 30% compared to similar projects in bank
  • Constantly negotiated with business and technology teams in trade-offs between required business functionalities and timeline constraints with an intent to provide best possible product on-time

E-Channel Streamline facilitated cross selling various retail banking products to online Customers, and introduced a new MasterCard product in partnership with Sobeys

  • Led sessions with e-Channel LOB to streamline online application process for retail banking products such as Everyday Banking, MasterCard and PLOC; thereby generating cross-sell opportunities for bank
  • Liaised with Sobeys to identify the product feature and perform gap analysis between Sobeys and BMO’s MasterCard fulfillment processes
  • Engaged stakeholders within the bank to identify automation opportunities and redundant operations in bank’s core processes; delivered 12% reduction in operational costs within 3 months

Direct Promoter introduced a channel to acquire retail customers by epitomizing push-the-product to Customer strategy

  • Conceptualized with BMO’s executives for launching direct promoter channel to acquire new customers throughout Canada; 100K MasterCard and Everyday Banking applications expected in first year of channel roll-out
2006 - 2008


Headstrong Services Limited
  • Promoted to consultant six months early in recognition of being a top performer (top 5%)
  • Led and managed a team of 4 to design innovative product solution to decrease turnaround time for the generation of trade execution reports; thereby increasing revenue by 5% and customer retention by 10%
  • Analyzed MarketAxess’ electronic bond trading platform and designed a new MS Excel add-in which enhanced platform usage by 5% in the first month
  • Researched on FIX protocol and Fixed Income products to draft a proposal recommending a new STP (Straight Through Processing) tool for MarketAxess; tool-launch resulted in 15% increase in trading volume within 3 months
2004 - 2006

Senior Engineer

Infosys Technologies Limited
  • Was rated #1 in the relative ranking scheme in both appraisals to become team leader within 18 months of joining
  • Led a team of 3 to develop a web-based credit system for Wachovia Bank’s Treasury Division; coordinated with client’s technology teams, analysts and risk managers during all stages of system development
  • Analyzed Wachovia Bank’s credit officers’ requirements to generate customer credit risk reports and recommended a new tool that reduced the lead time for report development by 25%



CFA Institute, USA
  • Candidate for CFA Level 2 in June, 2012


Joseph L. Rotman School of Management, University of Toronto
  • Dean’s List (top 20% of Class)

Bachelor of Technology

Indian School Of Mines, ISM University
  • Graduated with Distinction
  • Top 1 percentile among 200,000 applicants in the national level examination for IIT



Nilesh Bakhle

Himanshu Sharma

Ashish Mohnot

Before joining Schulich Business School, Ashish had worked as my colleague in Infosys

Gopi Bheemavarapu