Kalpana T
Dubai
Summary
Seasoned banking professional with over eight years of expertise in multinational environments, specializing in Investment Banking, Operations, FX, and MM Operations. Proficient in Business Analysis, Stakeholder Management, and UAT Testing, with a strong ability to drive projects forward while ensuring alignment with business objectives. Recognized for building and maintaining robust relationships with customers and project managers, facilitating swift and efficient service delivery. A keen attention to detail combined with a passion for customer service positions as a vital asset to any team.
Overview
19
19
years of professional experience
Work History
Lead Software Engineer
Virtusa Middle East
07.2023 - 12.2024
- Coordinated with HR and hiring managers to facilitate the onboarding process for new hires, ensuring a seamless integration into the organization.
- Managed the coordination of interviews with the internal team, ensuring a smooth interview process.
- Played a key role in the management of Purchase Orders (POs) in support of project initiatives.
- Provided comprehensive training, encompassing both Education and Training, to new employees.
- Prepared and distributed Minutes of Meetings (MoMs) to stakeholders, ensuring clear communication and follow-up on action items.
- Initiated and implemented various strategies to accommodate internal mobility, including promotions and transfers.
- Managed schedules, appointments, and travel arrangements for executives.
- Developed and nurtured working relationships with key hiring managers, fostering collaboration to support recruitment efforts.
- Conducted thorough research on new processes and technologies, fostering continuous improvement within the team.
Associate Manager
IndusInd Bank
06.2014 - 01.2015
- Managed daily operations in the Settlement Process, ensuring efficient flow of transactions between the Corporate Office and Bank.
- Managed the execution of trade-related payments through the IndusInd Bank Treasury system, ensuring prompt liquidity.
- Designed and implemented new processes to improve efficiency and quality in the settlement of transactions.
- Played a key role in the development of new products and services.
- Established customer service standards and ensured compliance with the highest ethical and professional standards.
- Collaborated with other departments and teams to maintain customer satisfaction.
Business Analyst
Optimum Solutions
09.2011 - 06.2012
- Analyzed global investment banking operations, focusing on high-end post activities for products including FX, MM, FNO, OTC, and Bonds across the Americas, EMEA, and APAC.
- Created and maintained comprehensive documentation across EMEA, APAC, and NA, ensuring a robust understanding of business processes and resource allocation.
- Developed Functional Specification Documents (FSDs) based on business requirements and solutions proposed by business owners.
- Created a Traceability Matrix to ensure alignment between BRDs, FSDs, and business requirements.
- Conducted functional product demonstrations for the development team to facilitate understanding.
- Collaborated with the development team to ensure the successful implementation of business requirements.
- Managed Change Requests and coordinated with the Change Management team to ensure proper implementation.
- Managed defect tracking using Quality Center and utilized JIRA for tracking and reporting.
- Conducted regular status meetings, ensuring tracking of defects, issues, and enhancements.
- Analyzed and compiled reports from Business Objects to provide insights and analysis.
- Worked with business owners and development teams, working in tandem with product teams during testing phases.
- Coordinated User Acceptance Testing (UAT) with APAC users, ensuring successful validation of product functionality.
Senior Associate
Tata Consultancy Services
03.2010 - 02.2011
- Coordinated with the Treasury Operations team to gather requirements, ensuring effective communication with the Business Analyst team and ensuring efficient delivery of business requirements.
- Analyzed and documented business requirements, developing Functional Specification Documents, facilitating approval processes for project implementation.
- Developed and maintained the User Acceptance Testing (UAT) environment, ensuring efficient execution of functionality.
- Managed the ongoing product execution for Morgan Stanley in Singapore, ensuring efficient delivery of business requirements.
- Developed and implemented new processes to improve efficiency and quality in the settlement of transactions.
- Managed the execution of trade-related payments through the IndusInd Bank Treasury system, ensuring prompt liquidity.
- Designed and implemented new processes to improve efficiency and quality in the settlement of transactions.
- Played a key role in the development of new products and services.
- Established customer service standards and ensured compliance with the highest ethical and professional standards.
- Collaborated with other departments and teams to maintain customer satisfaction.
Officer
ABN AMRO NV, Global Trade & Cash Group Solution Center
06.2006 - 08.2008
- Worked with Change management team whenever there is a change impacting any part of the system.
- Provided helping hands to Testing team on the scenarios to be prepared for the new changes requested by the operations.
- Prepared the test cases for the new changes requested by the Business Operations for the new projects.
- Participation in all project calls and give suggestion to the Business requirement given by the business owner for the migration projects.
- Send out a weekly status report of the project which includes the testing status and the issues faced.
- Performed User Testing for the Migration Bond System.
- Ensuring all payments are made before the agreed credit period for the new projects.
- Timely submission and reporting of pending invoices to the management team.
- Escalation to Manager in accordance with the Global Business Policy.
- Maintaining all process procedures guides, process maps and escalation protocols.
- Areas of expertise include Brokerage Utility Services, Global Traders, Treasury Reconciliation Banking, Confirmation Department and IndusInd.
- Front and Back Office and Back Office processes knowledge includes the Trade Booking, confirmation and settlement.
- Matching Cross Trade Confirmation.
- Managing financial, settlements under various swift codes.
- Responsible for timely settlement of cross Money market trades.
- Responsible for timely settlement of treasury deals in Gross and Net systems.
- Communicating with Client Service Group for queries related to trades to Market settlement Repository.
- Worked on UAT environment for the Indus Production systems in the previous organization, ABN AMRO CENTRAL services PVT LTD, I can remember them on the BOND WALLET MIGRATION project.
- Handling and validating test scenarios and providing feasible solutions to the various problems found in the system.
- ON SITE MIGRATION - SINGAPORE:
- Successfully ran the Operations Process from Singapore to Chennai, coordinating the entire migration process with the team members handling individual products.
- Worked closely with SMEs in order to understand the process and transition the same in a migration process to ensure the end of trade activities.
- Coordinating the Business analyst during the entire project phase in understanding the requirement of the project.
- Scoping of test cases with the team for the migration project to ensure smooth flow of the project.
Education
Masters - Human Resource
Annamalai University
B.Sc. - Geography - Tourism and Travel Management
Queen Mary's College
01.2003
Skills
- Business Analysis
- Stakeholder collaboration
- End-user testing expertise
- Market Trading
- Project execution management
- Test Automation (Selenium, QTP/UFT)
- Java-based Test Automation
- Financial, Customer Document Management
- Requirements Management
- Business Objects
- SWAPS
- Security Control
- Murex 31 proficiency
- Experienced in Word, Excel, PowerPoint, and Visio
Timeline
Lead Software Engineer
Virtusa Middle East
07.2023 - 12.2024
Associate Manager
IndusInd Bank
06.2014 - 01.2015
Business Analyst
Optimum Solutions
09.2011 - 06.2012
Senior Associate
Tata Consultancy Services
03.2010 - 02.2011
Officer
ABN AMRO NV, Global Trade & Cash Group Solution Center
06.2006 - 08.2008
B.Sc. - Geography - Tourism and Travel Management
Queen Mary's College
Masters - Human Resource
Annamalai University