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About

16+ years Exp in Capital Market, with expertise in Trade Lifecycle, Equities, Derivatives, Commodity & Securities Processing, Wealth Management domain (PMS, AIF). Adopt & manage end-to-end project lifecycles, collaborating with cross-functional teams, and enhancing user journeys. Gather & analyze business requirements from Product & operations stakeholders. Coordinate with the Product Team and prepare BRD/FRD documentation and translate requirements into technical specifications. Participate in solution design discussions and ensure alignment with enterprise architecture standards. Develop a detailed documentation (project plan, project charter & implementation plan) to monitor and track progress. Ensure that all projects are delivered on-time, within scope and within budget. Worked on Integration of Front, Middle & Back Office functions. Support SIT/UAT testing cycles and ensure timely closure of defects. Understanding of Trade life cycle & exposure to Equities, Commodity & MF domain and in markets like India (supporting order flow for MF, NSE, BSE, NCDX & MCX exchange). Work on Tools such as JIRA, Zoho, Redmine, Google Sheet.

Experience13

  1. Senior Business Application

    Jan 2026 — Apr 2026

    Motilal Oswal (LogicLoop)

    Led implementation of asset management solutions for private wealth clients focusing on mutual funds, AIF, SIF, and PMS applications. Managed application support working as key contact between development teams and users, improved communication flow, and drove process automation including AI integration.

  2. Project Management

    Nov 2024 — Oct 2025

    Intellect Software Solutions

    Managed the implementation of trading applications including web and mobile platforms for Bonanza and LKP Securities. Coordinated requirements gathering, performed testing and automation of processes, supported API integrations, liaised with UI/UX teams, and led disaster recovery drills.

  3. Project Management cum Business Analyst

    Jan 2021 — Nov 2024

    Questech Consulting (Kotak Securities)

    Integrated asset management and trading applications while serving as SPOC for private wealth clients. Led client onboarding and migration with zero downtime, resolved defects, supported UAT, optimized workflows, managed KYC integrations with third-party vendors, and executed process automation initiatives.

  4. Project Management

    Sep 2019 — Aug 2020

    Lentra.AI

    Led implementation of Loan Origination and Management Systems for clients like Tata Motors. Collected requirements, prioritized features, supported API integration, performed manual testing, and collaborated closely with internal AI teams.

  5. Application Support

    May 2018 — Aug 2019

    Osource India

    Coordinated vendor and CRM application implementations, gathered requirements, provided workflow support, executed API testing, and contributed to process automation and L1 support.

  6. Manual Testing

    Oct 2017 — Apr 2018

    Galentic Consulting

    Designed test scenarios and cases for trading applications, reported defects, and performed functional, integration, regression, smoke, UAT, and end-to-end testing of trade lifecycle processes.

  7. Application Support

    Jun 2011 — Apr 2014

    MarketPlace Technologies

    Implemented DP backoffice solutions for Bank of India including automation of pledge modules, defect reporting, customizations, UAT, and process monitoring.

  8. Application Support

    Oct 2008 — May 2011

    Acer Software

    Managed NSDL transaction module development and testing, provided L1 support for trading and depository applications, conducted training sessions, and created SOPs to improve user adoption.

  9. Backoffice Operation Manager

    Jan 2008 — Aug 2008

    SBI Capital

    Managed client pay-ins/pay-outs and EOD/BOD processes, handled back-office software implementations, ensured timely settlements, and coordinated trade compliance with risk management.

  10. Backoffice Operation (Commodity)

    Apr 2005 — Aug 2006

    Navratan Comdex

    Managed client pay-ins/pay-outs, back-office software implementation, ensured smooth broking operations, and coordinated trade compliance with risk teams.

  11. RMS Operation

    Oct 2004 — Mar 2005

    MCX

    Managed member user IDs and privileges, set trading limits, conducted surveillance for compliance, monitored price movements, and imposed margins for volatile trades.

  12. CSE Operation

    Apr 2002 — Aug 2004

    Motilal Oswal Securities

    Managed client pay-ins/payouts and margin requirements, verified KYC documents, and resolved client queries via email.

  13. Backoffice Operation

    Apr 1999 — Feb 2002

    Gupta Equities

    Managed CDSL depository operations, client account openings, daily transactions including on/off market and pledge transactions, dematerialization of physical shares, and billing of client transaction accounts.

Projects7

  • Implementation Asset Management Solution for PWM Clients (Family Office Module)

    Implemented asset management solution including Mutual Fund, AIF, SIF, and PMS applications for private wealth management clients; managed application support and acted as key liaison between development teams and stakeholders to streamline communication and delivery. Worked on process automation and AI integration.

    • Asset Management Software
    • AI Integration

  • Implementation Trading Application for Bonanza & LKP Securities

    Managed end-to-end product roadmap and user journey for web and mobile trading applications; coordinated with business users and internal teams, performed functional testing on multiple platforms; automated EOD & BOD processes and supported Open API integration and disaster recovery drills.

    • Web Applications
    • Mobile Applications (iOS, Android)
    • API Integration
    • Automation

  • Integration of Asset Management Solution & Trading App for Kotak Securities

    Served as SPOC for private wealth clients, managed client onboarding and migration, resolved application defects, supported UAT, and improved application performance through RCA; led integration of client eKYC & Re-KYC onboarding process with third-party vendors and participated in disaster recovery drills.

    • Asset Management Solutions
    • Trading Applications
    • eKYC / Re-KYC Integration

  • Implementation of LOS & LMS systems for clients including Tata Motors

    Gathered requirements, prioritized features, supported API integrations, executed manual tests, provided L1 support, and collaborated with internal AI team for lending applications.

    • LOS
    • LMS
    • API Integration
    • AI

  • DP Backoffice Implementation for Bank of India

    Provided L1 support and automation for pledge modules; designed and executed test cases, coordinated with development teams for customizations and enhancements, conducted UAT, and monitored implemented changes.

    • DP Backoffice Automation
    • Testing
    • UAT

  • NSDL Transaction Module Management

    Managed NSDL transaction module development and functional testing for trading and depository back-office applications; conducted user training and created SOPs for clients.

    • NSDL Module
    • Functional Testing
    • User Training

  • Customized Trading Application Development for LKP & Bonanza Securities

    Built customized trading application including client modification and pledge modules enhancing back office capabilities.

    • Trading Applications
    • Client Modification Module
    • Pledge Module

Education1

  • B.Com

    1997

    Mumbai University

    Commerce