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Kalyan dhavala has around 12 Years of experience in project management, Business analysis, consulting, product management, Implementation and Delivery in Private Banking domains. Has Worked on 5 major core Banking solutions (Finacle, Flexcube symbols,FinnOne, Olympic) Worked closely with international stakeholders (front office, back office, BPL) to define Business Processes and functional scope Interaction with senior directors, project sponsors and other senior management for any major impact on the project due to scope or functional changes Vendor management
Kalyan dhavala has around 12 Years of experience in project management, Business analysis, consulting, product management, Implementation and Delivery in Private Banking domains. Has Worked on 5 major core Banking solutions (Finacle, Flexcube symbols,FinnOne, Olympic) Worked closely with international stakeholders (front office, back office, BPL) to define Business Processes and functional scope Interaction with senior directors, project sponsors and other senior management for any major impact on the project due to scope or functional changes Vendor management
Kalyan dhavala has around 12 Years of experience in project management, Business analysis, consulting, product management, Implementation and Delivery in Private Banking domains. Has Worked on 5 major core Banking solutions (Finacle, Flexcube symbols,FinnOne, Olympic) Worked closely with international stakeholders (front office, back office, BPL) to define Business Processes and functional scope Interaction with senior directors, project sponsors and other senior management for any major impact on the project due to scope or functional changes Vendor management
Around 12 Years of experience in Project Management, Business Analysis, Consulting, Product Management, SDLC, Implementation & Delivery in Private Banking , Retail Banking Domains.
Project Management and Delivery Global IT solution Delivery Dynamic Leadership, Communication Skills and Key Stake Holder Management (AVP, VP & Director level) Working with Change the Bank Teams and Business Heads Experience on Regulatory Reporting Projects Expertise in Business Analysis & Solution Consulting Expertise in Business and Functional GAP analysis, Requirement gathering, Functional specification Documents, Work Flow design mapping, User Acceptance Testing &Training, and Software implementations Expertise in Core Banking Implementations Domain Knowledge in Private Banking, wealth Management and Retail Banking Expertise in Loan Origination, Loan Management, Recovery & consumer Banking Products Exposure to Cash Management systems Worked on 5 major core Banking solutions (Finacle, Flexcube symbols ,FinnOne, Olympic) Working knowledge on Olympic Core Banking Application (application for Booking trades, securities details, Fx Rates & Portfolio Management) Worked in Banks and Financial Services companies at various capacities
Professional Experience
Dec09- Mar12 Bank Julius Baer & Co. Ltd. Top Tier Private Bank in Switzerland
Role: Project Manager (consultant) Singapore
Project Management Managing multiple implementations for Singapore & Hong Kong Branch Roll outs Part of the Change the Bank (CtB) team working closely with international stakeholders (front Office, Back Office, BPL) to define Business Processes and functional scope Interaction with Vice President, Director and above level for functional intensive discussions and design walk through Participation in Steering committee meetings which includes Senior Directors, Project sponsors and other senior management for any major impact on the project due to scope or functional changes Vendor management for adherence to timely delivery of the deliverables in specified time frame Guide and mentor the project team Project Initialization, Planning, Effort estimation and Resource planning Monitor the project on a daily basis with attention to resources, time, budget and quality Single point of contact for the project Review and manage roles and responsibilities of the team members to meet project goals To communicate regular project status to stake-holders and project steering committee along with any major impact scenarios Managing Scope and Change requests during the project lifecycle
Business Analysis Interacting with Business users for Requirements gathering Mapping the business process flow Documenting the GAPs and analysis Performing impact analysis and review Preparation of Functional Specification documents Designing screens for new functional features Reviewing Test scenarios plan Testing strategies Managing System integration Testing (SIT) Conduct User Trainings and co-coordinating User Acceptance Testing (UAT)
Nov06-Dec09 Nucleus Software Solutions Limited Leading Banking Solutions provider with cutting edge products in Retail Banking space
Role: Senior Business Analyst/ Project Manager Singapore
Key Resource in Product Implementations both as Analyst and Project Manager Responsible for Project Planning and Project Management Business Analysis, GAP study, Requirement gathering, Functional specifications and implementation. Acted as the central point of contact for the sponsor, business and project team on all project matters and all base line requirements. Updated and reviewed issued revisions to project plan and control documents Involved from Project Initiation to Delivery Product Fitment Analysis Strong Pre-Sales support Response to RFP, Product Demo
Strategy, Analysis and Innovation Functional enhancements on Product features for higher market acceptance Work Around solutions to support client process fitment without customization. Project Report and highlight achievement, issues and status for review in accordance with the agreed standards and schedules. Strong in Incident/Change/Problem Management Single point of contact for Business Continuity Planned, optimized and negotiated changes to scope and schedules with internal and external team members
Sep04-Oct06 Mahindra Satyam (formerly Satyam Computer Services Ltd) Leading IT Solution Provider, Indias 4 th largest with 100 K + employees Role: Lead Business Analyst Singapore
Solution Consulting and Implementation (Implementation Partner with Sungard System Access)
Consulting & Analysis Implementation of Symbols core banking system Preparation of Base Functional Requirements document Preparation of RFP ( Request for proposal) Analysis of Vendor products for fitment of required Functionalities Solution consulting and Pre-Sales support Client interaction for solution clarifications (Pre-Sales Orientation)
Mar04-Sep04 Kotak Mahindra Bank Ltd Banking Arm of Indias leading Financial power House
Role: Manager Business Solutions Group Mumbai/India
Designed Processes for Banking Operations like Loan Originations and Lending Business and Credit Approval process New Initiatives: Involves handling projects for developing new products for the bank. Function includes Preparation of Requirement Specification Documents, studying functional specification documents, vendor co- ordination Testing and implementation
Oct00-Mar04 Oriental Bank of Commerce Leading Public Sector Bank in India Role: Assistant Manager - Operations Mumbai/India Kalyan Dhavala Phone: (M) +65 82005103 E-mail: kalyand21@gmail.com Nationality: Indian/ Work Permit: Singapore Permanent Resident 3
Supervising regular Banking operations like Deposits, Remittances, inventory control, account processing, Credit Cards and depository services. Served in all the front end operations desks like Cash, Remittances, Inventory control, Account management, Clearing, Cards and Demat. Worked on Finacle Core Banking system. Worked on all the retail banking modules of the system. Member of the study team for improving the existing banking operations process flows, enhancements and new product initiatives.
EDUCATION 1998 2000 Masters Degree in Business Administration, Andhra University (India) 1995 1998 Bachelors Degree in Commerce, Andhra University (India)
JAIIB Certification Junior Associate in the Indian Institute of Bankers
LANGUAGES: English (Fluent), Hindi, Telugu (Native)
Note: Project Details are in the Appendix Section (Next Page)
Awarded silver medal for Best Professional Excellence at Nucleus Software Solutions. Received Nuclite of the Month Award from Nucleus Software Solutions Pte. Ltd. Received Pat on the Back (POB) award from Mahindra Satyam Ltd.
PROJECTS DETAILS
1. Bank Julius Baer & Co Ltd., Singapore Project: RM Work Bench Role: Project Manager Team Size: 15 Oct11- Feb2012
Project Details:
In house development Project to support Relationship Managers (RM) for accessing key information of their clients and portfolios. One stop application which aids RMs in tactical and strategic activities. Application provides for one-click search of an account for comprehensive view covering CRM details, Asset allocation, Alerts, Movements, Documents, Pricing, Orders, Transactions and positions. Application interacts with multiple applications to retrieve and display data.
Contribution: Managing Business Analysts Team Planning and Scope definition Solution Delivery mile stones planning Testing scope definition and planning Prototype Design Key stake holder management SIT and UAT with no major functional differences
2. Bank Julius Baer & Co Ltd., Singapore Project: Advisory Excellence (Adex) (Singapore, Zurich) Role: Project Manager (Functional/ Business) Team Size: 6 Jul10- Jan11
Project Details:
Application to provide advisory to the clients based on the client type and nature of risk aptitude. Performs daily pre-trade and post-trade suitability checks on investment proposals and portfolios respectively. System is built on portfolio composition, concentration and allocation rules to highlight accounts with breaches (Soft events) which built into alerts for effective portfolio monitoring and rebalancing.
Contribution: Project planning and definition of key deliverables Solution Design Functional Frame work (UI, Screens and Process Flows) with minimum iterations Solution delivery on time and within budget
3. Bank Julius Baer & Co Ltd., Singapore Project: Tax Reporting (Singapore, Zurich) Role: Project Manager Team Size: 6 Jul11- Oct11
New application to initiate, manage and track client requests for the Statement of Income and Capital Gains statement for various jurisdictions. Application design involved the automation of the manual activities from new requests, data feed to Tax Reporting applications in Zurich, statement generation and dispatch.
Contribution: Minimalist Design with few screens and multiple functionality Managing the team and reporting the progress of the project to Key Stake Holders Project planning, costing, resource management and scope finalization with the IT application team and key business users. SIT, UAT co-ordination User Training & Roll Out
4. Bank Julius Baer & Co Ltd., Singapore Project: eBanking Application Role: Test Manager cum Business Analyst Team Size: 21 Jan11-Jun, 11
Project Details:
First of its kind Multi Million Dollar project for the bank. The application provides internet access to the clients and key internal staff for viewing account and portfolio details with online updates of transactions. Provides information on the different asset classes holdings by the client. Detailed information for the RMs with Dash boards and graphical representation. Interacts with multiple applications for data on real time basis.
Contribution: Key resource in developing the eBanking functionality frame work Instrumental in developing the Prototype according to JB standards within few iterations Effectively handled the Data content from Core Banking system (Olympic) Lead BA for the Project,Managed Business Analysts , System Analysts and testing teams Delivered a robust system with less than 1% requirement gaps in UAT
5. Bank Julius Baer & Co Ltd., Singapore Project: Hong Kong Branch Roll Out - Regulatory Reporting HKMA Role: Project Manager Team Size: 10 Jan10-Dec10
Project Details: Development of Regulatory reports for Hong Kong branch (HKMA). The reports are to be generated with minimum user intervention at scheduled intervals in the format prescribed by HKMA. Project involved reports of complex nature. A total of 10 reports were developed on Business Objects with a separate DB. Reports involved Risk, capital, Reserves and Deposits and Fx functional areas.
Contribution: Parallel Implementation of multiple Reports which involved development and testing. Managed a team of Business Analysts, Tech leads and Developers Reports accepted by Business with minimal changes to the end product
6. Bank Julius Baer & Co Ltd., Singapore Project: Reporting Portal Application (Singapore, Hong Kong) Role: Project Manager Team Size: 10 Jan10-Mar10
Project Details: One stop solutions for generation of reports to the Business operations teams across the bank with underlying centralized reporting engine.
Contribution: Parallel Implementation for Hong Kong and Singapore
7. Bank Julius Baer & Co Ltd., Singapore Project: Singapore Risk Exposure Report Role: Project Manager Team Size: 10 Jul10-Sept10
Project Details: Report for Business Risk Management Team to list the total risk exposure for the Bank w.r.t to the collaterals held. The report fetched data from 3 different applications and generates the report on a daily basis.
Managed the scope effectively Report was delivered on time and was accepted by the business
8. Bank Julius Baer & Co Ltd., Singapore Project: Loans & Deposits Application (Singapore, HK) Role: Business Analyst Team Size: 4 Feb11-Apr11 Project Details:
Work-flow based application for approvals from Risk management, credit and operations for changes in the spread given by front office to the clients. Application has client limits, spread control and supports the approval matrix.
Contribution: Involved in Functional Analysis, Design, Testing and Delivery Fastest delivery with optimum team size.
9. Client: Pag IBIG Fund , Philippines Project: FinnOne Suite Implementation Role: Sr.Business Analyst Cum Delivery Manager (off Shore Delivery) Jan09-Nov09 Team Size: 18
Project Details:
Pag IBIG is the largest fund house in Philippines. FinnOne was selected to manage the Customer acquisition, loan approval and management and collection processes in the corporation. FinnOne suite of products was implements which include FinnOne CAS (customer acquisition system) Loan origination, LMS (Loan management system) and Collections. The scope of implementation covered retails loans Personal, Vehicle, Small Business and Home loans with collateralized and Non collateralized flavors.
Contribution: Implementation of FinnOne suite Customer Acquisition, Loan Management and Collections systems. Involved from Pre-Sales stage to Delivery. Functional Gap analysis, customization, key Process suggestions Testing life cycle co-ordination for SIT, UAT. Key Stake Holder Meetings, Project Updates and change Management Single point contact for client
10. Client: Fullerton Financial Holdings, Chengdu/ China Project: FinnOne Suite Implementation- Retail SME Role: Sr. Business Analyst & Delivery Manager Sep08-Apr09 Team Size: 12
Project Details: Client is launching Financial credit services for Small Entrepreneurs in the Mass market segment (SEMM).This segment is between retail and SME for the first time in China. My role as Project Manager & lead consultant involved study of Chinese Banking Market requirements, identifying specific SEMM needs, creating Business work flows and mapping them to FinnOne suite of products.GAP analysis, designing new screens to cater to new functionalities, User acceptance testing and user training. Kalyan Dhavala Phone: (M) +65 82005103 E-mail: kalyand21@gmail.com Nationality: Indian/ Work Permit: Singapore Permanent Resident 7
Contribution: Configured FinnOne- Loan Origination system to suit Retail SME to client satisfaction Established co-operative and collaborative methodologies
11. Client: Fullerton Investment and Credit Guarantee Corporation, Nanjing/China Project: FinnOne Suite Implementation- Retail SME Role: Sr. Business Analyst & Delivery Manager Dec07-Oct08 Team Size: 12
Project Details: FICGC china launched credit Guarantee Business and opted for FinnOne product suite. As Delivery Manager & Lead consultant my job was to identify credit guarantee business specific products and map to FinnOne flow.GAP study and Business process re-engineering to suit the business requirements. Creating Functional specification documents for new change requests .Performing system integration testing, UAT and user training.
Contribution: Delivery of customized FinnOne- Loan Origination, Loan Management and collection Products Business Process Re-engineering for FinnOne Loan Origination and Management work flows to suit FICGC Processes Key stake holder meetings with top management on both sides
12. Client: Prudential Vietnam Finance Company , Ho Chi Minh City / Vietnam Project: FinnOne Suite Implementation Role: Sr. Business Analyst Mar07 Nov07 Team Size: 15
Project Details: Prudential group Vietnam launched first of its kind Non-Banking Finance company in Vietnam. As a Senior Business Analyst my role involved studying new Business workflows and map FinnOne Loan Origination, Loan Management and collections product suite to suit the work flow. Interacting business users for functional requirements, suggesting changes in the work flow, conducting timely training sessions, designing upload and download file formats for external system interfaces.
Contribution: Business Process Mapping for product fitment analysis for Credit Initiation, Loan management and Collections Processes. GAP analysis and customization. New Requirements design and implementation SIT and UAT co-ordination with Business users Implementation
13. Project: Pre-Sales Activity Role: Pre-Sales Consultant Response to RFP Product Fitment Analysis Product Demo to client Product Presentations and client interactions Implementation Planning
Clients Proposals : Daimler Chrysler-Korea, Techcom Bank Vietnam, CIMB Malaysia, Vietcom Bank, Vietnam, Pag-IBIG, Fullerton Chengdu.
14. Client: Vietnam International Bank, Hanoi, Vietnam Project: Symbols Implementation (Core Banking) Role: Sr.Business Analyst Feb05 Apr06 Team Size: 15 Kalyan Dhavala Phone: (M) +65 82005103 E-mail: kalyand21@gmail.com Nationality: Indian/ Work Permit: Singapore Permanent Resident 8
Implementation of Symbols core Banking system (Loan Origination, Lending and Recovery modules) Requirements gathering, Functional Specification documents, Test Case Preparation SIT, UAT, user training and Go-Live support.
15. Client: Royal Bank of Trinidad and Tobago, Caribbean Islands Project: Core Banking Consulting Assignment Role: Business Analyst Sep04 Jan05 Team Size: 8 Studying RBTT business process flow Preparation of Base Functional Requirements document Preparation of RFP ( Request for proposal) Analysis of Vendor products for fitment of required Functionalities Conducting Proof of concept Demo workshops by vendors Short listing of vendors based on product fitment to business requirements Recommending the short listed vendors to RBTT management committee. Monitoring deliverable time lines and reporting