I have 11.5 years of experience in IT industry and specifically in Private Banking area. Experience spans across domains like CRM, Advisory Process, Portfolio Management, Online Banking and Products. I have worked in various roles like Lead Engineer, Solution Architect, Business Analyst and Project Leader. I have worked around 9 years in Credit Suisse in the areas like Global Advisory Process, Portfolio Strategic Asset Allocation & Optimization, Portfolio Management, FrontNet, Online Banking and Corporate Services.
Global Advisory Process (Digital): This is the new Global Advisory Process which would be implemented as a part of digitalization initiative. It plans to simplify and automate most of the manual and old processes for digitalization and future use in automated advisory process. a. Bespoke Strategic Asset Allocation Tool: It will automate the current semi manual process and implements a new optimizer in-house for the asset allocation calculation. b. Wealth Simulation: It provides a new user friendly UI which demonstrates user how his investment journey would be. It shows the simulation of his wealth could behave in future. It also demonstrates the worst historical loses and the details about each event. It is more of an educational tool for the clients and RMs. Role: Solution Architect & Technical Project Lead. Tasks: Solution Design, Business Analysis, Technical Lead for the project, Business Stakeholder Management. Team Size: 8-10
Portfolio Review App: This is a native iPad application for Relationship Managers to conduct client meetings for advisory process related reviews. Review App integrates Advisory Process, INVESTnet (Portfolio Management), Product Buffet, iOpt (Portfolio optimization) and many other related applications using RESTful services. Role: Solution Architect Tasks: System Design, writing Technical Specification (SAD), coordination with different stakeholders, manage offshore development, supporting program management. Team Size: 10-15
