Kriti Lakhani
Summary
Dynamic leader with a proven track record at Goldman Sachs for 6+ years, excelling in Salesforce configuration and fostering Agile methodologies. Demonstrated expertise in business analysis, process improvement using workflow re-engineering and product enhancements. Skilled in project management and team development.
Overview
7
7
years of professional experience
Work History
Vice President | Case Management Engineering
Goldman Sachs
01.2024 - Current
- Led all new teams onboarding in APAC as regional lead for Client Relationship Management Engineering collaborating with senior stakeholder to understand current process and enable functionality to support their onboarding
- Led Implementation of a digitized KYC process with 1000+ users to save the firm from regulatory and compliance violations through system integration with internal systems and complete process overhaul. Thus, reducing key client issues and escalations
- Currently leading a team of 6 people including Testers, Developers and Business Analysts across India, US and UK to build new workflow capabilities on the platform and fostering a culture of growth and development
- Liaised with global operations leads to build a work assignment logic to manage workload among teams and positively impact client experience.
- Formulated 2025 Platform strategy focused on enhancing their team processes, increasing productivity and positively impacting client experience and obtained buy-in from Operation and Engineering Partners and MD
Associate | Case Management Engineering
Goldman Sachs
09.2022 - 12.2023
- Liaised with key global stakeholders to build product pipeline, run prioritization initiatives and identify key user experience and adoption gaps, unlocking 8 new technical and functional capabilities on the platform in 2023 for a user base of 2000+ users across 5 regions
- Built consensus on service level expectation to be managed and reported and led implementation of the business requirements into new capabilities on Salesforce to create dashboards for team performance and risk reporting
- Mentored and managed the QA Testing team, reducing the overall bugs on Salesforce to ~2-3% and migrating manual testing process to using streamlines test scripts on JIRAs.
Associate | Client Relationship Management
Goldman Sachs
03.2020 - 05.2021
- Led analyses and design of Securities lending workflows that streamlines 18 mailboxes and 6 different operations processes into one consolidated platform, reducing P&L risk and saving 3 FTE by automating manual actions
- Managed user onboarding process on the new platform spread across APAC, India, EMEA and US, leading user training and production support
- Showcased understanding of complex operations processes and resolved legacy system pain points through centralized tooling
Senior Analyst | Sec Div Change Management
Goldman Sachs
06.2018 - 03.2021
- Led and managed delivery of multiple projects to achieve regulatory requirements over short timelines working along with Senior Operations and Technology Stakeholders (Vice Presidents & MDs)
- Demonstrated cultural dexterity and understanding by deploying risk management process across 14 different markets and 6 regions (across EMEA, Asia and US) to increase risk management rate and save cost
- Mentored new joiners and interns to integrate with culture of the firm and help get trained across various divisions
Intern | Business Architecture and Change Mgmt
Goldman Sachs
01.2018 - 05.2018
- Automated highly manual process using RPA and completely overhauling regulatory due diligence process
- Took an initiative to create a business unit integration plan conceiving fragmented information available to new joiners
Education
MBA - Strategy Management And Innovation
Nanyang Business School, NTU
Singapore, Null, Singapore09-2022
B.Tech - Electronics And Communication
PES University
Bengaluru08-2018
Skills
- Salesforce configuration
- Agile Methodologies
- Scrum Master
- Project Management
- Product Management
- Process Improvement
Interests and Extra curriculars
- Community and Integration volunteer in APAC Women in Engineering network at Goldman Sachs
- Elected College Cultural Head and hosted College fest with footfall of ~6000 people
- Awarded Merit Scholarship for 6 consecutive semesters at PES University
- Elected Chair of Data Science and Business Analytics Club at NBS
Timeline
Vice President | Case Management Engineering
Goldman Sachs
01.2024 - Current
Associate | Case Management Engineering
Goldman Sachs
09.2022 - 12.2023
Associate | Client Relationship Management
Goldman Sachs
03.2020 - 05.2021
Senior Analyst | Sec Div Change Management
Goldman Sachs
06.2018 - 03.2021
Intern | Business Architecture and Change Mgmt
Goldman Sachs
01.2018 - 05.2018
MBA - Strategy Management And Innovation
Nanyang Business School, NTU
B.Tech - Electronics And Communication
PES University
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