Sachin Khera

• Change Manager (release management) role for Wealth management and pan-APAC region (all business streams)
• Disaster Recovery manager testing (BCM) Wealth management pan-APAC to ensure testing and compliance is meet
• Front office business IT support analyst for digital client and client advisor apps – incident, problem and change management as part of BAU operation activities
• Performance / Service reporting (Monthly /Weekly /Adhoc) with senior stakeholders up to MD level for stream level, Business cluster level, Location reporting, Townhall inputs, Inputs to Risk reporting meetings.
  Performance metric analytics: App Dynamics and Splunk for performance metrics and derive results impacting Digital Channels

• Performed Project lead role for wealth management handling 100+ resources for onsite locations (APAC, UK, CH), managing stakeholders, service reports and sla adherence, worked on business proposals RFP /RFI stages
• Hands on experience in IT Production and UAT Support for various Wealth Management Applications suites including CRM, Client Reporting and Online Banking
• Handled Offshoring of UAT to Pune and ensured transition of Knowledge to new team and stability

With UBS

• Performed lead role for Testing services within wealth management - Handled a 22+ member team responsible for application testing support, new environment setup, automation initiatives and reporting. Work with Client for Ramp Up and Ramp Down whenever necessary to show cost benefits
• While working as Project Manager to drive Automation for Shared services, delivered dashboard for Morning and intraday checks and Unix scripting for batch automation. Involved in Strategy Consulting, Application modernization and process improvements

As a Consultant and Sales Support (Pre-Sales)

• Functional Consultant focusing on Pricing & Billing and Wealth Management and bit of Payments and Cards
• Involved in consulting engagements like assessments, scoping engagements focused on understanding bank’s pain points and advising customers on defining a solution roadmap and pitching Dell’s offerings and solutions

Market Research

• Within Financial Services competency, he has played a key role in developing go-to-market offerings, solution frameworks, managing strategic alliances and devising deal strategy for key pursuits with internal teams
• In depth research of the prospects, competitors, market and industry to offer intelligent consultancy

• Consulting and Presales: Spearheaded activities entailing study and consulting organization to improve and automate business processes Enterprise Content & Business Process Management solutions
• Product Management: Manage complete life cycle of Newgen suite of ECM and BPM products from inception to market to support partners/vendors during sales cycle and implementations.

• As a business analyst involved in various roles during the stint such as Business Requirement Gathering, process mapping project for Bank of New York Mellon (BNYM) in UK
• Involved in functional assessment of bank's applications in Asset servicing and securities area involving Mainframe systems
• Business Case Development – developed business cases to support customer investment
• Financial and Market research analyst - Retail Banking, Insurance, Telecom, Investment Banking