Summary
Overview
Work History
Education
Skills
Timeline
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SUJIT KUMAR

SUJIT KUMAR

Summary

Dynamic and results-oriented Technical Solution Architect and Subject Matter Expert with over 17 years of extensive experience in Banking & Financial Services across the globe. Proficient in various disciplines such as distributed SOA solutions with web services and Business Process Management (BPM) using Agile and Scrum methodologies. Currently serving as a Technical Solution Architect and SME for Client Onboarding and Lifecycle Management at Credit Suisse AG Singapore, driving solution design and delivery management for processes in the APAC/Australia and facilitating client migration from Credit Suisse to UBS for the Singapore/Hong Kong (APAC) region.

Demonstrated expertise in all phases of software development, including line management in the client onboarding department. Experience spans across Private Banking, Wealth Management, Risk & Finance, and Education sectors. I specialize in Business Process Management, Solution Architecture & Design, Business Analysis & Requirements, Product Backlog, User Journey, Impact Assessment, and Data Analytics and Visualization.

Well-versed in Know Your Customer (KYC), Enhanced Client Periodic Review (ECPR), Relationship Opening (ROP), and Customer Data Management (CDM). Proficiency in various computer applications such as Appway, Oracle BPM, Savvion BPM, Java, Oracle, REST API, Agile and Scrum.

Certifications in Oracle Unified Business Process Management Certified Implementation Specialist and Sun Certified Java Programmer (SCJP 5.0). With global exposure spanning India, Singapore, and the USA, I possess a keen understanding of international business practices and cultural nuances.

Key traits,Professional approach include being passionate, a quick learner, possessing strong analytical skills, effective communication abilities, and being accountable and responsible. Experience also encompasses stakeholder and team management, where I have excelled in leading cross-functional teams to successful project outcomes.

Overview

18
years of professional experience

Work History

Credit Suisse AG

Vice President
07.2014 - Current

Job overview

Spearheaded Strategic Initiatives and Operational Transformation:

Led multiple development teams to spearhead CEO-led strategic initiatives at Credit Suisse, Singapore, driving a transformative shift from an account-centric to a customer-centric operational model. Key initiatives included orchestrating the Partner Merge, CIF Capacity Change, and Relationship Opening Process, resulting in a more agile and responsive banking environment tailored to meet evolving client needs.

Architect of Client Onboarding and Lifecycle Processes:

Utilized the Appway BPM tool to architect and develop innovative Client Onboarding and Lifecycle processes, enhancing operational efficiency and elevating the overall client experience. Leveraged advanced process automation and optimization techniques to streamline workflows, reduce onboarding timelines, and ensure compliance with regulatory requirements.

Optimization of Finance Workstation and Communication Standards:

Transitioned to a pivotal role in Private Banking APAC, where I contributed to the optimization of the Finance Workstation. This system served as the backbone for daily P&L reporting processes and established robust communication standards within the Product Control Workstation architecture. Implemented enhancements to improve data accuracy, streamline reporting procedures, and enhance decision-making capabilities.

Proficient in Agile and Waterfall Methodologies:

Demonstrated proficiency in managing both Agile and Waterfall SDLC methodologies, collaborating closely with product owners to conceptualize and implement technical solutions aligned with strategic business objectives. Implemented best practices and standards to ensure successful delivery of projects from inception to deployment, while maintaining a focus on quality and efficiency.

Invaluable Support and Strong Problem-Solving Skills:

Provided invaluable support to testing and development teams by offering technical guidance, reviewing UAT scenarios, and troubleshooting complex issues. Demonstrated strong problem-solving skills and multitasking abilities under challenging conditions, ensuring project milestones were achieved on time and within budget.

Professionalism, Communication, and Analytical Skills:

Maintained a high level of professionalism with excellent communication, customer presentation, and analytical skills. Fostered open communication channels to facilitate collaboration and alignment across cross-functional teams, ensuring seamless project execution and stakeholder satisfaction.

Continuous Improvement and Succession Planning:

Identified opportunities to improve business process flows and productivity, establishing performance goals for the client Solutions department and outlining processes for achievement. Created succession plans to provide continuity of operations during leadership transitions, ensuring seamless operations and organizational resilience.

HSBC India

Specialist Consultant
12.2012 - 07.2014

Job overview

  • Played a pivotal role as a Technical Analyst, contributing as a core member of the team responsible for various essential tasks including:Preparing comprehensive Use-case documents, detailing the functional requirements of the system.
    Crafting detailed Technical Design Documents, outlining the architecture and technical specifications of the modules.
    Conducting thorough Impact Analysis to assess the ramifications of proposed changes or enhancements to the system.
    Developing intricate Component Diagrams, providing a visual representation of the system's structure and interdependencies.
  • Contributed expertise to diverse modules such as FATCA guidelines, contact activity tracking, approval flow management, regionalization for global scalability, and code restructuring to adapt to different regions' regulatory requirements, all crucial for the efficient functioning of HSBC Private Bank.
  • Demonstrated proficiency in project management and delivery, ensuring timely execution and successful implementation of projects, while adhering to quality standards and client requirements.

Global CRM System Enhancement:

  • Held a key role in enhancing the Global CRM system, serving as a centralized dashboard for relationship managers, which played a central role in the account opening and maintenance processes, as well as due diligence procedures.
  • Collaborated with cross-functional teams to identify system requirements and enhancements necessary to optimize operational efficiency and client servicing capabilities.
  • Ensured the system's seamless integration with various banking applications and databases, facilitating real-time access to critical client information and enabling relationship managers to make informed decisions.
  • Played a vital role in testing and quality assurance activities, ensuring the system's reliability, security, and compliance with regulatory standards.


Wipro Technologies

Project Lead
12.2007 - 12.2012

Job overview

Project Leadership and Business Process Consultancy:

As a seasoned project lead, I provided specialized Business Process consultancy services to esteemed clients including Credit Suisse and Morgan Stanley. Leveraging my expertise in process optimization and workflow management, I collaborated closely with client stakeholders to identify opportunities for efficiency enhancement and operational improvement.

Design and Implementation of Daily P&L Processes:

Led cross-functional teams of technical and process consultants in the design and implementation of Daily Profit and Loss (P&L) Processes using Oracle BPM for Credit Suisse India. By aligning business requirements with technical solutions, I played a key role in streamlining P&L reporting workflows, ensuring accuracy, timeliness, and regulatory compliance.

Consultancy Services for Process Design and Development:

Provided consultancy services for process design and development at Morgan Stanley USA, focusing on the utilization of Savvion BPM for opening Trading accounts for Fixed Income. Collaborating closely with client stakeholders, I translated business requirements into actionable technical solutions, optimizing account opening workflows to enhance operational efficiency and customer experience.

Cross-Functional Collaboration and Stakeholder Management:

Facilitated effective communication and collaboration between technical teams, process owners, and client stakeholders to ensure alignment with project objectives and delivery of high-quality solutions. Managed stakeholder expectations and provided regular updates on project progress, fostering trust and confidence in the consultancy services provided.

Continuous Improvement and Best Practice Adoption:

Championed a culture of continuous improvement and best practice adoption within project teams, leveraging industry standards and methodologies to drive efficiency, innovation, and excellence in service delivery. Proactively identified opportunities for process optimization and technology enhancement, ensuring the ongoing success and sustainability of implemented solutions.

Client Relationship Management and Value Creation:

Maintained strong client relationships and delivered exceptional value through the provision of consultancy services that addressed client needs and exceeded expectations. Acted as a trusted advisor, offering strategic insights and recommendations to support client business objectives and drive long-term success and growth.

Hurix Systems

Software Engineer
06.2006 - 12.2007

Job overview

Software Engineer and Business Analyst:

Joined Hurix Systems as a Software Engineer and quickly transitioned into the role of a Business Analyst, where I played a pivotal role in the development of a groundbreaking Learning Management System (LMS) for Houghton Mifflin. Collaborated closely with stakeholders to gather and analyze requirements, identifying key objectives and functionalities essential for the success of the project.

Design and Development of Learning Management System (LMS):

Led the technical design and development efforts of the LMS, focusing on upgrading students' skill sets in core reading areas such as vocabulary, phonics, fluency, and comprehension. Designed a comprehensive program that incorporated instructional elements, interactive activities, and gamified learning experiences to engage students and enhance their learning outcomes.

Assessment and Competency Evaluation:

Implemented a robust assessment framework within the LMS to evaluate students' competency levels in target areas. Utilized assessment results to place students at appropriate grade levels, ensuring personalized learning experiences tailored to individual needs and abilities. Employed data-driven insights to track student progress and identify areas for improvement.

Continuous Improvement and Remedial Action:

Championed a culture of continuous improvement within the project team, regularly reviewing feedback and performance data to identify opportunities for enhancement. Implemented remedial action plans to address learning gaps and challenges, ensuring students received the support and resources needed to succeed.

Collaboration and Stakeholder Management:

Collaborated closely with Houghton Mifflin stakeholders throughout the development lifecycle, ensuring alignment with project goals and objectives. Maintained open lines of communication, provided regular updates on project progress, and solicited feedback to ensure client satisfaction and project success.

Innovative Solutions and Client Satisfaction:

Delivered innovative solutions that exceeded client expectations and drove positive outcomes. Demonstrated a deep understanding of educational best practices and pedagogical principles, leveraging this knowledge to design and develop an LMS that met the evolving needs of educators and learners alike.

Education

Symbiosis Institute of Computer Studies (SICSR)
Pune, India

MBA from Information Technology

University Overview

Skills

    Industry Lines

    ▪Private Banking

    ▪ Wealth Management

    ▪ Risk & Finance

    ▪ Education

    Areas of Expertise

    ▪ Business Process Management

    ▪ Solution Architecture & Design

    ▪ Business Analysis & Requirement

    ▪ Product Backlog

    ▪ User Journey

    ▪ Impact Assessment

    ▪ Data Analytics and Visualization

    ▪ Agile, Scrum

    Areas of Practice - Regulatory

    ▪ Know Your Customer (KYC)

    ▪ Enhanced Client Periodic Review (ECPR)

    ▪ Relationship Opening (ROP)

    ▪ Customer Data Management (CDM)

    Computer Applications

    ▪ Appway, Oracle BPM, Savvion BPM

    ▪ Java, oracle, REST API

    ▪ Python, Data Visualization, Data Analytics

    ▪ Agile, Scrum

    ▪ MS Project, MS Visio, Excel, Word, MS Access, PowerPoint

    Certifications

    ▪Oracle Unified Business Process Management Certified Implementation Specialist

    ▪ Sun Certified Java Programmer (SCJP 50)

Timeline

Vice President
Credit Suisse AG
07.2014 - Current
Specialist Consultant
HSBC India
12.2012 - 07.2014
Project Lead
Wipro Technologies
12.2007 - 12.2012
Software Engineer
Hurix Systems
06.2006 - 12.2007
Symbiosis Institute of Computer Studies (SICSR)
MBA from Information Technology
SUJIT KUMAR