Deepti Jain
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Deepti Jain Email & Phone Number

Senior Product Manager at Morningstar | IIM, Ahmedabad | Certified Scrum Product Owner® (CSPO) at Morningstar
Location: Mumbai, Maharashtra, India 8 work roles 5 schools
1 work email found @morningstar.com 1 phone found area 617 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

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Role
Senior Product Manager at Morningstar | IIM, Ahmedabad | Certified Scrum Product Owner® (CSPO)
Location
Mumbai, Maharashtra, India
Company size

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Deepti Jain is listed as Senior Product Manager at Morningstar | IIM, Ahmedabad | Certified Scrum Product Owner® (CSPO) at Morningstar, a with 7453 employees, based in Mumbai, Maharashtra, India. AeroLeads shows a work email signal at morningstar.com, phone signal with area code 617, and a matched LinkedIn profile for Deepti Jain.

Deepti Jain previously worked as Senior Product Manager at Morningstar and Product Manager at Morningstar. Deepti Jain holds Master Of Business Administration - Mba, Management Studies, 3.571 from Indian Institute Of Management Ahmedabad.

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Profile bio

About Deepti Jain

I am an MBA graduate from the Indian Institute of Management, Ahmedabad (IIMA), which is a top-ranked management college in India. With 21+ years of business analysis and software product management experience following agile SDLC, I have a strong analytical and detail-oriented mindset and I am good at planning and prioritizing various parallel workstreams.I am someone who takes initiatives on my own and have a demonstrable understanding of the investment research areas, thanks to working for 9+ years now at Morningstar. My day-to-day activities involve creating, planning, and scheduling items from the tactical and strategic roadmap, getting the product requirements implemented by the software development team after breaking down complex workflows and systems, identifying areas of improvement etc. and discussing possible solutions. Tracking KPIs and measuring product performance as per customer expectations is something that I love.• Senior Product Manager with a total of 21+ years of experience in IT and in depth understanding of Scrum, Agile (CSPO), product management lifecycle and business analysis processes in web, desktop, mobile and tablet applications.• National Stock Exchange of India (NSE) Certified in “Financial Markets Module” and “Mutual Funds Module”.• Strong experience in following and helping teams follow Agile processes like Scrum with strong JIRA Agile project management experience. Solid experience in conducting sprint planning & triage meetings, estimation sessions, retrospectives etc.• Extensive experience in business analyst role working at various US locations with international clients like Ecolab, Boeing, Fiserv Output Solutions etc. as well as many Indian clients.• Strong analytical and technical writing skills with high credibility to communicate within all levels of an organization with skills in interacting with stakeholders for scope definition and negotiation.• Excellent business writing skills for Functional Requirement Specifications (FRS), Business Requirements Documents (BRD) Specification, Use cases and User Stories.•Exceptional ability to learn new industries and business processes quickly. Good in conducting Joint Application Development (JAD) sessions, Project meetings, Reviews and Walkthrough sessions.• Good experience in defining and validating/testing requirements for mobile, cloud, web based and native desktop apps and products.

Listed skills include Data Analysis, Financial Modeling, Financial Analysis, Project Management, and 29 others.

Current workplace

Deepti Jain's current company

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Morningstar
Morningstar
Senior Product Manager at Morningstar | IIM, Ahmedabad | Certified Scrum Product Owner® (CSPO)
chicago, illinois, united states
Website
Employees
7453
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8 roles

Deepti Jain work experience

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Senior Product Manager

Current

Frankfurt, Hesse, Germany

Jun 2022 - Present

Product Manager

Current

Mumbai Area, India

Apr 2017 - Present

Sr. Business Analyst

Mumbai Area, India

• Owner of software product for investment instrument screener. This product helps investors choose relevant investment instruments wisely based on certain filters and proprietary Morningstar Ratings.• Creation of investment detail report that contains the company's current financial health, stock price/NAV,Morningstar Analyst take and helps AMCs, Advisors and retail investors with the investment decision process.• Helping team create portfolio x-ray reports that contains details of… Show more • Owner of software product for investment instrument screener. This product helps investors choose relevant investment instruments wisely based on certain filters and proprietary Morningstar Ratings.• Creation of investment detail report that contains the company's current financial health, stock price/NAV,Morningstar Analyst take and helps AMCs, Advisors and retail investors with the investment decision process.• Helping team create portfolio x-ray reports that contains details of asset allocations, return reports vs benchmark, fees & expenses, investment sectors and Morningstar proprietary equity and fixed income style boxes.•Single point of contact for advisor workstation software product development for India region.Helping development team with Fintech report generations and data import for client portfolios and holdings. Show less

Jul 2015 - Mar 2017

Sr. Business Analyst / Erp Functional Consultant, Smb – Ion Education Erp

Mumbai And Nagpur

An education ERP product suite to engage with Small & Medium Business customers. Entire framework is cloud & web based. The entire IT & software infrastructure is owned by TCS and customer needs to do day-to-day transactions online. Managed clients like Meghe Group, Unison Group, Sardar Patel, and Gandhe.•Owned the end-to-end implementation of Finance & Accounting (F & A), Payroll, Campus Management Solution (CMS), Learning Management Solution (LMS), HR, Procurement & Inventory… Show more An education ERP product suite to engage with Small & Medium Business customers. Entire framework is cloud & web based. The entire IT & software infrastructure is owned by TCS and customer needs to do day-to-day transactions online. Managed clients like Meghe Group, Unison Group, Sardar Patel, and Gandhe.•Owned the end-to-end implementation of Finance & Accounting (F & A), Payroll, Campus Management Solution (CMS), Learning Management Solution (LMS), HR, Procurement & Inventory Management (P & I) sub-domains as well as integration across these modules. •Responsible for documenting requirements and acceptance criteria to create software finance modules to generate income and expenses, payroll, inventories and financial statements.• I was also responsible for training & education of employees to help them understand ledger, balance sheet, account payables, receivables and other financial accounting statements.•Mapping business requirements with the Cloud and web based ERP Product Suite. •Documenting gaps & planning the future product roadmap in coordination with Technical team. Strong experience in following and helping teams follow Agile processes like Scrum, TDD.•Coordinated & Managed team of 3 resources to handle multiple customers assigned within a region. Ensuring the tasks are completed on time and as per project quality standards.•Presentation to Senior Management regarding any enhancements, especially the salient features that are beneficial to the customer organization.•Good experience in defining and validating/testing requirements for mobile cloud-web based and native mobile apps using JIRA. Good in working with hosted cloud based databases.•Extracting Business requirements & mapping them with the default product configurations. Provide workarounds if direct one-to-one mapping isn’t available. Planned for future roadmap in coordination with product technical team after Gaps have been identified based on requirements. Show less

Feb 2011 - Feb 2015

Technical/Financial Business Analyst - Wc3 - Clearvision Ii

Houston, Texas (Us) And Mumbai (India)

Fiserv Output Solutions is a leading provider of critical business communications to clients worldwide, from Plastic card manufacturing to laser printing to electronic document delivery services. FOS serves Health Insurance, Investment Services, Financial Retail and Consumer, Billing and Invoicing Services and Telecom markets. To self-service and get reports and request services from the client the WC3 application was built.•Defining methods and processes for gathering and documenting… Show more Fiserv Output Solutions is a leading provider of critical business communications to clients worldwide, from Plastic card manufacturing to laser printing to electronic document delivery services. FOS serves Health Insurance, Investment Services, Financial Retail and Consumer, Billing and Invoicing Services and Telecom markets. To self-service and get reports and request services from the client the WC3 application was built.•Defining methods and processes for gathering and documenting business requirements, gaining consensus from business stakeholders on requirement using Agile Methodology.• Helping product development team with requirements to create tools and systems including databases and spreadsheets to improve financial data analysis and reporting.• Certifying tools and softwares to keep financial data secure• Keeping the requirements upto date based on new laws, regulations and developments that impact business in Fintech with help from legal team.•Understand Business model for service unique to Messaging & Inserting Module using UML and JAD sessions•Identified pain areas related to user intuitiveness, usability and some shortcomings from the current application related to reporting and content management. •Integrated design and in-depth data analysis for Messaging & Inserting Module using MS SQL server 2005 to meet the business requirement of capturing end user client interface.•Presentation to Business PM’s regarding any enhancements like Web based Message Proofing, Document Navigator using Jcrop, and integrating .NET based CuteSoft Editor for saving Client Messages in RTF as well as XHTML format.•Preparing test script & doing regression testing for Messaging & Inserting module as part of Business Analyst support.•Ability to walk through the development codebase written in .Net languages and point out issues found against business requirements, if any.•Coordinated with the offshore team of 3 for implementing the business requirements. Show less

Jan 2009 - Jan 2011

Business Analyst Lead - Ctc R114 Divisional Service Data Integration

St. Paul, Minnesota (Us)

Project aimed at the ability to leverage information (service, remote monitoring, QA, etc.) across all Ecolab divisions to help customers manage their operations and help Ecolab improve and prove CTC value proposition.•Owned supporting the Food Service Value Proposition as implemented by Kay for Wal-Mart, consolidation of divisional service and audit data with the ability to report based on Ecolab view of the customer, cross-divisional directory of Ecolab employees aligned to the… Show more Project aimed at the ability to leverage information (service, remote monitoring, QA, etc.) across all Ecolab divisions to help customers manage their operations and help Ecolab improve and prove CTC value proposition.•Owned supporting the Food Service Value Proposition as implemented by Kay for Wal-Mart, consolidation of divisional service and audit data with the ability to report based on Ecolab view of the customer, cross-divisional directory of Ecolab employees aligned to the customer site as well as Portal usability enhancements.•Managing the team of 4 Business Analysts and ensured the tasks are completed on time and as per project quality standards.•Understand Business model for service unique to Institutional, Kay, Ecosure & GCS using Divisional Survey and JAD sessions. Building Traceability Matrix to map high-level design, detailed design, test plan and test cases.•Integrated design and in-depth data analysis for Employee Alignment using MS SQL server 2005, AS/400 DB2, MS Access to meet the business requirement of capturing employees responsible for sales & service at the customer site. Divisions in scope: St Paul, Kay, Canada, GCS, Ecosure, and Pest Elimination & Daydots.•Presentation to Business PM’s regarding CTC Portal Usability enhancements done for customer & sales data reporting.•Preparing test script & doing regression testing for CTC Portal as part of Business Analyst support. Show less

May 2008 - Dec 2008

It Business Analyst - Hosted Oss/Bss Neotel & Vsnl Enterprise System

Mumbai

Both VSNL and Neotel for their Operation System Support for Broadband Services to the corporate customers have integrated system built using COTS products. Oracle Sales Online – Captures the orders for the interested Customer. Point of Sales – Defines the solution as needed along with Pricing for the same. MetaSolv – Checks out the feasibility as required and does Order Booking and Order Vetting. Geneva: Bills the Customer as per the contract. Remedy – Customer Helpdesk Services and log… Show more Both VSNL and Neotel for their Operation System Support for Broadband Services to the corporate customers have integrated system built using COTS products. Oracle Sales Online – Captures the orders for the interested Customer. Point of Sales – Defines the solution as needed along with Pricing for the same. MetaSolv – Checks out the feasibility as required and does Order Booking and Order Vetting. Geneva: Bills the Customer as per the contract. Remedy – Customer Helpdesk Services and log complaints.•Use case methodology and JAD sessions with clients to gather Business Requirements.•Building Traceability Matrix to map high-level design, detailed design, test plan and test cases.•The requirements were transformed into functional design documents for the development team to work.•Impact Analysis was done to incorporate any changes required in the reports.•The DWH helped in providing the data to COTS based applications like Oracle Online Sales, MetaSolv and Geneva employed in the enterprise systems. Show less

Nov 2006 - Apr 2008

Techno Functional Developer & Onsite Coordinator - Computer Aided Process Planning (Capp Ii)

Seattle, Washington (Us) And Chennai (India)

The objective of this project was to author plans for shop floor personnel. Using CAPP, manufacturing engineers control and manage the workflow in different assembly lines and airplane configuration models. To implement Lean Management throughout Boeing sites. It’s closely integrated with PDM and ERP modules of DCAC/MRM system, which sends the product data structure to CAPP to create work instructions step by step and also the expiry and effective date for the operation step to be used in… Show more The objective of this project was to author plans for shop floor personnel. Using CAPP, manufacturing engineers control and manage the workflow in different assembly lines and airplane configuration models. To implement Lean Management throughout Boeing sites. It’s closely integrated with PDM and ERP modules of DCAC/MRM system, which sends the product data structure to CAPP to create work instructions step by step and also the expiry and effective date for the operation step to be used in airplane production.•Building Traceability Matrix to map high-level design, detailed design, test plan and test cases. Used MS Access to track and log issues in the system. •Creating reports using MS Access to determine various stages like Completion, Shop-view feed scheduling etc. for Installation Plans, Assembly Plans and Specification Plans for different Line Numbers and Work Locations i.e. for Boeing 737/747/757/777 at Everett, Renton and Auburn. •Shop floor visits with end users to fully comprehend the system to migrate Legacy CAPP-I system to CAPP-II.•The requirements were transformed into functional design documents for the development team to work.•Collecting business Requirements and documenting it in P+ Methodology and use case format. Involved in JAD sessions, building Traceability matrix to map requirements with test cases.•Coordinated with the offshore team of 10 for implementing the business requirements.•Data migration from Legacy CAPP to CAPP-II. Customization of the generic product from Visiprise Co.•Realisation of Export Control to secure and protect sensitive data. Show less

Jul 2003 - Oct 2006
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5 education records

Deepti Jain education

Cbse - Aissce (All India Senior School Certificate Examination)

Ryan International School, Vasant Kunj, New Delhi

Cbse - Aisse (All India Secondary School Examination)

D.A.V. Public School, Gurgaon

Primary And Junior School

Sanatan Dharma Adarsh Vidyalaya, Gurgaon
FAQ

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What company does Deepti Jain work for?

Deepti Jain works for Morningstar.

What is Deepti Jain's role at Morningstar?

Deepti Jain is listed as Senior Product Manager at Morningstar | IIM, Ahmedabad | Certified Scrum Product Owner® (CSPO) at Morningstar.

What is Deepti Jain's email address?

AeroLeads has found 1 work email signal at @morningstar.com for Deepti Jain at Morningstar.

What is Deepti Jain's phone number?

AeroLeads has found 1 phone signal(s) with area code 617 for Deepti Jain at Morningstar.

Where is Deepti Jain based?

Deepti Jain is based in Mumbai, Maharashtra, India while working with Morningstar.

What companies has Deepti Jain worked for?

Deepti Jain has worked for Morningstar, Tcs Ion, Fiserv Output Solutions (Tcs Client), Ecolab (Tcs Client), and Neotel, South Africa; Tata Communications (Formerly Vsnl - Tcs Client).

Who are Deepti Jain's colleagues at Morningstar?

Deepti Jain's colleagues at Morningstar include Priyanka Desai, Sayli Thakur, Tejas Pandya, Ursula Fay, and Ketan Choudhary.

How can I contact Deepti Jain?

You can use AeroLeads to view verified contact signals for Deepti Jain at Morningstar, including work email, phone, and LinkedIn data when available.

What schools did Deepti Jain attend?

Deepti Jain holds Master Of Business Administration - Mba, Management Studies, 3.571 from Indian Institute Of Management Ahmedabad.

What skills is Deepti Jain known for?

Deepti Jain is listed with skills including Data Analysis, Financial Modeling, Financial Analysis, Project Management, Valuation, Quantitative Analytics, Strategy, and Corporate Finance.

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