Nayan Mehta Email & Phone Number

Toronto, Ontario, Canada

Mumbai, Maharashtra, India

Reported to Program manager - Implementation of Regulatory Reporting strategic projects.- Prioritized value-driven requirements for the organization and communicated progress to stakeholders.- Coached and mentored the team for effective use of scrum events to achieve the business vision.- Identified potential risks and provided mitigation steps to estimate project scope and schedule.- Worked closely with the Technology, Operations, Cross-functional teams on all Business and Tech related deliverables- Prepared project artifacts (charters, project plan, risks, actions, issues, RAID logs, financials, etc.) in accordance with process and tool standards- Created Work Breakdown Structures and identifying the critical path along with risk identification- Developed and maintained the Product Roadmap, collaborating with stakeholders to align business and technology priorities.- Maintained business requirements, workflow diagram, requirement analysis in Confluence.- Prepared project financials including forecasting, trend analysis, budget allocation and reconciliation.- Assist team in preparation and tracking of project plan using Microsoft Projects.- Facilitated communication and collaboration within the scrum team, removing impediments.

Reported to Technology Head, Strategic Projects - Led Project Team and handled implementation of Wealth Management projects.1. Wealth Management Solution: Delivered an end-to-end Wealth Management solution – Client on-boarding, transaction processing, reconciliation, and reporting by modernizing the Mutual Fund experience for Online customers and the Back-office team.2. Capital Market Solution: Instrumental in launching a Capital Market products for web and back-office clients by providing efficient processing solution for order placement, order allocation, transaction confirmation, and settlement, delivery of shares, and reporting activities for Business and Operations team.3. Securities and investment management Managed end to end project delivery to enable electronic transactions for buying, selling, and transferring securities along with generation of electronic statements and reports by adhering to regulatory frameworks, and ensuring seamless integration with Banking partners.4. Retail and Community BankingSupported a secured technology infrastructure for range of Retail banking services to be offered at the doorstep, such as account opening, cash withdrawal/deposit, and document collection through a streamlined process of doorstep service appointments.5. NRI Portfolio Investment solutionStreamlined NRI Portfolio Investment projects to manage tax implications associated with NRI investments, including the deduction of taxes at source and providing necessary tax documentation under the PIS framework- Developed project schedules using MS Project and tracked the progress of project activities and milestones are within the planned budget, schedule, scope and deadlines will be met.- Assessed requirement gathering by working in collaboration with stakeholders, such as Cross-functional teams, Operations, Technology & external vendors.- Motivated Project team by reiterating the Product Vision while maintaining focus, intensity, and team cohesion.

Mumbai, Maharashtra, India

- Partnered with the Technology team to find solutions for Business and Operational issues.- Timely published the Project status report to all the stakeholders to analyze the Project progress- Identified opportunities for cost-saving by negotiating improved vendor contracts and part of product implementation.- Preparation of Project artifacts like Project Plan, Requirement Document, Requirement Traceability Matrix, Project Scope Statement, Project Schedule & Budget, Risk Register.- Verified the test scenarios and test cases prepared by the team to deliver the Project as per requirement.

Mumbai

- Managed wealth management software valued at $3M, facilitating a successful data migration.- Spearheaded the development and generation of system-driven reports for Wealth Management customers, resulting in a 15% reduction in save/load time and a 20% decrease in operation time.- Analysed the feasibility of Business requirements along with Product Owner/Sponsor which are value-driven for the organization.- Implemented Wealth Management Application (Miles) and successfully migration of data for Mutual Fund platform.- Implemented of Customer reports like Executive Summary Report, Performance Report, Transaction Statement Report, Capital Gain/Loss Report , Cash Flow Statement, Wealth Asset Holding Report.

Mumbai

- Contributed to a $3.5M upgrade of the Flex-Cube Private Banking platform, facilitating planning, recording, and management of client wealth portfolios across various financial products, including Mutual Funds, Private Equities, and Structured Products.- Played a key role in the RTA-level migration team, overseeing the merger of 210 Mutual Fund schemes between BNP and Sundaram RTA.- Handled Online & Offline channel for processing of various Third Party Products like Mutual Fund, Private Equities & Structured Products to Retail Clients of HDFC Bank- Provided guidance to various teams on multiple process changes and ensuring corrective actions for production errors encountered.- Ensured the application changes are being moved to production and publishing status reports to all stakeholders accordingly.- End to end project tracking & monitoring to meet the Project milestones and ensuring delivery as per specified timelines.- Motivated the team to perform with continuous improvement and service excellence & ensure timely updates of requisite information toteam.

Master Of Business Administration - Mba, Finance

Bachelor'S Degree, Finance, General