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Punit Puri Email & Phone Number

Transformational Leader bridging the gap between Business and Technology
Location: Mumbai, Maharashtra, India 5 work roles 3 schools
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Role
Transformational Leader bridging the gap between Business and Technology
Location
Mumbai, Maharashtra, India

Who is Punit Puri? Overview

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Punit Puri is listed as Transformational Leader bridging the gap between Business and Technology based in Mumbai, Maharashtra, India. AeroLeads shows a matched LinkedIn profile for Punit Puri.

Punit Puri previously worked as Executive Director at Morgan Stanley Advantage Services and Vice President at Morgan Stanley Advantage Services. Punit Puri holds Ca, Finance And Accountancy from The Institute Of Chartered Accountants Of India.

Profile bio

About Punit Puri

• Experienced Technology Leader with a demonstrated history of providing thought and functional leadership to Application development teams and successfully delivering on Business solutions and Program goals & objectives in a rapidly changing Business environment.• 15+ years of functional expertise in BFSI domain with SME in Wealth Management.• Have set up and led the functions for Business Analysis & Program Management in leading Financial services Organizations.• Proven expertise in Program Management, Business & Requirements Analysis, Banking and Software Development Life Cycle (SDLC).• Demonstrated expertise in implementing solutions using Technology (Angular, .Net, BPM, ODM, Kafka) that yields competitive advantage by using the most appropriate Technology Stack. Developed Technical aspects of the Company Strategy to ensure alignment with its Business goals.• Highly Skilled at strategically mapping out program schedules and timelines and ensure they are adhered to. Providing strategic vision and strong leadership while implementing and directing programs. Can lead the Budget Management process of a Division by understanding and validating estimates, cost variance tracking and any deviations and increasing efficiencies.• Have an appetite for evaluating complex and variable deliveries with substantial potential impact, where development of an approach involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.• Coached and led teams through their Agile Transformation journey. This was accomplished via assessing the Scrum Maturity of various Teams and coaching the team to achieve higher levels of maturity at a sustainable pace.• Adept at Identifying opportunities to improve quality and effectiveness of change, in parallel to promoting an open, diverse and inclusive environment.• Managed and administer a large diverse team of professionals, be it Technical or Support staff, both directly and through lower level managers and supervisors.

Listed skills include System Conversion And Business Analysis, Business Analysis, Testing, Financial Analysis, and 15 others.

5 roles

Punit Puri work experience

A career timeline built from the work history available for this profile.

Executive Director

Morgan Stanley Advantage Services

Mumbai, Maharashtra, India

Leading the Delivery from India within the Field Management Technology area of Wealth Management, spreading across FA Compensation, Advisory Billing, Account Retention, Business Management Reporting and Financial Advisor Demographics. Management oversight for the entire India based team of 150 people. Building solutions to improve User experience and increase Business Opportunities by providing critical data points to the FAs for decision making. Working with Senior Management in the Agile Transformation Program for Wealth Management. Pioneered the Agile Transformation by being an early adopter and paving the path for the teams to follow. Also adept in building out the Business Analysis and Program Management Function in India. Mentor, guide, coach to many individuals in the firm.

Jan 2017 - Mar 2021

Vice President

Morgan Stanley Advantage Services

Mumbai Area, India

Am currently working as a Senior Business Analyst with MSSB in their Sales Technology area. Project entails basic understanding of the Financial Advisory Business and Repoting to Senior Management.Working on a Dashboard developed for FA's and Branch Managers providing latest up to date financial information with respect to the Clients. Actively participating in System Integration with SB and filling in the gaps between the two entities' systems.

May 2012 - Dec 2016

Assistant Vice President And Executive Project Manager

Am currently working as a Business Analyst with MSSB in their Sales, Banking and Technology area. Project entails basic understanding of the Financial Advisory Business and Repoting to Senior Management.Working on a Dashboard developed for FA's and Branch Managers providing latest up to date financial information with respect to the Clients. Gearing towards Integration with SB and filling in the gaps between the two entities' systems.

Mar 2010 - May 2012

Senior Consultant

Polaris Software Lab India Limited

Was working as a Senior Business Analyst in an MSSB Project catering to Equity Compensation. SAPPHIRE, the application developed to track Stock Options/ Restricted Stock and Employee Stock Purchase is functionally very rich and extremely challenging.My primary role was conducting Functional Analysis for the client's requirements, providing the business logic to the development team, creation of the various testing scenarios for the integration and system testing.Functional Walkthrough's and conducting Demo's for the Client was another important aspect of the work involved.Work entailed holding regular meetings with the client to discuss the requirements and also provide necessary support to the UAT and Production Teams.

Jan 2005 - Feb 2010

Senior Associate - Training In Finance & Banking

Hsbc Software Development India Private Limited

Was responsible in Training HSBC Staff Worldwide on Business Objects Reporting used by HSBC for the Sales Team and was involved in developing and training for a new Lending System rolled out in Brunei.

Jan 2003 - Nov 2004
3 education records

Punit Puri education

Bachelor Of Commerce (B.Com.), Accounting And Finance

Hr College Of Commerce And Economics

Education record

Bombay Scottish School
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What is Punit Puri's role at their current company?

Punit Puri is listed as Transformational Leader bridging the gap between Business and Technology.

Where is Punit Puri based?

Punit Puri is based in Mumbai, Maharashtra, India.

What companies has Punit Puri worked for?

Punit Puri has worked for Morgan Stanley Advantage Services, Polaris Software Lab India Limited, and Hsbc Software Development India Private Limited.

How can I contact Punit Puri?

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What schools did Punit Puri attend?

Punit Puri holds Ca, Finance And Accountancy from The Institute Of Chartered Accountants Of India.

What skills is Punit Puri known for?

Punit Puri is listed with skills including System Conversion And Business Analysis, Business Analysis, Testing, Financial Analysis, Integration, User Acceptance Testing, Banking, and Equities.

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