Working as a Senior Product Manager for the MLC MasterKey Investments platform under the wider Distribution team, I manage two Investor Directed Portfolio Services (IDPS) platform and a collection Managed Investment Schemes comprising of 14 options (with a combined FUM of $6 Billion). My responsibilities include, but not limited to:• Project manage/’Product own’ Regulated and Non-regulated product initiatives, customer remediation/breaches including, but not limited too Product… Show more Working as a Senior Product Manager for the MLC MasterKey Investments platform under the wider Distribution team, I manage two Investor Directed Portfolio Services (IDPS) platform and a collection Managed Investment Schemes comprising of 14 options (with a combined FUM of $6 Billion). My responsibilities include, but not limited to:• Project manage/’Product own’ Regulated and Non-regulated product initiatives, customer remediation/breaches including, but not limited too Product Disclosures and customer communications like IDPS Guides, Product Disclosure Statements (PDS) , Target Market Determination Documents (TMD), Significant Event Notices (SEN), How to guides, Forms, IDPS Contracts, Customer commso Raise and prioritise business initiatives (regulatory requirements, product enhancements etc) for Customer and advisor access portals, mobile App, Fund Profile tools, Transaction Statement systems, Customer registry systemo Define Business processes, updates and support documentationo Write and present Board and Committee papers on behalf of the General Manager, Master Trusts, Distribution on matters requiring Board/Committee engagemento Provide SME support/Product Owner support to other business stakeholders – for eg Technology initiatives, customer statements team, Investment Administration team, Contact centres, Admin teams, Advisers/BDMs for customer queries etc, often conduction UATo Product SME for scoring and prioritisation meetings for organisation wide initiativeso Support/mentor team members in completing the quarterly DDO review, pricing parameter review etco Project manage external vendors to support delivery (auditors, mailhouse, studio etc) Show less

The program aims at getting the different product streams across the bank’s wealth portfolio, compliant to the Managed Investment Trust Regime. Project turned into a persistent team that deals with Tax and product related changes across the NAB Wealth platform. This included changes to Investors Tax Statement as per AMMA/SDS guidelines, regulated reporting to ATO (AIIR) and Fund Payment Notices. Project was delivered in phases, with first two parts using Waterfall methodology, and the final… Show more The program aims at getting the different product streams across the bank’s wealth portfolio, compliant to the Managed Investment Trust Regime. Project turned into a persistent team that deals with Tax and product related changes across the NAB Wealth platform. This included changes to Investors Tax Statement as per AMMA/SDS guidelines, regulated reporting to ATO (AIIR) and Fund Payment Notices. Project was delivered in phases, with first two parts using Waterfall methodology, and the final part in Agile methodology.• Conducted workshops with industry leading tax and legal experts to map out high level impact to enable detailed planning, high level business requirements and process and the detailed requirements and changes to the business processes and system.• Worked with industry leading tax consultants to document and obtain sign offs for business rules and calculations. This served as the key input to the business and system processes across all the wealth entities for the bank.• Worked with technology teams, validating the calculations performed to ensure accuracy of the numbers.• Was able to automate business rules within excel macros to be used for validation by business/testing teams.• Worked with and provided ongoing support to different technology partners and vendors for successful implementation of the solution. This included review of HLSD/function specifications, multiple testing artefacts etc.• Provided ongoing support to different business areas supporting tax queries from investors.• Worked with change management to help them understand the legislation/changes and updates to the training/work instructions.Key Achievements:• Successfully delivered the changes required for Managed Investment Trust Regime including changes to the Tax Statement (now called the AMMA statement), AIIR and Fund Payment Notices. Show less

The project aims at successful integration of Lloyds International systems acquired by the Westpac Banking Group in 2013. The project facilitates successful archival of all data across 41 Business services offered by Lloyds and their timely retrieval to honour Data Retrieval and Archival requirements to ensure regulatory compliance (for both UK and Australian rules). This also ensures data is retrievable with respect to customer requests.• Supported all phases of SELC from Initiate until… Show more The project aims at successful integration of Lloyds International systems acquired by the Westpac Banking Group in 2013. The project facilitates successful archival of all data across 41 Business services offered by Lloyds and their timely retrieval to honour Data Retrieval and Archival requirements to ensure regulatory compliance (for both UK and Australian rules). This also ensures data is retrievable with respect to customer requests.• Supported all phases of SELC from Initiate until implement to ensure successful delivery of the reporting solution• Conducted workshops to facilitate understanding of requirements for archival and retrieval of data and to create reporting specifications across multiple business applications• Analysed the business applications to understand the nature of data and its applicability for archival and retrieval.• Tracked, reviewed and facilitated changes to the requirements via CRs while ensuring no slippages to the timeline• Worked with and provided ongoing support to different technology partners and vendors for successful implementation of the solution. This included review of detailed designs, multiple testing artefacts.• Liaised between business, business BA’s and technology teams to facilitate data mapping of data fields in multiple databases to business report/retrieval request requirements• Designed data mapping template to facilitate mapping of data fields in multiple databases to business report/retrieval request requirementsKey Achievements:• Successfully managed stakeholder expectations by tracking the change requests to completion without impact to timelines• Successfully worked out a strategy to map database fields to business requirements fields by identifying patterns Show less

The project aims at delivering valid privatised, synchronised, production like data while ensuring regulatory compliance, The project enabled using valid production data, post data masking of customer sensitive details to protect the privacy of bank's customer.• Designed and executed the strategy for privatising different midrange applications in Development, SIT and UAT environments for APRA compliance• Designed and executed the data load strategy for multiple applications across ESVP… Show more The project aims at delivering valid privatised, synchronised, production like data while ensuring regulatory compliance, The project enabled using valid production data, post data masking of customer sensitive details to protect the privacy of bank's customer.• Designed and executed the strategy for privatising different midrange applications in Development, SIT and UAT environments for APRA compliance• Designed and executed the data load strategy for multiple applications across ESVP environment• Performed data mapping in various applications to identify customer identifiable data to target for masking.• Successfully engaged the stakeholders to create and finalise the list of applications requiring data backup and for the successful creation of test data management plan to support the new release of the transformation program• Responsible for liaising between TDM, Online Transformation Program and other key stakeholders for successful backup and delivery of new test data into environment• Successfully engaged the key stakeholders for the creation of Test Data Management plan for the Transformation Program• Successfully reported to Senior Management and managed stakeholder expectations.Key Achievements:• Successfully achieved APRA compliance across multiple applications.• Successfully loaded ESVP test environment (spanning multiple technologies) with valid synchronised production data• Successfully created and published enterprise wide data load strategy, enterprise wide data privatisation strategy, engagement models, service catalogue, test data management plan and other multiple process documents. Show less

Financial Transaction Hub is the bank's payment processing engine which routes the payment to various systems depending on the type of payment it receives. The project aimed at System Testing of the application was part of the program that revamped the bank’s online banking platform.• Engaged multiple stakeholders (development team, offshore testing team, test data management team, business team) to ensure smooth progress of testing.• Coordinated with offshore to ensure… Show more Financial Transaction Hub is the bank's payment processing engine which routes the payment to various systems depending on the type of payment it receives. The project aimed at System Testing of the application was part of the program that revamped the bank’s online banking platform.• Engaged multiple stakeholders (development team, offshore testing team, test data management team, business team) to ensure smooth progress of testing.• Coordinated with offshore to ensure tracking• Improved test team productivity by conducting training on process improvements and “best practices”.Key Achievements:• Successfully completed the System Testing • Successfully made up for the lost time by implementing the process improvements for an on-time completion of the project Show less

Worked for BAU handling the support for jobs generating multiple statements to customers (both web format and print document format). • Successfully documented the scope and “As-Is” business process• Coordinated business requests for the report generation• Documented and obtained signoffs for the additional reporting requirements Key Achievements:• Successfully liaised between business and production support technology team to facilitate adhoc reporting requirements.

Worked on multiple projects for the bank across all phases of Software Development Life Cycle and Test Life Cycle. The projects included regulatory compliance projects, migration projects as well as enhancements for new products and facilities. • Documented the “As-Is” process and performed “To-Be” Analysis• Engaged multiple stakeholders including the business for analysing and preparing the business requirement specifications• Prepared high level design specifications and reviewed… Show more Worked on multiple projects for the bank across all phases of Software Development Life Cycle and Test Life Cycle. The projects included regulatory compliance projects, migration projects as well as enhancements for new products and facilities. • Documented the “As-Is” process and performed “To-Be” Analysis• Engaged multiple stakeholders including the business for analysing and preparing the business requirement specifications• Prepared high level design specifications and reviewed design documents to ensure coverage• Prepared System Integration Test Plan and reviewed test deliverables• Prepared configuration management plans• Created and maintained traceability matrix• Obtained necessary sign offs for the project to go live.• Generated reports for stakeholders• Handled requests for testing of jobs from business• Obtained the necessary sign-offs for the documents by engaging the clientKey Achievements:• Successfully achieved compliance for Consumer Credit Act 2006 and Consumer Credit Directive 2010 regulations• Successfully implemented Office of Fair Trading directive on refund of unfair charges• Successfully revamped banks loan quotation engine to provide more accurate quotation to the customer. • Successfully introduced banks New Loan Product to the market• Successfully integrated of Ulster bank’s small business loan platform into RBS loan platform• Led team up to a size of 8. Show less

Worked as a developer for the bank for the Ulster bank integration project. The project involved enabling large customers to submit payment files to the bank and the bank validating and re-routing the payments based on the destination.• Prepared design documents• Reviewed the design document prepared by colleagues• Developed application components, peer reviews and unit tested the same• Prepared unit test plans and integration test plans• Supported SIT, UAT and… Show more Worked as a developer for the bank for the Ulster bank integration project. The project involved enabling large customers to submit payment files to the bank and the bank validating and re-routing the payments based on the destination.• Prepared design documents• Reviewed the design document prepared by colleagues• Developed application components, peer reviews and unit tested the same• Prepared unit test plans and integration test plans• Supported SIT, UAT and implementationKey Achievements:• Successfully integrated Ulster banks bulk electronic payment system into RBS• Successfully designed a validation process for bulk transaction customers to send in the payment file for validation, prior to processing Show less