Vishal Pathak Email & Phone Number

New York, NY, US

New Jersey, United States

Own the implementation process and life cycle of CRMNEXT’ solutions for Banks and Credit Unions in North America-Project Management – Project Planning, Effort Estimations, WBSPreparation, Tracking of PMIs 4 Quadrants (Cost, Time, Scope &Quality)-Business Analysis - Requirements Workshops, Solutions, FRD Documentations, Technical design/approach.

Mumbai, Maharashtra, India

- Financial Services Technology Consulting- Front office transformation initiative for private life insurer

Mumbai, Maharashtra, India

Own the implementation process and life cycle of CRMNEXT’ solutions for Life and General Insurance organizations. -Project Management – Project Planning, Effort Estimations, WBSPreparation, Tracking of PMIs 4 Quadrants (Cost, Time, Scope &Quality)-Business Analysis - Requirements Workshops, Solutions, FRD Documentations, Technical design/approach.

Mumbai, Maharashtra, India

Mumbai Area, India

• Project Planning for Requirement Gathering sessions, preparation of work breakdown structures
• Conduct Requirement workshops with End Users, Process Owners, Technology Owners, Vendors Teams
• Documentation - Preparation of SRS, UI Wireframes, Process Maps
• Leveraging Lead Management, Service Request, Segmentation,Campaign Management for preparing solutions.
• Modules - Persistency, Campaign Management, Partner Servicing,Group Servicing, LMS and New Business modules
• Providing periodic updates to senior management and participated in review meetings with IT Head, CIO/COO of Client Organization

Pune Area, India

• Primarily working on Order to Cash Process (Billing/Payment Management, Order Management, Account Management)
• Overseeing the development of the application as per the documented requirements
• Conducting test case reviews, preparing test scenarios for Smoke Testing of the application
• To analyse and triage defects in Payments Module. Siebel configuration changes for change requests and defect resolution.
• Solution design - Preparing functional design documents by translating business needs to application and operational requirements.
• Preparing collaterals for the purpose of Business Walkthroughs to clients for demonstrating proposed solutions

Mumbai Area, India

• Integrated Wealth Management - offering high net-worth investors an individualized, comprehensive and actively managed financial advisory service.
• Sector Analysis of Mutual Funds and Insurance Sector in India
• Analyze and Evaluate various investment options available for retail investor in India e.g. Fixed Income Securities, Equity, Insurance Products, Mutual Funds, Commodities, etc.
• Meet Fund Managers of different funds and understand their investment plans
• Meet HNI Clients to understand their needs
• Design and present to them diversified portfolios to suit their needs

• Part of a large scale application migration and integration project developed for Fidelity – FPCMS; US Mutual Fund giant. The application included multiple external systems and has been developed using a wide range of.
• Design and Development of Software Application.
• Primarily worked on Java related Technologies and Oracle.
• Handled and owned two of the very critical modules from Java/UI perspective.
• Actively involved in critical activities across Design, Development, Testing, Deployment, Support & Maintenance phases of SDLC.
• Performance Tuning of Java components in the application

Master Of Business Administration (M.B.A.), Finance

Bachelor Of Engineering, Computers

S.S.C.