Immediate Joiner | Product Leader | JPMorgan & Chase | Digital Client Platforms & Enterprise Experience | Platform Modernization, AI Automation, Financial Service, Travel and Loyalty.

Pune District

Pune, Maharashtra, India
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Pune, Maharashtra, India

Pune, Maharashtra, India

Pune

Pune Area, India


Bachelor's Degree, Electrical, Electronics and Communications Engineering
Shri Vaishnav Institue of Technology and Science
Christ Church Boys Senior Secondary School
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Download Tal BossImmediate Joiner | Product Leader | JPMorgan & Chase | Digital Client Platforms & Enterprise Experience | Platform Modernization, AI Automation, Financial Service, Travel and Loyalty.
14+ years in, I keep finding myself drawn to the same kind of problem — platforms that have grown fragmented or outdated over time, and the work of rebuilding them into something that actually serves the people using them day to day. At JPMorgan Chase, I had the opportunity to lead the modernization of the Advisor Desktop Experience — working with a strong team to migrate 6,000+ advisors from five disconnected legacy tools onto a single AI-powered platform integrated with ServiceNow. That unified foundation made a few things possible. We launched a set of strategic initiatives — Preserve Burn, Points Boost, and Travel Credits — that together drove a ~4% conversion uplift worth $125M+ in gross booking volume. We also built an Interaction History platform using LLMs for call summarization and a Real-Time Guidance engine using RAG architecture, which contributed to an 8-point NPS improvement, and Intelligent Call Routing that brought in $2.5M in annual operational savings. Before that, at NICE, I worked across 4 Agile squads on a roadmap that included self-service tools which helped reduce L1 support tickets by 27%. At Springer Nature, I was part of automating the journal publishing pipeline for 5,000+ journals and 400+ users. At Principal Financial Group, I supported a UX redesign of a mutual funds platform within a strict US Capital Markets compliance environment, which helped raise NPS by 5%. If there's one thing I try to bring consistently, it's a mix of platform and AI product grounding with a fair amount of operational patience — multi-year migrations don't go smoothly without a lot of unglamorous groundwork, and I've learned to genuinely enjoy that part too. I'm currently exploring Product opportunities in enterprise SaaS, fintech, or AI-driven platforms — looking for problems worth sitting with for a while, and a team to do that work alongside.
Pune Division
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Vice President-Product Manager at JPMorgan Chase & Co., Oct 2022 - Present · 3 yrs 11 mos, Pune District, Platform Modernization: Led multi-year platform modernization from legacy systems to unified Advisor Desktop Experience, establishing a centralized platform integrated with ServiceNow and executing a successful 100% migration for 6,000+ advisors. Digital Capabilities & Scale: Owned the delivery of high-volume digital initiatives (Preserve Burn, Points Boost, Travel Credits), optimizing loyalty redemption workflows, reward valuation, and secure conversion flows, driving a ~4% uplift in conversions resulting in a ~$125M gross booking volume impact. Cost Reduction: Conceptualized and scaled Intelligent Call Routing across the organization, delivering ~$2M in annual operational savings. 0-to-1 AI Product Development: Championed early enterprise adoption of AI, delivering an Interaction History platform leveraging Large Language Models (LLMs) for call summarization; defined business success metrics for GenAI accuracy and intent prediction, driving an +8-point NPS improvement. Predictive Real-Time Guidance: Defined and launched a Real-Time Guidance application to assist advisors with live customer queries. Deployed AI-driven knowledge retrieval via eGain to dynamically surface hyper-relevant articles and "Next Best Actions" (NBA) based on live workflows, reducing agent errors by ~10-15% and saving ~$500K. Cross-Functional Leadership: Direct a product organization (6 PM/POs) and local manager for an additional 4, partnering closely with ~40 engineers to translate product vision into clear Epics, User Stories, integration workflows, and prioritized backlogs. Executive Alignment & Thought Leadership: Act as primary product liaison for global stakeholders; drive continuous improvement and champion product strategy via internal product journals and knowledge-sharing workshops to streamline cross-functional GTM alignment.
Senior Product Owner at NICE Ltd, Mar 2019 - Oct 2022 · 3 yrs 8 mos, Pune, Maharashtra, India, 1. MS-Teams & CXOne Agent Integration – Integrating NICE’s CC offering with MS Teams 2. Enabling Partners, Key Accounts & Internal stakeholders by automating key processes and creating tools that provide monitoring, troubleshooting, and provisioning capabilities. 3. Synchronizing presence between co-existing multiple communication systems 4. Responsible for strategy, design, and development of Self-Service and Automation tools that enable our Partners/Key Accounts to monitor and troubleshoot key system functions 5. Designed and Integrated our Synthetic Monitors with our vendor Datadog to create a Health monitoring application for our system 6. Designed and delivered a Voice Quality Metrics application powered by Empirix to enable our Partners/Accounts to proactively identify poor quality calls and troubleshoot them in near-real time 7. Designed, productized, and delivered self-service capabilities that led to a reduction in L1 support tickets
Sr. Business Analyst at Crest (part of the Springer Nature group), Aug 2017 - Mar 2019 · 1 yr 8 mos, Pune, Maharashtra, India, Working as “Senior Business Analyst” in publishing domain for SpringerNature, focused on automation of platform/product that automates the type setting process for publishing authors’ manuscript. We prepare the content by doing a value addition onto it by correcting and enhancing the content and making it ready for publication. • Responsible for requirement gathering and analysis of complete product and write the user stories on Jira Board by identifying the acceptance criteria and risks associated with it. • As a part of day to day activity, responsible for working closely with stakeholders, product owners & scrum master on requirement prioritization and defining the product roadmap. • Responsible for understanding domain/product related features and functions, and then define the epics and stories for development team. • Responsible for conducting agile ceremonies like story grooming, estimation and retrospective to ensure team follows true agile. • Responsible for working closely with development team & scrum master to find areas of improvement in existing products which can be built as new features. • Identify gaps and shortcomings in solutions through Gap Analysis, workshops & focus group and determine necessary changes (”As-is ,Need to be model“, Root Cause Analysis).
Senior Business Analyst at Principal Financial Group, Oct 2016 - Aug 2017 · 11 mos, Pune, Maharashtra, India
Business Analyst at Principal Financial Group, Feb 2015 - Oct 2016 · 1 yr 9 mos, Pune, • Gathering requirement and creating User Stories in JIRA, and creating Product backlog and Sprint Backlog. • Creating knowledge repository in Confluence, followed by creation of System flows using IBM Blueworks and MS Visio, and creating Acceptance Criteria. • Planning the agile ceremonies like Backlog grooming, sprint planning, retrospective etc.
Business Analyst at Tata Consultancy Services, Mar 2012 - Feb 2015 · 3 yrs, Pune Area, India, Role - Analyzing client requirements for developing new software solution for CPOS Project - POS on HH ( Point of sale on HH) / PV on HH ( Physical verification on HH) Responsibilities - 1.Involved in client interaction and tracking for handled modules. 2.Customer Requirement Gathering/Analysis, preparing functional documents and design documents. 3.Utilized client interaction data to redesign critical aspects of the Project to better map with user needs and expectations. 4.Incorporating new user requirements in terms of business logic enhancement and addition. 5.Preparation of Test cases for UAT and Verifying QA test cases. 5.Involved in Requirement gathering,Interface documentation, problem analysis & gap analysis. 7.Co-ordinating with development team and other involved third party vendors. 8.Involved in IT integration of mSales/mFieldforce with CPOS( centralized point of sale ) for vodafone client. 9.Perform project scoping exercise - Defining the Business Solution. 10.Perform internal Application testing and UAT with client. 11.Ensuring end-to-end project implementation keeping business process under consideration. 12.Timely projects update on each application/domain where development is required to get the project delivered for business. 13.Responsible and accountable for the coordinated management of multiple related projects directed toward strategic business and other organizational objectives. 14.Maintain communication with stakeholders at multiple levels, including those external to the organization. 15.Maintain continuous alignment of program scope with strategic business objectives, and make recommendations to modify the program to enhance effectiveness toward the business result or strategic intent. 16.Demonstrated abilities in forging and implementing strategies aimed at achieving results by leading and motivating the workforce towards accomplishing business and corporate goals. 17. Ensuring successful deployment of mSales/mFieldforce PAN India.
Bachelor's Degree, Electrical, Electronics and Communications Engineering, Shri Vaishnav Institue of Technology and Science
Christ Church Boys Senior Secondary School