Headline

Business Management | Transformation & Strategic Initiatives | PMP® | Driving AI Adoption & Workforce Transformation in Global Banking | Power BI | PMO & Governance

About

I help global banking operations transform — not just transition. Over 12+ years across engineering, BFSI, and global capability operations, I've built a career at the intersection of strategic initiatives, governance, and change: from leading four major transitions at State Street, to workforce planning for a 250+ FTE organisation, to now driving Microsoft Copilot adoption across Business Onboarding teams. What I actually do: I take complex, ambiguous strategic mandates — a migration, an operating model redesign, an AI rollout — and convert them into governed, measurable execution. Some outcomes I'm proud of: • Identified 522 bespoke manual tasks across global teams as part of an enterprise simplification program, enabling automation of ~10% and delivering measurable FTE savings • Reduced manual onboarding touchpoints by 18–25% by converting operational gaps into structured automation initiatives • Led 2 sub-custody transitions with zero service disruption, and relocated Corporate Action operations to India with 4 FTE efficiency gains • Improved custody renewal turnaround by 15–20% through centralized governance tracking • Replaced fragmented reporting with executive Power BI dashboards used by global leadership for real-time decisions Right now, I'm deepening my edge where transformation is heading: I'm PMP® certified, completing an AI Product Management program, and applying it daily — helping operations teams genuinely adopt AI tools like Copilot rather than just receive them. I'm most valuable in roles where strategy meets execution: Transformation, Strategic Initiatives, PMO leadership, and AI-led change in financial services. If you're working on any of these problems, I'm always open to a conversation.

Location

Bengaluru

AI stack

antigravity

claude code

claude

openai

Work experience

Strategic Initiatives & Transformation | SWAT , COO Office execution at State Street, Jul 2022 - Present · 4 yrs 3 mos, Bengaluru, 1. Driving Microsoft Copilot adoption across Business Onboarding teams — designing use cases, training operators, and tracking adoption metrics to embed AI into daily operations workflows. 2. Served as BOaT representative for the GD Simplification Program: identified 522 bespoke manual tasks across global teams and enabled automation of ~10%, delivering measurable FTE savings. 3. Reduced manual onboarding touchpoints by 18–25% by converting operational gaps into structured automation initiatives, governed via Jira. 4. Led quarterly workforce planning for a 250+ FTE organisation, aligning headcount with growth, attrition, and strategic priorities alongside business heads and senior leadership. 5. Led 2 sub-custody transitions with zero service disruption through milestone-based governance and risk tracking; relocated Corporate Action setup operations to India, delivering 4 FTE efficiency gains. 6. Spearheaded BOaT's move to a hub-and-spoke operating model, enabling scalable handling of increased account volumes. 7. Improved custody renewal turnaround 15–20% via centralised governance tracking across renewals, closures, and KYC compliance. 8. Built executive Power BI dashboards replacing fragmented reporting, giving global leadership real-time visibility across 10+ concurrent initiatives.

Health and well-being at Career Break, Oct 2020 - Jun 2022 · 1 yr 9 mos, Bengaluru, Karnataka, Took time off from my professional career to rejuvenate myself post serious health issues. However, I worked on improving my personal and professional skill sets by attending multiple workshops during this period. I got a good amount of time to sharpen some of my all-time best interests such as 𝐄𝐪𝐮𝐢𝐭𝐲 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬, 𝐃𝐚𝐭𝐚 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬, 𝐒𝐭𝐨𝐜𝐤 𝐦𝐚𝐫𝐤𝐞𝐭 𝐭𝐫𝐚𝐝𝐢𝐧𝐠 etc. I also gave some time to refresh and improve my technical skills like 𝐌𝐒 𝐎𝐟𝐟𝐢𝐜𝐞 𝐄𝐱𝐜𝐞𝐥, 𝐚𝐧𝐝 𝐏𝐨𝐰𝐞𝐫𝐏𝐨𝐢𝐧𝐭. 𝐒𝐐𝐋 etc. and also started learning the 𝐏𝐨𝐰𝐞𝐫𝐁𝐈 tool

Preferred Relationship Manager (Business Analytics & Execution Support) at HDFC Bank, Feb 2020 - Oct 2020 · 9 mos, Bengaluru, 1. Developed retail portfolio performance dashboards supporting leadership decision-making across credit and onboarding workflows. 2. Collaborated with Credit & Compliance teams to streamline onboarding processes, reducing process gaps and improving governance alignment. 3. Delivered portfolio analytics insights to leadership, enabling data-driven performance tracking and risk monitoring. Tools Used: Excel, Portfolio Analytics, MIS Reporting

Branch Operations & P&L Leadership at Aditya Birla Sun Life Insurance, Apr 2016 - Feb 2020 · 3 yrs 11 mos, Bhubaneswar, 1. Led workforce planning and operational performance across branch operations, outperforming 110+ branches and earning “Youngest Branch Manager” recognition. 2. Improved operational efficiency and risk control adherence through structured performance monitoring and KPI tracking. 3. Implemented process improvements contributing to measurable branch performance gains and customer retention. Tools Used: Excel, KPI Dashboards, Workforce Planning Models

Assistant Manager at Vedanta Resources Plc, Jan 2010 - Apr 2013 · 3 yrs 4 mos, Chhattisgarh, India, 1. Managed end-to-end shift operations, including preventive maintenance scheduling and manpower planning for the operations & maintenance team. 2. Reduced electrical breakdown frequency in the pot controller system — the heart of the central production house — by 99%, using Pareto analysis to isolate root causes followed by targeted hardware implementation (6-month project). 3. Cut inventory costs by 15% for the Electrical Maintenance department by applying VED analysis on SAP (MM module) — optimising stock levels and improving procurement processes while ensuring zero operational disruption. 4. Delivered daily SQL-based reports to senior leadership on the aluminium pot feed process, enabling data-driven technical decisions that improved production efficiency. 5. Reduced battery consumption in the beam marking system through Pareto analysis and hardware redesign, saving approx. ₹15 lakhs per annum (3-month project). 6. Conducted technical analysis and operational reporting on SCADA and SQL platforms, maintaining critical Pot Control Room inventory. Key highlight: Received the CEO Achievement Award for developing a bath-tracking program that saved energy and enhanced the reliability of the de-dusting system.

Education

PGDM, Finance & operation, T A Pai Management Institute, Manipal

Bachelor of Technology (B.Tech.), Electrical/Electronics Maintenance and Repair Technology, Biju Patnaik University of Technology, Odisha

Public links

github: https://github.com/sri130387