Umesh Gupta

Managing a team of 10 people and multiple products across businesses (Private Wealth, Retail Wealth, Broking Portfolio system, RPA). Responsible for competition analysis, new feature development and stake holder management. Driving product usage along with business.

Part of Product Development Group, which is responsible for taking requirements from Business and documenting the same and getting the same developed and tested from either internal team or vendor.

Part of Product team managing the product , Creating BRS/ Functional Documentation, doing gap analysis, creating FSDs, prototypes, test cases, smoke testing, delivery management, resolution of functional issues and customizations in segments like CRM, PMS, Wealth Management covering gamut of different asset classes and products (Equity, Debt,Mutual Funds, Fixed Income, Derivatives, and Alternate Assets). Analyze change request from client, suggest part of product roadmap or customization. Track Changes in Business environment and suggest necessary changes in the product and Competition Analysis. Conducting client demos, POC, Handling clients post go live.

Experience in requirement gathering (DRG sessions), project implementation and User Acceptance Testing (UAT). Handled products/projects throughout their development and testing life cycle for customization in segments like Equity, Debt, Fixed Deposit, Mutual Fund, Managed Product, Private Equity, CRM, Financial Planning, Insurance and Revenue Models. Performed RFP traceability with Business requirement. Team handling experience for specific projects. Involved in testing phase right from the project initiation to till project implementation such as Test Design, Test Execution and Defect Tracking. Preparation of business test scenario and performing functional testing. Good knowledge and experience in Test Management, Team Management and Client Management area. Excellent understanding of Software Development Life Cycle (SDLC), Software Testing Life Cycle (STLC) and Defect Life Cycle. Extensive experience in writing highly effective test cases that aided in proper application checks at system level.

Managing client accounts of major investment banks and players in Wealth Management and Portfolio Management System. Experience in requirement gathering (DRG sessions), project implementation and User Acceptance Testing (UAT). Handled products/projects throughout their development and testing life cycle for customization in segments like Equity, Debt, Fixed Deposit, Mutual Fund, Managed Product, Private Equity, CRM, Financial Planning, Insurance and Revenue Models. Performed RFP traceability with Business requirement. Team handling experience for specific projects. Involved in testing phase right from the project initiation to till project implementation such as Test Design, Test Execution and Defect Tracking. Preparation of business test scenario and performing functional testing. Good knowledge and experience in Test Management, Team Management and Client Management area. Excellent understanding of Software Development Life Cycle (SDLC), Software Testing Life Cycle (STLC) and Defect Life Cycle. Extensive experience in writing highly effective test cases that aided in proper application checks at system level. Project delivery under stringent timelines and high pressure.