Turning ideas into impactful products
PRANEET JAIN
Product Manager / Business Analyst
Customer-focused Product Manager and Business Analyst with 12 years of experience in delivering digital solutions that address real-world challenges in Fintech space. Skilled in stakeholder collaboration, market analysis, product roadmap definition, and launching impactful products that drive user satisfaction and business growth.
Fintech Experience
12 years of expertise delivering innovative digital solutions in the financial technology sector.
Stakeholder Collaboration
Building strong partnerships across teams to create user-centered products that drive growth.
Product Strategy
Developing comprehensive roadmaps that align business objectives with customer needs.
Current Role: Product Manager at E&Y
Driving Business Transformations
Lead initiatives to identify and implement value propositions using advanced digital levers across multiple geographies.
Technology Solution Design
Design and deploy custom technology solutions servicing internal and external stakeholders.
Project & Change Management
Oversee planning, governance, stakeholder management, and reporting for smooth project delivery.
Team Leadership
Manage an 8-member consultant team focused on digital transformation for MNC banking clients.
Previous Experience: Lead Business Analyst at Credit Suisse
Collaborative Requirement Gathering
Facilitated workshops to analyze processes, identify gaps, and document requirements effectively.
Agile Product Management
Worked closely with multidisciplinary teams to deliver product features from ideation to launch.
MVP & MMP Feature Launch
Ensured timely delivery of minimum viable and marketable products aligned with stakeholder priorities.
Previous Experience: HSBC & Cognizant
HSBC - Business Analyst
- Performed comprehensive requirement impact assessments and facilitated strategic system migration planning.
- Directed end-to-end testing cycles including System Integration Testing (SIT) and User Acceptance Testing (UAT) to ensure high-quality deliverables.
Cognizant- Business Analyst & Test Manager
- Facilitated requirement gathering sessions and produced detailed functional documentation.
- Designed and executed business test scenarios, ensuring efficient defect tracking and resolution.
- Conducted user training and provided onsite support during User Acceptance Testing (UAT) for seamless implementation.
How I Drive Success as a Product Manager
Vision to Execution
Drive strategy to launch with cross-functional alignment.
AI-Native Thinking
Integrate AI for automation, personalization, and insights.
Data-Informed Decisions
Use metrics and experimentation to optimize products.
Stakeholder Whisperer
Balance engineering, design, and business priorities.
Outcome-Focused Leadership
I lead with clear roadmaps, prioritization, and empathy to deliver real value.
Domain and Functional Expertise
Domain Skills
- Retail Banking & CRM
- Asset & Wealth Management
- Capital Markets ,Trade Finance and Regulatory Compliance (FATCA, AEI)
- KYC and AML processes
Functional Skills
- Business Analysis & Project Management
- Change Management & Delivery Anchoring
- Agile Product Backlog Refinement & User Story Creation
- Cross-functional Team Leadership & Training
Technical Skillset
Banking Solutions & Tools
- Temenos Wealth Suite
- Jira, Confluence, SharePoint for project management
- MS Visio, Miro, Trello for process modeling
Programming & Databases
- PL/SQL, MS SQL Server, MS Access
- Control-M, Informatica for automation
- IBM Mainframe, REST APIs & Postman
Office Productivity
- Microsoft Word, PowerPoint, Excel, Visio
- ChatGPT, Perplexity, Google Notebook LLM, CoPilot
Portfolio of Major Projects
BNYM Nexus Platform
Advanced Technology Platform for Asset & Wealth Management
- Led enhancements to trading, settlement services, and investment reporting, including contract notes, valuation statements, and annual reports.
- Collaborated with key stakeholders to streamline operations, improve efficiency, and optimize client reporting across BNY Pershing's trading, execution, settlement, and custody services.
- Contributed to process improvements that resulted in faster turnaround times, reduced operational costs, and enhanced service delivery for clients.
International Investment Centre
Digital Self-Execution Investment Platform
- Developed a digital platform enabling seamless onboarding for customers to open investment accounts and invest in mutual funds and structured products through a self-execution model.
- Managed the full end-to-end process, including account setup, fund trading, and automated generation and delivery of key documents.
- Streamlined customer experience, enhancing operational efficiency and reducing manual intervention, resulting in faster onboarding and improved user satisfaction.
Strategic Financial Planning Tool
Data-Driven Wealth Planning Solution
Empowered advisors with personalized wealth planning through data-driven insights and client engagement tools, enabling comprehensive financial strategy development and implementation.
Digital Workflow & Credit Suisse Direct Advisor
Integrated Client-Centric Platform
Created integrated client-centric onboarding and CRM platform enabling rapid account setup and seamless services delivery, streamlining advisor workflows and enhancing client experience.
Certifications, Recognition & Personal Skills
Certifications
- Certified Scrum Product Owner (CSPO)
- Certified Scrum Master (CSM)
- SAFe Agilist 5.0
Awards & Recognition
- Client Extraordinaire Award (EY, Dec 2024)
- I am Exceptional Award (EY, 2022 & 2023)
- Kudos Award & Best Performer accolades
Personal Skills
- Innovative problem solving
- Leadership & mentoring
- Initiative driven mindset
Let's Connect
I'm always interested in new opportunities and collaborations. Feel free to reach out if you have any questions or just want to say hello!
Phone
+91-9096887775
Available for direct conversations about projects and opportunities