Professional Snapshot
I hold the Chartered Financial Analyst (CFA) designation and an MBA in Finance, Strategy & Marketing from SIES College of Management Studies, Mumbai. With over 12 years of experience across financial services in the UK and India, I’ve worked with leading institutions including Capgemini, Royal Bank of Scotland, IndusInd Bank, and Federal Bank.
My expertise spans Agile delivery, change management, credit analytics, and data migration, supported by hands-on skills in dashboarding, stakeholder engagement, and performance optimization.
Appreciations and Recognitions
Demonstrates proactive enthusiasm, confidently drives requirement discussions with stakeholders, and maintains meticulous documentation with follow-through precision. - David Tolfrey Project Manager, Barclays
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A credit to the team—combining deep investigative rigor, high-quality delivery, and an insatiable drive to learn. - Nicky Farrar, VP-Barclays
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Yes, Great Teamwork by everyone and Business also commented user stories are more detailed and no review comments made for any user stories 😊.- Anitha - Servicelink, USA
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Overall, the disbursements demos have been really good. - TJ - Product Owner, ServiceLink, USA
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Nishish went above and beyond—delivering an enthusiastic dashboard walkthrough and offering continued support beyond scope to elevate EAP standards and data quality reviews. - Victoria Catania, Barclays
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Consistently delivers reliable results—well done on maintaining high standards across repeat outcomes. - Sean Plaw, Barclays
Demonstrates proactive enthusiasm, confidently drives requirement discussions with stakeholders, and maintains meticulous documentation with follow-through precision. - David Tolfrey Project Manager, Barclays • A credit to the team—combining deep investigative rigor, high-quality delivery, and an insatiable drive to learn. - Nicky Farrar, VP-Barclays • Yes, Great Teamwork by everyone and Business also commented user stories are more detailed and no review comments made for any user stories 😊.- Anitha - Servicelink, USA • Overall, the disbursements demos have been really good. - TJ - Product Owner, ServiceLink, USA • Nishish went above and beyond—delivering an enthusiastic dashboard walkthrough and offering continued support beyond scope to elevate EAP standards and data quality reviews. - Victoria Catania, Barclays • Consistently delivers reliable results—well done on maintaining high standards across repeat outcomes. - Sean Plaw, Barclays
Professional Experience
Barclays - EAP Change Management Project
Position Title
Business Analyst – Change ManagementCapgemini UK – Barclays Change Management Initiative (2025–Present)
Roles and Responsibilities
Led Agile transformation across 20+ applications, expanding to 79 platforms
Designed Story Point Framework mapping user stories to strategic objectives
Facilitated Deep-Dive Sessions on Data Quality and Agile practices
Initiated Communities of Practice within Corporate Banking
Evolved Corporate Playbook to embed delivery rhythms and team charters
Strategic Capabilities Strengthened
Agile Transformation Leadership, Strategic Framework Design, Data Quality Governance, Change Enablement, Delivery Rhythm Architecture, Cross-Functional Facilitation, Community Building in Corporate Banking
Barclays - ACBS-LOANIQ Migration Project
Position Title
Senior Consultant – Business AnalystCapgemini UK – Barclays LOANIQ Transformation Program (2022–2025)
Roles and Responsibilities
Led strategic transformation for LOANIQ implementation, replacing legacy ACBS formats with 20+ standardized data templates
Created and executed reconciliation checks for pre- and post-migration phases, followed by post-migration analysis to validate data integrity and system alignment
Conducted detailed Data Quality (DQ) checks across ACBS–LOANIQ migration streams, surfacing critical DQ issues for remediation
Developed internal apps to automate DQ validations and streamline exception handling. Authored a Masterbook for Data Mapping, detailing source systems, data types, and transformation logic
Strategic Capabilities Strengthened
Data Migration Strategy, Reconciliation & Validation Design, Data Quality Analysis, Automation in Exception Handling, Data Mapping Architecture, Legacy System Replacement, Internal Tool Development
Service Link Modernization Project
Position Title
Senior Consultant – Business Analyst (Service Link Project)Capgemini, Mumbai (Sept 2020 – Mar 2022)
Roles and Responsibilities
Led Agile delivery and change management for Service Link’s financial platform migration
Conducted reconciliation analysis to validate data accuracy across legacy and target systems
Facilitated sprint planning, backlog grooming, and client demos for iterative refinement
Collaborated with cross-functional pods to ensure compliance and performance alignment
Strategic Capabilities Strengthened
Agile Delivery Leadership, Change Management, Reconciliation Analysis, Iterative Planning & Execution, Cross-Functional Collaboration, Compliance Alignment, Client Engagement & Demo Facilitation
Yes Bank Financial Dashboard Project
Position Title
Consultant – Business Analyst (Yes Bank Project)Capgemini, Mumbai (Apr 2019 – Jul 2019)
Roles and Responsibilities
Presented interactive financial dashboard aligning performance insights with executive decisions
Partnered with stakeholders to elicit migration requirements and translate into actionable user stories
Supported reconciliation and validation efforts during data migration phases
Strategic Capabilities Strengthened
Executive Dashboarding, Stakeholder Requirement Gathering, User Story Translation, Data Migration Support, Reconciliation Validation, Performance Insight Delivery
Royal Bank of Scotland
Position Title
Lead AnalystRoyal Bank of Scotland, Mumbai (Oct 2017 – Jun 2018)
Roles and Responsibilities
Delivered credit analytics for £50Bn SME portfolio
Produced early warning risk reports and executed credit limit adjustments
Founded internal financial newsletter to deepen stakeholder intelligence
Oversaw credit delivery of 9 senior analysts and 2 junior analysts to ensure timely execution of quarterly targets and loan renewals
Strategic Capabilities Strengthened
Credit Risk Analytics, Portfolio Management, Early Warning Reporting, Credit Limit Governance, Stakeholder Intelligence, Team Leadership, Loan Renewal Execution
Indusind Bank
Position Title
Deputy Manager / Portfolio LeadIndusInd Bank, Mumbai (Jun 2016 – Oct 2017)
Roles and Responsibilities
Achieved ₹25 Cr lending targets across five branches
Unified regional lending strategy through change enablement initiatives
Trained and managed 5 SME loan coordinators across 5 branches, 5 retail assets coordinators, and 5 liabilities product coordinators in Mumbai
Strategic Capabilities Strengthened
Lending Portfolio Management, Regional Strategy Execution, Change Enablement, Team Training & Leadership, SME Credit Operations, Retail & Liabilities Product Oversight
Federal Bank
Position Title
Assistant Manager – SME PortfolioFederal Bank, Mumbai (May 2012 – Jun 2016)
Roles and Responsibilities
Sourced ₹500 Cr+ in new business through targeted analytics and outreach
Standardized credit application formats across 22 branches
Integrated dashboarding via SAP Oracle for real-time credit risk visibility
Ran independent campaign to promote Fedbook—India’s first digital passbook (2013)
Trained and managed 22 SME loan coordinators across 22 branches in Mumbai
Strategic Capabilities Strengthened
SME Portfolio Expansion, Credit Process Standardization, Real-Time Risk Dashboarding, Digital Product Promotion, Branch-Level Training & Oversight, SAP Oracle Integration
Kesariyaji Group
Position Title
Finance ManagerKesariyaji Group, Mumbai (May 2009 – May 2010)
Roles and Responsibilities
Developed credit templates and loan proposal forms to streamline approvals
Gained exposure to consulting in government-led financial initiatives
Strategic Capabilities Strengthened
Credit Template Design, Loan Structuring, Approval Streamlining, Public Sector Consulting Exposure
Education & Certifications
CFA - Charter Holder
Certification
CFA CharterholderCFA Institute
Strategic Capabilities Strengthened
Investment Analysis, Portfolio Management, Financial Reporting & Ethics, Equity & Fixed Income Valuation, Risk Management, Global Financial Standards
Post Graduation Diploma Certificate in Business Management (Finance)
MBA – Finance, Strategy & MarketingSIES College of Management Studies, Mumbai
🚀 Strategic Capabilities Strengthened
Financial Strategy, Marketing Analytics, Business Planning, Competitive Positioning, Cross-Functional Leadership, Corporate Finance, Strategic Execution
Scrum Master - The Knowledge Academy
Strategic Capabilities Strengthened
Agile Delivery, Scrum Facilitation, Stakeholder Engagement, Backlog Grooming, Sprint Planning, Retrospective Leadership, Servant Leadership, Continuous Improvement
Indian Institute of Banking & Finance
Junior Associate of the Indian Institute of Bankers (JAIIB)
Certified Associate of the Indian Institute of Bankers (CAIIB)
Know Your Customer (KYC)
Anti-Money Laundering (AML)
Strategic Capabilities Strengthened
Banking Operations, Credit & Risk Management, Regulatory Compliance, Anti-Money Laundering Protocols, Customer Due Diligence, Financial Ethics
Microsoft Power Business Intelligence (BI)
Strategic Capabilities Strengthened
Data Modeling & Transformation, KPI Dashboarding, Financial Reporting, Interactive Visualizations, Real-Time Analytics, Power Query & DAX, Executive Storytelling, Agile Decision Support
Scaled Certified Scrum Master (SSCM) Scrum Alliance/ Scaled Agile Framework (SAFe)
Strategic Capabilities Strengthened
Agile Transformation Leadership, Scaled Scrum Implementation, Cross-Functional Team Enablement, Sprint Planning & Execution, SAFe Framework Integration, Change Management, Iterative Delivery Excellence