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Project Manager

Mississauga, ON, Canada
October 30, 2018

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Nitin Bhalla



●Agile business analyst with over 10 plus years of progressive experience in requirement gathering and analysis, project management managing service delivery projects and implementing cost effective solutions

●Experienced in delivering small to medium sized projects and supporting QA activities

●Proficient in all stages of Software Development Life Cycle (SDLC) and Project Delivery Life Cycle(PDLC).

●Knowledgeable in applications of Scrum, Waterfall and Agile methodologies and skilled in processes facilitating progress and team effort

●Skilled in working with the Product Owner, Program manager, Business Analysts and QA Manager ensuring focused and sustained development

●Advanced knowledge of banking systems such as : Salesforce, CRM systems, Online banking systems

●Excellent experience in large scale software delivery and Agile transformation in large scale organizations

●Skilled at performing Gap Analysis, Risk Analysis, along with good knowledge of process workflow tools and techniques.

●Experienced at preparing business requirements documents (BRDs), defining project plans, writing system requirements specifications (SRS) and delivering project-status reports.

●Proficient in using Use Case Diagrams, Sequence Diagrams, and Collaboration diagrams, Activity Diagrams, Class Diagrams using UML in MS Visio.

●Experience in handling development and maintenance projects

●Skilled In communicating technical details to the wider audience in business terms

●Working knowledge of running SQL and UNIX scripts

●Comprehensive knowledge of suite of products like Service Now, JIRA, Confluence and BitBucket

●Keen understanding of financial products(Mutual funds, Term and Income Products, TFSA, RSP, RESP etc)

●Knowledge of numerous well documented scrum patterns and techniques (i.e. Burndown techniques, Retrospective formats, handling bugs)

●Experienced in modifying BRDs (Business Requirement Documents) and identifying process inconsistencies and bottlenecks

●Good knowledge and experience in Wealth, Term Lending, credit and mortgage products

●Good experience in Project and Defect Management tools like, HP Quality Center (QC), JIRA

●Experience working with Project Managers, developers, business analysts, and end users in defect resolution.

●Working experience in Waterfall (Software Development Life Cycle -SDLC), and Agile Project Environment.

●Worked on Root Cause Analysis(RCA) using different tools.

●Enthusiastic, knowledge-hungry self-starter, eager to meet challenges and quickly assimilate latest technologies, skills, concepts and ideas.

Experience Summary


●Project Details:

Wealth Management System

In response to the evolving expectations of regulatory scrutiny, the Bank’s 1st Line of Defense, Wealth Management - Regulatory & Operational Controls unit has developed and are in the process of implementing control testing to actively measure and monitor the level and effectiveness of controls within Wealth Management System. My role as an AML Business Analyst is to:

Roles and Responsibilities:

Worked with business and product owners including senior management and defined business objectives and requirements

Championed agile product development while incorporating scrum methodologies

Participated in Agile cadence such as Scrum standup meetings, backlog grooming sessions, review and retrospective meetings.

Developed current state and future state business process maps, current flows and use cases

Proficient in Sprint planning, use case development and creating user stories

Coordinated with scrum team and technical leads to prioritize scope, objectives, and constraints for development sprints

Collaborated with product owners, business partners, Scrum Masters, and architects to build and define the product backlogs.

Developed use cases from requirements, created UI mockups and UML diagrams such as Use Case diagrams, Activity diagrams, Entity Relationship Diagrams, and Sequence diagrams.

Provided technical leadership and expertise in reorganization of a complex End-to-End testing effort.

Gathered business requirements and wrote technical specifications for new system configuration, interfaces and reports.

Provided Post Implementation support by updating the existing application with revised user requirements, enhancement features and defect fixes.

Prepared test plans, test cases and validated test scenarios, and facilitated the user acceptance testing (UAT).

Created knowledge repositories to fast track transition of business knowledge to new team members.

Analyzed inconsistencies and gaps within business processes and collaborated with stakeholders in order to simplify processes

Performed continuous improvement process. Suggested measures and recommendations to improve the current application performance.

Facilitated requirements gathering sessions and work towards achieving project goals and objectives

Led discussions with business to better understand the business environment and determine potential impacts on the project scope and objectives, and to modify the requirements management plan

Gathered, validated, and approved requirements understanding business needs and assured that a quality result will be delivered

Determined the best approach for eliciting, analyzing, validating, and prioritizing requirements to ensure that the necessary information is captured from the relevant stakeholders to address the business needs

Identified and documented project requirements in order to capture required outcomes and ultimately support the business’s overall objectives

Ensures all necessary stakeholders are engaged in communications between the Information Technology (IT) project team and the business to help identify who should be involved in the identification and development of the requirements

Participates in the full development life-cycle, including requirements change requests, clarifications with developers and quality assurance analysts and guidance for business user acceptance testing (UAT)

Worked closely between the business client and the technical architects to ensure clarity and conformance

Interfaced with business users to prepare and update Business Requirement for System (BRS) and Software Requirements System (SRS).

Defined customer objectives, business needs, scope, and schedules for a high-impact Enterprise wide Wealth Management application.

Assigned priorities, managing team members and proactively monitoring the project deliverables.

Documented and reviewed end-user requirements, their strategies, and their goals to create Use Cases and Work Flows.

Developed test scripts and data, assisted with testing, and with deployment and post implementation support from a business perspective.

Assisted with design of system data, interfaces, conversions, reports and forms.

Provided end user support during implementation and training as needed.


●Project Details:

Yes Bank Ltd., one of India’s fasted growing private sector banks implemented the revamp of its online brokerage by launching a new website and trading platform. The program costed over $5m and consisted of multiple small and large projects. I was involved as a Business Analyst/ Product Owner in implementation of multiple projects like Salesforce CRM, Thomson Reuter’s OmneTrade online equity and derivates trading platform.

Roles and Responsibilities:

●Identified, analyzed requirements, reviewed workflow process mapping, definition of scope, impact assessment, documented business requirements document and maintained requirements traceability document.

●Performed story analysis to determine conditions of satisfaction and comprehend the impact to other systems, projects, domains, and operational teams

●Managed the evolution of the User Stories and other product backlog items, including breaking down the stories, eliciting conversations, and facilitating story refinement sessions

●Collaborated with the product owner and Scrum Master in release planning and supporting the QA team

●Highlights situations and procedures that will require change management and works with business and user to determine best course of action

●Adheres to and ensures that others adhere to the organization’s Requirements Management Process to support the organizational standards and ensure consistency of deliverables

●Ensures all necessary stakeholders are engaged in communications between the Information Technology (IT) project team and the business to help identify who should be involved in the identification and development of the requirements

●Participated in the full development life-cycle, including requirements change requests, clarifications with developers and quality assurance analysts and guidance for business user acceptance testing (UAT)

●Led the implementation of the product features, creating user stories, reviewing the requirements with the technical and business teams. Played the role of a product owner and conducted daily status calls, updates to the management team.

●Involved the delivery of the project, development, design, and implementation. Worked with the technical and business team to collaborate in distinct phases of the project.

●Conducted quality checks to ensure delivery of the product features. Assisted with UAT and delivery and ensured that appropriate documentation is in place.

●Liaised with the business team and technical teams to conduct quality checks to ensure delivery. Assisted with UAT and maintaining quality procedures and ensured that appropriate documentation is in place.

●Coached and acted as a mentor and SME to a team of 3 analysts to deliver the project on time and smoothly.


Religare Macquaire Private Wealth launched a financial planning software to help wealth managers create financial plans and evaluate options for customer’s goals, investment preferences, risk profiling and compensation management. My role was of a Business Analyst I for development of the platform and related tools.

Roles and Responsibilities:

●Led and managed requirements gathering and analysis activities by working with stakeholders, developers, designers, QA analysts and internal/external customers.

●Responsible for creating, managing, and delivering of required documents for application

●Highlighted situations and procedures that will require change management and works with business and user to determine best course of actio

●Served as liaison between customers and team developers to overcome applications issues and maintain established business relationships

●Worked with end users and management to document, design, test and deploy complex processes

●Prepared training materials and provided in person training, and training via web conferencing to bridge the knowledge gaps within the team internally

●Prioritize and manage projects and initiatives in accordance with the requirements of business needs.

●Gathered, documented, and analyzed data and information; develop and execute training materials and training activities to high-level operators.

●Defined and implemented improvements to business process and ad-hoc projects in the face of ever-changing marketplace and consumers.

Branch Manager Bajaj Finserv Wealth Management 2010-2012

Managed a regional franchise for the wealth management and financial planning arm of the company. The business objective was to provide fee based financial planning and investment advisory services. My role was to coach and drive business for a team of financial planners and financial advisors.

Roles and Responsibilities:

●Managed a branch with a team of Financial Planners and Financial Advisors.

●Supervised the client on boarding process ensuring full compliance with financial planning procedures.

●Coached and supervised my teams for effective information gathering on income and expenses, net worth details and preparation of financial plans including cash flow analysis.

●Monitored client presentation of their financial plans and highlighting pre and post recommendation scenarios.


Project Management International

Project management Professional (PMP) 2016

VMEdu 2018

Six Sigma Yellow Belt


Certified Scrum Master Pursuing

Financial Planning Standards Board India

Certified Financial Planner (CFP) 2015

Canadian Securities Institute

Canadian Securities Course 2015

Agile @ Scale

Scotiabank Skill Soft Training 2018

Kanpur University

Bachelor of Commerce 2003

(Equivalent to Bachelor’s degree in Canada as evaluated by World Education Services, Toronto, ON)

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