Project Management Financial Services

SAMRITI BATRA

*************@*****.*** +1-813-***-**** Edison, NJ 08820

PROFESSIONAL SUMMARY

Results-driven Project Management Professional with expertise in IT audit, compliance, and strategic initiatives within a PMO. Proven ability to streamline processes, enhance efficiency, and ensure timely project delivery. Strong background in financial services, banking, and insurance underwriting, with excellent skills in cross-functional collaboration, stakeholder engagement, and risk management. Committed to integrity, innovation, and continuous improvement to drive organizational success.

CORE COMPETENCIES

• Project & Portfolio Management • Key Performance Indicators

• IT Audit & Compliance

• Banking & Financial Services

• Agile & Scrum Methodologies

• SDLC

• Jira

• Microsoft Office

• Problem-solving & Communication

• Data Management & Analysis

• Strong Teamwork skills

• Time Management & Multi-tasking

EDUCATION & CERTIFICATIONS

• MBA (Specialization in Finance), D.D.E, Guru Jambheshwar University, Hisar (2006- 2008).

• Bachelor of Commerce in Computer Vocational, I.B College, Panipat, affiliated to Kurukshetra University (2003-2006).

• Pursuing in Google Project Management Course.

• Certificate of Completion in Agile and Scrum course.

• Certificate of Completion in Six Sigma course.

• Certificate of Completion in Scrum Master course

• Certificate of Completion in Product Owner course.

• Certificate of Completion in Microsoft Project course.

• Certificate of Completion from Coursera on “Introduction to Excel and basic formulas and functions”.

• Certificate of IC3 Digital Literacy Training and Exam conducted by Union County on

“Technology Basics, Digital Citizenship, Information Management, Content Creation, Communication, Collaboration and Safety and Security”. PROFESSIONAL EXPERIENCE

VIRTUSA CORPORATION – Consultant

Client: Citigroup Inc. - Project Management Office (PMO) April 2023 – December 2023

• Developed projects and milestones, collaborating with project managers and teams on business-critical initiatives.

• Initiated projects, designed reviews for the architecture/information security team, and evaluated related documentation.

• Scheduled sprints/iterations in accordance with project timelines and assigned resources based on forecasts.

• Collaborated with project managers to gather and review artifacts, identifying abnormalities that could affect project metrics.

• Reviewed project artifacts such as scope documents, feature lists, test results, JIRA status, implementation documents, UAT approval documents, post-implementation documents, etc., before submission to QA team for maker-checker review process.

• Monitored project status (RAG) to maintain compliance with organizational PMO guidelines.

• Prepared and tracked milestone reports to reflect accurate RAG statuses.

• Ensured timely closure of project timelines to prevent escalations.

• Assisted project managers in addressing amber status by implementing remediation plans to return to green.

• Maintained project detail alignment and regular updates to comply with PMO standards.

• Engaged with Org PMO to address findings and gaps, ensuring timely resolutions to maintain project health.

HDFC BANK LTD – Assistant Manager (Operations)

October 2011 – July 2012

• Oversaw administrative operations, including fund transfers, cash handling, and locker management.

• Managed inventory of deliverables and maintained customer data.

• Facilitated account openings and prepared annual customer reports.

• Cross-sold financial products to enhance client engagement.

• Maintained data in Excel for accounts and deposits, including new and existing customer CASA and deposits.

• Prepared yearly reports of new and existing customer data. ICICI BANK LTD – Sales Officer (Customer Services) February 2010 – September 2011

• Managed HNI account portfolios & documented client relationship data.

• Conducted account checks and informed customers about new offerings.

• Addressed customer queries across various account types and cross-sold financial products.

• Documented existing relationship data (ERV) and new customer acquisition data (NCA).

• Maintained portfolios of HNI accounts.

• Performed checks on all accounts to ensure balance maintenance and informed customers about new offers.

• Handled customer queries and managed NRI, savings, and checking accounts.

• Cross-sold financial products such as life insurance, recurring deposits, fixed deposits, gold, and loans.

RELIANCE GENERAL INSURANCE CO LTD – Operation Executive December 2006 – July 2009

• Handled cash for day-to-day proposals.

• Issued motor and non-motor policies, including four-wheeler, two-wheeler, fire, burglary, shopkeeper, and industry insurance.

• Processed insurance applications, renewals, and cancellations.

• Performed quality control checks and handled discrepancies in proposals.

• Entered proposal data into system software.

• Managed claim management systems by identifying claim facts, conducting analyses, verifying, and submitting required documents.

• Addressed customer queries regarding policies and feedback. ACHIEVEMENTS

• Awarded a Top Performance Rating (1) at ICICI Bank for exceeding financial and sales targets (2010-2011).

• Qualified for multiple sales contests, including July Bonanza, Bulls Eye, Chain Reaction, and BM Club, demonstrating exceptional sales and client management skills.

• Successfully coordinated compliance and audit initiatives at Citigroup PMO, ensuring 100% adherence to project governance.

• Managed high-value HNI accounts, improving customer engagement and increasing financial product sales.

• Processed and managed high-volume insurance claims efficiently, ensuring accuracy and compliance with industry standards.

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