Core banking Head at Tech Mahindra

1. 1
SRIRAM T.K. PMP®
tksriram@hotmail.com
Ph No: +91-44-26549627
Mobile: +91-9940204896
Senior Level – Core Banking Head | Senior Project Manager
Managing core banking related projects for 19+ years in T24, Flexcube. Heading the IT development from
vendor side for a prestigious private banking client in Singapore. Strong exposure in Private Banking
domain
Core banking Head
 Heading Core Banking Competency – Responsibilities include Project Governance, Managing
Expectation and Liaising with Delivery, Sales & Pre-sales, and Discussion with business for T24 &
Flex-cube opportunities.
 Enabling revenue for Core banking BFSI – Handling RFP responses and participating in POC,
identifying competency gaps and seeking measures to upscale by identifying training areas,
resource identification for T24 projects.
Senior Project Manager
 Preparation and review on the SOW between client and vendor.
 Managing 20 member team for 3 projects at offshore.
 Participating in requirement workshop and review on the effort estimate and schedule.
 Review and finalize on the functional and technical design.
 Monitor on all the project’s progress and participation with the client during the project meeting.
Development Head
 Heading T24 Developments at Credit Suisse for Critical enhancement projects.
 End-to-end delivery of multiple T24 projects which are complex in nature and are fast cycle in
delivery.
 Managing 10 member technical specialist team.
 Providing technical support to business engineers, developers, testers and project managers to
ensure suitable solutions are delivered.
 Taking ownership of incidents within team – identifying root cause and resolution Improving team
performance and managing team’s workload.
 Involved in Effort Estimation workshops for Critical enhancement projects.
Career Highlights
 Heading core banking competency – Discussion with Product vendors, other relevant stakeholders,
project governance, responsible for core banking solutioning for RFP responses and as a system
Integrator – Tech Mahindra
 Responsible for all offshore projects from requirement analysis to project closure – Page
Solutions
 Project role and responsibility as a Development Head (from Vendor side) for Critical enhancement
projects at Credit Suisse – Sofgen India Pvt Ltd.
 Project Lead for end to end implementation in Wealth banking for Scope International – Sofgen
India Pvt Ltd
 Role of Application Support Manager and Project Manager – In Other organizations such as
Temenos India Pvt Ltd, Hexaware etc.

2. 2
Professional Experience
Organization : Tech Mahindra Limited,
Role : Core Banking Head
Team Strength : 50
Duration : Feb 2015 till date
Responsibilities:
 COE set up for various core banking products like Flex-cube, T24 etc.
 Monitoring the overall governance of Core banking related projects across various regions.
 Reviewing RFP’s and participation in core banking RFP defense.
 Organized Internal and External Product training for resources.
 Project costing and budgeting for core banking related projects.
 Identifying solution, Stakeholder involvement for a System integrated proposal.
 Participation and leading from core banking front for multi-million dollar opportunity
 Project Governance for all T24 related projects.
 Budgetary presentation for resource Ramp up.
Organization : Page Solution Pvt. Ltd
Role : Senior Project Manager
Team Strength : 20
Duration : Dec 2013 – Jan 2015
Responsibilities:
 Participation in Requirement workshops and understanding business requirement
 Review and finalize functional design documents, conduct walkthrough and obtain sign-off from
the client.
 Effort estimation, Project plan update, resource allocation
 Project Monitoring & Control
 Provide testing support and track to closure and sign-off
Organization : Sofgen India Pvt. Ltd
Role : Senior Consultant
Team Strength : 10
Duration : July 2008 – Mar 2013
Responsibilities:
 End-to-end delivery of multiple T24 projects which are complex in nature and are fast cycle in
delivery.
 Providing technical support to business engineers, developers, testers and project managers to
ensure suitable solutions are delivered.
 Effort estimation, resource allocation and monitoring the deliverables towards closure.
 Defect Management.
 Quality Control and Assurance on deliverables.
 SIT Lead for Private Banking.
Organization : Hexaware Technologies
Role : Senior Consultant
Team Strength : 10
Duration : Nov 2005 – Jun 2008

3. 3
Responsibilities:
 RFP Response preparation
 Managing T24 COE by providing support – Training, Lab setup, RFP response preparation,
 Project Management – Upgrade projects, Interface and local development related projects.
Organization : Iflex Solutions Limited, Bangalore
Role : Business Consultant
Team Strength : 7
Duration : Dec 2004 – Nov 2005
Responsibilities:
 Test case preparation for private banking
 Induction training for clients
 Requirement Analysis and Design preparation
Career Profile:
Tech Mahindra Ltd. Core banking Head Feb 2014 – Till Date
Page Solutions Pvt Ltd Sr. Project Manager Dec 2013 – Jan 2014
Sofgen India Pvt Ltd Senior Consultant Jul 2008 – Mar 2013
Hexaware, Chennai Project Manager Nov 2005 – Jun 2008
Iflex Solutions, Bangalore Business Analyst Dec 2004 – Nov 2005
Temenos, Chennai Application Support Manager Mar 1999 – Dec 2004
National Informatics Centre Scientific Officer May 1997 - Feb 1999
Lucas TVS, Chennai Analyst Programmer Jun 1996 – May 1997
Educational Qualification:
BSc Physics, Madras University, Chennai
MCA (Master of Computer Applications), Bharathidasan University, Trichy
Certification:
PMP Certified with good standing
Technical Skills:
Languages C, COBOL, PASCAL, INFO BASIC, CICS, FOXPRO, PROC
GUI FORMS 4.5
Databases ORACLE/7.X, ORACLE 9i, UNIVERSE, JBASE, DB2
Internet Technologies JAVA, EJB
Operating System UNIX: HP-UNIX, Sun –Solaris, IBM-AIX, MS-DOS, Windows XP/ NT
3.51, UNIXWARE 1.0.
Tools SQL*NET, REPORT WRITER 3.0/2.5
Personal Details:
Date of Birth : 25th
May 1972
Languages : English, Tamil, Hindi
Passport : M8469880
Preferred Location of work (if any) : Chennai/ Bengaluru
Enclosed: List of Projects Handled – Annexure

4. 4
Annexure
Organization : Page Solutions Pvt. Ltd
Duration : Dec 2013 – Till Date
Designation : Senior Project Manager
 Client: Larran Vial Broker House (Offshore)
 Project: Private Banking Implementation
 Duration: Dec 2013 – 2014 Sep
 Role: Business Analyst
Activities:
 Understanding business requirement for Private banking Products like
1. Pactos (Buy/Sell back, Sell / Buy back Repos).
2. Cheque Processing
3. Corporate actions like Rights issue, Partial Subscription
4. Term Deposits
5. Mortgage based securities
 Deliver functional specification
 Review Team member’s business solution (FSD)
 Business walk-through, sign-off
 Providing Estimation for Deliverables
 Impact analysis
 Support for functional test scripts
 Client : SIB Sharjah ( Offshore)
 Project : Islamic Banking Implementation
 Duration : Oct 2014 Sep – Jan 2015
 Role: Business Analyst.
Activities:
 Involved in estimation workshop for FSD related to Asset, Liability, General Operations.
 Review of FSD’s/Design.
 Impact analysis.
Organization : Sofgen Pvt Ltd
Duration : Jul 2008 – Mar 2013
Designation : Senior Consultant
 Client: Credit Suisse Bank Singapore (Onsite)
 Project: Critical Enhancement Project for Private Banking
 Duration: 2008 Jul – 2010 Sep
 Role: Business Analyst
Activities:
 Understand business requirement
 Deliver functional specification
 Business walk-through, sign-off
 Project estimation
 Impact analysis
 Support for functional test scripts
 UAT and SIT functional support

5. 5
Role: Development Manager
Activities:
 End-to-end delivery of multiple T24 critical projects which are complex in nature and are fast
cycle in delivery
 Managing team of developers.
 Providing technical support to business engineers, developers, testers and project managers to
ensure suitable solutions are delivered.
 Taking ownership of incidents within team – identifying root cause and resolution Improving
team performance and managing team’s workload
 Involved in Effort Estimation workshops for Critical enhancement projects.
 Client: Standard Charted Bank (Back office SCOPE International, Chennai)
 Project: Skywalker Project for implementation of Wealth Management
 Duration: 2010 Sep – 2012 May
 Role: Techno Functional/ Support
Activities:
 The objective of the project is to provide a robust/scalable/integrated solution for the online
securities trading / corporate actions for private banking customers
 Participating in business discussions and providing input to the functional specification.
 Involved in preparation of Functional specification for integrating the Satellite systems with the
T24 wealth management system.
 Heading the support team for SIT and UAT for Private Banking.
 Defect management.
 Provide status during status review meetings and initiate internal team meetings to monitor and
improve the process.
 Provide inputs during the Design review meetings and high light the expectation of stake holders.
 Quality control and Assurance activities like Code review.
 Ensuring review documents, traceability matrix and design documents adhere to Scope
standards.
Developments Involved:
 Providing over all solution for Omni bus/segregated settlement through STP .
 Provided Functional Specification for End of exchange process.
 Localization of charge set up for Trade Management.
 Solution provided for MT54X messages to handle the trades through straight through processing
(both inward settlement and outward settlement messages)
 Multi-custodian sweeping from the Omnibus account to respective depot account
 Local developments to handle accounting entries for trade settlement as CASA accounts are
maintained in a separate core banking system (HOGAN)
 Solution provided for Securities monthly statement, Contract Notes and Security Transfer
functionality for DMAT and physical securities
 Development was done for Mapping Financial Accounting with Satellite system with T24.
 Overall generic interface to handle alerts in the form of SMS/email sent to customers in a format
specified by the wealth management team
 Automation of corporate action’s through STP.
 Sub Account routing done based on the withholding tax category.
Company : Hexaware Technologies Limited
Duration : Nov 2005 – Jun 2008
Designation : Consultant
As a Consultant my responsibilities include Presales, preparation of Proposal‘s to the clients, Project
Management, Support for Upgrade projects, Interfaces and Local developments to the clients.

6. 6
Client: First Gulf Bank, Abu Dhabi (Onsite)
Role: Project Manager
Activities:
 Involved in setting up of Import and Export LC Products.
 Involved in setting up of MT7XX delivery message for Letter of credit module and also involved
in local developments related Local charges like Legalization charges for UAE government and
localization was done for Pre shipment.
 Resolving Maintenance issues in FOREX and Letter of credit Module.
 Fine tuning Jbase database, Apart from this also involved in developing an automated tool for
resizing client’s data base.
(1) Played an important role in planning various activities for Upgrade and UAT/Parallel
support for FGB in successfully going live from G13.0.07 release to R6.
(2) Involved in Interface testing, jBASE support, UAT/Parallel support where the local
development issue of the client was resolved onsite and the core 1issues were resolved by
reporting and following up with Temenos.
ASSIGNMENT 2:
Client: Multiva Bank, Mexico (Onsite)
Role: Project Manager
Activities:
 Training Client in SWAPS and FRA modules.
 Implementation of FOREX, Involved in Forex parameter set up, Testing, Position management
Parameter set up’s and also involved in implementing Local developments for forex.
 Local development was done for supporting multiple exchange rates from multiple currency
markets.
 SPEI interface was developed for substituting SWIFT for Nostro updates.
 Teller module was set up for Branches to handle foreign currency denominations with change.
 Pilot implementation of SMRE (Middle ware) was done to handle ISO8583 messages for cards
and ATM for Multiva Bank.
ASSIGNMENT 3:
Client: First Gulf bank, Abu Dhabi (Onsite)
Role: Project Manager
Activities:
 Involved in implementation of Browser 2.1, This involves planning , conversion of the Desktop
to Browser compatible codes ,System Testing, User demo/ Training,
 Involved in Managing and supporting live issues for First gulf bank. Also helped the
development team reviewing BRD’s and helped them in performance tuning.
Company : Iflex Solutions Ltd, Bangalore
Duration : Dec 2004 – Nov 2005
Designation : Business Analyst
Client: National Commercial Bank, Jeddah (Offshore)
Role: Business Analyst

7. 7
Activities:
 Involved in test case preparation and setting up various products for the client in securities
(especially Bonds) and Money market module.
 Also involved in training clients in the Bills and collection’s and Securities Module.
 Involved in understanding the client requirements and coming up with the Functional design
document.
Client: IMF (International Monetary Fund)
Role: Business Consultant
Responsibilities: Off shore support involved in training, Designing functional specifications and
writing test plans for the enhancements done for the customer.
Enhancement was done to specify the holiday treatment common for both principal and intere st
components for Loans and Deposits, test plans were written and tested for the same. Also enhancement
and testing was done to handle split currency for Loans and Deposits module.
Company : TEMENOS INDIA PVT LTD
Duration : Mar 1999 – Dec 2004
Designation : Application Support Manager
ASSIGNMENT: 1
Client: PANASIA BANK LTD, Srilanka (Onsite)
Role: Technical Consultant
Activities:
 Classification of Loans as Performing & Non- Performing.
 Proposal Application.
 Customer Financial Application.
 Risk Rating Table
 Bank Guarantee Reports
 Development of Customizations of Loans and Deposits Application – Classification of Loans as
Performing & Non-Performing, Generation of Billing statements, Development of PROPOSAL table
for Project Loans and Refinance Loans, Development of CUSTOMER FINANCIAL tables with ratio
analysis.
 Setting up the Technical Objectives for the Customizations of Money Market Application –
LOANS&MONEYMARKET – Disbursements of Loans, Customer Financials along with Risk Analysis.
 Involved in Development of Customizations of Limit Application.
 Generation of Limit Liability report for Loans, Mortgage & Past Due Payments
 Generation of reports for Miscellaneous Deals Application. - Building up of Bank Guarantee
Reports.
 Development of Generation of MIS reports and Risk Rating Proposals.
 Customizations of GLOBUS Past Due Payments Application- Classification of loans as Performing &
Non-Performing.
 Implementation support of GLOBUS core Applications.
 Transaction Management and Performance Tuning of Batch Jobs.
ASSIGNMENT: 2
Client: BYBLOS BANK, LEBANAN (Onsite)
Role: Senior Technical consultant

8. 8
Activities:
 Involved in implementation of Globus Branch Server.
 Involved in developing the CUSTOMER.POSITION reports.
 Implementation of Globus Core applications.
ASSIGNMENT: 3
Client: National Bank of Greece Canada (Offsite Support)
Role: Senior Technical Consultant
Activities:
 Agent Functionality
The objectives of sales agent functionality are:
 To evaluate network sale results versus estimated results or objectives
 Calculate aggregate volume per branch, per officer, per external agent
 Calculate and pay applicable commissions or compensation
 To evaluate product profitability
 Combined Statement
NBG may optionally require three types of Combined Statement for a customer, which can consist
of select Accounts and Select Categories. The different types of Combined Statements required by
NBG are:
 Account Combined Statement
 Mortgage Combined statement
 Tax Shelter Combined statement
 Inactivity Functionality
The bank requires that all accounts without activity for a specific period be flagged Inactive and a
charge corresponding to the period be debited from the account after the response time
ASSIGNMENT: 4
Client: BRE Bank, Poland (Onsite)
Role: Application support Manager
Activities:
 Involved in conversion of Universe data base to jbase database.
 Involved in Benchmarking the performance of Globus database at Compaq centre, Neice, France
 Trouble shooting jbase related issues.
 Supporting Treasury Module and Globus Core applications.
ASSIGNMENT: 5
Client: Hatton National bank
Role: Application Support Manager
Activities:
 Development and Design of tools, Online support for T24 Migration for HATTON NATIONAL BANK,
Optimizing & Standardizing the code, Planning for Upgrade and Migration, Bug fixing, Performance
optimization.

9. 9
Following tools were set up for implementation of T24 and Data migration.
(1) AUTOMATIC TOOL PROCESSING
The following tool was designed and coded so that the UAT (USER ACCEPTANCE TEST) is made
simple, The tool picks up the journal from the live system and replays the transaction in the
test system, By this way the time taken for keying in data's is reduced significantly and the
whole process is automated without manual intervention.
(2) JUPORT
This tool was written in 'C' to convert the Universe database to JBASE/ORACLE database.
(3) CODE CONVERSION TOOLS
For converting the Universe code tools were designed and developed.
T24 product was introduced by Temenos to help the Banks to go 24 hrs online, In the earlier
releases Users are not allowed to enter the transaction when the END OF DAY was performed.
 Migrating the data base from Universe to jBASE.
 Planning for Upgrade & Help the users in Users Acceptance testing.
 Planning for changes to all local development to make it T24 compliant.
(4) Make the ‘C’ codes used in ATM interface to be jBASE compliant.
(5) Help users during UAT especially in the following modules.
 LOANS AND DEPOSITS AND MONEY MARKET
 TELLER, INWARD AND OUTWARD CHEQUE CLEARING
 SECURITIES TRADING and CORPORATE ACTION
Setting up Database level transaction journaling.
DEPARTMENT: PRODUCT SUPPORT GROUP
Designation: Application Support Manager
Roles: As an Application Support Manager my responsibilities were to take charge of all the banks listed
below. I was in-charge of providing online and offline support for go-live, designing new enhancements.
 BRE BANK POLAND
 BANK OF ENGLAND
 CREDIT SUISSE LONDON
 BARCLAYS BANK LONDON
 ISLAMIC DEVELOPMENT BANK
MODULES involved.
(1) SECURITIES module support (6 Months)
 Supporting shares and Bonds module, corporate actions and was involved in resolving the help
desk issues raised by the client.
 Involved in the development and design for safe custody fees, Management fees i.e. Fees
collected by the custodian of scripts.
(2) MONEY MARKET, LOANS AND DEPOSITS, Interest Rate Swaps are support
(3) Involved in Design and Development Cash Pooling for BANK OF ENGLAND
(4) Enhancement of stopped CHEQUES module.
The complete code was reviewed and the design was changed to enhance the performance and
development was done for handling canceling or reversal of stopped cheque for Bank of
England.
(5) Development was done for safe custody fees, Management fees i.e. fees collected by the
custodian of scripts. This went as a special development for Credit Suisse London.
This functionality allows a user to set-up a charging structure to automatically charge
management fees (Advisory charges), Safe-custody (Depository fees) to the customer
portfolios on the system at a pre-defined frequency. The management fees are charged by a
Bank for managing a customer portfolio as opposed to Safe custody or Depository fees that
are charged for looking after stock held within a portfolio.
(6) Involved in development of tools for migrating to Oracle 8.0 from universe data base for
Islamic Development Bank.

10. 10
DEPARTMENT: CORE SUPPORT
Designation: APPLICATION SUPPORT MANAGER.
Activities: Off-shore Support, Involved in Design, Development and support for GLOBUS core
functionalities.
 Supported SECURITY MANAGEMENT SYSTEM for Globus.
 Support for Open Financial Server, Which is used as an Interface between Globus and External
System ex. Reuters etc.
 Support for client’s databases like jBASE, Oracle9.0, Universe
 Support for Multi-company set up.
 Involved in Development and Design of GLOBUS BRANCH SERVER, this is used to support the
branches to work offline when link between the Main server and the branch is cut- off.
 Involved in support and development of Core functionalities like Versions, Unauthorised
processing, Deal Slip Printing, Local Printing and Globus Reports.