1. Basivi Reddy Kallam
Mob: 4804019173
Email:basivi80@gmail.com
Professional Summary
• Over 10 years of experience in finance domain in the area of Wealth Management &
Investment Banking
• Expertise in testing application specific to the Banking & Financial Services industry
• Experience in developing testing strategies and test plans based on requirements and
technical designs, as well as composing and executing test cases, test scripts, defect/bug
documentation
• Adept in identifying defects to provide an "early warning" during the initial phases of a test
cycle
• Experience on FX Options
• Experience on ETL Testing
• Experience on Mainframe testing.
• Experience on executing Selenium scripts using Selenium Web driver
• Experience on Coric Reporting tool testing
• Knowledge on trading, Equity Options, Equity futures
• Knowledge on Calypso IRD and CDS
• Active participation in Defect review meetings with development and implementation
teams to track defects to closure
• Good knowledge in SQL
• Good Communication, Inter-personal and Analytical skills
• Good Analytical skills & financial domain knowledge that helps in understanding the
business processes & terminologies used in financial markets
Achievements
• Having H1B Visa until Dec-2018
• Working at client place Arizona, USA
• Received Outstanding performance award from Citi client
• Received Internal awards from Polaris
• Received client appreciations from Japan ,Romania and Singapore
• Worked as UAT user in Singapore
Project Experience
Client : Northern Trust,USA
Project : Coric Report
Duration : Jan 2016 to Till Date
NTAC:3NS-20
2. Role : Team Lead
Responsibilities:
• Preparation of Test plan
• Preparation of RTM
• Installation of Coric tool on windows 2012 and SQL Server
• On-site Off-shore coordination
• Preparation of Test Case and Test Scenarios.
• Execution of Test Cases
• Preparing and distributing Status reports on testing activities.
• Raising Defects using QC and providing timely feedback to developers.
• Interaction with users to review the defects
Project Description:
Northern Trust Asset Management Client Reporting team’s initiative is to Upgrade Coric
platform from version 9.5 to 12.5 along with Window servers from 2008 to 2012. The goal of
this project is to provide the same usuage of Coric functionality in the newly upgraded
environments to their business partners across EMEA, US and Users
Client : Broad Ridge,USA
Project : Aspire
Duration : Sep 2014 to Dec-2015
Role : Team Lead
Domain : Investment Banking
Responsibilities:
• Preparation of Test Plan
• Preparation of ETL Test cases by using mapping documents
• Preparation of functional scenarios and test cases
• Execution of ETL test cases using SQL
• Validation of Reports
• Execution of Test cases and Test scripts using selenium web driver
• Preparing and distributing Status reports on testing activities.
• Raising Defects using JIRA and providing timely feedback to developers.
Project Description:
This application gives the Account portfolio report to customers by requested category. Aspire
gets the Trading data from upstream systems daily and stores the data in GP(Green plum)-
GF(Gem fire) data base after applying the business logics. Reporting toll BO use to generate
the reports based on the GP data.
Client : CME,USA
Project : SDR Migration
NTAC:3NS-20
3. Duration : Dec2013 to 2014 Aug
Role : Team Lead
Domain : Derivatives
Responsibilities:
• Preparation requirement Traceability matrix.
• Preparation of Test Case and Test Scenarios.
• Test Data preparation
• Review of Test cases and Test Data
• Execution of Test Cases and Test Scenarios.
• Data validations and verifications
• Preparing and distributing Status reports on testing activities.
• Interaction with users to understand the existing functionality
• Raising Defects using JIRA and providing timely feedback to developers.
• Underwent Knowledge sharing sessions from the Business Analysts.
Project Description:
Currently Calypso is been used for processing Credit and Rates products to meet all the SDR
regulatory requirements. We are migrating this in to Java and Oracle DB to meet all the SDR
regulatory requirements
Client : Northern Trust,USA
Project : Coric Report
Duration : Dec2012 to Nov2013
Role : Team Lead
Responsibilities:
• Off-shore team lead
• On-site Off-shore coordination
• Preparation of Test Case and Test Scenarios.
• Execution of Test Cases and Test Scenarios.
• Preparing and distributing Status reports on testing activities.
• Raising Defects using QC and providing timely feedback to developers.
• Underwent Knowledge sharing sessions from the Business Analysts.
Project Description:
Northern Trust is a leading provider of asset management, banking, asset servicing and fund
administration solutions for individuals, families, corporations and institutions worldwide.
Report generation is major module in this project. We used to generate International and
Domestic
Client Reports using Coric Reporting Tool.
• International Reports
• Domestic Report
NTAC:3NS-20
4. Client : CEEMEA Citi Options(Rainbow)
Project : Online Premium Deposit Booking
Duration : Sep2011 to Aug 2012
Role : Team Lead
Domain :WMS(Derivatives)
Responsibilities:
• Preparation requirement Traceability matrix.
• Preparation of Test Case and Test Scenarios.
• Execution of Test Cases and Test Scenarios.
• Preparing and distributing Status reports on testing activities.
• Raising Defects using EQC and providing timely feedback to developers.
• Underwent Knowledge sharing sessions from the Business Analysts.
• Managed team of 3 members as a Lead.
Project Description:
Citibank has acquired lot of banks in different countries to make their presence throughout the
world and all these banks would be using their own legacy systems for offering the same products
across the world. Hence Citi has initiated a project called RAINBOW to develop a common
platform to application for all the countries by sun setting the legacy systems with the base
functionality across the world.
This project facilitates online Premium Deposit Booking, Deal simulator and supporting Premium
Deposit Booking deal life cycle events through different channels like Telephone, workbench and
direct booking by point of sales users.
Client : CITI Bank – URS Singapore
Project : Universal Rate Server
Duration : Mar 2011 to Aug2011
Role : Team Lead
Domain :WMS(FX Domain )
Responsibilities:
• Preparation requirement Traceability matrix.
• Preparation of Test Case and Test Scenarios.
• Execution of Test Cases and Test Scenarios.
• Preparing and distributing Status reports on testing activities.
• Raising Defects using EQC and providing timely feedback to developers.
• Underwent Knowledge sharing sessions from the Business Analysts.
Project Description:
Universal Rate Server FE is a centralized server used by Regional Treasury to provide online
Foreign Exchange rates to all the countries supported by Regional Treasury. This server will run
independently providing online FX rates from Reuters directly to the URS BE and TCON instances
of different countries. All the rates will be quoted against USD.
Client : CitiOptions-PD kaizen
Project : online Premium Deposit Booking
Duration : Nov 2009 to Feb 2011
Role : Test Engineer
Domain :WMS(Derivatives (structured product))
NTAC:3NS-20
5. Responsibilities:
• Involved in understanding of the business requirements and translating them to appropriate
Test scenarios and Test scripts for various types of SIT and UAT testing
• Preparation of Test Scenarios and Test Cases
• Executing Test Cases
• Preparation of Traceability matrix
• Raising Defects using EQC and providing timely feedback to developers
• Analysis of the UAT test execution results and documentation and logging the issues
• Interaction with Client regarding the functionality
• Conducting status review meetings issue analysis meeting with dev team.
NTAC:3NS-20
6. Project Description:
This project facilitates online Premium Deposit Booking and supporting Premium Deposit Booking
deal life cycle events through different channels like Telephone, workbench and direct booking by
point of sales users.
Has option to choose from different variants according to Risk appetite and investment style of
customer. Real time pricing and product simulation offered by this application is most sought after
feature by sales/marketing users
Client : JPMC
Project : Account Open View on same Day
Duration : Mar 2009 to Oct 2009
Role : Test Engineer
Responsibilities:
• Preparation requirement Traceability matrix.
• Preparation of Test Case and Test Scenarios.
• Execution of Test Cases and Test Scenarios.
• Preparing and distributing Status reports on testing activities.
• Raising Defects using EQC and providing timely feedback to developers.
• Underwent Knowledge sharing sessions from the Business Analysts.
Project Description:
AMS application is used for Creating New account for JPMC. The “Account Open View on same
Day” project is to verify the restricted and allowed operation for Newly created account on Day 0,
on different applications like Money Transfer, Groupings, Dash Board and Morcom Accounts.
Project : Base Product Testing
Duration Involved : Aug 2008 to Mar 2009
Role : Test Engineer
Domain :Core Banking(Creating Accounts)
Responsibilities:
• Preparation of Test Case and Test Scenarios
• Execution of Test Cases and Test Scenarios.
• Raising Defects in Defect Tracking Tool
• Underwent Knowledge sharing sessions from the Business Analysts.
Project Description:
Wealth Management is the business of managing funds of high net worth individuals in a way that
meets their requirements and expectations. The funds need to be deployed taking into consideration
the risk appetite of the individual which will depend on a number of demographic, Psychological
and Financial factors. The next step is to identify the sources of funds for investments and the
projected requirements. This is followed with identification of asset classes and allocation of funds
into various classes of assets. The whole process encompasses all the financial markets and markets
such as real estate and bullion also. Considering that the funds are managed on behalf of a client,
one needs to exercise due diligence and monitor closely.
NTAC:3NS-20
7. Project : WESTPAC BT ML IMPLEMENTATION
Duration Involved : April 2008 –Aug 2008
Role : Test Engineer
Domain :WMS(Mutual Funds)
Responsibilities:
• Preparing Test Data and Test Cases.
• Reviewing of Test Cases and Reworking of Test Cases.
• Execution of Test Cases for various Scenarios.
• Raising Defects in Defect Tracking Tool and tracking defects to Closure.
• Underwent Knowledge sharing sessions from the Business Analysts.
• Involved in Data Migration Testing
Project Description:
Objective of this project is to service the requirements of BT Financial Group for their “Gearing for
Growth” project. This Project is seeking to deliver solutions for Brokerage and Mutual funds and
replace the existing ML system. The Intellect solution of Polaris has been designed to co-exist with
the BT’s ecosystem and extend the life of older systems and thus offer protection to BT’s
investments. The features supported in Mutual Funds are Order placement, Reporting, Portfolio
Services and Corporate Actions
Project : Development Bank of Singapore
Duration Involved : Oct 2007 To April 2008
Role : Test Engineer
Domain :WMS(Mutual Funds)
Responsibilities:
• Execution of test cases
• Tracking and Logging of the failed test cases through Orbisolv (Defect reporting tool)
• Prepared Gap Test cases
• Testing all functionalities to check the behavior of the application
• Sanity, Integration, and Regression testing of Relationship Management (One Step
Relationship Opening and Relationship Common Front End module)
Project Description:
Mutual Funds module (MF) Application as a product is a part of the Investment Banking solutions
offered by Polaris. Multiple implementations of Mutual Funds have been done for Citibank at
Belgium, Spain and Greece. The MF Application done for Greece with some modifications and
enhancements (synchronized requirements) made by the PRG group for client demos is being taken
as the base line for the productization of Mutual Funds module for adding in to the collection of the
Genes of the Intellect Invest product group in the Intellect suite of products.
NTAC:3NS-20
8. Educational Qualification
Master in Science in Electronics from S.V .University, Tirupati, 2004.
Bachelor of Science in Electronics, S. K. University, Nandya
NTAC:3NS-20