M. Farooq Riyaz Khan
Malvern,Pennsylvania
Summary
Technical project manager, Program manager, Agile Delivery manager with 20+ years of total experience in IT, Application development and production support and financial planning industry. Successfully optimized agile frameworks and cultivated cohesive teams to meet and exceed business financial goals having strong knowledge on IT service delivery and customer management.
Overview
20
20
years of professional experience
Work History
Senior Manager/Delivery Manager
Tata Consultancy Services
Malvern, Pennsylvania
09.2015 - Current
- Managing a large application development team with over 80 associates as a Delivery Manager and Scrum Master.
- Delivered over 250 IT projects and enhancements successfully.
- Working with stakeholders and helping product owners, senior tech leads, with product backlog grooming, sprint planning, retrospectives, and sprint reviews, etc.
- Leading the team from the front and ensuring that the team follows Scrum practices, ceremonies, and the delivery process.
- Creation and updating of epics, stories, and capabilities for multiple Angular, Data, NGA, and OED/HNW projects.
- Conducting technical discussions for requirement gathering, acceptance criteria, and regression testing.
- Release management and prod elevations for AWS, Angular, NGA, OED, and HNW projects.
- Work with client leadership to deliver the SLA commitments and meet the evolving customer needs.
- Develop and coach a strong, cohesive leadership team.
- Assure all employees receive the proper training, feedback, and support to achieve their objectives and deliver on customer requirements.
- Accountable for the identification of operational issues resulting from quality audits and/or the Voice of the Customer, as well as accountability for systemic issue resolution.
- Responsible for contract financial management, SOW finalization, and resource planning.
- Received multiple Best Project Manager, Star of the Month, and Star Team awards as the Program Manager in 2020, 2021, and 2022.
- Received the contextual Master Award.
- RG 146 Superannuation certification from the Association of Superannuation Funds of Australia (ASFA).
- Representing TCS in front of prospective clients for various presentations, explaining financial planning as an offering.
- Received the Best Performer Award in August 2018 in a leadership role.
- Developed para planning as an offering in Tata Consultancy Services (TCS), and onboarding the client.
- Implemented process improvements to increase operational efficiency and reduce costs.
- Evaluated individual and team business performance and identified opportunities for improvement.
- Provided strategic direction to departmental heads regarding resource allocation decisions.
- Conducted regular performance appraisals for direct reports to provide feedback on their work performance.
- Monitored competitor activities to anticipate changes in the industry landscape and design appropriate response measures.
- Created and managed budgets for travel, training, and team-building activities.
- Mentored junior staff in the organization's business processes, customer service standards, and quality assurance protocols.
- Created detailed reports on project progress for senior management review.
- Interviewed prospective employees and provided input to HR on hiring decisions.
- Implemented customer service excellence standards to enhance client satisfaction and loyalty.
- Developed long-term relationships with key stakeholders including customers, suppliers, regulatory bodies.
Group Leader
Ameriprise Financials, Inc.
Gurgaon
03.2012 - 08.2015
- Company Overview: Strategic Financial Planning Services.
- Leading & managing team of around 50 analysts and team leaders i.e
- Highly productive Ameriprise Financial Planning Practices’ relationships with PlanSource
- Assuring that all business goals and all operation SLAs are met for the teams
- Accountable for managing and mitigating any client (advisor) issues in the shift.
- Steering the conversion of newly onboarded financial advisors in the team, and tracking the plans for the advisors.
- Rendering support to the SMEs in the team on identifying opportunities for advanced financial advice in areas like 401(k), 403(b), IRA, and insurance policies.
- Achieved the highest financial plan volumes (around $720K against the target of $630K) and the highest incremental service utilization in 2013 and 2014, along with the lowest turnaround time per plan.
- The team has produced the highest number of plans in the department on advanced financial advice areas, such as estate planning and annuity implementation strategies.
- Executed business development strategies with U.S. field leaders in order to onboard experienced advisory practices for leveraging the financial planning practice support services offered by the firm.
- Lead the Employee Engagement Team and developed effective employee engagement programs to enhance individual productivity and organizational performance.
Team Leader
Ameriprise Financials, Inc.
Gurgaon
11.2009 - 02.2012
- Company Overview: Strategic Financial Planning Services
- Lead a team of 10 analysts successfully who were responsible for creating Financial plans, while achieving Financial Plan target month on month
- Serving as Knowledge Partner for the advisory practices on product research and recommendations
- Serving as an effective mentor, track development of the team members and undertaking additional responsibilities as and when required
- Working with business partners whenever required, conducting needs/capacity assessment, facilitating meetings and performing other process improvement roles
- Strategic Financial Planning Services
- Exceeded financial plan targets Month on Month during this period
- The team achieved excellent productivity and quality along with excellent WIP (work in progress) management
- Continuously received positive feedbacks and testimonials from the advisors, for excellently written plans with relevant financial recommendations and maintaining good Turnaround time (TAT) for the plans
- Received Star of the Month award as a leader, Extra mile award for additional efforts and Good ratings in this period
- Prepared highly appreciated service presentation (PowerPoint) and presented it to the advisory practices to help them embed advanced planning strategies into their business models to position their clients and practices for future growth and success
- Developed & maintained effective business relationship with Ameriprise Investment Advisors (CFAs, CIMAs, FRMs, ChFCs, and CFPs & CPAs) as End-to-End Strategist in Financial Planning Process
Associate and Senior Associate
Ameriprise Financials, Inc.
Gurgaon
08.2006 - 11.2009
- Company Overview: Strategic Financial Planning Services
- Part of the pilot group which setup PlanSource (Individual Financial planning department responsible for enhancing advisors’ productivity and efficiency)
- Advising US Financial Advisors in helping clients’ achieve various financial goals like Retirement, Cash flow/Networth Analysis, Cash Reserves, Kid’s Education Planning and Asset Management (Investment Planning) etc
- After analyzing and summarizing client’s financial statements
- Strategic Financial Planning Services
- First analyst in the department to receive 300 plus financial plans from a single Franchise advisor, in a year
- Efficiently created concise research & recommendation deliverables for several clients by using Morningstar, Thomson One and In-house Financial Planning Suites, FASware and NaviPlan
- Achieved excellent productivity and quality as an analyst
- Received multiple Star of the Month awards along with Good ratings in this period
Associate-Insurance Operations
EXL Service Ltd.
Noida
10.2004 - 08.2006
- Instrumental in overseeing disbursements from cash value life insurance policies where the cash value has been invested in various portfolios in the stock market in US in an effective manner
- Involved in reinstatement of several life insurance policies through researching of various client information / health information, etc
- Played a key role in controlling the stock exchange compliance cases for the team and completing team’s target as well as monitoring individual performance for effective snapshots
- Over achieved productivity and quality metrics and moved to teams with higher order work due to quick grasping skills
- Successfully trained multiple analysts in on the job trainings
Education
PGDBA - Marketing & IT
International Institute for Special Education (IISE)
01.2005
B.Com. -
University of Lucknow
01.2000
Diploma in Software Engineering -
NIIT
01.2002
Diploma in Hardware Technology -
Scan Ace, University of Lucknow
01.2000
Skills
- Delivery Management
- Production Support
- Project Management
- Program Management
- Risk Management
- Performance Management
- Release Management
- Liaison & Coordination
- Agile Practitioner
- Recruitment
Professional Enhancement
- RG 146 Superannuation certification from Association of Superannuation Funds of Australia (ASFA)
- Completed the training for CRPC (Chartered Retirement Planning Counselor)
- Six Sigma Green Belt Certificate from Indian Statistical Institute, New Delhi
- Proficient in Microsoft Excel with VBA, MS Word and MS PowerPoint
- Handling projects with technologies like AWS, Java, Angular, Mainframe and OED applications.
Extracurricular Engagements And Achievements
- Holds the merit of winning various Quiz Competitions at corporate & university level
- Acknowledged as Avid Quizzer, as well as Blogger and having keen interest in History and PC/mobile technology
Proficiency Forte
- Delivery Management
- Production Support
- Project/Program Management
- Risk Management
- Performance Management
- Release management
- Liaison & Coordination
- Agile Practitioner
- Recruitment
Timeline
Senior Manager/Delivery Manager
Tata Consultancy Services
09.2015 - Current
Group Leader
Ameriprise Financials, Inc.
03.2012 - 08.2015
Team Leader
Ameriprise Financials, Inc.
11.2009 - 02.2012
Associate and Senior Associate
Ameriprise Financials, Inc.
08.2006 - 11.2009
Associate-Insurance Operations
EXL Service Ltd.
10.2004 - 08.2006
PGDBA - Marketing & IT
International Institute for Special Education (IISE)
B.Com. -
University of Lucknow
Diploma in Software Engineering -
NIIT
Diploma in Hardware Technology -
Scan Ace, University of Lucknow
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