Surendranath Bollimuntha

NAO (New Account Opening, Our application helps Financial Advisors onboard new and existing clients and maintain approved accounts. The Legacy Client Onboarding Platform of Morgan Stanley had a time-consuming compliance & approval process with no guidelines/assistance for FAs to complete the onboarding. We have developed a common platform that can cater to 150+ types of accounts in Wealth Management

We designed and developed the complex platform to integrate with multiple systems with easy-to-use suggestions for FAs based on onboarding journey context-guided instructions by progressively disclosing information to subsequent phases; providing transparency to keep FAs informed of what they need to do next; integrated Enhanced Due Diligence for faster account approval; integrated discretionary module for better Broker & Fund manager experience

We have even enhanced the system by allowing FAs to open multiple accounts for multiple clients and integrating E-sign for faster turn-around

The application is integrated with Retirement systems, Tax Management Systems, Contract Management Systems, and Cash Plus Management Systems

Team Size: 12

Responsibilities:

• Involved in all phases of the life cycle of the project including evaluating requirement feasibility, design, development, deployment, testing, production release, and debugging production defects
• Accountable for deliverables by teams onshore and offshore. Point of contact for other systems like Retirement systems, Tax systems, and Contract Management Systems to integrate features with application
• Led squad that follows Agile methodology for developing new features every sprint and delivering functionalities every month in Production
• Responsible for developing and integrating with server-side code (Java and Rest services) and Unit testing
• Reviewing code
• Debugging and fixing Prod issues
• Maintaining Code versions and making sure all required functionalities have been merged or discarded relating to all squads before the production release
• Initiated and worked on ML, AI, and NLP-based automation of data extraction from documents
• Environment: Angular 14, Java HTML5, Typescript, JavaScript, Bootstrap, Rest Services, Eclipse

Our application helps the financial advisors of Morgan Stanley to identify prospects and reach out to them before they come up with the best possible solution

The data is gathered from various sources and the financial advisors are facilitated in creating the best possible scenarios for the clients based on the data

This maximizes the number of customers for Morgan Stanley as the Financial Advisors are very well prepared with the Loan/Wealth strategy for the client even before they approach the customer

Team Size: 8

Responsibilities:

• Involved in all phases of the life cycle of the project including requirement study, design, development, deployment, and testing
• Involved in the Architecture Designing of a web-based solution
• Created web-based user solution with Angular2, Type Script, HTML5 and Bootstrap
• Responsible for developing UI Screens, integrating with the server-side code, and delivery
• Coordinate with the QA team in resolving the defects
• Environment: HTML5, JavaScript, Angular 2, Bootstrap, Java, Eclipse, JBoss, Sybase, DB2, Win NT

Home View April’15 to Nov’16

Client: COX Media And Communications

Role: Analysis/ Development / Team Lead

Description: This project lets the G8 devices sense the health of the devices around them and provide the information to the maintenance team even before the consumers are aware of the fault in the devices. This results in a lot of valuable information for the design of future products and an opportunity to create higher customer satisfaction.

Team Size: 15

Responsibilities:

• Leading a group of 7 developers.

• Responsible for the complete delivery.

• Providing solutions and resolving problems related to UI.

• Estimating effort for the modules coming up and engaging the team optimally

• Key communicator between the requirements team, development team, and QA team.

Client: Tele comm Italia, Italy Jan’13 to Mar’15

Role: Team Lead and Developer

Description: Telecom Italia is the largest Italian telecommunications company, also active in the media and manufacturing industries. This product helps in creating several services for customer Invoice support. Each service guides the user in receiving the information required by prompting for necessary inputs from the customers. (Like press 1 to communicate in English). Each service comprises a group of nodes ordered in a particular fashion. Each node is designed to perform a particular functionality. The services thus created are used for importation control, valuation, and duty determination. The product increases efficiency, reduces man-hours required, and avoids any traditional paper-chasing

Team Size: 12

Responsibilities:

• Leading a group of 15 developers and 5 Testers.

• Responsible for the complete delivery of the RO module including the deployment

• Responsible for providing solutions and resolving problems related to Flex development and AngularJS, HTML5, and CSS3

• Developing nodes in Flex and Action Script, HTML5 and CSS3

• Analyzing the source of the defects, allocating defects to resources

Environment: Adobe Flex, Action Script, BlazeDS, Eclipse, JBoss, Seam, Struts, JSP, Servlets, MySQL, scxml, etc.

Q2O (Quote To Order) Dec‘11 to Dec’12

Client: CISCO

Role: Developer

SMS3 application involves the ordering of a huge number of items. The ordering is done based on the Quote generated for the required order. QUE Tool is a thin client application that uses Microsoft ® Excel files to provide mass upload functionality into SMS3. It facilitates distributors to create multiple quotes from a single Excel spreadsheet submission.

Team Size: 15

Responsibilities:

• Involved in discussions with the business team in understanding the requirements

• Present the feasibility of the requirements to the Business and BSOS teams.

• Prepare the design for the changes involved and get the sign-off from the BIZ team

• Involved in the development of the requirements in Flex

• Deploying in stage using the Kintana tool and passing the application to QA after rigorous UAT and SIT testing.

• Involved in the discussions regarding the source and solution of the defects with the client team and allocating to different resources internally

• Fixing some of the defects and communicating with the QA team daily about the overall status

• Mentored the team who are new to flex

Environment: Adobe Flex Builder, Action Script, BlazeDS, Eclipse, JAVA, Spring, Oracle

TABCORP May‘10 to Nov’11

Client: TABCORP, Australia

Role: Developer

The project involves building a portal for TABCORP, one of the largest Sports and Betting companies in the world. There were 3 modules in the project - Account Management, Racing, and Sports. Account management involves the financial transactions of the users participating in Betting. Since huge transactions were expected somewhere to the tune of 7 million users for an important event like the Melbourne Cup, Performance was given huge importance.

Team Size: 15

Responsibilities:

• Involved in the requirements gathering and also in design phases.

• POC for Account Management and extensively involved in the development of other 2 modules also in Flex and Action Script.

• Implemented the application using Parsley Framework

• Conducted KT sessions in technical as well as domain related for other resources in the team related to my module

• Lead a team of 3 and was also responsible for grooming ASEs

• Involved in discussions with the client team in analyzing the defects

Environment: Adobe Flex Builder, Action Script, BlazeDS, Eclipse, JAVA, Spring, Oracle