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Mehul Makwana

Mehul Makwana

Techno Functional Project Manager

Upper Management / Consulting

Mumbai, Maharashtra

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About Mehul Makwana:

Experienced Project Manager with 15+ years in Wealth Management, project management, agile ,digital transformation, product management, business analyst, quality assurance, Functional testing, Agile, Salesforce, RPA, KYC, Risk diligence Solutions.

Experience

Experienced Project Manager with over 15+ years in the Wealth and Capital Markets industry. Proven expertise in CRM and Salesforce customization, driving digital transformation through process automation and RPA projects. Managed delivery of applications from requirement gathering to defect management, ensuring timely project delivery. Achieved over 30% automation of manual tasks, enhancing operational efficiency. Led cross-functional teams and implemented innovative solutions, optimizing client management processes and significantly reducing manual activities.

Education

Masters in Commerce from University of Mumbai

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