PRINCE2® Practitioner Certificate in Project Management

Certified ScrumMaster

Salesforce Certificate Administrator

PRINCE2® Foundation Certificate in Project Management

ITIL Foundation

Programme on Leadership Development

Master of Business Administration (MBA) - ICICI Business Leadership Program

Bachelor of Technology

Key Responsibilities:
•	Spearheaded a full-scale digital revamp of legacy software systems, delivering user-friendly, scalable platforms across retail and corporate lending.
•	Conceptualised and led the development of wing-to-wing digital customer acquisition and loan origination systems, enabling paperless journeys for B2C and B2B segments.
•	Designed a 100% digital cross-sell platform for retail customers, with built-in automation to eliminate manual intervention.
•	Established and scaled a centralised lead management system (LMS) tailored to retail and corporate segments.
Key Achievements:
•	Owned end-to-end responsibility for the new digital lending platform — from budget approval at the CEO's Office to GTM execution.
•	Defined customer acquisition strategies, credit and risk workflows, and technology architecture aligned with business goals.
•	Delivered a high-impact solution that aligned sales, credit, risk, and IT teams under a unified digital product vision.

AVP/Lead - IT

Key Responsibilities:
•	Led a cross-functional Change Management and Business Analysis team for Experian’s core credit systems.
•	Worked closely with business stakeholders to capture requirements, validate solutions, and ensure alignment with Experian's compliance frameworks.
•	Designed test cases, conducted code reviews, and prepared structured deployment packages including release notes, rollback plans, and deployment documentation.
Key Achievements:
•	Earned multiple performance appreciation certifications from Experian for consistent delivery excellence.
•	Strengthened release governance by implementing robust deployment and rollback documentation practices.
•	Played a pivotal role in enhancing Experian’s change request lifecycle, balancing agility with stability.

Senior Analyst

Key Responsibilities:
•	Defined and executed the Enterprise Architecture (EA) strategy aligned with the organisation’s long-term business goals and regulatory objectives.
•	Led enterprise-wide digital initiatives, including enhancements to the Salesforce-based Customer Onboarding and Servicing Platform (Lead → Disbursement → Post-Servicing).
•	Managed interdependent transformation projects across application, data, and integration layers with an emphasis on scalability, agility, and security.
•	Implemented build-vs-buy strategies, architectural reviews, and vendor assessments for core enterprise applications.
•	Oversaw enterprise-level Change and Risk Management frameworks, ensuring robust governance and SLA compliance.
•	Conducted impact assessments of emerging technologies (AI/ML, low-code, workflow engines) for enterprise adoption potential.
•	Played a key role in internal stakeholder alignment, vendor governance, and architectural mentoring across functions.

Head - IT Enterprise Architecture

Key Responsibilities:
•	Co-founded and led DocsCloud, a SaaS platform simplifying document workflows for businesses and professionals.
•	Drove product strategy from inception to launch — covering market validation, budgeting, team building, and release cycles.
•	Led end-to-end ownership of the product roadmap — including feature definition, enhancement planning, and version releases.
•	Conducted regular Webex feedback sessions with users to understand adoption patterns and refine the platform through real-world insights.
•	Managed a blended team of full-time staff and freelancers across development, support, and product functions.
•	Personally handled the support desk twice weekly to gather first-hand feedback, enabling continuous UX improvements.
Key Achievements:
•	Successfully launched and scaled DocsCloud to paid and free users with a zero-defect onboarding experience.
•	Created a user-centric feedback loop that directly shaped product enhancements and customer satisfaction.
•	Buil

Co-Founder

Key Responsibilities:
•	Developed and maintained the Accounts Payable System for American Express using IBM Mainframes (ZOS/360) and DB2.
•	Conducted requirement analysis and project discussions directly with client stakeholders.
•	Delivered complete SDLC execution — from design and development to testing and deployment documentation.
Key Achievements:
•	Led on-site operations in the US as part of a cross-border delivery team; managed developers and analysts across an onshore-offshore setup.
•	Successfully delivered ~20 projects (mix of major enhancements and minor fixes) across mission-critical financial systems.
•	Recognised for strong delivery discipline and client collaboration in a highly regulated FinServ environment.

Analyst Programmer

Key Responsibilities:
•	Directed enterprise IT projects across application development, enhancement, and support — overseeing a team of 27+ internal and vendor resources.
•	Led technology initiatives for Trade Finance and Retail Assets workflows, ensuring system availability, performance, and compliance.
•	Oversaw the full lifecycle of advanced automation solutions, including Robotic Process Automation (RPA), Optical Character Recognition (OCR), and AI/NLP-powered chatbots.
•	Built and institutionalised system-driven processes for stronger vendor management, SLA adherence, and internal stakeholder alignment.
Key Achievements:
•	Promoted to Chief Manager for significantly improving productivity and system reliability.
•	Successfully transitioned legacy manual processes into AI-driven automation frameworks.
•	Played a critical role in enabling scalable tech platforms for ICICI's lending and service operations.

Chief Manager

Key Responsibilities:
•	Led technology strategy and execution for the Customer Onboarding & Servicing Platform built on Salesforce, covering lead-to-disbursement and post-disbursement journeys.
•	Defined and implemented core Salesforce application enhancements to align with business goals across sales, credit, operations, and servicing.
•	Managed complex, interdependent digital initiatives across multiple departments, focusing on seamless integration, scalability, and speed-to-market.
•	Oversaw change management, risk mitigation, and resource planning to meet aggressive go-live timelines.
•	Drove vendor engagement and ensured strategic alignment with delivery SLAs and compliance standards.
•	Championed technology solutions to enhance customer experience, improve operational efficiency, and deliver competitive advantage in a fast-moving housing finance market.

IT Head - Onboarding, Services, Middleware & Branch Support

Key Focus Areas:
•	Actively investing in promising early-stage startups across EdTech, FinTech, HealthTech, and SaaS.
•	Partnered with visionary founders through capital, strategy advisory, and GTM mentoring.
•	Current portfolio includes:
 o	MentorKart – Future-of-learning platform
 o	Capital Setu – Embedded finance for MSMEs
 o	Livofy – Personalised nutrition & wellness
 o	Soonicorn Ventures – Startup funding ecosystem
Operator Thesis:
Supporting founders with a "tech-ops-product" lens, especially in regulated and high-velocity environments.

Startup Investor

I lead a consulting and execution practice focused on helping organisations make better technology decisions and deliver large scale digital outcomes with confidence. My work spans strategy, architecture thinking, governance, and hands-on execution support for regulated and high-trust environments.

I work closely with founders, CXOs, and transformation leaders to bring clarity to complex technology initiatives and ensure decisions align with long-term business goals. This includes creating modernisation roadmaps, structuring digital programs, strengthening delivery discipline, and guiding teams through high-stakes technology choices.

Core focus areas include:

• Technology strategy and enterprise transformation
Helping organisations modernise legacy environments, define future state architectures, and build technology plans that scale.
• Program governance and execution clarity
Supporting leaders in steering critical initiatives, reducing delivery risk, and improving alignment across

Founder

Building finfol.io

Know about Kapil Mohan's work experience, education, bootcamps, certifications, and much more. Kapil Mohan