Praveen Bhatia

Transformational IT Leader | 25+ Years in BFSI | Salesforce Certified Expert | CRM & Financial Solutions Innovator | Strategic Project Manager | Data-Driven Decision Maker | Team Leadership | Process Optimization.

Role
Partner at EY
Location
Mumbai, MH, IN
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Praveen Bhatia

I am a transformational IT leader with over 25 years of experience in the Banking, Financial Services, and Insurance (BFSI) sector. My career is marked by a consistent record of delivering innovative IT solutions and driving strategic transformations. I specialize in Salesforce integration, project management, CRM, and enterprise architecture, with a proven ability to lead large teams and manage complex projects.Throughout my career, I have demonstrated expertise in developing and implementing robust IT solutions that streamline business processes and enhance operational efficiency. My proficiency in Salesforce is reflected through multiple certifications, including Application Architect, System Architect, and Sales Cloud Consultant, among others.As a Senior Head of IT at Bajaj Finance Limited, I have led a comprehensive team of over 125 professionals, driving significant projects that enhance customer experience and operational outcomes. My strategic vision and leadership have been instrumental in fostering a culture of data-driven decision-making and continuous improvement.I excel in project delivery, having successfully managed end-to-end architecture for various lending products and spearheaded transformative initiatives. My ability to align technical solutions with business goals has consistently resulted in significant value propositions and competitive advantages for the organizations I have worked with.Recognized for my exceptional performance and leadership, I have received numerous awards, including the Excelsior Award at Bajaj Finance Ltd. and the \"Go-to-Market Award\" for Microfinance Product Development at Infrasoft. My educational background includes a Bachelor of Commerce and certifications from prestigious institutions such as ISB Hyderabad and the Indian Institute of Bankers.Passionate about leveraging technology to drive business success, I am committed to delivering high-impact IT solutions and leading transformative projects within the BFSI industry.Feel free to reach out to me at b••••••••@gmail.com.

Experience

  1. Partner

    EY

    Sep 2025 — Present

Education

  • Indian School of Business

    CDO- Cheif Digital Officer.

  • Frankfurt School of Finance & Management

    Certified expert in Microfinance, Microfinance

    2011 — 2011

  • S.I.E.S College of Commerce and Economics

    Bcom, Accounts,Computers

    1994 — 1997

Skills

  • Business Process
  • Requirements Gathering
  • Project Management
  • Pre-Sales
  • Salesforce.com
  • Business Development
  • Bfsi
  • Sdlc
  • Solution Architecture
  • Requirements Analysis
  • Mis
  • Retail Banking
  • Gap Analysis
  • Vendor Management
  • Software Project Management
  • Crm
  • Business Analysis
  • User Acceptance Testing
  • Core Banking
  • Banking
  • Team Management

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Praveen Bhatia — Partner at EY in Mumbai, MH, IN | Unifers