OBJECTIVE:

• Detail - oriented, organized and efficient Business Analyst seeking a position to utilize my knowledge and experience in a position offering opportunities for personal contribution and professional growth.

SUMMARY

• Lead Business/ Project Analyst with 8+ years of experience in the finance, Consumer Retail & Commercial banking, Investment & Capital Markets, Wealth Management.
• 1.5 + years as a BA Lead for Incentive Management.
• Expertise in using various tools like MS Office, Quality Centre, JIRA for defect management and defect tracking, IBM ICM Cognos (Formally known as Varicent), Iconixx Software, SQL Server, MS Outlook, IBM Lotus.
• Financial professional who is a self-starter and capable of effectively functioning with minimum supervision.
• Known for taking initiative and skilled at meeting challenges and deadlines. A team player who's a critical thinker, attentive to detail and produces quality results. Computer proficient. Excellent customer-service approach.
• Hands on experience with solid understanding of Business Requirement gathering, Business Process flow, Business Process Modeling.
• Experience working in review & process mapping directly related to AML Anti Money Laundering/KYC Compliance for Retail, Commercial & Investment banking.
• Proficient in preparing Business Requirement Document (BRD), Use Case Specifications & Functional Specifications.
• Experience in Data analysis, Data mapping, Data Warehouse, CRM (using Finacle)
• Generated portfolio analysis and P&L reports by performing risk analysis and risk management (Credit Risk, Market Risk, Reinvestment Risk, and Inflation Risk) based on the client investment objectives.
• Advanced Business writing skills in writing business requirements document, Use Case specifications, functional specifications, systems design specifications, system requirements specifications.
• Involved in Test Planning, Test Preparation, Test Execution and Issue Resolution and Report Generation to assure that all aspects of a Project in Compliance with the Business Requirements.
• Experience in User Acceptance Testing (UAT) & documentation of Test Cases.
• Compelling Multi-Tasking and organizational ability, with the capability to develop and implement strategies.
• Ability to work cohesively with all Stakeholders to formulate Functional models and prototypes to meet stakeholder expectations, and Workflow optimization
• Strong Knowledge on MS Office suite (Word, Excel, PowerPoint), MS Project, MS Access, MS Visio, MS SharePoint.
• Excellent Communication and interpersonal skills. Self-motivated, adaptive and able to work in a team or independently in a deadline-driven environment

TECHNICAL SKILLS

CRM: Finacle

Databases: SQL Server

HRMS Tools: IBM ICM Cognos (Varicent), Iconixx Software

Office Tools: MS Office

Misc. Tools: JIRA, Service Now, Banking inhouse AML and KYC tool

PROFESSIONAL EXPERIENCE

Confidential

Incentive Compensation Analyst

Responsibilities:

• Currently working on IBM ICM version 10 and also good hands on expertise on prior version(s).
• Actively involved in Design and Implement customized Incentive plan with post production support.
• Working to analyze AS-IS document and discuss with business to get the TO-BE document.
• Created New Plan and Tailored reports, Adjustments, Presenter report, scheduler, web forms.
• Performed migration activity form one environment to other (Non-PROD and PROD).
• Incident Management activities
• Providing support for incident tickets forwarded / assigned by the helpdesk team
• Providing resolution for the tickets while adhering and complying to the specified SLAs
• Determining whether for an assigned trouble ticket- an incident fix (workaround), Data fix or permanent emergency fix is required.
• Performing data loading for Varicent (IBM Cognos ICM).
• Designed and Developed presenter reports, Imports and Publications.
• Lead and facilitated Requirements reverse walkthrough sessions.
• Develops logic flow charts for new systems development and systems enhancements.
• Conducted User Acceptance Testing on the application - resolved issues from the participants, prepared and submitted Test Analysis Reports and participated in Product Readiness Review.
• Collaborated with the QA team to ensure adequate testing of software both before and after completion, maintained quality procedures, and ensured that appropriate documentation is in place.
• Maintain system documentation. Assist in development of training materials on customization / enhancements.
• Participated in application & end-user support process. Performed other related duties as required and assigned.
• Always demonstrates behaviors which are aligned with the organization’s desired culture and values.

Confidential 

Service Manager

Responsibilities:

• Advising clients for Need Analysis and structuring portfolio’s with the product team as per the business requirements of the client.
• Risk, Efficiency & Control Investment profiling for all the clients (gathering information from the client putting in our profiling document as per the input & degine the portolio.
• Following the guidelines of SEBI, IRDA in wealth.
• Increase the book size (SA/CA book, AUM growth, increase qualified clients, portfolio review under enhanced vigilance of compliance)
• Increase the TFx revenue of the portfolio through new acquisitions from targeted verticals.
• As “Service Manager” entrusted with the responsibility of giving prompt and personalized service to large number of High Net worth Clients with the total portfolio of substantial amount. And maintaining good communication for their “Need Analysis”.
• Ensuring timely resolution of customer queries as per laid down operating procedures and processes.
• Coordinating with different units Clearing, Remittance and Depository to ensure Top of the Class service standards to customers.
• Ensuring adherence to various statutory requirements as per audit guidelines as well as regulations laid down by various acts governing banking operations.
• Ensuring timely reverts to compliance w.r.t Large/ Unusual Transaction in customer account, Risk assessment queries raised.
• Handling cash and remittance operation for the branch.
• Authorizer for issuance of Pay orders, RTGS and NEFT transactions.
• Proficiency in working on Finacle and Score (core banking software).
• Drive initiatives identified in the service plan set up by the bank.
• Proactively develop and retain key customer accounts.