Gather requirements using multiple elicitation techniques, documenting both functional and non-functional requirements, focusing on reporting features, security, performance, reliability, and scalability.Write detailed user stories, use cases, and process flows to support various functionalities, ensuring comprehensive coverage including data migration, application integration, and user access management.Collaborate with developers and SMEs to refine product and sprint backlogs, employing various techniques for accurate story estimation.Work closely with stakeholders to ensure applications are user-friendly and accessible.Coordinate with technical teams for seamless data migration, integration, and automation.Partner with compliance teams to ensure strict adherence to regulations and data security standards.Analyze current processes and workflows, identifying opportunities for optimization in different environments.Facilitate Sprint Planning and Sprint Refinement sessions, coordinating with multiple teams.Conduct internal and external demos for diverse teams and stakeholders, showcasing project progress and features.Take complete ownership of projects, managing the entire lifecycle from Requirements Gathering to Implementation.

Meeting clients to understand their financial goals, needs, and risk tolerance.Gathering and analysing financial data, including income, expenses, assets, and liabilities. Conducting financial reviews and consultations with clients to assess their current financial situation.Conducting research on investment options, insurance products, and other financial instruments to support client recommendations.Collaborating with the financial planner to develop appropriate strategies and recommendations for clients' financial goals.Providing personalized financial advice and guidance to clients based on their unique requirements.Preparing reports, proposals, and presentations for client meetings.Developing and maintaining strong client relationships to ensure client satisfaction.Assisting with the preparation of client contracts, agreements, and compliance-related paperwork.Collaborating with financial advisors, analysts, and other team members to ensure smooth operations and efficient client service delivery.Assisting in the onboarding and training of new team members.