• Streamlined integration between Salesforce-based insurance software and Unit4 Financials, enhancing data flow efficiency across UK and Hong Kong offices. • Led the implementation of ETL-based solutions, optimizing data integration processes and ensuring seamless functionality. • Collaborated with stakeholders to gather requirements and document functional specifications, fostering effective communication and alignment of project goals. • Coordinated the development of a user-friendly standalone insurance quotation app, overseeing UI Path automation and API integration for the Singapore and Hong Kong markets. Received positive feedback from users for simplifying the quotation generation process and improving overall usability. • Utilized strong analytical skills and business acumen to drive successful project outcomes, demonstrating a commitment to delivering value to clients.

Responsibilities• Creating the process and workflow of the project using AGILE methodology.• Creating user stories and backlogs for the project.• Conducting daily stand-up meetings and monitored the project progress.• Communicating clearly the progress and project status monthly, quarterly to clients, internal and external stakeholders• Ensuring the timely and successful delivery of our solutions according to customer needs and objectives.• Creating and providing supporting project documentation: BRD, FRD, SOW, Project Status Report, Communication Plan, Project Schedule, Data flow diagrams, End user manual and hand over documents.• Coordinating RFP production to ensure best possible proposals are achieved.• Managing proposal development process and served as lead writer, balancing workload and deliverables for multiple sales opportunities simultaneously.• Reviewing RFPs to ensure firm addressed requirements and incorporated win themes, created, developed, designed, and distributed draft response documents, and responsible for all edits, finalizing and coordinating delivery of proposals.• Leading proposal development meetings and subject matter experts to develop language, retrieved and analyzed data, researched and designed, and created supporting documents to meet qualifications or enhance responses.

Responsibilities:• Identifying and generating Prospect leads using LeadSquared - Marketing Automation and CRM software.• Analyze customer need, make product pitch and close deals by product selling, sometimes tailored as the situation demands

Responsibilities• Engage in sales support by 2 step process- Identifying customer requirements and pitching right product• Ensure effective aftersales support by inputting inquiries and complaints from customer end in the CRM module.• Follow-up on Case-to-case basis by reaching out to customers for their problem redressal.