- Involved in Business Strategic Planning & IT-automation for cross sell & liability channel of the bank- Designing & implementing various ideas of process & system enhancement for CRM & product improvement- Engagement with key stakeholders and business owners to prioritize the business problems & opportunities for further technical enhancement for internal & external cross sell channel- Organizing & Lead Requirement Gathering (Elicitation) meetings using techniques like Interviews, Questionnaires, Interface Analysis, Document Analysis, Brainstorming Sessions and Focus Group Discussions- Conducting Gap Analysis, Scope Analysis, Impact Analysis on Business Process using techniques like use case diagrams (UML), Context Diagram, BPMN, Flow charts & Requirement Analysis & Design Definition (RADD)- Conducting “AS-IS” and “TO-BE” Analysis (Gap Analysis) and suggesting fit for Business Solutions by designing a Change Strategy- Prioritization of requirements using MOSCOW and Business Value methods followed by documenting as BRD, FRD, Change Request- Performed quality assurance (functional testing) and user acceptance testing (UAT) facilitating on-time & acclaimed “go-live” of the Application.- Business review meetings with business stakeholders sharing insights about effective business changes due to upgradation by presenting projects’ insights in Business Review Meetings on periodic basis

- Effective Participation in Research, Teamwork and Collaboration- Product Development, Solution Analysis, Stakeholder Management for incorporating various digital platforms ensuring sustainable digitization- Interviewed business units, stakeholders, and technical leaders to gather and clarify business requirements; developed TO-BE business process flows, identifying the impact of the implementation on these business process flows and coordinating the review of the detail design for the business- Played a vital role in managing various activities of the project like requirement elicitation, analysing the information gathered, documenting the functional or business requirements, BRD, FRD, Solution Scope Documents, Interface Analysis- Done Verification/Validation of requirements to ensure best delivery of business values by conducting review sessions- Worked under all phases of SDLC methodologies like Waterfall and Agile- Successfully participated in various Scrum Ceremonies by sharing opinions on process & product innovation- Gained insights during designing ideas in relation to technical upgradation, co-ordinating with development team during development & post development maintenance as point of contact for business domain- Build strong, trust-based relationships with customers to ensure long-term loyalty and satisfaction.- Provide expert advice to help clients achieve their financial goals and manage their investments.- Facilitate smooth and secure fund transfers using different payment methods like NEFT, RTGS, and Other Modes of Payment Gateways- Ensure the efficient and accurate opening of Demat accounts for customers.- Provide support and resolve issues related to Demat accounts and transactions.- Processing IPO Transactions and Blocking Funds in Customers' ASBA Accounts

- Maintaining accurate and up-to-date financial records for the company- Recording all financial transactions, including sales, purchases, receipts, and payments, in Microsoft Dynamics 365 Business central software- Manage accounts payable by processing vendor invoices, verifying amounts, and ensuring timely payments.- Perform regular bank reconciliations to ensure that the company’s financial records match the bank statements- Preparing documentation and provide support during internal and external audits- Identifying and implementing improvements in accounting processes and software to enhance efficiency and accuracy