Prateek Baldi Email & Phone Number

Indore, Mp, In

Indore, Madhya Pradesh, India

Indore, Madhya Pradesh, India

• Conduct meetings with stakeholders to discuss on the requirements.• Providing alternative solutions for the requirements so that best and reasonable approach can picked.• Provide demo of existing base system to client to let customer understand what functionalities are available in base system and document the additional requirements from client.• Provide high level estimates of the requirements.• Identify gaps / queries based on business needs and prioritize them as per the requirement from customer.• Documenting the requirements and current functionality in Functional Documents.• Providing walkthrough of the functional documents to client.• Obtaining sign off on the functional documents post completion of review process.• Analysing UAT and production issues and categorize if this is a defect, understanding issue or a new requirement.• Provide status updates for all the requirements and completion target dates.

Indore, Madhya Pradesh, India

Role Responsibilities: • Lead and conduct discovery workshop with new and existing clients.• Demo existing functionality of all business functions to customer and provide business solution to customer based on requirements and queries discussed during workshop.• Identify gaps / queries based on business needs and prioritize them as per the requirement from customer.• Provide business solutions, identify gaps based on business needs and workaround for the gaps identified.• Providing estimation based on complexity after detail analysis and discussing with technical architect.• Creating Functional Specification Documents, conducting walk-throughs and get sign off from client on solution provided.• Conducting business sessions for developer and testing team to help them better understand the requirement and answer their queries.• Review and validate unit test and functional test results to ensure results are in line with business requirement.• Analyzing defect raised during UAT and categorize weather it is a valid defect or a new requirement.• Review of functional design documents and provide feedback.• Assignment of work to business analyst team.• Preparing project progress deck including requirement wise update, any risk dependency, action items, mitigation plan.• Scheduling project review update with stakeholders.• Actively participating and providing inputs during meetings.• Managing Change Request Process for all new change requests from the business users.• Stakeholder management, Dashboard preparation, staff augmentation at onshore, offshore-onshore management and arrange for the technical / business meetings.

Indore Area, India,

Indore, Madhya Pradesh, India

Indore Area, India

 Performing market research surveys on customer needs and requirements. Assisting in the development of new policies and procedures. Ensuring all new Business Applications logged in gets issued within the desired TAT. Actively involved in Projects related to New Business Issuance, Service and Payouts for customers  DOPS Activities. Hindsighting & Risk Sampling. Solving all Admin related issues. Handling legal and Income tax related complaints. Sales of Insurance Products to generate revenue for the company by cross selling insurance products to our existing customers. Retention of Customers so that the customer stays invested for the tenure of the policy.

Indore Area, India

 Pivotal in managing savings and current accounts & fixed deposits, Mutual funds and Insurance sales, loans and advances as well as extending priority banking services. Led the efforts to ensure correct and timely processing of inward and outward clearing. Led the efforts across formulating effective strategies with key accounts and decision makers to develop strong leverages with them for mining the account and ensuring renewal sales. Administered formulation of MIS reports and other correspondences to provide feedback to top management on financial performance. Liaise with Government Departments and Regulatory Authorities like Tax Department for obtaining necessary sanctions and ensuring compliance. Mentored, guided and assisted customer service officers while regularly kept an eye on their performance level to ensure efficiency in operations & to accomplish individual & group targets. Cash management assuring the cash is within the limit & doing all the cash transactions.

Indore Area, India

 Preparing Monthly, Yearly reports for the Branch and ensure timely delivery of the reports to Head office. Loan processing and Sanction post reviewing the documentation Processing Cash transactions Taking care on Internal and outward clearing.

B.Com, Business/Commerce, General

Education record

Education record