Snehal Nimase Email & Phone Number

Bengaluru, Karnataka, India

Client: -* Commonwealth Financial Network * Mass Mutual Limited*GWN Securities, Inc. Opportunities Feature in A360 CRM:-Developing a new Opportunities feature to help advisors identify and manage potential revenue streams.-Enabling users to track relevant opportunities and manage associated activities.-Providing insights into stages of opportunities to enhance forecasting and strategic decision-making.-Allowing visibility at household and enterprise levels for better engagement strategies.-Optimising user experience to drive business growth through effective client interactions.Redtail Integration with A360 CRM:-Working on the integration of Redtail, a leading CRM provider, into A360 for users with Redtail entitlements. -Enabling Single Sign-On access to Redtail directly from the A360 Dashboard.-Including deep links to open corresponding Redtail records from A360, enhancing user efficiency.-Focusing on effective integration, client data management, and team support for platform utilisation as a key CRM integration model.-Integrating third-party APIs, including Redtail APIs, into existing systems to enhance functionality.

Goregaon, Maharashtra, India

Projects : Al-Rajhi Bank and Sharjah Islamic BankResponsibilities:- Code, and support software solutions that can be easily scaled depending on client needs- Worked on development of non-financial transaction like mini statement, balance inquiry, card limits managements, change personal details and financial transactions like Cash Withdrawal and notes deposits , Cardless Cash Deposit as well as Pin change.- Participate in user requirements meetings in order to transform client needs into proposed application designs. Help in Generating flow diagrams, message sequence diagrams, functional and technical specification documents .- Deploying build on machine for testing.

Pg-Dac, A

Bachelor Of Engineering - Be, Information Technology, 7.36Cgpa