Results-driven Business Analyst with 7+ years of experience in banking and financial services, driving digital transformation, data analytics, and AI-powered solutions. Experienced in CRM and core banking projects, process automation, and customer journey improvements. Skilled in Power BI, SQL, Python, JIRA, Tableau, API architecture, and AI/ML platforms, with a proven track record of delivering insights and measurable business impact.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Technical Business Analyst
UDS
London, UK
07.2023 - Current
Analyzed raw operational, financial, and sales data to identify key trends, and developed an interactive dashboard that enhanced senior stakeholder decision-making efficiency by 30%
Led WhatsApp AI integration with Twilio and Meta APIs, aligning stakeholder requirements and process mapping to deliver a scalable solution that boosted response efficiency by 40%
Spearheaded CRM data migration to upgraded platform, addressing stakeholder pain points and introducing new functionalities that eliminated manual interventions and improved process efficiency by 35%
Business Analyst
Kotak Mahindra Bank
Mumbai, India
07.2020 - 01.2022
Collaborated cross-functionally with product owners, business system owners, IT, and end-users to capture and accurately translate business requirements for integrating compliance and ERP systems, ensuring a 95% success rate throughout the complete software development lifecycle.
Managed the B2B CRM system, ensuring data migration and system configuration through agile change management practices, achieving enhanced user experience, and compliance with security regulations according to the planned process roadmaps.
Produced end-to-end process maps with 20 user stories, 5 acceptance criteria, and 2 weekly status reports per sprint, demonstrating proficiency in agile methodologies, which are essential for the position and fostering a 90% satisfaction rating from stakeholders.
Proactively identified and addressed data discrepancies and inconsistencies by creating reports and dashboards via SQL and PowerBI, ensuring compliance with industry regulations and business requirements, and monitoring key metrics.
Collaborated with developers to define data mapping strategies and execute technology roadmaps, showcasing competency in developing technical requirements and specifications, including knowledge of software engineering methodologies, resulting in a 20% reduction in feature development.
Assistant Manager
IndiaBulls Consumer Finance
Mumbai, India
07.2019 - 06.2020
Implemented SCRUM Agile project management for Salesforce projects, leading to a 36% increase in lead generation through digital customer journey enhancements.
Identified and resolved critical issues during E2E UAT, preventing potential post-launch disruptions with a 5% defect rate.
Developed detailed Salesforce user stories and technology roadmap for a Microloan mobile app, collaborating closely with stakeholders and vendors spanning 5 functional teams. Evaluated business models, incorporating risk mitigation strategies, gap analysis, dataflow diagrams, and wireframes.
Provided application support to 100+ external users resolving technical issues related to the CRM and facilitating user adoption through training, peer reviews, and knowledge base creation. This resulted in a 90% user satisfaction rate.
Spearheaded 50+ project steering committees for sprint planning, cross-functional, and other important project meetings, resulting in 100% approval of project plans and effective escalation and resolution of issues using JIRA.
Business Analyst
Fullerton India Finance Ltd
Mumbai, India
10.2017 - 07.2019
Effectively migrated the loan origination system and integrated third-party aggregators, employing the Scrum methodology to streamline data flow, reduce manual intervention by 60%, and diminish de-duplication check time.
Automated operational process for credit risk & insurance team by creating a disbursement utility that increased efficiency by 49% and cut daily operations costs by 27%.
Architected a 40% increase in new corporate lending leads by optimizing the CRM journey for working capital, business, and mortgage loans. Implemented effective UI/UX enhancements, automated KYC checks, and enabled early credit eligibility checks.
Facilitated post-implementation tasks, including user training for handover to 50+ users, production problem investigation and mitigation for 50+ production incidents, and escalation to appropriate stakeholders for resolution, ensuring clear process flow and maintenance of product quality standards.
Associate Analyst
Techved Consulting Services
Mumbai, India
03.2017 - 10.2017
Designing digital journeys for clients to reduce customer fallout by creating an engaging customer journey using cutting-edge technologies.
Collaborated in gathering requirements for developing a mobile application tailored to insurance customers. Executed the incorporation of features enabling policy management, claims submission, and instant communication, aimed at enhancing user engagement and overall satisfaction.
Creating wireframes and process maps as per the client's expectations.
Gather and analyze requirements using risk analysis, case studies, use cases, workflow analysis, and gap analysis.
Document business case processes using standard business documents like BRD, FRD, and TRD. Communicate proposed solutions with easy-to-understand process flows.
Education
Masters of Business Administration - Digital Innovation and Management
Brunel University London
London, ENG
07.2023
Bachelor of Science - Information Technology
Mumbai University
Mumbai, India
09.2016
Skills
Skills: Project Management, Agile Methodologies, Business Analysis, Problem Solving, Requirement Gathering, Technology Transformation, Product Management, Analytical skills, System Implementation, Stakeholder Management, Third-party collaboration, Product Road maps
Technical Skills: Data Visualization, Data Prediction, Prototyping and Wireframing, Database Management, Data Migration, Technical requirement documentation, API Management, User Acceptance Testing
Tools & Software: Postman, Salesforce, Power BI, CRMNEXT, JIRA, Confluence, Axure RP, MuleSoft, MS Visio, SQL, PowerPoint and Excel
Certification
Professional Scrum Master (Scrum.org), Business Analysis (BATI), Microsoft PowerBI for Business Intelligence(Udemy)
Timeline
Technical Business Analyst
UDS
07.2023 - Current
Business Analyst
Kotak Mahindra Bank
07.2020 - 01.2022
Assistant Manager
IndiaBulls Consumer Finance
07.2019 - 06.2020
Business Analyst
Fullerton India Finance Ltd
10.2017 - 07.2019
Associate Analyst
Techved Consulting Services
03.2017 - 10.2017
Masters of Business Administration - Digital Innovation and Management