Strategic professional with expertise in wealth management and life and pensions, skilled in platforms such as My Aviva and FNZ - OIS Advised. Proven ability in stakeholder management and communication, driving successful product delivery through Agile methodologies. Proficient in business process modelling with Visio and BPMN, and experienced in data visualization with Excel. Committed to enhancing organizational efficiency through innovative problem-solving and strategic analysis.
Customer Vision - Aligning with Aviva Digital strategy, the project demand is to increase Direct Wealth business growth and Aviva to be a market leader in Wealth and Pension Business.
Projects Delivered
Responsibilities
Value Delivered
Technical Skills
Requirement elicitation tools – JIRA, Confluence
Product delivery – Agile, Rapid, Waterfall
Facilitation tools – MIRO, Slack
Prototyping tools – Figma
Business Process Modelling tools such as Visio,
BPMN
Understanding of API interfaces
Data Visualization tools – Excel, MS SQL
Familiarity with Cloud Computing concepts
Non-Technical Skills
Strategic & Analytical Thinker
Stakeholder Management & Influence
Exceptional communicator
Negotiation and persuasion
Agile & Adaptable personnel
Documentation excellence – BRD, FSD, Test scripts
Industry Acumen – Wealth, Life and Pensions
Collaborative team player
Facilitator & Problem solver
Technologies / Platform worked:
My Aviva, My Pensions: Sophisticated CRM platform enhancing customer engagement and experience
FNZ – OIS Advised: Robust wealth policy administration platform ensuring direct advisory support
FNZ – My Money: Workplace policy administration platform driving seamless operational management
Appian: Agile workflow management system revolutionizing process coordination
AR (Annuity Management): Versatile platform for efficient annuity setup and administration
MetLife Flex: Comprehensive occupational pensions administration solution with advanced capabilities
Supported build on various Digital Services – ISA apply and transfer, SIPP apply, SAYE apply, Pension Consolidation,
Child Adoption services
TCS BaNCS: Streamlined end-to-end policy administration for optimal business efficiency