Project Manager Sales

POONAM VISHWASRAO

Email: abhx74@r.postjobfree.com

Phone: 586-***-****

Position:

Business Analyst

Seven years' experience in fortune 500 firms and IT enabled organizations

with a strong emphasis on business analysis and system analysis,problem

solving,people development and optimizing organizations productivity.

Strong interpersonal, communication, leadership and analytical skills with

a good understanding of market trends and a proven track record of success

in dynamic environments.

Industry Expertise

Financial Institutions, Insurance, Banking, Market Research, Analytics,

Publishing and Law firms

PROFESSIONAL EXPERIENCE

Lexis Nexis ( October 2006-July 2007)

Role: Business Analyst

Location: Mumbai-Bangalore

Responsibilities

Lexis Nexis (division of Reed Elsevier Pvt. Ltd) is the leading provider of

business and legal information products and solutions for professionals and

students. The project dealt with online legal and business information

applications Lexis-Nexis and PCLaw.The role entailed gathering requirements

for the applications,assist in the enhancements,roll outs and training.

. Conducted JAD sessions with business team and clients and served as a

link between the client and business team to resolve client's

problems.

. Associated with design team in the architectural design and

participated in the design team meetings for PCLaw.

. Analyzed new requests specified by the end users for the future

releases and discussed with the functional and technical teams.

. Created and maintained marketing materials, trainer and product

evaluation documents.

. Created a Business Glossary for PCLaw that defined the terms used

during modeling.

. Acted as a liaison between the business team and technical team, was

instrumental in resolving conflicts between them.

. Communicated with clients to ensure satisfaction with the product and

training program and supervised training programs to resolve

potential conflicts.

. Coached, trained and assisted the business team on creating

opportunities to improve sales performance..

Significant Achievements

. Delivered excellent customer service while working with clients on a

daily basis and built strong, goal oriented client relationships.

. Set up and designed training manuals and assessment forms which were

used to evaluate the trainers performance.

Environment:. HTTP, XML, J2EE,SQL, Microsoft Windows 2000, Rational

RequisitePro, Visio, Mainframes, JAVA, RUP, SQL, TOAD, SQL ANALYZER

Thompson Reuters (January 2005-March 2006)

Function: Business Analyst

Location: Bangalore

Responsibilities

Reuters is a news provider and software development company serving the

financial markets. The project involved enhancement to Reuter's desktop

product 3000Xtra.The main focus of the project was to upgrade the existing

system by enhancing the functionality like retrieving historical data,

search functionality, display building tools like "Kobra" right mouse click

customization via VBA, PowerPlus Pro real-time chain assistant for

retrieval of lists of RICs associated with a chain RIC into Excel and

compatibility with office XP.

. Interacted with client and the Technical Team for requirement

gathering and translation of Business Requirement to Technical

Specifications.

. Coordinated with sales and account management team to identify sales

opportunities and assisted sales team to capitalize on these

opportunities.

. Planned future activities based on CRM data analysis and created a

"Training Account Plan" in conjunction with the account manager

. Worked closely with technical project manager in roll-outs and

upgrades to identify user constraints and advised on improvements and

process changes in the product

. Maintained relationship with clients and ensured ongoing and increased

client satisfaction.

. Met with clients along with sales team to develop and understand

clients needs and limitations with software capture, transmissions,

and receiving files to facilitate their needs

. Maintained the departmental targets regarding quantity and quality of

training for accounts under responsibility

Significant Achievements

. Improved on customer retention and increased the usability of Reuter's

products through campaigns and trainings.

. Identified client needs and recommended process improvement to end

users.

Environment:. Powerplus Pro,XMS, Microsoft office suite,SQL, VBA, Excel

VBA, VB applications, Rational Rose, Rational Requisite Pro, SQL, TOAD, SQL

Analyzer

Credence Analytics (August 2004-December 2004)

Function: Business Analyst

Location: Mumbai

Responsibilities

Credence Analytics is a debt market research and software development

company serving the financial markets for the past eleven years .The

project with the client Reliance Mutual Fund dealt with migration from

their old risk management system to RiskMark (risk management solution) of

Credence Analytics.

. Developed design prototype of new risk management solution. Met with

client groups to determine user requirements and goals..

. Worked with Mutual Fund CTO and risk managers from initial kick-off

meetings, through testing, to completion to production..

. Conducted Business Review meeting and IT SME review meeting.

. Formed a bridge between the Project Manager and different teams with

effective presentations and meetings.

. Identified business opportunities and provided solutions in each

segment

. Researched on the market trends of each separate market segment to

identify opportunities.

Significant Achievements

. Initiated the post development phase of a new products by working on

positioning it in the right segment, participated in the launch and

campaign activities to make it a success

. Built revenue relationships with entirely new market segments

. Pre-Launch Market Research into corporate treasuries to find out the

trends in investments.

Environment:. RUP, Rational rose, MS visio, XML,Java,MS office,SQL,Rational

test manager, Sql, Toad, SQL Analyzer

Financial Technologies (July 2003-July 2004)

Function: Business Analyst

Location: Mumbai

Responsibilities

Financial Technologies is a leading provider of exchange technology

platform and knowledge expertise in the financial sector. The project dealt

with upgrading the exciting trading platform solution ODIN and Forex

trading platform FX-Direct. The role involved requirements

gathering,analyizing the brokerage market for MTM loss track in ODIN,

interacting with business clients and interacting with architects during

domain modeling for FX-Direct.

. Involved in analysis of the exchange market beginning from order

routing,order management,trade and system audit trail, real-time

price and position information and real-time risk monitoring at all

levels

. Suggested user defined condition filters for tickers and market

watch.

. Coordinated with support services to ensure timely resolution of

client issues related to the product

. Interacted with developers in addressing clarifications for client

specific customizations or modifications in ODIN and FX-Direct

. Collaborated with Quality Assurance team in testing system changes.

. Assisted the sales team by tracking the additional purchase of

existing product license and any new requirement in the software for

the client.

. Planned and scheduled delivery of client specific customization along

with the base product.

. Ensured all product deliveries are in line with the commitments made

to the client at the time of signing the agreement.

Significant Achievements

. Recognized for excellent ability to multi-task on project consisting

of diverse sets of people, platforms and parallel timelines via

exceptional communication, organizational and interpersonal skills

Environment:. HTTP, UML, Windows,SQL, Rational Unified Process

(RUP), Microsoft Office suite, SQL, Toad, SQL Analyzer.

Stock Holding Corporation of India Limited (June 2001 to May 2003)

Function: Business Analyst

Location: Mumbai.

Responsibilities

Stock Holding Corporation of India is the largest depository participant

spread across the country. The project dealt with the in-house Stock

lending System (SLS). My role was to monitor and research on the market

trends for the securities lending scheme and the system, gather information

from the stakeholders for further enhancements to the system, interacting

with clients and daily reporting of returns and documentation as per SEBI

guidelines.

. Updated and maintained documents in the SLS as per SEBI rules and

regulations.

. Involved in stock lending scheme beginning from order request, order

processing and pay-in and generation of receipt which included the

details of securities deposited/lend such as name of security,

quantity, face value, certificate number and folio number of the

lender along with the date from when the lender had become the

registered holder of the security

. Worked with SQL queries for data manipulations.

. Suggested improvements and options in the SLS based upon analysis,

data and input from users, business unit management and other

technical staff

. Monitored trade of clients and ensured successful pay-in of shares.

. Provided inputs to enhance the portfolio of the customer and suggested

other schemes to suit client needs.

. Suggested solutions to achieve the right portfolio mix and resolve

queries of Demat account / Non-Demat account holders effectively.

. Provided personalized services for Stock lending Scheme and cross-

selling other products.

. Deepened the existing relations with Top Corporates, HNIs and acquired

fresh relations.

Significant Achievements

. Streamlined the Pan India documentation process for the Stock lending

Scheme. This modification streamlined the application process and

ensured better performance tracking of the product.

. Ensured that 1600 Demat account holders in Mumbai subscribe to the

Stock lending Scheme in a special drive.

Environment: SQL, Java,XML, Microsoft Office suite, HTML, Windows

Other Relevant Experience

Lloyd A. Stage Nature Center (June 2010 to present)

Function: Co-ordinator and IT Admin Assistant

Location: Troy Michigan

. Appreciated by the supervisor for efficiently working on the

volunteer database.

. Trainging the staff on MS Office.

. Coordinating with 200 volunteers during public programmes.

. Assisted the staff in training the Junior Naturalist Club members.

Academic Qualification

. MBA (Finance)-2001, Mumbai University

. M.A. (Economics)-1999, SNDT University

. B.A. (Economics)-1997, Mumbai University

Additional Qualification: AMFI certification for Mutual Fund

Contact this candidate