Sales Project

Rajeev Kumar Bhatnagar

** ******* ********, ******* **, L3S 3G2

(C) 647-***-****

*************@*****.***

A professional with 3 years as a Business Analyst with experience in Insurance, Finance, e-learning, Telecom, Pharmaceuticals, and Sales/Marketing Projects. A thorough professional having strong leadership, negotiations, communication and presentation skills. Worked with Clarica Insurance, Sunlife Financials, Pidilite (Fevicol), Central Bank and Geoffrey Manners Pharmaceuticals.

EducationMasters in Marketing Management, University of BombayBachelors in Commerce, University of DelhiProfessional Training Course in Business Analysis & System Designing LLQP & CIFC Certified Professional

Software: Microsoft Office (Word, Excel, Power Point, Outlook), Lotus Notes, Visio,

Adobe Photoshop, Microsoft Access, SQL Server, Oracle, Rational Suite

Manager, RequisitePro, Windows XP

Hardware: PC, MAC, IBM, HP and LAN

Work Experience

Yaks Enterprise Inc. Dec 2011 to Sept 2012

Business Analyst Involve in a Credit Banking Online Application project as an off-shore consultant Participated in the business requirement gathering and JAD sessionsConducting team & 1on1 interviews with the clients, advisors, brokers and stakeholdersWorking on Information Gathering, Business Requirements Document (BRD), Use Cases, Test Cases, UAT & Test PlansCreated Business Process Flows and Activity diagrams using VisioWorked with clients and represented business architecture team in project meetingsParticipated in the Project planning and Project Charter sessions with StakeholdersArranged training modules of the new process development and implementation Involved in gap analysis of AS IS to TO BE and impact analysis of linked system.

Central Bank Jan 2011 to Nov 2011

Business Analyst IIParticipated in the development of an interactive e-learning web portal project for internal staff training and connected with the existing Call Centre of a Credit Card Company Developed and e-learning HR Strategy about new employee orientation programParticipated in the information gathering for business and the functional requirements.Analysed several business cases and documented BRD and FRDParticipated in Project status meetings and created MOM and Issue LogsInvolved in developing Requirements Management Plan (RMP) for an e-commerce shipping and logistics clientDid Interviews, document analysis, surveys and site visits Gathered business needs and requirement, analysed the problems, submitted reportsDocumentation of Business Requirement and Functional Requirement and expected benefitsRead current and proposed work flows, data flows and end user adaptation plans Attended meetings with the stake holders and SME’s, assisted the Lead BA in documenting the meetings and MOMCreated Use Cases, Test Plan & Test Cases Scenarios. Sunlife Financials Feb to March 2007 Business Consultant (Advisor e-apps)Help in preparing test cases and conducting tests, validating and verifying meets the requirements, finding gaps, Did unit testing, integration testing and compatibility testing. So the requirements are met.

May 2006 to Dec 2006Involved in an online Customer Insurance Application (CIA) business analysisHelp identify the technical and manual problems and the Insurance Advisors issuesCreated business requirements for financial transactions in an online application

As a Business Consultant/SME helped the technology partners in understanding our

business and how an advisor works on a daily basis with a BrokerCoordinate one to one meetings with the Brokers, advisors, managers and the clients and getting the Business Requirements. Regular meetings with the senior BA and brief them about the working of the advisor, brokerage system, forms used, problems with the existing systemKept track of expenses and revenues vs. budgetKeep fluctuations under control for brokerages Budget preparations and control for brokerages Involved in an online Customer Insurance Application (CIA) business analysisQuarterly consolidations of expenses and revenue Help identify the technical and manual problems and the Insurance Advisors issuesAlso participated in beta version testing in Pilot Project PhaseCreated business requirements for financial transactions in an online applicationWorked with Clarica Insurance products and web formsCreated several reports and involved in web projects of Clarica to Sunlife Merger in 2006.

Sunlife Financials Feb 2004 to Dec 2010

Insurance Advisor Worked closely with business clients and individual customersInvolved in Need Analysis, Advised suitable products to the clientAccomplish Sales Targets. Qualified most of the sales campaigns, Received several global awards for Sales Performances in Life & Medical Insurance, Investment and Income PlansWorked with Clarica Insurance products and web formsCreated several reports and involved in web projects of Clarica to Sunlife Merger in 2006.

Geoffrey Manners Limited Jan1997 to Aug2002

Business Analyst-Inside CommercialInformation gathered from branches, depots and warehouses about the inventory, sales, collection, expenses and cash flow on weekly and monthly basisSummarised and Created Statistical reports for senior management Collaborated with the subject matter experts like inventory control managers, VP (Sales) to identify business issues and provided cost effective solutions Collected information about the new project, products, its viability report and presented to the stakeholders Created metrics and measurements formats, analyzed tracked actual Vs expected benefits.Implemented management goals, cost effective timely solutions aligned with the Business Architecture of the company. Discussed the cost control and reducing expenses options with the stakeholders and presented cost effective solutions.Prepared Sales Targets and monitored the achievement of the sales targets.Managed Inventory Control planning and monitored the movement of the products

Pidilite Industries Limited. July 1992 to Dec 1996

Product SupervisorParticipated in the stakeholder meetings, worked on the objectives of the company.Prepared estimates, quantify benefits and prepare the business cases.Created statement of the work (SOW) for the clients.Involved in ABC analysis for the better product development.Helped the company in achieving 15% growth by launching new products e.g. Fevicryl Poster Colors, Acrylic Colors, Feviseal and Fevifit. Helped the company in reducing the cost of their existing products by introducing new packaging, tight monitoring of the sales expenses, gathered, analysed and submit the recommendations about the specific areas where the company cut down expensesWorked with the subject matter experts for product planning, development & costingLaunched products and monitored the state team sales Involved in market research, trends, sales and sales promotion activities of the competitors.

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