Life Insurance Manager

Key Strength

Extensive Experience in Agile Methodologies; Scrum, DevOps and Kanban

Demonstrated necessary inquisitiveness and quick learning ability to successfully deliver complex projects in different domain like Life insurance, Health Insurance, Wealth Management, Retail Banking & Electrics Sales

Strong interest to work in a muti-dimensional business environment by demonstrating excellent problem solving skills.

Business Analysis expertise - a solid understanding of Gathering and Analyzing Business Requirements, Data Modeling / Mapping, Business Process Modeling (BPM), Preparing BRDs and Translating Requirements into Specifications.

Strong experience working in partnership with leaders & colleagues to drive results

Successfully facilitated and mentored cross-functional teams across assignments

Good understanding of Software Development Life Cycle (SDLC) and Software Testing Life Cycle (STLC);

Technical Knowledge

Basics of Computer programming Languages - C, PHP,HTML & CSS

Knowledge of Databases- Oracle SQL 11g

Hands-on Experience of using applications like- Finacle,Finnone, I-view, SWIFT, UK Mortgage- MTP, Integra, Sales- CRM

Sound Knowledge of Tools : Altassian Suite (JIRA, Confluence) Microsoft office (MS Word, Excel, PPT, Project, Visio, SharePoint), Integration Middleware (IBM WebSphere), DevOps tools (Jenkins, Git ) Automation Tool (Selenium)

Organizational Scan

Infosys Ltd

Project: HSBC- RBWM-UK Mortgage (Dec 2018- present) Role: Sr. Business Analyst

Worked with Core Team- SMEs, Business & Release Management to understand & analyse the requirement and provide the high level solutions in line with HSBC guideline.

Act as a single point of contact for various teams (Development, Testing, BI - Business Intelligence and Database teams) across the globe and drive project successfully till UAT.

Project handled: HSBC UK Mortgage Transformation Program -Lending, Mortgage Switcher & Intermediary API Development.

Developed crucial functional requirement specifications, creating detailed use cases and process flow diagrams to support functional specifications.

Conducted meticulous GAP analysis while successfully re-engineering key business processes to increase operational efficiency and alignment of business unit objectives

Conducted application demonstration and walk though session in front of business/client & supported Scrum Team in various project development phases.

Worked on Project Management and Analytical Tools : JIRA, Confluence, Jenkins, SharePoint, Microsoft project, Visio, Oracle SQL

Project: CareFirst BlueCross Blue Field (May 2018- Dec 2018) Role: Scrum Master/BA

Serve a cross-functional development, data, and architectural team who delivers and supports new and existing web-based products to the members and providers at CareFirst.

Facilitated Daily Scrum Meetings and Monthly Reviews meetings. Conducted sprint retrospective and followed up on action items for continuous improvement

Collaborated across design, technology, and product teams to build customer-centric products, encouraging improved story estimations and sprint planning while coaching Agile practices

Setup processes for release management leveraging DevOps and IT and building strong relationships that improved quality and currently meets deadlines continuously while improving client satisfaction

Engage with business stakeholders on as-need basis to educate and improve Agile delivery.

Managed Services: Triage tickets and resolved reported issue from developers, maintained close coordination with end users to ensure resolution for break fix and change requests.

Data Analysis: Data Analysis of system availability, reported and resolved issues, team and departmental performance

Support the product owner with respect to grooming and maintaining the product backlog.

Communicate effective status and task details to peers and management.

Support Team building and Team development by utilizing the abilities and skills of individuals, and fostering a feedback culture.

Electro-mech Power Industries (May 2016- Mar 2018)

Role: Business Consultant

Requirements gathering and analysis and process modelling for the entire Sales CRM system

Preparing skeleton BRD for Sales CRM System of Electro- mech.

Market research for potential customers and sales patterns in the electric business

Preparing deal closing business proposals and presentations

Cost-benefit analysis and prioritization on orders to cater.

ICICI Bank

Manager - Agile Product Manager (Apr 2012 – Aug 2015)

Prepare BRD & TCS as per the business requirement and share it with the different platform teams (invest@ease/ i-Core/ DB Tracker/ FCRM, etc) to get it developed.

Major projects completed : Built validations in Finacle, Integration of Finacle with other applications like Integra/ DB Tracker/ I-View/ etc, Automated several manual processes (SR based to STP), Launched new Savings account variants like women saving account, wealth family account and map its features in several applications,etc

Handling customer queries, live issues and escalations received from different sources like FCRM, Business ID, RBI,Finacle, etc

Handling system development, requirements elicitation, manual testing, UAT, resolve live issues, Cost Benefit Analysis, SWOT analysis, GAP Analysis, etc.

Engage with vendor to evaluate if an available solution would meet the user’s need

Prepared Business Process Models that includes modelling of all the activities of business from conceptual to procedural level including “As-Is” and “To-Be” process maps

Working on both architectural and functional issues with LOB’s/cross-functional teams to achieve integration and clean business flows for projects of varying nature

Test the user stories for accuracy and compliance to ensure undisputed acceptance and validation of stories

Performed testing audits and reviews for different testing milestones and maintained testing standards.

Experience with Business Process Design, Business Process Analysis, Requirements Analysis, Change Management, Defect and Risk Management.

ICICI Bank

Ass. Manager - Business Analyst (Apr 2010-Mar 2012)

Organized Joint Requirement Planning (JRP)/Joint Application Development (JAD), Joint Application Review (JAR) sessions involving SMEs, Stakeholders, Development Teams, QA Teams for Requirements Gathering and Brainstorming Idea.

Having Experience in creating a Business Requirements Document (BRD), Functional Requirements Document (FRD), Use Case Document (UCD), System Requirements Specifications (SRS), Requests for Proposals (RFP), Request for Quotations (RFQ), Requirement Management Plans and Requirements Trace-ability Matrix (RTM) using Manual tools like MS Word and Excel.

Conducted Gap Analysis, SWOT Analysis, Market Analysis, and Cost/Benefit Analysis to check the compatibility of the existing system with the new business requirements..

Performed cost controlling, tracking, reporting, historical trend analysis, estimate-at-completion, variance analysis, net investment analysis and sales forecasting.

Sound knowledge of Banking practices, IT Compliance and security, financial and operational controls and risks.

Kotak Mahindra Old Mutual Life Insurance Ltd

Deputy Manager - Analyst (Jul 2007- Oct 2009)

Conducted extensive research and SWOT analysis to improve the performance of stakeholder

Worked on trigger mechanisms for life insurance related requirements of the cheque bounces, premium pending, policy forfeitures.

Worked on projects like designing national contests, trigger mechanism

Analyzed and translated business requirements like issuance, pending and cheque bounce using tools like MS Excel.

Support the bankers to sell the third party product- Life Insurance through the expertise product knowledge, exceptional service delivery and selling skills.

Awards & Achievements

Instrumental in HSBC Account expansion in my project by 18% within 8 months (2018- 2019)

Awarded as best Employee in ICICI Private Banking at regional level in 2010.

Recognized as top Manager in ICICI Pan India in 2014 for Product Innovation and Strategy.

Awarded for meeting 98% of SLAs by streamlining business processes and identifying areas for improvement.

Certifications

Certified Scrum Master (Mar 2019 to Mar 2021) from Scrum Alliance

Safe 4.0 Scrum Master Certification from Scaled Agile

Business Analysis Certification from Imarticus Learning, India

Certified in Oracle SQL 11g 2018 from Seed Infotech, India

ISTQB Foundation Level Certification, India

Certified in CS50 - An Introduction in Computer Science from Harvard University, USA

POORNIMA PATHAK

1653 Spence Gate cir Way, Apt-102, Virginia Beach, VA-23456

Phone: +1-715-***-****

Email: ********.******@*******.***

Visa Status: USA work permit (H4 EAD)

ABOUT ME

CSM & SAFe 4.0 Scrum Master ; Personable business professional looking to leverage a successful 10+ years of global IT experience as Scrum Master, Business Analyst and other diverse IT roles within large and fast-paced corporations, with Agile management expertise, software development knowledge, communication and interpersonal abilities, fulfilling business goal at a growing organization.

EDUCATION

MASTERS IN BUSINESS ADMINISTRATION- MARKETING & FINANCE (2005-2007)

BACHELOR OF COMMERCE - FINANCE HONS. (2002 – 2005)

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