Management Project

Rashi Jain (M.B.A. - Finance) Contact No: +91-844*******

Rohini, Delhi Email: ********@*****.***

Professional Summary

MBA (Finance) and CFP (FPSB) with over 3 years of experience in the areas of Wealth Management,

Capital Market, Credit Card as Business Analyst

Accomplished skills in Project Management and SDLC process

Expertise in business requirement gathering and analysis, gap analysis & solution mapping,

system analysis and documentation (BRD, FSD), quality assurance

Mentoring of new hires within the team

Proactively contributed towards the Domain Competency Group for Banking & Finance

Conducted domain specific Trainings for SET’s hired for new projects

Active contribution towards the preparation and presentation of Senior Management Review

User Acceptance Testing

Basic knowledge of SQL

Certification and Award

Amongst the Top 5 Rankers of the college in MBA course (2011)

Mentored a group of 15 juniors under the Student Mentor program at Indira Institute of

Management in the year 2010-11

Cleared Certified Financial Planning (CFP) with “A” grade by FPSB, India

Certified workshop on Wealth Management by IMS, Pune

Diploma in Banking and Finance and Credit Card for Bankers from IIBF

Cleared International Software Testing Qualifications Board (ISTQB) Foundation Level

Level 1 and Level 2 holder of NSE Certified Market Professional (NCMP) with NCFM Modules below

Equity Derivatives Module

Capital Market (Dealers) Module

Financial Markets Module

Investment Analysis and Portfolio Management Module

Mutual Fund (Advanced) Module

Wealth Management Module

Skill Profile

Excellent analytical, communication and documentation skills

In depth Understanding of, Capital Market and Credit Card.

Sound Knowledge about Equity, Derivatives, Mutual Fund, Structured Product and Fixed Income

Instruments and their processes

Strong QA skills alongside BA skills

Good command on MSVisio, Excel, Word and PowerPoint.

Proficiency in MS SQL 2008

Academic Qualification

MBA (Finance) with 67.71 % from “Indira Institute of Management – Pune” in year 2011

B.com (Accounts and Taxation) with 81.57 % from Mumbai University in year 2009

H.S.C with 79.33% from Mumbai University in year 2006

S.S.C with 83.06% from Mumbai University in year 2004

Professional Experience

Organization Name : Miles Software Solutions Pvt. Ltd. Mumbai

Profile : Business Analyst Oct’2013 to Dec’2014

Job Achievements:

Presented the “Star Award for achieving excellence in business results by smooth product

implementation at Tata Capital Ltd.

Nominated as the Most Promising Talent of the year 2014

Worked onsite at Abu Dhabi for First Gulf Bank to solicit requirement and project planning for

Singapore implementation

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Role & Responsibilities:

Being Single Point of Contact (SPOC) for all software related issues, new requirement and development.

Project Management activities involving status dashboards, development tracker, managing the teams

involving developers and testers for a smooth delivery

Responsible for entire end-to-end delivery of the client requirements and product implementation

Conducting workshop for requirement gathering, analyze and documenting (BRD and FSD) these business

requirement.

Co-ordinate with the internal and external project stake holders in order to provide an understanding of

the requirements and the solutions provided

Involved in User Acceptance testing

Part of the pre and post production support activities

Accountable for an efficient Go-Live movement of the requirement

Providing training and demo to client on the product

Organization Name : L&T Infotech Mumbai

Profile : Associate Business Analyst Jun’2011 to Sep’2013

Job Achievements:

Designed a repository of functional scenarios which served as a base for future releases and avoided error

of omission and reduction in manual effort required in creating cases in each release. Appreciated by client

and senior management

Role & Responsibility:

Understanding the credit card domain in Barclaycard

Dealt with various status of Barclays-UK partnership cards and their payment acceptability criteria

Analysis of Business and Functional Requirement Documents

Creation of Business scenarios/cases

Creation of Test Planning documents

Daily/Weekly Reporting to stakeholders

Worked on Quality Centre 9 (test management tool)

User Acceptance Testing

Organization Name : Sykes & Rays Equities Mumbai

Profile : NRI Executive - Customer Relationship Mgmt. Dept. Oct’2007 to April’2008

Job Achievements:

Reconciled the trades of NRI clients which helped the company recover bad debts worth lakhs of rupees.

Structured a Management Information report for senior managers comprising of all the NRI clients’ daily

trades/Payments and limits which helped in managing the risk.

Role & Responsibilities:

Interacting and handling NRI sub-brokers and clients of the organisation with their trading in Cash Market

Dematerialization of shares

Shares Transfer, Pay-in + Pay-out

Managing risk related to the NRI trades

Determining daily trade limits assigned to the clients

Coordinating with bank for PIS NRE & NRO Accounts

Dealing with IPO related queries for clients

Project Experience

Business Analyst Projects

1. Wealth Management Solution Implementation at Tata Capital Ltd. on July 2014

2. Portfolio Management System Implementation at JM Financial in August’2014

3. Client Portal Implementation at Tata Capital Ltd.

4. Client MIS reports developed for Tata Capital Ltd and delivered to client

5. Wealth Management Solution Implementation at FGB – Singapore in October’2014

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