Aakanksha Jaiswal

Enhancement Project : Kotak Send Money Abroad Online Portal & Kotak Forex Card Online Portal

An enhancement project of Kotak Mahindra Bank for developing an online portal for foreign payments and forex card for their customer's and Kotak employee's. It involves customer's & Kotak employee's to login from Mobile Banking or Net Banking for sending money abroad & also manage their forex card. The main objective was to improve its foreign money transfer services to enhance customer experience, reduces the time cost and increases market competitiveness.

• Elicited through interviews with stakeholders, including customers and bank staff.
• Documented the current process flow and identified bottlenecks and inefficiencies.
• Conducted Gap Analysis\Scope Analysis\Impact Analysis on Business Process using techniques like use case diagrams
  (UML) \ Context Diagram (Data Flow Modelling) \ BPMN (process modelling)\Flow charts using Visio and Lucidchart.
• Conducted AS-IS and TO-BE Analysis and suggest Fit for Business Solutions by designing a Change Strategy.
• Created a detail business requirements document (BRD) for the proposed solution.
• Collaborated with IT to create technical requirements documents (TRD).
• Worked with cross functional team during development, Integration Testing, Functional Testing, and UAT to deliver end-
  to-end solution.
• Involved in creating wireframes and mockups for the system using Balsamiq.
• Developed a test plan to ensure the smooth implementation of the new process.
• Provided training and support to bank staff during the enhancement phase.

• Requirement Gathering
• Daily Stand-up
• Lead and conducted in-depth analysis business performance versus business goals
• Manged and designed financial portfolio
• Source and acquisition of HNI Client.
• Writing user stories
• Process mapping and new process implementation.
• Managed and supported business risk and worked to develop and implement strategic solutions.
• Reported all necessary information to the management and worked closely with them to achieve and maintain goals.

• Maintained high standards of customer service by building relationships with clients.
• Followed up on denials, late payments, extensions and other special circumstances.
• Maintained confidentiality of patient finances, records, and health statuses.
• Acted as subject matter expert, answering internal and external questions and inquiries.
• Resolved discrepancies in insurance payments by collaborating with carriers.
• Approached potential clients by using direct marketing mailings and phone contacts.
• Obtained underwriting approval by completing application for coverage.