Anuja Shrivastava
Certified Business Analyst | Certified Agile Professional
Pune
Summary
I am a Business Analyst with over 6 years of experience, currently at Infosys BPM for the past 2 years. My background includes roles as a Wealth Management Advisor at Edelweiss and Tata Capital. I excel in business and financial analysis, process optimization, and data analysis, with expertise in tools like Salesforce and CRM systems. My skills in gathering and analyzing business requirements drive strategic solutions and operational efficiency.
Overview
7
7
years of professional experience
7
7
Certificates
Work History
Business Analyst
Infosys BPM Limited
4 2022 - Current
- Led acquisition and integration processes for client Cisco, focusing on data mapping and automation of account creation tasks using Salesforce.com (SFDC)
- Conducted detailed data mapping to identify and manually verify automated and failed records, resolving missing account cases by creating new accounts when necessary
- Automated account creation processes in response to client requirements, improving efficiency and accuracy by 20%
- Collaborated with functional analysts, quality assurance, and development teams to collect and define business requirements, ensuring alignment with stakeholder priorities
- Developed and maintained Business Requirement Documents (BRDs) and updated Statements of Work (SoW) to reflect project changes and progress
- Facilitated communication between business stakeholders and technical teams, ensuring accurate translation of business needs into functional specifications
- Conducted over 200 internal audits, providing constructive feedback to team members and supporting continuous improvement initiatives
- Managed pre-UAT and user acceptance testing (UAT), coordinating test cases and ensuring end-user training for successful solution implementation
- Utilized Salesforce.com (SFDC) and client-specific tools for customer account management and reporting, achieving a 98% accuracy rate in adherence to quality standards.
Freelancer AIF & PMS Advisors
India Limited
03.2020 - 03.2022
- Acquired clients and identified profitable business opportunities, managed portfolios, and conducted portfolio analysis
- Hosted webinars with fund managers, organized client meetings, nurtured relationships, and implemented actionable business strategies
- Provided training for new team members and hosted a webinar for AIF & PMS Advisors as part of the 'Ask The Expert' series.
Senior Equity Advisor
Edelweiss Financial Services Limited
08.2018 - 12.2019
- Formulated business strategies and organizational policies to streamline coordination among multiple projects, driving innovation and operational excellence
- Orchestrated collaboration between Business, Technology, and Supporting Teams to deliver high-performance solutions, resulting in a 20% reduction in project costs.
Senior Officer - (Product Development & Institutional Sales)
Tata Capital Financial Services Limited
05.2017 - 05.2018
- Conducted in-depth business analysis, identified key issues, and proposed actionable solutions to optimize operations and foster sustainable growth
- Provided personalized wealth advisory services through equity research analysis and portfolio management strategies, optimizing returns and mitigating risks
- Advised clients on comprehensive financial services including broking, investments, and insurance, fostering long-term relationships and achieving a 30% increase in client retention rates
- Conducted Financial Planning Awareness Sessions, empowering individuals to make informed financial decisions and attain their long-term goals.
Education
Master of Business Administration -
Amity Global Business School
Bachelor of Business Administration - undefined
Pioneer Institute of Professional Studies
Skills
Salesforce
Certification
CBAP - Certified Business Analysis Professional by Trainsmart Academy
Timeline
Freelancer AIF & PMS Advisors
India Limited
03.2020 - 03.2022
Senior Equity Advisor
Edelweiss Financial Services Limited
08.2018 - 12.2019
Senior Officer - (Product Development & Institutional Sales)
Tata Capital Financial Services Limited
05.2017 - 05.2018
Business Analyst
Infosys BPM Limited
4 2022 - Current
Master of Business Administration -
Amity Global Business School
Bachelor of Business Administration - undefined
Pioneer Institute of Professional Studies
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