Avani Sharma

• Delivering client-facing product enhancements for advisory firms within the product management team focused on Wealth Management platforms.
• Own end-to-end requirements, including BRDs/FRDs, user stories, acceptance criteria, and business rules across Waterfall and Agile models.
• Managing backlog and story refinement, coordinating delivery schedules with product managers, developers, QA, compliance, and other operations teams.
• Supporting QA and UAT by defining test scenarios and reviewing test plans while ensuring traceability to business and regulatory requirements.
• Contributing actively towards release readiness through deployment documentation and production support, including issue triage and stakeholder coordination.
• Drove platform modernization initiatives such as digital onboarding wizards, KYC workflows, compliance dashboards, and automated reporting solutions.
• Collaborating with global stakeholders to align near-term releases with long-term product roadmaps and operational efficiency goals.

• Worked in an Agile-based environment, operating as both a Wealth Management and Business Analyst hybrid, supporting high-touch investment advisory processes and digital transformation.
• Acted as a key liaison between wealth managers, product teams, and developers, helping translate advisory workflows into digital solutions.
• Supported multiple system enhancement projects focused on investment fee modelling, performance benchmarking, and cross-asset comparison analysis.
• Defined and documented business and user requirements for onboarding platforms, fee analysis dashboards, and personalized performance reports.
• Contributed to gathering requirements to develop a central dashboard tool designed to consolidate cross-border documentation and streamline regulatory compliance.
• Coordinated with QA teams to define pragmatic UAT scenarios, test coverage, and regression plans across multiple enhancements.
• Project Details:

1. Cross-Border Documentation Dashboard: Worked on a real-time dashboard for managing cross-border compliance documents (FATCA, CRS, tax forms) with automated expiry tracking, ETL workflows for data processing, and investor-facing renewal capabilities. Enabled internal users to monitor approval status and document-account linkage via integrated workflows.

2. Investor Reporting Automation: Improved investor performance reports by integrating EOD (end-of-day) portfolio data into automated PDF generation workflows, reducing manual effort and enhancing report accuracy using batch data processing and scheduling tools.

• Acquired and serviced HNI/UHNI clients by presenting Purnartha’s equity research-based advisory services.
• Generated 1000+ leads, conducted 50+ independent investor meetings, and secured ₹58+ lakh AUM, resulting in approximately ₹15 lakh revenue.
• Ensured strong client relationship management and onboarding support, addressing objections and building trust-based engagement.