Harsha Aswani
Business Analyst
Pune
Overview
6
6
years of professional experience
3
3
Certifications
Work History
Manager
Poonawalla Fincorp Limited
09.2024 - Current
- Collaborate with stakeholders (business users, IT, and leadership) to understand their needs and challenges related to customer interactions and data management.
- Participate in the implementation, customisation, and optimisation of CRM systems (e.g., Salesforce for Financial Services).
- Ensure the CRM system is integrated with other banking Products and processes.
- Pinpoint CRM process improvement areas to boost customer experience.
- Identify and mitigate potential risks related to CRM usage.
- Document and analyse business requirements to ensure CRM solutions meet the bank's objectives.
Generate reports and dashboards to track key CRM metrics and business performance. - Act as a liaison between business users, IT teams, and CRM vendors for each and every Product.
Senior Associate
HSBC
04.2023 - 09.2024
- Collaborated with cross-functional teams to drive successful completion of complex projects within deadlines.
- Consistently maintained strong relationships with clients, ensuring clear communication and timely updates on project progress.
- Project: Loan Origination System (Automated personal loan)
- Designed and implemented STP(Straight Through Process) journey for HSBC Personal Loans, enhancing efficiency and user experience.
- Deep understanding of stakeholder needs, delivering tailored banking solutions
- Delivered BRD, FRD, and User Stories in JIRA, APIs (KYC, KARZA, Perfios, eNACH) and streamline loan origination processes.
- Initiated post-go-live change requests through feasibility studies and collaboration with HSBC IT via escalation portals.
- Participated in sprint planning, reviews, daily stand-ups, and retrospectives to resolve project roadblocks.
- Stakeholders Management and Requirements Gathering through various Elicitation techniques like
- Brainstorming, JAD, Focus Groups, Interviews, Documentation, Prototyping.
Assistant Manager- Wholesale Banking Operations
HDFC Bank Limited
08.2021 - 04.2023
- Company Overview: Banking and financial services. Retail assets operations audit and disbursement, i.e. T/W, A/L, PL, BL, SHG, LAP, CV/CE, CD.
- Authorisation of Transfer, NEFT, RTGS transactions, Clearing, Retail Asset, Audit & Compliance, and MIS.
- Leading training sessions held in the cluster based on products and new technologies.
- Processing Merchant Acquisition products.
- Processing vendor bills, petty cash, and travel claims.
- Performing post-disbursement activities, reconciliation of Stamp Duty, ESBTR.
- Resolution of customer queries and complaints lodged with CRMS.
Deputy Manager
Godavari Urban Multistate Credit Co-operative Society Limited
06.2019 - 01.2021
- Worked with core banking software, implementing mobile banking and ATM set-ups.
- Contributed to primary analysis and strategic decisions.
- Conducted training sessions for branch personnel.
- Managed interactions with vendors.
- Managed tax registration, society registration, and tax consultation.
- Coordinated efforts between various departments and external partners.
- Produced comprehensive management reports.
Education
Bachelor Of Engineering Technology - IT
MGM’s College of Engineering
Nanded08.2018
Core Competences
- Business Analysis Planning and Monitoring.
- Elicitation and Collaboration.
- Requirement Life cycle Management.
- Requirement Analysis and Design Definition.
- Strategy Analysis
- SDLC Models: Waterfall & Agile Scrum
- Solution Evaluation
- Stakeholder management
- Project management
Domain Knowledge
- Finnone
- CRM
- LMS
Certification
Certified IT – Business Analyst IIBA [EEP]
Timeline
Manager
Poonawalla Fincorp Limited
09.2024 - Current
Senior Associate
HSBC
04.2023 - 09.2024
Assistant Manager- Wholesale Banking Operations
HDFC Bank Limited
08.2021 - 04.2023
Deputy Manager
Godavari Urban Multistate Credit Co-operative Society Limited
06.2019 - 01.2021
Bachelor Of Engineering Technology - IT
MGM’s College of Engineering
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