Summary
Overview
Work History
Education
Skills
Accomplishments
Awards
Key Responsibilities
Technical Skills
Certification
Timeline
Generic
Naveen Shrivastava

Naveen Shrivastava

Pune

Summary

Accomplished Functional Consultant/Business Analyst with seven years of comprehensive experience in eliciting and analyzing business requirements, translating them into technical deliverables, and spearheading end-to-end project execution within Agile environments. Proficient in leveraging tools such as SQL, Tableau, MS Office, and Jira to deliver insightful data analysis and drive strategic decision-making. Demonstrated expertise in stakeholder engagement, crafting BRDs, SRSs, and FRDs, and conducting in-depth gap analysis to streamline processes and optimize performance. Adept at orchestrating the entire SDLC, ensuring seamless collaboration between cross-functional teams to meet business objectives. Known for improving operational efficiency, fostering client relationships, and delivering high-impact solutions across various functions in the Life Insurance Industry.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Lead Consultant

Infosys BPM Pvt Ltd
Pune
07.2024 - Current

Senior Business Analyst

Star Union Dai-Ichi Life Insurance Co Ltd
Navi Mumbai
08.2021 - 07.2024

Senior Manager

Max Life Insurance Co Ltd
Pune
11.2014 - 07.2021

Branch Manager

ICICI Securities Ltd
Pune
11.2009 - 10.2014

Relationship Manager

Aegon Religare Life Insurance Co. Ltd
Pune
01.2009 - 10.2009

Unit Manager

ICICI Prudential Life Insurance Co. Ltd
Pune
09.2007 - 11.2008

Education

MBA - Marketing

Indian Institute of Information Technology and Management
Gwalior
01.2007

BE - Information Technology

Madhav Institute of Technology and Science
Gwalior
01.2004

Skills

  • Life Insurance
  • Policy Administration System
  • Underwriting Rule Engine
  • Product Configuration
  • New Business (Customer Onboarding)
  • Policy Servicing, Claims & Customer Service
  • API Integration
  • Gen AI & Prompt Engineering
  • Business Transformation
  • Digital Transformation
  • Risk Management
  • Data-Driven Insight
  • Cross Functional collaboration

Accomplishments

  • Life Insurance Product Implementation: Configured and tested new life insurance products within a policy administration system, improving operational efficiency and reducing policy issuance time by 20%.
  • Business Process Automation: Led an automation initiative for claims processing, resulting in a 30% reduction in manual effort and improved accuracy.
  • Sales enablement Project: Increased Lead conversion by 65% at in 2023 through strategic Lead management System.
  • Customer Retention Project: Reduced Customer Attrition by developing Insta Issuance, Buy Online & Digital Onboarding.

Awards

  • MARTECH Excellence Award 2024, Best use of AI in Personalization with our innovative DOST (Digital Optimization Sales Transformation)
  • Excellence Performance Award in SUD Life, 2021-22, To deliver DQ application.
  • CGPA STAR- ARM, 2016-17, Won most prestigious award for Best Business Practices and Widespread Results.

Key Responsibilities

  • Gathered and prioritized business requirements while managing product and project backlogs effectively.
  • Led communication efforts between business stakeholders and cross-functional development teams, including overseas teams.
  • Worked extensively on creating and refining customer journeys to enhance digital sales and customer servicing.
  • Utilized problem-solving skills to address challenges encountered during project delivery, ensuring smooth execution.
  • Conducted in-depth analysis of insurance products, digital sales processes, and customer servicing solutions.
  • Assisted in designing and implementing process improvements to streamline business workflows.
  • Facilitated Agile ceremonies, sprint planning, and retrospective meetings to drive project success. Applied Agile methodologies for digital transformation and process automation initiatives.

Technical Skills

  • Jira, Confluence, MS Projects, MS Office Suite
  • Agile & Scrum Methodologies
  • Business Intelligence & Data Analytics
  • Industry-Specific Software (Policy Admin System)
  • RPA & Automation
  • Digital Sales & Customer Lifecycle Management

Certification

  • Certified Business Analyst, COEPD (IIBA - EEP)
  • Certified Associate in Project Management, CPAM - skillsoft
  • Certified Business Analysis Professional, CBAP
  • Generative AI Landscape, Introduction to Natural Language Processing & Prompt Engineering
  • Agile Scrum Master, ASM - SkillUP
  • Agile with Atlassian Jira, Coursera
  • Introduction to Project Management
  • Introduction to SQL, SkillUP
  • AMFI and IRDA

Timeline

Lead Consultant

Infosys BPM Pvt Ltd
07.2024 - Current

Senior Business Analyst

Star Union Dai-Ichi Life Insurance Co Ltd
08.2021 - 07.2024

Senior Manager

Max Life Insurance Co Ltd
11.2014 - 07.2021

Branch Manager

ICICI Securities Ltd
11.2009 - 10.2014

Relationship Manager

Aegon Religare Life Insurance Co. Ltd
01.2009 - 10.2009

Unit Manager

ICICI Prudential Life Insurance Co. Ltd
09.2007 - 11.2008
  • Certified Business Analyst, COEPD (IIBA - EEP)
  • Certified Associate in Project Management, CPAM - skillsoft
  • Certified Business Analysis Professional, CBAP
  • Generative AI Landscape, Introduction to Natural Language Processing & Prompt Engineering
  • Agile Scrum Master, ASM - SkillUP
  • Agile with Atlassian Jira, Coursera
  • Introduction to Project Management
  • Introduction to SQL, SkillUP
  • AMFI and IRDA

MBA - Marketing

Indian Institute of Information Technology and Management

BE - Information Technology

Madhav Institute of Technology and Science
Naveen Shrivastava