Summary
Overview
Work History
Education
Skills
Certification
Projects
Timeline
Generic
Neha Mehta

Neha Mehta

Mumbai

Summary

Over 9.5 years of experience, including 6 years in business analysis focused on banking automation, insurance, and financial institutions. Certified as Professional Scrum Product Owner I and PSM I, with a strong grasp of SDLC processes and Agile and Waterfall methodologies. Skilled in developing comprehensive documentation such as Business Requirement Documents, Functional Requirement Documents, and Requirement Traceability Matrices. Proven ability in requirement elicitation, stakeholder management, and creating user stories and wireframes using tools like MS Visio and Balsamiq.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Chief Manager-Product Manager

ICICI Lombard Pvt Ltd
Mumbai
07.2023 - Current
  • Spearheaded development of common functionalities, including dashboards and receipting gateway for seamless refund processing.
  • Led integration of core systems with channel partner applications to streamline business processes.
  • Managed accounting and taxation automation stages related to GST and TDS for improved accuracy.
  • Ensured data accuracy through validation processes while coordinating with Data Lake House platforms.
  • Supervised accounting functions across all modules, managing flow to SAP at each trigger point.
  • Directed development of Customer 360 View platform, ensuring compliance with KYC and AML guidelines.
  • Designed and implemented standalone systems for cash deposits and bank guarantees, facilitating core system integration.
  • Conducted UAT prior to requirement releases, acting as primary liaison for end-user functional support post go-live.

Manager- Business Analyst

Kotak Mahindra Bank Ltd
Mumbai
08.2022 - 02.2023
  • Preparation of new logics for domestic and international banking groups, i.e., for branch audit or AML trigger points.
  • Data validation is performed to ensure the correctness of data, managing and coordinating with the Data Warehouse for data as per the stakeholders' requirements.
  • Worked under all phases of SDLC methodologies, like Waterfall and Agile.
  • Successfully participated in various Scrum ceremonies by sharing opinions on process and product innovation.
  • Playing a vital role in managing various activities of the project like requirement elicitation, analyzing the information
  • Gathered, documenting the functional or business requirements, BRD, FRD, Solution Scope Documents, Interface Analysis
  • Communicate with Business Team to prepare Requirement Specification Document and then prepare BRD as per stakeholder’s requirements.
  • Prepare BRD to manage & analyse business requirements with diagrams using Microsoft Visio.
  • Conduct UAT before release of requirement to stakeholders
  • Collaborate and manage end users for the functional support/issues
  • Performed quality assurance (functional testing) and user acceptance testing (UAT) facilitating on-time & acclaimed “go-live” of the application.

Manager- Business Analyst

HDFC Bank Pvt. Ltd.
Mumbai
09.2021 - 07.2022
  • Spearheaded strategic planning and IT automation for cross-sell and liability channels of bank.
  • Engaged with stakeholders to identify and prioritize business challenges for technical enhancements.
  • Organized and led requirement gathering meetings utilizing interviews, questionnaires, and focus groups.
  • Conducted gap, scope, and impact analyses on business processes using UML and BPMN techniques.
  • Performed "AS-IS" and "TO-BE" analyses to recommend optimal business solutions through change strategy design.
  • Prioritized requirements using MOSCOW and Business Value methods, documenting as BRD and FRD.
  • Served as primary point of contact for all project activities, coordinating with delivery managers.

Deputy Manager- Business Analyst

ICICI Bank Pvt Ltd
Mumbai
07.2020 - 09.2021
  • Finacle Migration and Customization of CRM Next (Customer Relationship Management).
  • Prepare the project plan and define the scope, along with the timelines.
  • Using the JIRA tool, I tested the codes developed by the tech teams.
  • Provide input for the design and construction of test cases and scenarios, and may also validate executed test results.
  • Provide input into, and/or create and execute user documentation and training material.

Deputy Manager

IndusInd Bank Pvt Ltd.
Mumbai
12.2018 - 06.2020
  • Demonstrated ability to consistently provide exceptional customer service, resulting in high levels of customer satisfaction, and retention.
  • Proven track record of effectively resolving customer complaints and issues in a timely and professional manner, while maintaining a positive relationship with the customer.

Accountant Assistant

Shrenik Diamond Pvt Ltd
10.2016 - 09.2018
  • As an account assistant at [Shrenik Diamond], I was responsible for a wide range of accounting and financial management tasks. This included maintaining accurate financial records, processing accounts payable and accounts receivable, reconciling bank statements, and preparing financial reports. I was also responsible for providing support to the finance team, assisting with budget preparation, and ensuring compliance with all financial regulations and requirements. Through my attention to detail and strong analytical skills, I was able to identify and resolve discrepancies in financial records, improving overall accuracy and efficiency. Additionally, I developed strong communication and teamwork skills, working collaboratively with cross-functional teams to ensure timely and accurate financial reporting.

Education

Accountant Technician (ATC) -

ICAI
Rajasthan
01.2018

CA Inter -

ICAI
05.2012

Graduate Programme -

University of Rajasthan
Rajasthan
01.2012

CA Foundation -

ICAI
06.2009

Skills

  • Use case
  • UML and data flow modeling
  • Gap analysis
  • Release planning
  • BRD FRD FSD SRS
  • User stories
  • Wireframes and mock-ups
  • Scrum - Agile
  • SQL
  • Requirement elicitation and gathering
  • Agile and Waterfall methodologies
  • Stakeholder management
  • Requirement prioritization
  • Scope management
  • Epics
  • Process modeling
  • Change strategy
  • Client negotiation
  • Microsoft Visio
  • Lucidchart
  • Balsamiq
  • JIRA
  • InVision
  • MS Excel
  • MS Office
  • CRM
  • Project management
  • Data validation
  • Stakeholder engagement
  • Requirement gathering
  • Agile methodologies
  • User acceptance testing
  • Communication skills
  • Problem solving
  • Cross-functional team coordination

Certification

  • Certified Agile Business Analyst from the IIBA Regulatory Institute, TrainSmart Academy
  • Certified Scrum Master, Scrum Alliance
  • Digital skills: user experience, Accenture
  • Six Sigma White Belt Certification, Management, and Strategy Institute
  • Excel essential training, LinkedIn Learning
  • UX fundamentals: gymnasium

Projects

  • Project Orion: Transformation Project

It’s a business transformation initiative project focused on driving digital transformation and improving efficiency, with a focus on leveraging data and technology to support business growth by minimizing the involvement of multiple systems and developing a single core system, where the consulting partner is McKinsey & Co., and the technical partner is TCS. The shift to cloud technology necessitates substantial changes in ICICI Lombard's internal operations, including expanding the tech team and building an in-house development team, where major areas of focus are retail health, commercial lines, and group health

Effectively managed business data insights of all sales forces on one digital platform, as per the defined role in business, enabling critical business decisions to be made on a real-time basis through data from the platform

  • Digital KYC updation

It is a platform where existing customers will be able to update the KYC (know your customer) with just a click on the link; after that, the customer will be able to update their basic details, which will also be replicated in our core banking software. It will be completely paperless, ensuring the least TAT with a hassle-free experience

  • CRM 'WOW JOURNEY

Introduction of a greenfield project for developing the platform in CRM next for Insta services of pan and address updation in savings accounts using OTP and core banking software interface analysis technique for instant TAT system TAT involves the highest degree of customer satisfaction by ensuring that the privilege customer requests are addressed on high priority

  • I View Enhancement

It is a unified platform, i.e., one view platform of customer relationship with the bank. It’s a digital platform that provides real-time information about customer banking activities, such as credit card details, account balances, investments done with the bank, and loan details

Timeline

Chief Manager-Product Manager

ICICI Lombard Pvt Ltd
07.2023 - Current

Manager- Business Analyst

Kotak Mahindra Bank Ltd
08.2022 - 02.2023

Manager- Business Analyst

HDFC Bank Pvt. Ltd.
09.2021 - 07.2022

Deputy Manager- Business Analyst

ICICI Bank Pvt Ltd
07.2020 - 09.2021

Deputy Manager

IndusInd Bank Pvt Ltd.
12.2018 - 06.2020

Accountant Assistant

Shrenik Diamond Pvt Ltd
10.2016 - 09.2018

Accountant Technician (ATC) -

ICAI

CA Inter -

ICAI

Graduate Programme -

University of Rajasthan

CA Foundation -

ICAI
Neha Mehta