Summary
Overview
Work History
Education
Skills
Certification
Projects
Timeline
Receptionist
NEHA YADAV

NEHA YADAV

Certified Business Analyst | IIBA- CBAP Trained | EXIN Agile Scrum Master| SFPC TM | Ex- IBM | Domain: Banking, Payments, BFSI
Pune

Summary

With more than 12 years of comprehensive Business Analysis expertise and a background in Retail Banking within the BFSI domain, including Banking and NISM qualifications. Proficient in overseeing the complete software life-cycle implementation, encompassing BRD/FRD creation, change request management, and providing support to development teams. Possess advanced knowledge of SDLC processes and proficiency in various development methodologies such as Waterfall, Scrum, Agile Framework, and Kanban Principles. Hold certifications including IIBA – CBAP, EXIN Agile Scrum Master, and SFPC TM

Overview

14
14
years of professional experience
8
8
Certificates

Work History

Business Analyst

ICICI Bank Ltd
07.2016 - Current
  • Elicited and translated business requirements into User Stories, BRD, FRD, and SRS documents
  • Conducted thorough Gap Analysis, Scope Analysis, and Impact Analysis on Business Processes using techniques such as use case diagrams (UML), Context Diagram (Data Flow Modelling), BPMN (process modelling and flowcharts
  • Led AS-IS and TO-BE Analysis, recommending Fit for Business Solutions by designing Change Strategies
  • Organized and facilitated Requirement Gathering meetings using various techniques including Interviews, Questionnaires, Interface Analysis, Document Analysis, Brainstorming Sessions, and Focus Group Discussions
  • Prioritized Requirements using MOSCOW and Business Value methods to align with project objectives
  • Delivered Requirement documents including BRD, FRD, SRS, Use Case, Process Flow, Change Requests, Traceability Matrix, and Mind Maps
  • Communicated clients' ’usiness requirements by constructing clear data and process models to ensure understanding
  • Created wireframes and mock-ups to visualize system functionalities
  • Verified and validated requirements to ensure they delivered business value by conducting reviews and workshops with clients
  • Performed quality assurance (functional testing) and user acceptance testing, ensuring successful application deployment
  • Acted as the central point of contact for all project activities, liaising with Delivery Managers to ensure project success
  • Managed Sprint Cycles, including Stand-ups, Storyboards, Retrospectives, Reviews, and Sprint Planning
  • Assisted Product Owner in right-sizing the product backlog by distinguishing between user ‘wants’ and ‘must-haves’
  • Helped create the Product Backlog by writing user stories and defining acceptance criteria
  • Prevented late scope changes, prioritized, and took ownership of backlog decisions to maintain project focus
  • Worked closely with the Sprint Team, monitoring deadlines to ensure timely delivery.

Senior Privilege Banker

ICICI Bank Ltd
09.2014 - 06.2016
  • Lead and manage a portfolio of high-net-worth clients, providing personalized banking and wealth management services tailored to their needs and financial objectives
  • Develop and maintain strong relationships with clients, ensuring their satisfaction and loyalty through regular communication and proactive engagement
  • Mentor and coach junior team members, providing guidance on client management, sales techniques, and industry best practices to drive exceptional performance and foster a culture of excellence within the team
  • Analyze clients' financial situations and recommend appropriate banking products and services, including investment options, loans, and insurance, to help them achieve their financial goals
  • Stay updated on market trends, regulatory changes, and industry best practices to provide informed advice and recommendations to clients, ensuring compliance with regulatory requirements and internal policies and procedures.

Privilege Banker

ICICI Bank Ltd
02.2012 - 08.2014
  • Manage a portfolio of high-net-worth clients, providing personalized banking and wealth management services
  • Build and maintain strong relationships with clients, understanding their financial goals, needs, and preferences
  • Analyze clients' financial situations and recommend appropriate banking products and services, including investment options, loans, and insurance
  • Provide expert advice and guidance to clients on wealth management strategies, retirement planning, tax optimization, and estate planning
  • Proactively identify opportunities to deepen client relationships and grow the portfolio through cross-selling and upselling
  • Stay updated on market trends, regulatory changes, and industry best practices to provide informed advice to clients
  • Collaborate with internal stakeholders, including investment advisors, product specialists, and risk management teams, to deliver comprehensive solutions to clients
  • Ensure compliance with regulatory requirements and internal policies and procedures.

Probationary Officer Training Program

ICICI Bank
05.2011 - 01.2012
  • Completed an intensive training program designed to develop banking and financial skills, leadership capabilities, and industry knowledge.
  • Participated in classroom sessions, workshops, and hands-on exercises covering various aspects of banking operations, including retail banking, corporate banking, wealth management, and risk management.
  • Gained practical experience through rotations in different departments and branches, including customer service, sales, operations, and credit analysis.
  • Developed proficiency in using banking software and digital platforms for account management, transaction processing, and customer relationship management.
  • Collaborated with cross-functional teams to complete assigned projects and assignments, applying theoretical knowledge to real-world banking scenarios.
  • Received mentorship and guidance from experienced banking professionals, fostering professional growth and development.
  • Successfully completed assessments and evaluations to demonstrate competence in banking operations and compliance with industry standards.
  • Graduated from the program with strong leadership skills, a solid understanding of banking fundamentals, and a commitment to excellence in customer service and financial management

Technical Associate

IBM INDIA PVT LTD
08.2010 - 05.2011
  • Provide timely and effective technical support to internal teams and clients on software, hardware, and network-related issues.
  • Troubleshoot technical problems and escalate complex issues to appropriate teams for resolution.
  • Ensure customer satisfaction by resolving technical issues in a professional and courteous manner

Education

MBA - Banking And Finance

Manipal University
Bengaluru, India
05.2021 -

Bachelor of Engineering - Computer Science And Engineering

Rajiv Gandhi Technical University
Bhopal, India
05.2018 -

Skills

  • Epics
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    Certification

    Certified Agile Business Analyst from IIBA regulatory institute, Simplilearn

    Projects

    1. Branch Automation and Self-Service Kiosk Deployment

    Managed the automation of branch operations and the deployment of self-service kiosks to improve efficiency and customer service.

    • Conducted process mapping and analysis to identify opportunities for automation and self-service in branch operations.
    • Worked with technology vendors and suppliers to design, develop, and deploy self-service kiosk solutions for routine banking transactions and services.
    • Implemented training programs and change management initiatives to familiarize branch staff and customers with self-service technologies.
    • Monitored and evaluated the performance of self-service kiosks and branch automation initiatives to optimize operations and customer satisfaction.
    • Result: Reduced wait times, improved transaction speed and accuracy, and enhanced customer convenience and satisfaction.


    2. Paperless Banking Transaction Processing and Document Management

    Led efforts to transition banking transactions and document management processes from paper-based to digital workflows.

    • Conducted process mapping and analysis to identify opportunities for digitizing paper-based transactions and document workflows.
    • Worked with IT developers and document management vendors to design, develop, and deploy electronic transaction processing and document management solutions.
    • Implemented e-signature solutions and electronic document repositories to enable paperless account opening, loan processing, and document storage.
    • Conducted training and change management initiatives to facilitate the adoption and utilization of paperless banking technologies by staff and customers.
    • Result: Reduced paper usage and printing costs, improved transaction processing times, and enhanced data security and compliance with regulatory requirements.


    3. Online Account Opening and Customer Onboarding Process Enhancement

    Led efforts to enhance the online account opening and customer onboarding process to streamline operations and improve customer experience.

    • Analyzed existing account opening workflows and identified bottlenecks and pain points in the customer onboarding journey.
    • Collaborated with IT and operations teams to redesign and automate account opening processes using digital technologies.
    • Implemented e-signature solutions and electronic document management systems to enable paperless account opening and document processing.
    • Conducted user testing and feedback sessions to validate process improvements and refine the online account opening experience.

    Result: Reduced account opening time by 50% and increased online account openings by 60%, resulting in improved customer satisfaction and operational efficiency


    Timeline

    MBA - Banking And Finance

    Manipal University
    05.2021 -

    Bachelor of Engineering - Computer Science And Engineering

    Rajiv Gandhi Technical University
    05.2018 -

    Business Analyst

    ICICI Bank Ltd
    07.2016 - Current

    Senior Privilege Banker

    ICICI Bank Ltd
    09.2014 - 06.2016

    Privilege Banker

    ICICI Bank Ltd
    02.2012 - 08.2014

    Probationary Officer Training Program

    ICICI Bank
    05.2011 - 01.2012

    Technical Associate

    IBM INDIA PVT LTD
    08.2010 - 05.2011
    NEHA YADAVCertified Business Analyst | IIBA- CBAP Trained | EXIN Agile Scrum Master| SFPC TM | Ex- IBM | Domain: Banking, Payments, BFSI