Nitu Yadav
Pune
Summary
- Results-oriented IT Business Analyst with Several years of experience in the finance domain. Expertise in requirement gathering through Agile/Scrum methodologies, with a strong track record of writing epics and user stories. Proficient in sprint management using Jira, developing RACI charts, and creating Requirements Traceability Matrices (RTM). Skilled in the Software Development Life Cycle (SDLC), business flow diagram creation, and mock-up design. Committed to enhancing business processes and ensuring effective issue tracking with PSS. Experienced in vendor management, particularly with SIXA FI, to facilitate accurate data handling and reporting.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Reconciliation Business Analyst
BNY Mellon
Pune
07.2023 - Current
- Conduct requirement gathering sessions with stakeholders to define business needs and document user stories in the Agile/Scrum framework.
- Develop and maintain RACI charts to clarify roles and responsibilities across project teams, enhancing collaboration.
- Create and manage the Requirements Traceability Matrix (RTM) to ensure all requirements are met throughout the project lifecycle.
- Participate in all phases of the SDLC, ensuring timely delivery of high-quality solutions for post-payment reconciliation.
- Utilize the Portfolio Services System (PSS) to track and resolve discrepancies in dividend and interest payments.
- Design and implement business flow diagrams to visualize and streamline reconciliation processes, enhancing operational efficiency.
- Manage sprints in Jira, facilitating agile ceremonies and ensuring timely progress towards reconciliation objectives.
- Produce mock-ups to illustrate proposed solutions, facilitating discussions with stakeholders and refining requirements.
Relationship Officer
Equitas small finance bank ltd
Pune
01.2024 - 12.2024
- Liaising with clients and understanding their needs of projects, and bringing them into the discussion with suppliers.
- Generating home loan leads through different channels and converting them into business.
- Verifying the client's eligibility for a loan, repayment capacity, and CIBIL score.
- Responsible to collect all required documents, along with KYC verification.
- Coordinating with the credit team and processing the file for login, and taking follow-up.
- Liaising with legal and compliance for further approval and mortgage valuation.
Reference Data Business Analyst
Capgemini
Navi Mumbai
01.2022 - 07.2023
- Lead requirement gathering sessions using Agile/Scrum methodologies, translating client needs into detailed epics and user stories.
- Utilize Jira for sprint management, facilitating agile ceremonies and ensuring timely delivery of ISIN and valor setups.
- Develop RACI charts to clarify roles and responsibilities within cross-functional teams, promoting accountability and transparency.
- Create and maintain the Requirements Traceability Matrix (RTM) to track the progress of business requirements throughout the SDLC.
- Design business flow diagrams to visualize processes for ISIN and valor management, identifying areas for efficiency improvements.
- Produce mock-ups to illustrate proposed solutions, aiding in stakeholder discussions, and refining project requirements.
- Screen financial documents to ensure compliance with AML and KYC regulations, mitigating potential risks.
- Collaborate with third-party vendors, particularly SIXA FI, to access and manage ISIN and valor raw data effectively.
Senior Relationship Manager
Icici securities ltd
Pune
10.2019 - 01.2021
- Advisory of Investment and Financial Products like Equity, Mutual Funds, Fixed deposits, Bonds, Derivatives, tax.
- free investment product like - Insurance.
- Providing trade support.
- Maintaining MIS and Generating reports.
- Working on preparing Goal-Based Investment Plans. Ensuring towards achieving revenue targets.
- Updating KYC, address, contact number. Nominee details in trading account client onboarding.
Education
MBA - Accounting And Finance
Indira School of Management Pune
Pune 03-2019
Skills
- Requirement Gathering (Agile/Scrum)
- Epic and User Story Writing
- Sprint Management (Jira)
- RACI Chart Development
- Requirements Traceability Matrix (RTM)
- Software Development Life Cycle (SDLC)
- Business Flow Diagrams
- Mock-Up Creation
- Issue Tracking (PSS)
- Business process improvement
- Vendor Management (SIXA FI)
Certification
- Business analyst certification from Vinscube learnings
- Investment banking operations from Imarticus Learnins
- Kiran Jadhav & Associates LLP technical analysis modellingCertificate Name
- IRDAI (Insurance Regulatory Development Authority of India) certifiedCertificate Name.
- NISM VA Mutual fund distributorCertificate Name
Timeline
Relationship Officer
Equitas small finance bank ltd
01.2024 - 12.2024
Reconciliation Business Analyst
BNY Mellon
07.2023 - Current
Reference Data Business Analyst
Capgemini
01.2022 - 07.2023
Senior Relationship Manager
Icici securities ltd
10.2019 - 01.2021
MBA - Accounting And Finance
Indira School of Management Pune
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