Rasika Deo
Lead Business Analyst
Pune
Summary
Seasoned professional with 9 years of industry experience, including 3.5 years as a Business Analyst. Expertise in business system requirements, information gathering, user acceptance testing, end-user training, and timely project implementation.
Overview
12
12
years of professional experience
Work History
Lead- Business Analyst
Valuefy Solutions Pvt Ltd.
04.2021 - Current
- Manage project delivery to meet technology and business requirements on time
- Translate customer business needs into technical and functional specifications
- Conduct demo sessions for clients during requirement gathering
- Guide clients in transforming processes towards digitalization
- Create implementation plans to track project progress and meet delivery timelines
- Liaise with internal stakeholders to ensure milestone adherence and optimize delivery
- Coordinate with clients and development teams for testing support
- Collaborate with Product Managers on roadmap planning for market advantage
- Serve as SPOC for 15 clients in Singapore, handling on-site visits
- Mentor and train a team of 2 members
Account Manager
Anand Rathi Private Wealth Management
09.2019 - 03.2021
- Design portfolio strategies aligned with clients' financial goals and risk tolerance
- Assist research team with fund review write-ups for comparative analysis
- Report portfolio performance, highlighting asset allocation and IRR
- Manage operations, documentation, and monthly reviews
- Support clients with daily transactions and reporting
Chief Relationship Manager, Mutual Funds
ICICI Securities
11.2016 - 05.2017
- Acquire and maintain new clients.
- Build strong investor relations through guidance and service
- Maximize revenue growth and product profitability
- Achieve monthly sales targets aligned with annual goals
- Ensure quality portfolio and superior customer experience
Deputy Manager, Premium Credit Cards Team
Kotak Mahindra Bank
04.2013 - 10.2016
- Manage a team of 4 for premium credit card sales in Pune.
- Drive business, achieve sales targets, track performance, ensure compliance, and resolve customer complaints effectively.
Education
MBA - Marketing And Finance
Dr.Ambedkar Institute of Mgmnt Studies & Research
Nagpur, India 04.2001 -
Bachelor of Engineering (Electronics) -
Karmaveer Dadasaheb Kannamwar COE, Nagpur
Nagpur, India 04.2001 -
Skills
Microsoft Office
JIRA
Confluence
LucidChart
Visio
Personal Information
- Date of Birth: 10/20/89
- Marital Status: Married
Timeline
Lead- Business Analyst
Valuefy Solutions Pvt Ltd.
04.2021 - Current
Account Manager
Anand Rathi Private Wealth Management
09.2019 - 03.2021
Chief Relationship Manager, Mutual Funds
ICICI Securities
11.2016 - 05.2017
Deputy Manager, Premium Credit Cards Team
Kotak Mahindra Bank
04.2013 - 10.2016
MBA - Marketing And Finance
Dr.Ambedkar Institute of Mgmnt Studies & Research
04.2001 -
Bachelor of Engineering (Electronics) -
Karmaveer Dadasaheb Kannamwar COE, Nagpur
04.2001 -
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