Simran Sahai
Bangalore
Summary
Senior Business Analyst with expertise in technology strategy, digital transformation, and SaaS implementation across the BFSI sector. Skilled in requirement gathering, BRD/SOW documentation, stakeholder management, RFP/RFI responses, and Agile delivery. Proven experience driving cloud (GCP)-based AI/ML solutions, GTM execution, and full-cycle project delivery with cross-functional teams. Strong focus on Generative Al enablement, transformation roadmaps, and business-IT alignment for scalable enterprise impact.
Overview
3
3
years of professional experience
Work History
Senior Business Analyst
Quantiphi Analytics
10.2024 - Current
- Company Overview: Dociphi (AI-Powered Document Intelligence Platform)
- Led Dociphi's delivery for Lending Club, managing $5M portfolio involving 8 insurance document types.
- Led AI-powered document processing pipeline for MS Amlin UK Market at Lloyd's of London: aligned compliance, IT, cross-functional collab with AI/ML, and procurement functions.
- Facilitated AS-IS / SWOT/GAP analysis to drive AI-based automation and risk mitigation strategies.
- Created technical documentation (BRD, SOW, API, stakeholder decks), and managed project sprint execution.
- Collaborated with Ungork for architectural solution design and SaaS migration of insurance workflows.
- Managed RFP creation, business case formulation, and Power BI migration proposal, securing $2M approval.
- Led the GTM team for Coverwhale & CNA: forecast planning, QBRs, revenue tracking, and CXO presentations.
- Dociphi (AI-Powered Document Intelligence Platform)
Strategy & Partnerships Manager
Jabroyd Pvt Ltd Partnered with IBM India & UAE
01.2024 - 09.2024
- Company Overview: Partnered with IBM India & UAE: IBM ESG Suite
- Headed ESG & tech partnerships with IBM, including WatsonX and Envizi ESG Suite across MEA.
- Served as Communication Strategy Lead for ENOC's Energy Fund Project ($270K scope across 18 entities).
- Developed Jabroyd Brand Toolkit, pitching ESG AI solutions to Tata Steel, Mahindra Susten, and Godrej.
- Closed key accounts including CAMEC & Ricardo PLC (combined deal value: $500K).
- Built and executed GTM plans using IBM ESG Suite; led 500+ outreach campaigns, converting 3 strategic clients.
- Represented firm at Abu Dhabi World Future Energy Summit, building $2M pipeline with 14+ clients.
- Drove social media and organic growth (+30%) and created 15 ESG/AI use cases across healthcare, steel, FMCG.
- Partnered with IBM India & UAE: IBM ESG Suite
Deputy Manager Tier II
ICICI Bank
11.2020 - 11.2021
- Company Overview: Wealth Management
- Wealth Management
- Strategic Analysis & Client Onboarding: Strengthened client acquisition pipeline through data-backed profiling, collaborating with internal stakeholders (compliance, operations) for seamless onboarding.
Financial Advisory & Solutioning: Provided personalized financial advisory on wealth management solutions, aligning product recommendations with client goals.
Revenue Generation & Performance: Onboarded 8 high-net-worth clients, cross-selling ₹82L in portfolio management products and recognized as a top 3 performer for consistent sales.
Stakeholder Management: Collaborated with cross-functional teams to ensure seamless client onboarding, strengthening relationships and aligning on business objectives.
Marketing & Strategy Intern - Flyfish Project
Fractal Analytics
03.2023 - 05.2023
- Benchmarked 25+ AI-based B2B companies across 47 factors to support GTM strategy.
- Designed and executed internal launch campaign for 300+ staff, supporting product rollout.
- Created 30+ marketing collaterals including ad copies and pitch decks for sales enablement.
Education
International Master's - Business (MBA)
SDA Bocconi
11.2021
Professional Diploma - Digital Marketing
SVKM Narsee Monjee Institute of Management Studies
01.2022
Bachelor Of Commerce - Industry Integrated
St. Joseph's University
01.2020
Skills
- GTM Strategy for SaaS & GenAl products
- Product Ownership across Al-driven platforms
- Client Workshops & Cross-functional Collaboration
- SaaS Sales Enablement & Delivery Governance
- Market Research & Competitive Analysis
- Team Management & Communication Skills
- BFSI (Banking, Financial Services, Insurance)
- ESG & Sustainability (IBM ESG Suite: Envizi, WatsonX)
- Luxury Industry
- Agile (Scrum) execution and sprint governance
- Transformation Management Office (TMO) frameworks
- Design Thinking for product-user alignment
- RACI Matrix for delivery accountability
- AS-IS/TO-BE analysis for process optimization
- Marketing Mix Models
- BRDS, TRDS, WSRs, and Testing Accuracy Reports
- Project Delivery Reports & Timelines-Gantt Chart
- RFP/RFI Management & Proposal Design & Response Drafting
- Executive Dashboards & Client Presentations
- GenAl Tools & Prompting Tools
- ESG Tools: IBM Envizi
- Microsoft Suite: Excel (Forecasting, Gantt Charts)
- Scrum Tools: Jira, Trello, Asana (Agile task tracking via JIRA & Confluence)
- Design tools: Drawio, Canva Pro & Figma
Positions Of Responsibility
- Experts Coordinator & Judge's Head, HULT Prize Foundation, 2022-23
- Led website conceptualization, Development, & Design, Luxury Club, SDA Bocconi, 2023
- Office Bearer, Sponsorship Department for Events, Entrepreneur Cell, St. Joseph's College, 2018-20
- Core Committee Member, TEDx Bangalore, 2018
Awards Recognition
- National Winner, 1st/575 team: GTM Marketing Case Study Competition, Symbiosis, 01/01/23, $25K
- National Winner, 1st/298 teams: Marketing Case Study Competition, KJ Somalya, 11/01/22, +14K
- Cartier India, Top 5 out of 64 teams developed GTM for Gen Z clients at the Mumbai outlet, 02/01/23
- National Finalist, 5th/1,300 teams: LOVECHILD by Masaba Gupta (GTM), SDA Bocconi, 08/01/23
- Global Series 2023, Selected for International Sustainable Strategy Project, Bocconi Milan, 07/01/23
Personal Information
- Age: 26
- Gender: Female
Timeline
Senior Business Analyst
Quantiphi Analytics
10.2024 - Current
Strategy & Partnerships Manager
Jabroyd Pvt Ltd Partnered with IBM India & UAE
01.2024 - 09.2024
Marketing & Strategy Intern - Flyfish Project
Fractal Analytics
03.2023 - 05.2023
Deputy Manager Tier II
ICICI Bank
11.2020 - 11.2021
International Master's - Business (MBA)
SDA Bocconi
Professional Diploma - Digital Marketing
SVKM Narsee Monjee Institute of Management Studies
Bachelor Of Commerce - Industry Integrated
St. Joseph's University
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