Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic
Titiksha Jain

Titiksha Jain

Mumbai

Summary

Seasoned Fintech professional with over 5+ years of experience specializing in managing Cutting Edge Technology solution. Particularly in Core banking solutions, AML (Anti-Money Laundering) compliance, trade finance, treasury management, digital lending and capital markets. Demonstrated expertise in designing, implementing, and optimizing financial technology systems to enhance operational efficiency, ensure regulatory compliance, and drive business growth. Proven track record in managing complex projects, leading cross-functional teams, and delivering innovative solutions that align with business objectives and market demands. Adept at leveraging analytical skills and industry knowledge to solve critical challenges and improve financial processes..

Overview

5
5
years of professional experience

Work History

Lead- Business Analyst And Product

Advaya Platform
10.2023 - Current
  • Collaborate with clients to understand their business needs and technical requirements. Conduct detailed needs assessments to tailor solutions.
  • Responsible for conducting product demonstrations and proof of concepts to showcase product capabilities.
    Present technical features and benefits to potential clients.
  • Lead and facilitate the business requirements gathering process from end-to-end across the bank.
  • Collaborating with engineering, marketing, sales, and support teams to ensure successful product launches. Facilitate cross-functional meetings to align on product goals and timelines.
  • Understand customer needs and requirements, collaborating with sales to progress them through the sales cycle
  • Ensuring Solution stated in the sow are best practise and in line with client requirements
  • Defined and communicated product vision and strategy, informed by market research.
  • Developed and maintained product roadmaps, prioritizing features based on business goals.
  • Maintain detailed documentation of test cases, results, and any issues encountered
  • Evaluating proposed solutions and ensuring they meet business needs. Validating the implemented solutions through testing and feedback.
  • Ensuring that the final product is aligned with the business requirements
  • Excel at Agile project management, User acceptance, Testing, Scrum, SQL, Fintech, BRD
  • Oversee and monitor ticket management systems (JIRA/HubSpot/prrofhub/salesforce) to ensure timely and efficient resolution of client requests and issuee
  • Assisting in project planning, scheduling, and tracking progress.
  • Supporting the project manager in resource allocation and risk management.

Senior Presales & Project Managemnet

Knight Fintech, Mumbai
1 2022 - 10.2023
  • Demonstrating the product specification and the features catering to the region such as India, USA, Middle East, Saudi
  • Helping customers as an account manager for the maintenance and the support to the clients
  • liaisoning between the implementation team and the bank's business analysts across various departments. Ensure that business requirements are understood, addressed, and incorporated.
  • Identifying and engaging with project stakeholders.
  • Managing stakeholder expectations and ensuring effective communication.
  • Facilitating meetings and workshops to gather input and provide project updates.
  • Helping the customer to provide an overall product overview and provides them the end to end detailed analysis of the product
  • Leading the Presales engagement for the overall products which includes Handling Proof of Concept session as per the requirement of the clients
  • Negotiate contracts and close agreements to maximize profits.
  • Well worsen with CRM tools like Salesforce, Zoho, Proofhub, Jira
  • Prepare responses to RFPs, RFIs, and other procurement documents. Coordinate with internal teams to ensure timely and accurate bid submissions.
  • Handling the interaction with the system integrators
  • Leading the Quality Assurance of the new products features which has been developed by the software team
  • Helping the tech team for the overall architecture of the new specification
  • Proactively engaging with the clients to gather feedback, address Concern, and ensure a high level of satisfaction with services
  • Montioring key matrics and regular reporting
  • Excel at Agile project management, User acceptance, Testing, Scrum, SQL, Fintech, BRD.

Manager - Advisory and Account Management

Amorqa, Mumbai
03.2020 - 12.2022
  • Analyzing the customers financial to provide them the assistance with respect to their cash flows
  • Providing them better solutions by understanding their substantial requirements
  • Supporting customers for their end to end process
  • Defining project scope, goals, and deliverables.
  • Developing a detailed project plan, including timelines, milestones, and resource allocation.
  • Establishing project budgets and ensuring financial accountability.
  • Maintain proper relations with the customer who are booking with the developer for their complete financial assistance
  • Sharing Day to Day MIS to the Stakeholders for the easy understanding and the proper status
  • Identifying potential project risks and developing mitigation strategies.
  • Monitoring and managing risks throughout the project lifecycle.
  • Implementing contingency plans to address unforeseen issues.
  • Mentored and trained New team members and worked collaboratively with existing members
  • Foster a culture of continuous improvement and innovation in problem-solving approaches.

Relationship Manager

American Express
06.2019 - 02.2020
  • Day to Day interaction with the premium client for the Amex premium products
  • End -to -End documentation with respect to the client income eligibility and the complete credit track record
  • Need to analyze their finances to get a better understanding of their track records
  • Promptly resolves customer Service issues and answers financial questions
  • Inbound selling of the premium product of American Express
  • Have received a higher sales achievement in only 3 months.

Education

M-COM (Finance And Banking) -

Lala Lajpat Rai College

MBA - Finance & Banking -

NMIMS, Mumbai

BAF (Bachelor in Accounting and Finance) -

Lala Lajpat Rai College

Skills

  • Use Case Development
  • Functional specifications
  • User Acceptance Testing
  • Software development life cycle
  • SQL Proficiency
  • Project Management
  • Test case scenarios
  • Competitive Analysis
  • Customer Communication
  • Problem-Solving abilities
  • Business Requirements

Accomplishments

  • Class Representative from past two years.
  • DLLE president in the year 2018
  • Student of the year for the year 2018-19.
  • Student Forum President.
  • Headed the PR department from past two years for the fest Mood Festa.
  • Emerging Star at Knight Fintech - 2022-2023

Timeline

Lead- Business Analyst And Product

Advaya Platform
10.2023 - Current

Manager - Advisory and Account Management

Amorqa, Mumbai
03.2020 - 12.2022

Relationship Manager

American Express
06.2019 - 02.2020

Senior Presales & Project Managemnet

Knight Fintech, Mumbai
1 2022 - 10.2023

M-COM (Finance And Banking) -

Lala Lajpat Rai College

MBA - Finance & Banking -

NMIMS, Mumbai

BAF (Bachelor in Accounting and Finance) -

Lala Lajpat Rai College

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Titiksha Jain