Y. Krishna Chaitanya

Perficient

CLIENT: INVESCO

Worked as a Data Analyst

Responsibilities:

· Creating business rules for the new requirements.

· Updating Mapping documents and verifying it Snowflake.

· Analyzing the requirements from a business point of view. Creating documents and giving demos to client team.

Business Value

· Contributed business value by creating rules.

CLIENT: LPL Financials

Worked as a Scrum Master and Offshore Development Lead

Responsibilities:

· Lead scrum team in delivering high quality products, Improving delivery time.

· Coordinating with Onshore Product owner regarding User stories with Scrum team.

· Facilitated daily standup and retrospective, enhancing team collaboration and morale.

· Actively participated in story refinement sessions along with team members

· Achieved sprint target on sprint to sprint.

· Additionally helped developers by explaining the financial products and how it should be implemented in current project.

Business Value

· Managed 26-member team and achieved quality output. Contributed domain knowledge among other team members to understand the requirements.

• Company Overview: CLIENT: Microsoft
• Validating extensions on a day-to-day basis, which is updated by the 3rd party developers and Microsoft first-party extensions.
• Generating daily reports and ranking files for business evaluation.
• Conducting weekly meetings with product managers about the status of the extensions ranking file and their progress.
• Creating extension ADOs for security check, which are suspected as Malware, Virus as per recommendations.
• Creating ICM's for the extensions which are down in Edge ADD-ON store.
• Conducting weekly Triage meeting with product managers about the bugs in the extensions on Edge ADD-ON store.
• Tested deployed extensions on multiple platforms for functionality accuracy.
• Worked with cross-functional teams to achieve goals.
• Contributed to the growth of Microsoft Edge Add-On extensions.

• Worked as a Business Analyst with the Development team to Explain how financial planning tools and investment work and its functionality and creation.
• Understanding the application thoroughly with the help of the Customer Requirement Specification document.
• Understanding and implementing BSE MF API into an investment platform.
• Understanding and implementing payment options like PayPal and RAZOR pay.
• Implemented Life insurance, General insurance, and Standalone insurance APIs into the platform.
• Writing User stories for comprehensive financial planning applications, according to the product backlogs.
• Writing user stories for Mutual fund Platform creation, Checking the total functionality of the Platform such as EKYC, and Investing in Mutual funds through different Alternative ways.
• Writing user stories for Insurance Platform creation, Checking the total functionality of insurance platforms Such as Life, Non-life, and Standalone insurances.
• Involved in regular project status meetings, scrum calls, Sprint Grooming, and sprint retrospective meetings.
• Contributed my SME skills in the development of Platform.

• Understanding the Software requirements and project functionality.
• Writing User stories for financial planning applications.
• Writing test cases and working on sprint planning.
• Executing test cases manually to verify the Expected results.
• Created Financial plans and presented to HNI Clients, advising clients in investments and Taxation.
• Analyzed and maintained client’s portfolio's, Rebalancing portfolio as per market conditions.
• Contributed to growth of AUM and provided expertise in developing the investment platform.

• Developed financial plans for clients based on their individual needs and goals.
• Created customized presentations to present financial plan recommendations to prospective clients.
• Communicated regularly with clients about their accounts, providing timely updates on performance results and other relevant information.
• Provided advice and guidance to clients on a range of financial matters, including investments, retirement planning, and estate planning.
• Profiled and analyzed investment products to devise financial strategies, meeting client financial needs and forecasting opportunities with the highest return on investments.
• Researched available products from different providers to provide optimal solutions tailored to each client's specific needs.
• Monitored portfolio performance against established benchmarks to ensure that clients' portfolios remain aligned with their goals.
• Developed financial plans and managing client portfolios.