SOUMYASHREE MOHARANA
Sydney,NSW
Summary
Experienced Business Analyst with 7 years of experience in Banking(Investment Banking, Retail Banking, Insurance, Branch Banking and IT sector. Diversified experience in consulting, business analysis, Solution Designing,Service management,Process Improvement, Stakeholder Management. Strong expertise in Agile methodology. Adept at converting business needs into technical specifications, bridging the gap between stakeholders and IT teams to achieve seamless project execution. Expertise in gathering and documenting business requirements, conducting data analysis, and developing comprehensive business solutions. Known for excellent problem-solving skills and ability to communicate complex concepts to the stakeholders. Demonstrated success in driving process improvements and increasing operational efficiencies.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Business Analysts
Optus Business Centre
2023.04 - Current
- Improved business processes by analysing current practices and recommending optimisation strategies.
- Analysis and documentation of business requirements for BDM CRM Projects, addressing the clients challenges.
- Risk analysis: identifying and escalating potential risks.
- Reduced operational costs through thorough data analysis and implementing cost-effective solutions.
- Enhanced company-wide decision-making by developing comprehensive reports on key performance.
- Created and maintained user profiles, workflows, dashboards on Salesforce and other CRM software.
- Designed and configured Dynamic reporting in Salesforce, empowering the business to run and creat reports internally.
- Worked closely with stakeholders to gather requirements and design solutions that meets business needs.
Consultant - Salesforce
Virtusa
2021.07 - 2022.08
- Optimized Salesforce processes by implementing customized solutions for client .
- Documentation of business requirements translating into user stories.
- Stakeholder Management: Collaborating with stakeholders from different departments to ensure their requirements are accurately captured and addressed.
- Change Management: Supporting the implementation of new systems and processes.
- Data Analysis: Analyzing business data to identify trends, patterns, and insights that inform decision-making and strategy development.
Deputy Manager
Axis Bank
2021.01 - 2021.08
- Building and maintaining strong relationships with clients, understanding their needs, and providing financial solutions to meet those needs.
- Managing a portfolio of clients, monitoring their financial health, and ensuring that their accounts are in good standing.
- Collaboration: Working closely with other departments, such as credit, compliance, and product teams, to deliver comprehensive banking solutions to clients.
- Reviewing prospective customers on the basis of KYC and AML regulations of the bank.
- Assisting bank staff to acquire new customers and help to provide best insurance solutions.
Associate Key Relationship Manager
ICICI Bank
2017.04 - 2021.01
- Supervising client accounts.
- Generating business from new accounts to get considered growth.
- Financial Advisory: Offering clients advice on financial products, including investments, loans, insurances and savings accounts, to help them achieve their financial objectives.
- Sales and Business Development: Identifying opportunities to cross-sell and up-sell banking products and services, acquiring new clients, and expanding the bank’s client base.
- Preparing and presenting regular reports on client interactions, sales performance, and other relevant metrics for management review.
- Strengthened client relationships by consistently delivering exceptional service, reviewing portfolio and promptly addressing concerns
- Developed customized financial strategies for clients, resulting in increased asset retention and growth.
- Collaborated with cross-functional teams to develop and implement innovative marketing campaigns that attracted new clients.
Education
Masters In Commerce - Human Resources Management
Aims
05.2017
Bachelor Of Accounting - Finance
Utkal University
07.2015
Higher Studies - Mathematics, Science, English, Social Science
Kendriya Vidyalaya
04.2012
Skills
- User Management
- Quality Assurance
- Stakeholder Engagement
- Reporting And Documentation
- Data Analysis
- Negotiate conflicting requirements
- Problem Solving
- Team handling
- Continuous Improvement
- Reporting & Dashboards
- Building and maintaining relationships with stakeholders, including clients, team members, and executives, is key to understanding their needs and facilitating collaboration
- Training & Mentoring
- Agile SCRUM
- Document analysis, interviews, workshops and workflow analysis
Education
Masters Of Commerce,AIMS, Bengaluru-2017
Bachelor Of Commerce,Utkal University,Bhubaneswer-201
Certification
Certified Scrum Master
Timeline
Business Analysts
Optus Business Centre
2023.04 - Current
Consultant - Salesforce
Virtusa
2021.07 - 2022.08
Deputy Manager
Axis Bank
2021.01 - 2021.08
Associate Key Relationship Manager
ICICI Bank
2017.04 - 2021.01
Masters In Commerce - Human Resources Management
Aims
Bachelor Of Accounting - Finance
Utkal University
Higher Studies - Mathematics, Science, English, Social Science
Kendriya Vidyalaya