Jay Diwe

• Strong understanding of Mutual Funds, Stocks, Equities and other financial products. • Elicit & Translate Business Requirements to User Stories, BRD, FSD, FRD, SRS. • Conduct Gap Analysis, Scope Analysis, Impact Analysis on Business Processes using techniques like Use Case Diagrams (UML), Context Diagram (Data Flow Modeling), Flowcharts. • Conduct AS-IS and TO-BE Analysis and suggest Fit for Business Solutions by designing a Change Strategy. • Organize & Lead Requirement Gathering (Elicitation) Meetings using techniques like Interviews, Questionnaires, Interface Analysis, Document Analysis, Brainstorming Sessions, and Focus Group Discussions. • Deliver Requirement Documents like FSD, FRD, SRS, Use Cases, Process Flow Diagrams, Change Requests. • Communicate Client’s Business Requirements by constructing easy-to-understand data and process models. • Verification & Validation of Requirements to ensure they deliver business value by conducting various Reviews and Workshops with Clients. • Performed Quality Assurance (Functional Testing) and User Acceptance Testing (UAT), facilitating on-time, on-budget, and acclaimed “go-live” of the application. • Act as the Center Point of Contact for all project activities, liaising with Delivery Managers. • Act as a Team Lead for a Treasury Project, overseeing project execution and ensuring smooth collaboration between business and technology teams. • Review of Test Cases/Test Scenarios and Testing to ensure alignment with business requirements and successful project delivery.

• Strong understanding of Mutual Funds, Equities, Debt Instruments, and other financial products. • Sales & Business Development by acquiring new clients and deepening relationships with existing investors. • Direct Channel Sales experience in ICICI AMC, focusing on retail and HNI clients. • Conduct Investor Awareness Programs (IAPs) and client education sessions to enhance financial literacy. • Achieve Sales Targets by promoting ICICI AMC’s mutual fund products and solutions. • Client Relationship Management by providing investment guidance and portfolio recommendations. • Coordinate with Internal Teams for seamless execution of investment transactions and post-sales service. • Market & Competitor Analysis to identify opportunities for business growth. • Ensure Compliance with SEBI regulations and internal sales policies.

 Ability to analyse financial data and make informed investment decisions.  Executed trades and managed client portfolios.

 Selling of insurance products to clients.  Ability to build relationship with clients and provide exceptional customer service.  Deep understanding of Insurance products.  Conducting awareness programs of term life insurance.

 To handle walk in clients and cross sell them insurance products  Knowledge of underwriting, risk assessment, and claim handling process.  Ability to build relationship with clients and provide exceptional customer service.  Collaborated with cross functional teams to ensure timely and accurate claims handling.  End to end process of life insurance products.  Problem solving skills and critical decision making skills.  Proficient in MS Office (Excel, PowerPoint, Word)