Harsha Lalwani

Client : Azqore

• Handling digitalization of core S2I transaction using API and CRM (Wealth Dynamix) for wealth management products
• Define the customer journey and access via digital touch points
• Gathering requirements and designing the use case for PSD2 compliance for Payment API and Open Banking API
• API Strategy creation & planning for rollout across different countries
• Created use cases and test strategy for Pre-Trade Control Checks for investment trades
• Implementation of Push notification for security orders
• Oversaw the implementation of features: Push Notification and Transaction Notification for fund and securities transfer
• Business Analyst for a project to make HKG and SNG AzQore banking site compliant to the Hong Kong Monetary Authority (HKMA) and the Monetary Authority of Singapore (MAS).
• Identified issues, analyzed information and provided solutions to problems.

Client : Citibank

Project: Merchant Recommendation Engine and Master Cards 2020

• Business Analyst for Centralized Offer Palette (COP) system
• COP generates highly personalized in real-time for the customer based on her geolocation, spending pattern and other relevant data points
• Work closely with business stakeholders and system development team to gather requirements, functional specification developments
• Translate and align business requirements to functional and technical ones
• Prepare user stories, data model, process models, mock-ups and conceptual prototypes
• Heat Map Creation / Maintenance for reference & backlog visibility
• Support different levels of testing: functional, regression, user acceptance, integration and performance
• Assist in monitoring and reporting of project progress, issues and risks to ensure deliverables are on track
• Ensure necessary changes/enhancements are implemented and documented as per corporate standards and guidelines
• Instituted contingency plans, ensuring business continuity through cross-training, documentation and data backups.

Project : Direct Selling Agent (DSA System)

• Designing solutions for Direct Selling Agent (DSA) which serves new and existing customers
• Supervise MVP requirements for EMEA region
• Plan assignment and allocation of tasks between onshore and offshore
• Analyze and estimate efforts for the various tasks in development and release.
• Identified needed business improvements and determined appropriate systems required to implement solutions.

Project : Travelers Insurance

• Role included understanding the functional gaps, evaluation & sizing for project delivery
• Initial Verification & Test plan creation for end-to-end testing before launch
• Adjusted design parameters to boost performance and incorporate new features.
• Suggested improvements to team and project workflow.
• Worked with project managers, developers, quality assurance and customers to resolve technical issues.

Project :Secure Lending Dev

• Gain understanding of loan origination process
• Validate systems specification against the business requirement
• Created and implemented development strategies for impactful projects.
• Met with project manager and team members to provide detailed project reports and milestone updates.

Project :Identification and Verification (ID&V)

• Develop gateway service to interface between backend databases storing operational data for ID&V and core host services offered by the system.
• Collaborated on stages of systems development lifecycle from requirement gathering to production releases.
• Designed and maintained streamlined, reusable and reliable code for use within distributed cloud environments.