Upendra Shrivastava

  • Indore Madhya Pradesh
  • +91-9713088456
  • shrivastavauk@rediffmail.com

Lead Business Analyst

Work History

Work History
Feb 2011 - Present

Lead Business Analyst

Computer Science Corporation India Pvt. Ltd.

Operational / Delivery Management -

  • Analysis of Client’s Requirement and current System functionality to provide the best solution.
  • Understand the business requirement and estimate the required efforts in deployment of the requirement.
  • Preparation of functional specification of business requirement.
  • Conducting Walkthrough with client to explain the proposed solution mentioned in Functional specification.
  • Preparation of analysis documents, which contains the detail description of functionality and its expected behaviour in Life 400.
  • Preparation of functionality Test plan and execution of it.
  • Investigating the existing system and providing inputs to the team.

Project  Management -

  • Working with Project Manager in setting realistic project expectations and in evaluating the impact of changes on the project plans accordingly and conducted project related presentations.
  • Performed analysis on existing systems, recommended enhancements, and implemented strategies to streamline current processes.
  • Involved with all the phases of Software Development Life Cycle (SDLC) methodologies throughout the project life cycle.
  • Analyzed system performance and initiated process improvement measures for LiFE 400 applications.
  • Performed Gap Analysis to check the compatibility of the existing system infrastructure with the new business requirements.
  • Developed and managed creation of product documentation to communicate features, benefits, positioning and impacts to different audiences and ensured that documentation deliverables from various groups are produced as needed.

Organizational Contribution -

  • Conduct the Life Insurance domain training among new joiner in organization.
  • Conduct life insurance certification preparation session like LOMA 280, LOMA 290 among the candidate appearing in such exam.
  • Prepare and present LIFA 400 application advantage among the other projects.
  • Preparation of GAP analysis of LiFE/400 (LiFE/ASIA) with other legacy systems.

Training & Development -

  • Preparation and presentation of knowledge document among the client team.
  • Preparation and presentation of Life 400 knowledge documents among team member and client also.
  • Conduct the knowledge sharing session among new joiner in project.
  • Preparation and presentation of knowledge document among the team members.
  • Conduct the Life insurance domain knowledge sharing session among the technical team of project.
May 2007 - Jan 2011

Branch Operation Manager

TATA-AIA Life Insurance Co. Ltd.

Compliance & HR Function -

  • To ensure that every employee should be on time and having prior approved leave in case of leave.
  • To inform the HR deptt. Regarding attendance of employees on the time-to-time basis.
  • To audit the branch for ensuring all the function and activities is up to the mark of compliance deptt. on regular basis.
  • To ensure the 100% adherence of guidelines issued by compliance Deptt. And HR Deptt. For smooth working.
  • To build the healthy and work friendly environment of the branch and resolve the query related with staff members.

To monitor & Guide the Executives team for following activities

Financial management -

  • To monitor the day to day-monetary transaction for branch expenses under patty cash management done by Cashier.
  • To guide the cashier for maintaining various financial records like daily collection, use of receipts etc.
  • To maintain the record of manual & electronic TR’s issued to cashier for the day.
  • To monitor the cashier at the time of performing BOD and EOD.
  • To ensure proper cash management at the branch.

New Business Submission Management -

  • To check & process the proposal forms after scrutinisation done by CSO.
  • To resolve the any query raised by underwriter related with proposal forms.
  • To help the customer & agents for getting medical appointment for various medical test.
  • To take the follow-up with HO for issuance & make the arrangement for proper policies delivery.
  • To conduct various training of advisors related proposal form filling, underwriting etc. to make smooth new business submission with least error by agents.

POS & claim Management -

  • To get the information & necessary document from the customer for any changes related to policy & process the same for further.
  • To inform the HO after getting any complaint or information from the customers.
  • To process the claim HO after getting complete information related to it.
  • To resolve the query related with the front office by the help of CSO.

Agency Administration -

  • To monitor proper securitization & processing of the NAAF’s for recruitment of advisors and coordinate with HO to ensure their training and exam conduct on time.
  • To monitor the process of agent’s licensing and their training update in the system.
  • To monitor the commission cycle of advisors for smooth commission process.
  • To monitor, scrutinize & process the reimbursement form against various advisor contest for agency motivation.

Branch Administration -

  • To acquire the quotation from various vendors for their services and negotiate for term & conditions.
  • To process the vendor selection profile with necessary documents.
  • To verify the received bills of various service provider of the branch, verify and process them for payment.
  • To Monitor the process of smooth vendors payment
  • To build the healthy relation with associates vendor for smooth office function.
  • To monitor & maintain the ROL for various necessary office material like Tea, coffee, stationery.
  • To monitor and manage the inventory of stationery, product brochures, proposal forms Etc.
  • To taking care of all the office assets like PCs, Printers, scanner, Fax, & other.
  • To monitor & minimize the various branch expenses like electricity, phone, tea etc in efficient manner.
Sep 2005 - May 2007

Operation Executive

ING-Vysya Life Insurance Co. Ltd.

Agency Administration

  • To Coordinate with III training institute, III & H.O. for recruitment of Advisors, their training & licensing.
  • To monitor the commission cycle of advisors for smooth commission process.
  • To monitor, scrutinize & process the claim form against various advisor contest for agency motivation.
  • To organize & communicate various motivational programs among the agents held by the Company.

HR Function -

  • To verify & process the document regarding joining or relieving formalities of the employees.
  • To coordinate with HO for employee’s salary, mail creation, perks & incentive and other benefit.
  • To prepare the compliance & attendance report & monitor all the employee must abide it.
  • To look after the PF, Medical insurance, re-imbursement of the employees.

Office Administration -

  • To build the healthy relation with associates vendor for smooth office function.
  • To monitor & maintain the ROL for various necessary office material like Tea, coffee, stationery.
  • To prepare and manage the inventory of stationer, product brochures, proposal forms Etc.
  • To taking care of all the office assets like PCs, Printers, scanner, Fax, AC & other.
  • To monitor & minimize the various branch expense like electricity, phone, tea etc in efficient manner.

Financial management -

  • To prepare the record of day to day-monetary transaction for branch expenses under patty cash management.
  • To screen & process quotation of various service provider for the association with IVL.
  • To process the bill of various vendors with proper follow-up for payment against service provided by them.
  • To prepare CEP / CER for requisition of various assets for the branch timely.

Education

Education
Jul 2001 - Jun 2003

M.B.A. (Master in Financial Administration)

Jiwaji University
Jul 1998 - Jun 2001

B.Sc

Jiwaji University

Skills

Skills

Business Analyst

Life Insurance

LOMA Certified

LOMA 280, 290 and 320 certified

Certifications

Certifications
2011 - Present

LOMA 280

LOMA
2012 - Present

LOMA 290

LOMA
2014 - Present

LOMA 320

LOMA