Samrat Chopra

• Spearheading and successfully delivering projects across multiple products, including Broking, Payments, corporate functions
• Managed complete service portfolio for the Bajaj Finserv App, managing 42 products which included handling runtime issues, addressing bugs, implementing enhancements, and managing change requests (CRs)
• Increase engagement & improve customer experience for Bajaj Finserv App to increase DAU, Retention rate & App ratings to drive the business growth
• Project planning and prioritization of projects across different verticals to deliver Business needs.
• Collaborate with multiple departments to develop effective strategies for L2A conversions & drive retention
• Navigate dynamic environments and evolving requirements across the industry to apply best practices in the Project.

• Partnering with stakeholders and subject matter experts to fully understand business needs in order to effectively gather and document business requirements
• Serve as the product ambassador internally and externally, sharing knowledge and answering questions related to the product
• Help the team to create high-value and high-quality products by establishing continuous improvement cycles and focusing on relevant key performance indicators (KPI) such as velocity.
• Leads requirements gathering sessions to evaluate and document existing business processes and future business needs
• Communicate technical issues to non-technical users/clients and controls all changes through a formalized change request process, assessing the impact of requirement changes, and updating requirements appropriately
• Lead the scrum team in using Agile methodology and scrum practices
• Remove impediments and coach the scrum team on removing impediments

Projects

Client – HDFC

Domain: Insurance

Methodology: Agile (Scrum)

• The problem statement is that the company require a solution which provides a holistic overview of HDFC’s existing client’s data and have an interactive way of communication to clients in order to maximize revenue.
• The solution is to create a web-based application (Desktop & mobile responsive) which will enable the agents to have complete overview of the existing client’s data and communicate with their clients.
• The web-based application allowed agents to view client’s history with HDFC and personal information within a couple of minutes and perform fact findings based on customer’s history to sell new policies and related products.

Client: AVIVA

Domain: Insurance

Methodology: Agile (Scrum)

• The problem statement is to digitalize the distribution of the current product i.e. MyLongTermCare and MyLongTermCare Plus policy
• The solution is to create an application hosted on Aviva website. The MLTC quote and buy journey which existing and new customers can consume to buy MyLongTermCare and MyLongTermCarePlus products
• We successfully deployed the MLTC QNB application across 4 campaigns for Aviva and Aviva’s channel partners i.e. Aviva direct customers, UOB bank and CIMB bank.

Client: Star Health

Insurance Domain: Insurance

Methodology: Agile (Scrum)

• The project objective is to provide a Web based Application (responsive portal) for STAR Hospital Portal (SHP)
• This application is to develop a platform to facilitate following features:

o Scalable to handle the ever-increasing Network Spread of Providers.

o 24 hours Services.

o Lower risks with secured transaction.

o Intuitive User Interface.

o Option to hyper- personalize with user dashboard & analytics.

• Features to be supported are as follows:

o New Pre-auth Request of patients.

o Claim's registration.

o Claim's classifications.

o Guidelines on enhancements.

o Documentation related to claims settlement/rejection.

• Conducting interviews & brainstorming sessions with stakeholders for validating the Business requirements
• Prioritizing backlog and scheduling features into composite sprints.
• Assist in estimating and resourcing for timely delivery of the project .
• Communicating process changes, enhancements, and modifications to team.
• Worked effectively with cross-functional teams to ensure clear communication and outline of project requirements.
• Establishing and maintaining relationship with the client, providing them with insights and recommendations from time to time
• Review deliverables prepared by team before passing to client

Project

Client – One Monitar Domain: E-Commerce Methodology: Agile (Scrum)

• The problem statement is to upgrade the communication channel which enables existing and new client's to raise queries and request through the application.
• The solution is a standalone web portal (Desktop & mobile responsive) which enabled client's to raise a product issue, product query etc through the portal having TAT of 2 hours.

• Analyze and Synthesize information elicited from stakeholders and translate requirements into different deliverables such as functional specification, user stories & workflow diagrams to meet business needs and objectives.
• Conducted interviews, brainstorming sessions, workshops & joint application development sessions with internal and external stakeholders in making sure the business requirements are validated and accomplished regularly.
• Translate business needs and product backlog into sprint-sized pieces of work
• Work collaboratively with the Scrum team to accurately scope and estimate work across the team, mindful of individual skill-sets and capacity

Projects

Client – Metlife

Domain: Insurance

Methodology: Agile (Scrum)

• The problem statement is to digitalize the process of administering and tracking the balance scorecard of servicing agents for Metlife Corporation.
• The solution is to create a web portal (Desktop & mobile responsive) which will able to achieve the following:

1. Reduce manual work and prevent human error.
2. Increase in productivity resulting in cost avoidance of hiring

additional headcount to support ‘Grow Agents to 300 by 2020’.
3. Improve work processes and efficiency in performing the BSC

transaction checks as well as tracking the BSC grades.
4. Free up resources time which could be re-deployed to handle pro-active

analysis activities.

Client: RBC Insurance

Domain: Insurance

Methodology: Agile (Scrum)

• The problem statement is to digitalize the distribution of the current products and policies.
• The solution is to create an application which enables existing and new customers to buy products and policies across canada.

• Act as a liaison between business & technology group to facilitate communication both ways
• Established relationships with key decision-makers within customer's organization to promote growth and retention.
• Business development analysis to identify key products, services and customer base to devise innovative sales and marketing plans.
• Earned promotion due to exemplary work to become the Business Development Manager.
• Represented company and promoted products at conferences and trade association meetings.
• Comprehensive MIS & CRM management.