Harleen Kaur is a senior business analyst with over 8 years of experience in business analysis, pre-sales support, and strategic consultancy. She holds a PGDBA in Marketing and IT. Her experience includes roles at Fiserv Global Services and Nucleus Software Exports, where she led the development of various banking products and provided training. She is seeking a managerial or consultancy role that allows her to contribute to an organization's growth through business analysis, pre-sales, and strategic work.

1. HARLEEN KAUR E-Mail: sheinabatra@yahoo.com Mobile: +91 9999944086
Carrier Objectives
Seeking challenging managerial/ consultancy roles involving Pre-sales, Business Analysis/Development and
Strategic Consultancy
To be able to work for a forward looking organization and contribute positively towards its growth.
Professional Digest
PGDBA (Marketing & IT) from ICFAI Business School with almost 8 years of experience in Business Analysis and Client
Support. Budding planner and strategist with skills in identifying client/ business process needs, responding to client queries, RFPs,
RFIs and Proposals, preparing Business Requirement Documents, conceptualising business solutions and implementing strategies &
plans for achieving corporate goals, aligning vision with global business scenario and steering growth initiatives.
Area of Expertise
- Pre-sales Analysis & Support
- Business Analysis
- Requirement Analysis
- Product Management Activities
- Training to Clients / Internal Resources / Partners
Occupational Contour
Fiserv Global Services, Noida (Feb’2013 till date)
Senior Business Analyst
Fiserv technology solutions help clients worldwide stay ahead of the curve, solve business challenges and navigate a new era in the
financial services landscape. Fiserv provides financial solutions to various industries like Banks, Wealth Management, Credit Unions,
and Lending industries.
Key Deliverables across the tenure
I am a part of the Credit Union Solutions group. The Role involves understanding and analyzing the business processes, functionality
and preparing the Business Requirement documents for Credit Unions.
Familiar with the complete processes of Banks and Credit Unions in US market.
Specialties: -
- Business Analysis
- BRD, FSD and Use Case Preparation
- Interaction with clients at different levels
Business Analysis
 End to end development of a product and version updates of existing product on the basis of requirements gathered from multiple
customers, internal stakeholders, industry needs and market requirement.
 Preparation and Review of Business Requirement documents (BRDs)
 Explaining the business requirements to the development team and supporting the development and Testing teams during the
development phase.
 Knowledge and expertise in creation of business requirement documents, White papers, high level review of functional test cases.
 Identify system enhancements, document business needs, and determine development impacts to the existing system processing;
and work with programmers and end-users to ensure accuracy.
 Maintaining coordination between onsite & offsite teams for ensuring seamless delivery of the product as per scheduled timelines.
 Also involved in conducting Domain trainings at organization level.
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2. Nucleus Software Exports Ltd., Noida (Feb’08- Feb’2013)
Senior Business Analyst
Nucleus Software Exports Limited provides software solutions to the Banking and Financial Services Industry. FinnOne™, the
Flagship product of Nucleus Software is a comprehensive suite for Retail Banking applications comprising of modules like
Customer Acquisition System, Loan Management System, Delinquency and Recovery Management ( Collections ), CRM, Data
Mining and Forecasting, Collateral Management.
Key Deliverables across the tenure
Product Management/ Business Analysis
 End to end development of a product and version updates of existing product on the basis of requirements gathered from
multiple customers, internal stakeholders, industry needs and market requirement.
 Preparation and Review of Documents like Business Requirement documents (BRDs), Gap Analysis Document
(GAD) and Functional specification document (FSD).
 Explaining the business requirements to the development team and supporting the development team during the
development phase of SDLC.
 Coordinate implementation and communication of product enhancements, new releases and software fixes.
 Identify system enhancements, document business needs, and determine development impacts to the existing system
processing; and work with programmers and end-users to ensure accuracy.
 Maintaining coordination between onsite & offsite teams for ensuring seamless delivery of the product as per scheduled
timelines.
Pre-sales
 Completing RFP responses, evaluating customer needs (functional and technical), and doing Proof of Concept / product
demonstrations at client site / web demos.
 Interfacing with the client at both pre-sales and post-sales stages with technical customer engineers to ensure that products
are considered for purchase against competitive offers.
 Providing feedback and direction to the Product Management teams for the evolution/ modifications in the product, based
on customer inputs, specifications and feedback. Understanding bank’s/financial institution’s business processes in the
Lending domain and mapping the processes with the FinnOne product offerings and ensuring minimal operational risk for
the customer while mapping business requirements into system requirements.
 Gathering and analyzing the new business developments in the BFSI space and deciding on the feasibility of incorporating
the same in the core product.
 Participating in pre-sales activities, such as responding to RFPs (Request for Proposal), making presentations and
Product Demos to clients across multiple geographies.
 Organizing and imparting trainings on Finn One Suite of products to various clients / Partners on request.
Noteworthy Highlights
 Played a lead role in the development of Customer Service Module ( CRM Solution), Collateral Management System,
Collections Management System, Lead Management System ( Sales Force Automation Tool) for Small and Medium
Enterprises/ Corporate Loans.
 Prepared all the necessary documents for Requirement Analysis like BRD, GAD and FSD, etc and Sales Collaterals.
 Rendered trainings to both internal as well as external customers of the company.
 Certified Trainer for providing Domain Trainings at organization level. Member of the Training committee at Fiserv.
 Attended various knowledge enhancement schedules as:
o Given “B Level Certification” Training on Lending to all the partners across Middle East and Africa.
o BABOK training for Business Analysts, conducted by IIBA
 Received Letter of Appreciation during the Summer Internship Project at Reliance Retail on CRM Solution.
 Awarded Service Excellence Award by Nucleus for effective work management and quality responses.
Academic Credentials
 PGDBA (Marketing & IT) from ICFAI Business School in 2008 with 7.76 % (Honours).
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3.  B.Tech. (Computer Science) from Punjab Technical University in 2006 with 78% (Honours).
 12th
from CBSE Board in 2002 with 72%.
 10th
from CBSE Board in 2000 with 89%.
Personal Dossier
Date of Birth: 15th
October, 1983
Contact Address: Flat No.:3E 303, AWHO Society, Gurjinder Vihar, Greater Noida: 201310, U.P.
Permanent Address: House No. 27, sector 71 SAS Nagar, Mohali, 160059, Punjab.
Languages Known: English, Hindi & Punjabi
Countries Visited: Philippines, Dubai, Malaysia, Singapore, Thailand
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