Mandate Skills:
Sonata Wealth Management-L3, (Mandatory) and Life Insurance-L2, Oracle SQL-L1, (Optional)
Customer requirements gathering and engagement
- Interface and coordinate with client engagement partners to understand the RFP/ RFI requirements
- Detail out scope documents, functional & non-functional requirements, features etc ensuring all stated and unstated customer needs are captured
- Construct workflow charts and diagrams, studying system capabilities, writing specification after thorough research and analysis of customer requirements
- Engage and interact with internal team - project managers, pre-sales team, tech leads, architects to design and formulate accurate and timely response to RFP/RFIs
- Understand and communicate the financial and operational impact of any changes
- Periodic cadence with customers to seek clarifications and feedback wrt solution proposed for a particular RFP/ RFI and accordingly instructing delivery team to make changes in the design
- Empower the customers through demonstration and presentation of the proposed solution/ prototype
- Maintain relationships with customers to optimize business integration and lead generation
- Ensure ongoing reviews and feedback from customers to improve and deliver better value (services/ products) to the customers