Prerak Shah

Project 1:

The Goal of the project was to integrate and convert all accounts from E-Trade platform to Morgan Stanley online portal for FA users.

Project 2:

The goal of the project was to migrate MS legacy trading platform 3rd financial from desktop to online.

Responsibilities:

⚫ Collect, document and analyze business requirements based on project scope using various business analysis methodologies.

⚫ Interacted with Front Office, Middle Office and Back Office teams to identify and document business needs.

⚫ Conduct User Acceptance Testing (UAT) and write test cases and test scripts from various testing initiatives.

⚫ Conducted Gap Analysis to show the current and proposed functionalities of the system.

⚫ Collaborate with stakeholders to gather and analyze business requirements for the OMS implementation.

⚫ Conduct workshops and interviews to understand Morgan Stanley's specific needs related to order management.

⚫ Interacted with clients to finalize the Business Requirements for the application.

⚫ Closely interacted with designers and software developers to understand application functionality, navigational flow and updated them about end-user sentiments.

⚫ Conducted Data validation and analysis using SQL Queries and statements.

⚫ Wrote test cases, test scripts and test plans to accomplish the QA process.

⚫ Used Agile Methodology extensively through all phases of the project.

⚫ Created the detailed requirements documentation for setting the structure of the statements.

⚫ Worked on payment frauds by implementing SAM transactions management system to monitor various payments such as Swift/Wire, Faster payments, Debit Transactions, ACH/ Bulk Payments ETC.

⚫ Planning, updating and maintaining the project plans/charters and project progress reports.

⚫ conducted Sprint Retrospectives and reviews, sharing metrics to identify and implement

improvements.

⚫ Involved in defining project scope, project plans and timelines & communicating the same to project and technical team members throughout the project life cycle.

Tools & Technologies: Agile Scrum, MS Visio, MS SQL Server, MS Suite (Excel, Word, Wires, Swift, ACH, PowerPoint, Project, Access, Outlook), BPMN, JIRA, Oracle, E-Trade, 3rd financial

• Led sales team to exceed quarterly targets through strategic planning and execution of promotional campaigns.
• Developed training programs for new sales associates, enhancing product knowledge and customer engagement skills.
• Analyzed market trends to identify growth opportunities, driving expansion of service offerings in competitive regions.
• Implemented performance improvement initiatives, resulting in increased team efficiency and customer satisfaction ratings.

• Supervised daily warehouse operations, ensuring efficient workflow and adherence to safety protocols.
• Trained and mentored new associates on inventory management and equipment usage.
• Implemented process improvements that enhanced order fulfillment accuracy and reduced errors.
• Coordinated shipment schedules, optimizing delivery timelines and resource allocation.

• Operated forklifts and pallet jacks to transport goods within warehouse.
• Conducted regular inventory checks to ensure accurate stock levels.
• Implemented safety protocols, reducing workplace incidents by promoting best practices.
• Trained new associates on equipment usage and safety procedures.

• Managed daily store operations, ensuring optimal inventory levels and product presentation.
• Developed and implemented marketing strategies to drive customer engagement and sales growth.
• Trained and mentored staff on sales techniques, customer service standards, and operational procedures.
• Analyzed sales trends to identify opportunities for improvement in product offerings and pricing strategies.