Rohit Sharda Ravindra Khamkar User
@rohitshardaravindrak
I translate healthcare CRM and financial-services requirements into clear user stories, process improvements, and validated solutions.
IndiaWhat I'm looking for
At BIRDEYE Software India, I gathered requirements for BE-Connector, a Windows-based healthcare application integrating CRM and dental appointment systems including Open Dental, Eaglesoft, and Dentrix. I documented functional requirements, business rules, user stories, and acceptance criteria while supporting UAT and defect resolution.
I've also worked across securities firms including Cholamandalam Securities, Globe Capital Market, Reliance Securities, Motilal Oswal Financial Services, HDFC Securities, and Sharekhan Securities. My background combines business analysis with practical knowledge of equity, F&O, mutual funds, portfolio management, trading workflows, risk, settlement, and regulatory processes.
Experience
Work history, roles, and key accomplishments
Business Analyst / QA
BIRDEYE Software India Pvt Ltd
Jan 2023 - Feb 2024 (1 year 1 month)
Gathered and analysed business requirements for BE-Connector, a healthcare CRM integration and appointment management application. Documented functional requirements, created user stories, and supported UAT and QA validation.
Analyst / Branch Sales Dealer
Cholamandalam Securities
May 2021 - Oct 2021 (5 months)
Handled equity and derivative trading, risk management, regulatory compliance, and trade settlement and reconciliation.
Analyst / Relationship Manager
Globe Capital Market
Jan 2020 - Jun 2020 (5 months)
Maintained trade records, prepared reports, and ensured regulatory compliance. Familiar with SWIFT messaging and transaction documentation.
Analyst / Dealer
Reliance Securities
Jan 2019 - Nov 2019 (10 months)
Executed equity and F&O transactions for clients, managed trading processes, and handled customer requirements.
Analyst / Assistant Manager
Motilal Oswal Financial Services
Jul 2018 - Sep 2018 (2 months)
Supported daily financial service operations, managed business processes related to investment products, and coordinated client transactions.
Analyst / Virtual Relationship Manager
HDFC Securities
May 2017 - Jun 2018 (1 year 1 month)
Managed virtual customer relationships, understood investment requirements, and recommended financial products.
Analyst / Executive Customer Relationship
Sharekhan Securities
Feb 2016 - Jan 2017 (11 months)
Managed customer relationships, understood investment objectives, supported equity transactions, and resolved service queries.
Freelancing Business Analyst
Freelance
Provided business analysis services including requirement elicitation, process analysis, and documentation.
Education
Degrees, certifications, and relevant coursework
IMSCD&R, Pune University
Master of Business Administration, Business Administration
Master of Business Administration from IMSCD&R, Pune University, completed in 2016.
Pemraj Sarda College, Pune University
Bachelor of Commerce, Commerce
Bachelor of Commerce from Pemraj Sarda College, Pune University, completed in 2009.
IIBA
IIBA Endorsed Business Analyst Certified, Business Analysis
IIBA Endorsed Business Analyst Certified.
TCS
Diploma in Banking & Finance, Banking & Finance
Diploma in Banking & Finance from TCS.
NISM
NISM Certification, Finance
NISM certifications in Equity & Derivative, Mutual Funds, and Research Analyst.
Tech stack
Software and tools used professionally
Availability
Location
IndiaAuthorized to work in
Salary expectations
Skills
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