Fazal Ahmed Mohammad

About Fazal Ahmed Mohammad

Overall 6 years of experience, 5 years of experience in I.T, 5 Years working as Salesforce Business Analyst in Salesforce.com. Accomplished client facing Business Analyst and Project consultant with a strong Salesforce sale, service, marketing cloud and CRM development, delivery, and support background Adept at identifying stakeholder requirements, gap analysis, technical specifications, mapping business processes, and user stories writing for RBC.Responsibilities:•Analyze and map current business processes to FSC capabilities, suggesting improvements to enhance customer engagement, financial planning, and case management for RBC.•Work with Salesforce Admins and Developers to design solutions using FSC’s industry-specific features like Action Plans, Client Data Model, and Financial Accounts for RBC.•Define test scenarios and validate FSC configurations to ensure they meet business requirements for RBC.•Develop training materials and conduct user training to drive adoption and maximize the value of FSC for financial teams.•Facilitate backlog refinement sessions to ensure epics and stories align with business goals and technical feasibility for RBC.•Led end-to-end solution design and implementation of digital enhancements for client servicing platforms, ensuring seamless client and advisor experiences. Collaborated with cross-functional teams to optimize client enrollment and automated communication journeys.•Applied in-depth knowledge of wealth management processes and client servicing to develop digital solutions that align with regulatory compliance and industry best practices, enhancing client engagement and satisfaction.•Effectively managed relationships with vendors, business partners, and digital teams to deliver complex projects on time. Utilized agile methodologies and strategic thinking to align digital solutions with business objectives and client needs.•Work on data migration strategies to consolidate customer financial data into FSC for a seamless experience.•Facilitate functional deep-deep-dive workshops and business process refinement sessions with client stakeholders•Ensure seamless integration of Financial Services Cloud with external financial applications such as banking systems, investment platforms, and loan management software. •Collaborate with technical teams to define integration strategies using APIs and middleware.•Ensure that Financial Services Cloud is configured to meet industry regulations such as KYC (Know Your Customer), AML (Anti-Money Laundering), and data security policies.

Experience

1. Senior Business Analyst

   Evoke Technologies

   Jun 2025 — Present · Hyderabad, IN

Education

• Masters in finance

  Master of Business Administration - MBA, Accounting and Finance

• Cambrian College

  Diploma of Education, Project Management

• Bharathiya Vidya Bhavans Vivekananda College of Science, Humanities & Commerce

  Bachelor's degree, Accounting and Finance

  2016 — 2018