Raja Kaleem

Business Analyst with 15+ years of experience in financial services and fintech, specialising in FX, payments, and corporate banking. Proven track record of eliciting and documenting business requirements (BRD/FRD), leading end-to-end UAT cycles, and delivering Power BI dashboards that eliminate manual reporting and drive real-time executive decision-making. Comfortable in Agile and Waterfall environments, translating complex stakeholder needs into clear user stories, process maps, and data-driven solutions.

Business Analyst / Manager – Corporate Business at Wallstreet Exchange LLC (2023-09 – 2026-04)

• Elicited and documented business requirements from corporate clients and internal stakeholders, producing BRDs and process flow diagrams to support system and service improvements.
• Designed and delivered interactive Power BI dashboards (DAX, Power Query) integrating multi-branch data — eliminating 15 hours of manual weekly reporting and enabling real-time KPI monitoring.
• Led UAT cycles for process improvement initiatives: authored test scripts, coordinated participants, tracked defects, and obtained formal sign-off from business owners.
• Conducted AS-IS / TO-BE process mapping to identify operational bottlenecks, presenting findings and recommendations to senior management.
• Performed data analysis on client portfolios to surface cross-sell and upsell opportunities, contributing directly to revenue growth targets.
• Prepared executive-level MI reports and board packs supporting strategic planning and quarterly business reviews.

Business Development Manager (Business Analysis Focus) at Lulu International Exchange LLC (2021-09 – 2023-09)

• Gathered and documented business requirements for new product initiatives and system upgrades across operations, compliance, and technology teams.
• Led end-to-end process reengineering using AS-IS mapping and root cause analysis — delivered TO-BE design achieving a 20% improvement in workflow efficiency.
• Built advanced Excel models and management reports supporting forecasting, capacity planning, and business case development.
• Analysed corporate client data to identify retention risks and engagement gaps, informing account management strategy.
• Acted as bridge between business stakeholders and IT, translating functional requirements into clear technical specifications.

Sales & Marketing Manager at Index Exchange LLC (2021-01 – 2021-07)

• Analysed market and customer data to identify business opportunities, producing insights that shaped go-to-market strategy.
• Developed and maintained CRM dashboards tracking sales pipeline, conversion KPIs, and campaign performance.

Senior FX & Investment Consultant at Delma Exchange LLC (2020-08 – 2020-12)

• Delivered data-driven financial analysis and FX investment recommendations based on market trend modelling.
• Documented client requirements and produced tailored financial reports supporting investment decision-making.

Corporate Client Relationship Manager at Sharaf Exchange LLC (2018-07 – 2020-07)

• Managed corporate client portfolios using data analysis to identify growth opportunities and churn risk.
• Introduced data-backed client engagement strategies, measurably improving retention rates across key accounts.

Senior Corporate Relationship Manager at Al Rostamani International Exchange LLC (2012-09 – 2018-05)

• Managed high-value corporate client portfolio over 6 years, consistently exceeding revenue KPIs through data-driven relationship management.
• Leveraged transactional analytics and client performance data to drive upselling strategies and relationship deepening.
• Produced monthly performance MI for senior leadership, developing strong data interpretation and executive communication skills.

Bachelor's Degree – University of the Punjab