---
title: "Ashish Kumar S. - Business Analyst Wealth & Asset Management at Capital Group in Bengaluru | Tal"
description: "Meet Ashish Kumar S., Business Analyst Wealth & Asset Management at Capital Group at Acuity Analytics based in Bengaluru."
image: "https://tal.club/meet/ashish-kumar-sharma-2/share-image"
---

# Ashish Kumar S\. on Tal

## About

I help businesses stop drowning in manual work and start scaling with smarter processes\. Over the past 3\.7 years, I've worked across wealth management, CRM, and ERP domains, turning complex business problems into clean, automated solutions\. Whether it's cutting UAT cycle time by 25%, eliminating 40% of manual reporting effort through RPA, or driving 95%\+ ERP adoption within 30 days, I measure my work in outcomes, not outputs\. 🔧 What I do: • Translate messy stakeholder requirements into crisp user stories, BRDs, and acceptance criteria • Design and test Salesforce CRM workflows, data models, and system integrations • Automate repetitive business processes using UiPath, Power Automate, and Appian • Lead UAT, defect triage, and cross\-functional delivery in Agile environments 📌 Domain experience: Wealth &amp; Asset Management · CRM Implementation · ERP Finance \(Ramco\) · GST Compliance Automation · Client Onboarding Workflows 🏢 Where I've done this: → Acuity Analytics: Leading BA for wealth &amp; asset management workflows, Salesforce integration testing, and Appian\-based onboarding flows → AmagoPro Consulting: Automated PDF \+ WhatsApp reporting pipelines; led Salesforce CRM migration for a Kenya\-based client → Ramco Industrial &amp; Technology Services: ERP Finance module implementation for Eagle Cement and Cygni \(200\+ end users\) I thrive in fast\-moving, product\-led environments where requirements are ambiguous and stakeholders need someone who can cut through the noise and ship\. Currently open to Business Analyst and Product Analyst roles in SaaS, FinTech, and Wealth Management, remote\-first or Bengaluru\-based\. 📩 Let's connect: aashishkumarsharma32@gmail\.com 🔗 linkedin\.com/in/ashish\-kumar\-s\-ab2737108

## Location

Bengaluru

## Work experience

Business Analyst Wealth &amp; Asset Management at Capital Group at Acuity Analytics, Dec 2025 \- Present · 8 mos, Bengaluru, • Owned end\-to\-end requirement gathering for wealth &amp; asset management workflows, translating business needs into 50\+ user stories and defining acceptance criteria, accelerating sprint delivery by an estimated 20% • Led Salesforce integration testing with external financial systems, identifying and resolving 30\+ data validation defects before go\-live • Reduced UAT cycle time by 25% by standardizing test case templates and defect\-tracking protocols across 3 parallel workstreams • Documented Appian\-based onboarding and approval flows, cutting process ambiguity and enabling faster developer handoffs • Ensured data accuracy across financial reporting systems through structured reconciliation checks spanning multiple asset classes

Business Analyst – CRM &amp; Automation at AmagoPro Consulting Private Limited, Aug 2024 \- May 2025 · 10 mos, Nairobi County, Kenya, • Automated PDF report generation and WhatsApp\-based delivery using UiPath and Power Automate, eliminating 40% of manual reporting effort and saving 15 staff\-hours per week • Defined Salesforce data models \(Accounts, Contacts, Opportunities\) and led data mapping for CRM migration, reducing post\-migration data issues by 35% • Built Power BI dashboards tracking 10\+ KPIs for senior leadership, enabling data\-driven decisions on customer acquisition and retention • Validated CRM workflows end\-to\-end during UAT and supported API integration between CRM and communication platforms, documenting data contracts and resolving 20\+ interface defects • Facilitated Agile ceremonies backlog grooming, sprint planning, retrospectives for a cross\-functional team of 8, maintaining consistent velocity across a 6\-month engagement

Business Analyst at AmagoPro Consulting Private Limited, Aug 2024 \- May 2025 · 10 mos

Business Analyst – ERP Implementation at Ramco Industrial and Technology Services Limited, Jul 2022 \- Aug 2024 · 2 yrs 2 mos, Chennai, • Implemented Ramco ERP Finance module for Eagle Cement and Cygni, streamlining sales, purchase, and inventory processes for 200\+ end users • Built and optimized ERP dashboards for capex and collections metrics, reducing leadership reporting from weekly manual pulls to real\-time access • Automated GST, discount, and sales reporting workflows, cutting reporting errors by 30% and improving compliance turnaround time • Developed bill generation and digital receipt automation, reducing manual data entry effort for the finance team by \~25% • Delivered end\-user training and change management support for ERP rollouts, achieving 95%\+ adoption rate within 30 days of go\-live

Business Analyst at Ramco Industrial and Technology Services Limited, Jul 2022 \- Aug 2024 · 2 yrs 2 mos

## Education

Master of Business Administration, Finance and Financial Management Services, Sathyabama Institute of Science &amp; Technology, Chennai

Bachelor of Commerce, Business/Commerce, General, Srm University

[View the original profile](https://tal.club/meet/ashish-kumar-sharma-2)

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