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Bio

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Experience

    • Team Manager
      • Jan 2014 - Jun 2023

      - Created methods to integrate functions, optimize processes and prepare staff through proactive training. - Supervised and executed management efforts to support implementation of critical initiatives driving technology, process and culture changes. - Managed internal and external client-facing relationships through transitional periods. - Tracked project and team member performance closely to quickly intervene in mistakes or delays - Evaluated employee performance ,coached and trained team members for increasing quality of work and employee motivation. - Collaborated cross-functionally to refine procedures, devise best practices and enforce quality metrics

    • Process Leader
      • Jun 2009 - Dec 2013

      - Allocated work assigned from UK office to the team members assuring adherence to set SLA’s. - Resolved email queries received from UK counterparts, client and underwriters within timeframe of 24 hours. - Monitored and tracked underwriter due dates to ensure timely payments to the underwriters. - Resolved errors and developed monthly action strategies to avoid recurrence of the same. - Developed and monitored development plans and road maps for individuals with performance challenges. -Monitored, supported and tracked individuals moving to new locations/ processes as per the milestone chart. -Generated monthly training plan and schedules to ensure the delivery of customized training modules to address individual and group knowledge gaps. -Ensured and maintained that the queries raised by the team are at minimal level. -Credited with the Star of the Quarter award in Jul'10. -Successfully reduced number of breaches and complaints through analysis and training. -Key role in achieving 98% quality and accuracy of the team

    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Specialist
      • Mar 2002 - Jul 2009
      • Mumbai, Maharashtra, India

      - Ensured smooth transfer of Bureau Submission Work from Technical Services to accounting and settlement. - Managed complete team in absence of the team leader’s. - Developed and monitored warranty and signings report to ensure timely payment of the underwriters. - Resolved queries of the team members and underwriters. - Submitted documentation regarding underwriter’s to Xchanging to assure timely processing of the underwriter’s payments. - Assured signings are received to verify accounts are correlated correctly. - Visited UK (2005 & 2008) on secondment to ensure smooth transfer of the new & complex process to Mumbai. -Accredited with awards for excellent team work and delivering value to the client.

Education

  • 2009 - 2012
    ICFAI University
    Master of Business Administration (M.B.A.), Finance, General
  • 2002 - 2004
    University of Mumbai
    Master of Commerce, Management
  • 1995 - 2000
    Mumbai University
    Bachelor of Commerce (B.Com.), Accounting
  • 1985 - 1995
    St. Xavier's School, Powai
    SSC, S.S.C
  • International College Of Financial Planning
    CFP, Financial Planning and Services

Suggested Services

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Industry Focus. “Insurance”

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