Bio
Credentials
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Certifed Equity Market Analyst
National Stock Exchange of India LimitedDec, 2017- Apr, 2026 -
Certificate Insurance from CII, UK
Chartered Insurance Institute -
Certified Financial Planner
International College Of Financial Planning -
Certified Handwriting Analyst
Institute Of Grapholog Personal Success
Experience
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India
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Insurance
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700 & Above Employee
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Team Manager
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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
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Process Leader
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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
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WTW
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Mumbai, Maharashtra, India
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Specialist
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Mar 2002 - Jul 2009
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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.
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Education
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2009 - 2012ICFAI University
Master of Business Administration (M.B.A.), Finance, General -
2002 - 2004University of Mumbai
Master of Commerce, Management -
1995 - 2000Mumbai University
Bachelor of Commerce (B.Com.), Accounting -
1985 - 1995St. Xavier's School, Powai
SSC, S.S.C -
International College Of Financial Planning
CFP, Financial Planning and Services
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References
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