See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Bio

Generated by
Topline AI

Credentials

  • Certifed Equity Market Analyst
    National Stock Exchange of India Limited
    Dec, 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

    • 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

  • WTW
    • Mumbai, Maharashtra, India
    • 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

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Insurance”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles