Sanjana Mehta

Business Analyst at Risk Control Technologies Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Canada, CA
Languages
  • English -
  • Hindi -
  • Gujarati -
  • Punjabi -

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Experience

    • Canada
    • Software Development
    • 1 - 100 Employee
    • Business Analyst
      • Aug 2022 - Present

    • India
    • Banking
    • 700 & Above Employee
    • Product Manager
      • Sep 2021 - Jun 2022

      •Responsible for developing sales strategy for scaling up the education loan business and penetration in the branch-banking network. Bank’s business through the branch-banking channel grew by 215% in FY 21-22 compared to FY 20-21.•Active member of student ecosystem project. Accountable for training, setting- up processes for sourcing 72 products offered under ecosystem and increasing business through branch-banking network.•Lead the bank’s initiative of digitalization of branches at Andheri shopper’s stop branch with an aim to increase adoption of digital solutions for sourcing, understanding various challenges faced during digital journeys and working with the product teams towards resolving them.•To increase sales, worked towards increasing the contactibilty of RMs with their managed customer base. Average visits per RM increased by 75% in April’22 as compared to Feburary’22 and average calls per RM increased by 16% in April’22 as compared to Feburary’22.•An active member of the “Asset specialist” project, which was aimed at tapping the sizeable opportunity for assets. Within 15 days of pilot launch, there were 9 closures with the help of specialists and 263 unique RMs reached out to the specialists.

    • India
    • Financial Services
    • 700 & Above Employee
    • Product Manager
      • Jul 2019 - Sep 2021

      • Responsible for digitalization of the seamless lead to loan journey for distribution of Home Loan and Auto Loan.• Assessed the current manual processes and charted out a migration plan to digitalize the loan process using SalesForce cloud platform.• Created the business requirement document for Retail Asset’s Digital Sales tool with an aim of building more efficient and cost-effective processes while making decisions regarding what needs to be build, what features were needed to best serve the existing customers and channel partners, ensure competitiveness and relevance in the market place and to look for new avenues of souring business.• Formulated a technology roadmap using the auto dialer facility to digitalize the call center which will help to cater to the online leads (YONO/OCAS/other digital aggregators) on real time basis.• Created reports and dashboards on SalesForce and leveraged analytical skills to identify trends and efficiency opportunities, provided valuable feedback and actionable insights for development of sales, eliminating weaknesses within company’s sales ecosystem and improving efficiencies.• Responsible driving the adoption of SalesForce, training and resolving any teething issues.• Designed the performance improvement plan for sales team with an aim to increase a sense of responsibility, address any recurring performance issues, increase productivity and identify and support the under-performers and to promote a positive company culture.

    • India
    • Banking
    • 700 & Above Employee
    • Deputy Manager
      • Apr 2019 - Jul 2019

    • India
    • Financial Services
    • 700 & Above Employee
    • Product Manager
      • Apr 2018 - Apr 2019

      • Responsible for driving the HL and LAP business for the FY 2018-19 with a target of 11,500 Crores and 3200 Crores respectively. Accountable for ensuring the 80% productive employees and ensuring product wise performance standards meet. Responsible for analysis of cost of acquisition and the incentive distribution. Reviewing the business of various team in the geography assigned via concall with team leaders, non productive ROs and discussing improvement strategies with branch heads, visiting the branches in Mumbai, review the Mumbai team’s business. Responsible for planning, allocation and aligning the business targets channel wise. Accountable for manpower planning in line with the business targets and requisite average productivity. Accountable for ensuring MOM profitability of branches in HL & LAP.

    • Product Manager SME
      • Jun 2017 - Apr 2018

      Was responsible for driving MOM/YOY business targets, accomplished 105% of the target, with the business closing at 5675 Crores in FY 2017-18 and seeing the growth of 79%. Was accountable for ensuring 80% productive employees with a growth of 28% in the productivity, taken up successfully the responsibility of manpower recruitment and worked on curbing the over all attrition. Reviewed the business of various ROs over concalls. As a strategic imitative, developed a more focus on sourcing the open market leads, incorporated and implemented new lead generation sources through the digital media, liaising with the various REC’s, Industry associations, connectors etc. Was responsible for the product training, incentive training and the handholding of the newly joined SME Relationship officers.A Strategic initiative developed a focused approach on increasing the MOM logins with a benchmark of 3 logins per RO and reduced the 0 loggers by 13% in th FY 2017-18. Was accountable for business confirmations with the bank and supervised the MOM incentivization keeping a check on the over all incentive cost. Was a part of the performance improvement program team, ensuring the successful implementation of the McKinsey model for the continuous monitoring of the performance of the Relationship officers.

    • India
    • Financial Services
    • 700 & Above Employee
    • Manager
      • May 2016 - Jun 2017

      Accountable for approvals of the deviation in brokerage plans, reduced the number of customized brokerage account to 3% from 22% in new accounts and for existing accounts reduced the brokerage modifications by 20% and increased accounts with standard brokerage plans to 96% from 84%. Worked with central service team for project management and processes re-engineering for supporting pan India business. Accountable for strategizing and designing processes in line with the requisites of the stakeholders. Built up a model to standardize the new brokerage plans in concurrence with the margin with the incorporated intelligence from the historic data, based on performance (revenue) of these non standard accounts in comparison to standard accounts and competitor analysis. With the vision of enhancing the customer experience, improved the customer grievance handling processes. Set up processes for retaining the clients for B2C client initiated account closures. Indentifying the scope of training, planning and coordinating the trainings for the service vertical about the new processes/platforms(softwares)/service initiatives.

    • Associate Professor
      • Jun 2013 - Apr 2016

    • India
    • Financial Services
    • 700 & Above Employee
    • Business Analyst
      • Feb 2013 - Jun 2013

    • summer intern
      • Jun 2011 - Aug 2011

      completed a project on "taxation assessment at ongc hazira as a part of my summer internship. completed a project on "taxation assessment at ongc hazira as a part of my summer internship.

Education

  • C.K.Pithawalla Institute of Management -Surat (SFI) 706
    Master of Business Administration - MBA, Finance
    2010 - 2010
  • C. K. PITHAWALA COLLEGE OF ENGG. & TECH., SURAT 009
    Bachelor of Engineering - BE, Electrical, Electronics and Communications Engineering
    2006 - 2010

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