About Candidate



MBA Finance 2012
Pune University
BCOM 2010
Pune University

Work & Experience

Senior Associate Analyst 13 Jul 2022 - 15 Feb 2023
Tech Mahindra

● Worked in Policy Servicing role in Insurance Project ● Modify, update, and process existing policies and claims to reflect any change in beneficiary, amount of coverage, or type of insurance. ● Building and installing the coverages ● Communicating with Agents for any missing data ● Capturing information in our system ● Crosschecking the coverages taken by an employee ● Notify accounting department of policy cancellation. ● Generating Policy booklet for employees

Specialist 26 Sep 2019 - 11 Apr 2022

● Worked in Trade Reconciliation team ● Coordinating with DAG and providing reports to team members ● Cash and Position reconciliation in Mosiki application ● Single- and double-sided reconciliation ● Downloading various broker report ● Performing break investigation ● Checking of variance comment ● Maintaining MIS reports ● Checking everything is saved and nothing is left

Senior Transaction Processing Officer 22 May 2017 - 22 Sep2019

● Worked as ACTING TEAM LEADER in REIT Reconciliation (DERRIVATIES) ● Handled Team size- 20 FTEs’. ● Lead CSR activity for Old Age Home ● Management & Client reporting ● Providing training to new joiners ● Assuring mails from onshore are done on priority ● Daily allocation of cases to team and assuring nothing is left out ● Communicating with onshore for new updates if any ● Preparing pkt questions on monthly basis ● Responsible to made all queries to onshore and providing process update to team ● Preparing MBR (MIS) on monthly basis ● Coordinating with IT team to resolve any system issues

Senior Process Executive 3 Oct 2012 - 17 May 2012

● Worked in Annuities- Insurance Process ● Handled Team size- 15 FTEs’ ● Lead Employee Engagement Activities under guidance of HR. ● Lead CSR activities and trained students for spelling contest and sports activities for Interschool Competition ● Management & client reporting ● Preparation of PnL on daily and monthly basis ● Performing T0 v/s T1 checks & providing comments for variances if any ● Lync and email communication with various teams for preparing reports ● Preparing and updating Dashboards for; Daily, Weekly & Monthly Governance ● Coordinating with different teams for their data to be included in reports. ● Maintaining MIS Reports for auditors to fulfill the compliance requirement. ● Collate data at one place for supervisory control.