Summary
Overview
Work History
Education
Skills
Languages
Affiliations
Certification
Timeline
Generic

Amey Sadanand Kathe

Mumbai

Summary

Detail-oriented business analyst with several years of experience conducting analysis and research to come up with solutions to common business problems. Polished in formulating business improvement strategies and overseeing new technology and system implementation. Commercially-aware professional with in-depth knowledge of computing systems and project management techniques.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Business Analyst

Tata Consultancy Services-New India Assurance Co. Ltd.
Mumbai
02.2020 - Current
  • Acted as a Business System Analyst for the full Software Development Life Cycle (SDLC) for the introduction of new products, enhancements, and the implementation of new projects within the general insurance domain, from requirement gathering through to deployment and post-launch support.
  • Conducted gap analysis to assess the current state of insurance processes and identify discrepancies in policy coverage, customer service, and operational efficiency.
  • Collaborated with business stakeholders, subject matter experts (SMEs), and IT teams to define clear and actionable business requirements for insurance-related features, including policy management, claims processing, and underwriting automation.
  • Led the requirements elicitation phase by conducting interviews, workshops, and surveys to gather business needs, ensuring alignment with industry regulations (IRDAI), and user expectations.
  • Developed use cases, user stories, and functional specifications, ensuring that business requirements were translated into technical documentation and adhered to during development.
  • Created detailed documentation, including process flows, functional requirements, and technical specifications, to ensure seamless integration of new features in the general insurance system.
  • Developed end-to-end workflows for key insurance processes (e.g., underwriting, claims processing, policy renewals) to streamline operations and enhance the customer experience.
  • Designed wireframes for new customer-facing portals and mobile apps, collaborating with UI/UX teams to ensure intuitive navigation and user-friendly interfaces.
    Wrote and prioritized user stories based on stakeholder feedback, ensuring alignment with business goals and user needs; facilitated agile sprints for timely delivery.
  • Facilitated the design and development phases, working closely with developers and QA teams to ensure the system met the specified requirements, and adhered to quality standards.
  • Managed test cases and UAT (User Acceptance Testing), ensuring business stakeholders validated the system’s functionality against predefined criteria, and addressing any gaps or issues.
  • Utilized traceability matrices to ensure alignment between business requirements, design, development, and testing phases, ensuring that all requirements for policy management, claims processing, and underwriting were fully addressed.
  • Created and maintained RACI matrices to clarify roles and responsibilities among cross-functional teams, ensuring clear ownership of tasks and accountability during the development of various projects and enhancements within the general insurance domain.
  • Led the implementation of Kanban boards to manage and visualize the flow of tasks, and ensure smooth communication between product owners, development, and QA teams, enhancing overall project transparency and efficiency.
  • Applied the Waterfall methodology in the initial stages for well-defined project scopes and milestones, ensuring a structured approach for system integration and compliance with regulatory standards in the general insurance domain.
  • Transitioned to Agile methodology during later project phases to accommodate dynamic business requirements, iterating on features such as claims automation and customer portal enhancements in two-week sprints.
  • Facilitated daily stand-ups, sprint planning, and retrospective meetings to support Agile practices, ensuring continuous improvement and timely delivery of features aligned with business needs.
  • Coordinated the deployment phase, ensuring smooth integration of new insurance solutions with legacy systems, and delivering necessary training and documentation to end users.
  • Led the implementation of Optical Character Recognition (OCR) tools to automate the extraction of policy and claims data from physical documents, reducing manual data entry by 40%, and improving accuracy.
  • Collaborated with cross-functional teams to integrate OCR technology with existing insurance systems, enabling seamless document processing, and faster claims adjudication.
  • Spearheaded the adoption of Robotic Process Automation (RPA) to automate repetitive tasks, such as claims validation, policy renewals, and premium calculations, enhancing overall operational efficiency and reducing processing time by 20%.
  • Conducted process mapping and analysis to identify automation opportunities, streamline workflows, and improve compliance with industry regulations.
  • Delivered training and support to staff on the use of OCR and RPA tools, ensuring smooth adoption, and minimizing disruption to ongoing operations.
  • Ensured smooth project delivery and achieved business goals by tracking progress, managing risks, and maintaining stakeholder communication through appropriate project management tools and methodologies.

Quality Analyst/ Trainer

Tata Consultancy Services-Project :New India Assurance Co. Ltd.
Mumbai
03.2016 - 02.2020
  • Trained and managed a team of 30 members in the absence of the Team Lead, ensuring smooth operations and consistent performance in handling general insurance queries and processes.
  • Led the induction and mentoring of new team members, ensuring a seamless onboarding experience, and equipping them with the necessary skills to manage customer interactions effectively.
  • Facilitated internal brainstorming sessions on the company's products, services, and portals, ensuring accurate query resolution and best practices were followed by all team members.
  • Conducted regular audits of chats and emails, ensuring 100% quality of service delivery, identifying improvement opportunities, and providing actionable feedback to maintain high standards of customer service.
  • Developed and prepared weekly and monthly performance dashboards, tracking key metrics and team progress, contributing to data-driven decisions, and continuous performance improvement.
  • Created and maintained critical process-related documents, including Standard Operating Procedures (SOPs), Frequently Asked Questions (FAQs), and Known Error Database (KEDB), ensuring team alignment with operational standards and efficiency.
  • Collaborated with the training team to design and deliver training materials for the website and the new Jira-based ticketing application, ensuring the smooth adoption of the platform by team members, and enhancing operational workflows.

Senior Mortgage Foreclosure Analyst

Tata Consultancy Services-Citibank Mortgage Foreclosure Department
Mumbai
12.2011 - 01.2016
  • Managed a portfolio of approximately 300 loans, overseeing the timely initiation of property sales to ensure Citi Mortgage could recover funds through foreclosure proceedings.
  • Coordinated all attorney communications to facilitate various stages of foreclosure, including complaint filing, defendant service, publication, and property sale.
  • Ensured timely and efficient processing of foreclosure activities by administering responsiveness to alerts, and maintaining strict management of the foreclosure timeline.
  • Analyzed and designed strategies to minimize financial losses by optimizing the foreclosure process, working closely with attorneys to streamline procedures, and reduce delays.
  • Regularly updated and maintained loan portfolios by state, ensuring accurate tracking and management in compliance with legal and company policies.
  • Created and maintained process-related documentation, including procedures and guidelines, to standardize foreclosure operations and improve team efficiency. Trained new joiners and conducted brainstorming sessions as well.

Senior Customer Service Representative

Aditya Birla Minacs-Project: Birla Sun Life Insurance
Mumbai
01.2010 - 12.2010
  • Provided customer service to policyholders, addressing inquiries, resolving complaints, and ensuring customer satisfaction across a wide range of insurance products.
  • Acted as a primary point of contact for existing clients, offering personalized guidance on policy options, claims processes, and product features to enhance the customer experience.
  • Managed policy renewals and facilitated smooth claims processes, ensuring accurate documentation, and prompt resolution of customer issues.
  • Worked closely with the sales team to promote and upsell insurance products, contributing to the achievement of sales targets, and expanding the client base.
  • Conducted customer onboarding and provided training sessions on new products and services, ensuring that clients were fully informed of their policy details and benefits.
  • Monitored and analyzed customer feedback to identify improvement areas, implementing corrective actions to enhance service quality and customer retention.

Education

Bachelors of Commerce -

Bhavans College, Mumbai University.
Mumbai
04-2009

Skills

  • Teamwork and collaboration
  • Gap analysis
  • Stakeholder engagement
  • Competitive analysis
  • Time management
  • Excellent communication
  • Documentation management
  • Problem-solving
  • Analytical tool implementation
  • Multitasking and organization
  • Data and analytics
  • Performance metrics
  • Requirements analysis
  • User acceptance testing

Languages

English
First Language
Hindi
Intermediate (B1)
B1
Marathi
Intermediate (B1)
B1

Affiliations

Date of Birth:12-08-1989

Playing Football,Running,Strength and Endurance Training

Certification

Completed the Skill Nation Workshop Led and Mentored by Microsoft Certified Trainer Jatan Shah included below skills:

  • Advanced and Modern Excel using Chat GPT
  • Advanced PowerPoint Masterclass,
  • Business Intelligence using Power BI
  • Basic to Advanced Tableau Dashboard Mastery Course
  • Basic to Advanced SQL Masterclass.

Excel Essentials: The Complete Excel Series - Level 1, 2 & 3 from Udemy which covers from Excel Novice To VBA

Timeline

Business Analyst

Tata Consultancy Services-New India Assurance Co. Ltd.
02.2020 - Current

Quality Analyst/ Trainer

Tata Consultancy Services-Project :New India Assurance Co. Ltd.
03.2016 - 02.2020

Senior Mortgage Foreclosure Analyst

Tata Consultancy Services-Citibank Mortgage Foreclosure Department
12.2011 - 01.2016

Senior Customer Service Representative

Aditya Birla Minacs-Project: Birla Sun Life Insurance
01.2010 - 12.2010

Bachelors of Commerce -

Bhavans College, Mumbai University.
Amey Sadanand Kathe