Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Ayushi Bhardwaj

Insurance Broking
Mumbai,India

Summary

Client Relationship Manager with a demonstrated history of working in the financial services industry. Consistently exceeded performance in the current organization and skilled in Client Relationship Management, Data Analytics, Team Management, Stakeholder Management and Operations.

Overview

13
13
years of professional experience
5
5
years of post-secondary education
2
2
Certificates

Work History

Client Relationship Manager

Willis Towers Watson
Mumbai, Maharashtra
02.2019 - Current

1. Build and foster relationships with the Insurers writing Financial and Executive (FINEX) risks at Willis Towers Watson, travelling to London each quarter to meet the clients and maintain a healthy relationship
2. Provide data analytics measuring insurer performance and helping them improve their value proposition and visibility within the FINEX line of business
3. Administer monthly and annual reviews to direct reports and set clear and measurable goals, action plans and follow-up procedures, driving performance of staff ensuring the achievement of Key Performance Indicators

4. Work on innovation projects, delivering them within the identified scope, constraints, risks and deadlines

Team Leader

Willis Towers Watson
Mumbai, Maharashtra
12.2015 - 02.2019

1. Lead the offshore team providing data analytics to client relationship managers and built technical and subject matter expertise
2. Helped the team achieve quality, productivity and TAT goals
3. Conducted appraisals and helped in career development of the individuals
4. Supported the team in identifying areas for improving operational efficiencies & productivity
5. Liaised with onshore partners to drive improvements within the team

Senior Business Analyst

Willis Towers Watson
Mumbai, Maharashtra
02.2013 - 12.2015

Part of the Client Profitability team, executed financial models to analyze the profitability of client portfolios, helping Willis Towers Watson make key decisions regarding financial planning and budgeting such as where to focus their client acquisition spend, retention activity, design cost saving strategies etc

Business Analyst

KPMG
Mumbai, Maharashtra
11.2010 - 02.2013

1. Conducted secondary research, providing insights into company/industry size, macroeconomic outlook, key financial metrics and ratios, competitive benchmarking, trends, drivers, challenges through the use of third party content
2. Researched and prepared M&A intelligence reports, providing key merger metrics such as deal value and volume, average transaction size, deal trends by region and sector, deal type, buyer and seller type, advisor league tables etc

Research Associate

Capital IQ
Mumbai, Maharashtra
03.2008 - 04.2010

1. Maintained and developed the private equity section of the Capital IQ database through comprehensive coverage of the Asian and European private equity market, addressing the research needs of financial service firms
2. Information updated included data on investment firms such as their investment approach, fund strategy, portfolio etc, collected thorough secondary sources

Education

MBA -

Amity Business School
Delhi
04.2006 - 03.2008

Bachelors in Economics -

Hansraj College, Delhi University
Delhi
04.2003 - 03.2006

Skills

Relationship cultivation and retention

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Certification

Certificate in Insurance, Chartered Insurance Institute

Timeline

Certificate in Insurance, Chartered Insurance Institute

12-2021

Client Relationship Manager

Willis Towers Watson
02.2019 - Current

Team Leader

Willis Towers Watson
12.2015 - 02.2019

CFA Charterholder, CFA Institute

08-2015

Senior Business Analyst

Willis Towers Watson
02.2013 - 12.2015

Business Analyst

KPMG
11.2010 - 02.2013

Research Associate

Capital IQ
03.2008 - 04.2010

MBA -

Amity Business School
04.2006 - 03.2008

Bachelors in Economics -

Hansraj College, Delhi University
04.2003 - 03.2006
Ayushi BhardwajInsurance Broking