Hi, I’m
BHAVIK PANCHAL
Mumbai
Summary
I come across as a self-driven and motivated individual with a constant zeal to learn. Strong business acumen, excellent analytical skills, and the ability to excel in tough and complicated situations have been my strengths over the years. I look forward to working in a progressive environment and contributing to the team with my knowledge and experience to achieve our business targets. I believe in giving back to society to bring about a positive change in every way I can.
Overview
20
years of professional experience
1
Certification
Work History
Equifax
Assist. Vice President Automation, Analysis & Sales Ops
01.2018 - Current
Job overview
- Was instrumental in Designing & Automation of various Sales Dashboards & Streamlining processes leading to facilitating the Sales vertical and Senior Management to have a good understanding of current/future business requirement
- Was a key member for Country Budget & Sales Targets setting exercise with hands on knowledge of various facets of country operations
- Responsible for updating of Monthly & Quarterly Business presentations, Strategic Play-Book (SPB)
- Pipeline management: Oversee and optimize the sales process from lead generation to closing deals
- Continuously improve sales methodologies, policies, and procedures to enhance efficiency, effectiveness, and customer satisfaction
- Work with the team on regular updation of pipeline to showcase the accurate business
- In addition, they are responsible for Dashboard governance
- Collecting and Analyzing Sales data to gain insights, Submit VAS forecast, Track Performance and make informed decisions
INTELENET 2.0 (Formerly known as SERCO)
11.2004 - 12.2017
Job overview
- Responsible for operational efficiency & SLAs (Service level agreement) within the Organization
- Responsible in developing and reviewing policies, programs and procedures concerning customer relations and services provided
- Providing direction and feedback to team members and assisting with the HR for recruitment
- Managing, motivating and developing staff providing customer service
- Planning and implementing after-sales services to follow up customer satisfaction, ensure performance of goods purchased, and modify and improve services provided
- Align with Operations and drive all necessary changes communicated by Senior Leadership team
- Review financial statement and perform in depth variance analysis on revenue, cost, EBIT for all business units under BFSH vertical for Offshore Financial Review
- Reporting revenue leakages/losses incurred and any savings/benefits passed to the client through various initiatives undertaken by the businesses
- Worked on detailed analysis of Cost per headcount at a process level and presented the same to the head of the vertical with recommendations
SERCO (Formerly known as INTELENET)
Call Center Team Leader Operations - Mortgage Services MIS
Job overview
- Company Overview: BFSI Sector
- Operations BAU Responsibilities
- Oversee operations staff management and ensure optimal operations performance
- Manage long and short-term product and process strategies to meet company and client expectations
- Instrumental in tracking and collating statistical/analytical reports timely and accurately to meet the requirements at different levels of management
- Submit Payroll data for the entire process to the HR department after reconciliation
- Prepare daily, weekly, and monthly packs to report performance and staffing
- Responsible for submitting monthly billing invoice as per the Rate card specifications given by the Client
- BFSI Sector
Education
WE School
MBA from finance and operations
09.2024
University Overview
Pursuing MBA in finance and operations
Skills
- Excel
- Financial analysis and planning
- Word
- PowerPoint
- GOOGLE Data
- LOOKER Studio
- GOOGLE Sheets
- Slides
- Team Management
- Strategic Planning
- Analysis
- Streamline
- Automation
- Salesforce
- Power BI
- Operations Management
- Cross-functional team leadership
- Financial Management
- Business Planning
Accomplishments
- Best Performance for Q2 & Q3, 06/30/22
- One Equifax Award for Q1, Q2, Q3 & Q4, 12/31/23
- Outstanding Contribution - Operations Support, 06/30/22
- Special Recognition - Retail Banking MIS Team, 12/31/22
- Best Performer - Operations Support I-Sparkle, 12/31/22
- Best Performer for the year, 12/31/22
Personal Information
Marital Status: Married
Hobbies and Interests
- Riding Bike
- DIY Modification
- Cricket
- Swimming
- Dancing
Projects
Salesforce CRM, Worked on a project to setup complete CRM in India. First Rail & NRE MIS, Built complete MIS department. Household Fraud Saves, Saved Frauds for US Based customers.
Certification
- Microsoft Certified, Data Analyst Associate using Power BI – Microsoft Corporation.
- Microsoft Excel Expert Certification – Microsoft, given the importance of Excel in economic analysis.
- Microsoft Office Specialist, Microsoft Word Expert (MOS, Word Expert) – Microsoft Corporation.
Timeline
Assist. Vice President Automation, Analysis & Sales Ops
Equifax
01.2018 - Current
INTELENET 2.0 (Formerly known as SERCO)
11.2004 - 12.2017
Call Center Team Leader Operations - Mortgage Services MIS
SERCO (Formerly known as INTELENET)
WE School
MBA from finance and operations
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