Summary
Overview
Work History
Education
Skills
Accomplishments
Personal Information
Hobbies and Interests
Projects
Certification
Timeline
Hi, I’m

BHAVIK PANCHAL

Mumbai
BHAVIK PANCHAL

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
BHAVIK PANCHAL