Experienced professional with excellent client and project management skills. Action-oriented with strong ability to communicate effectively with technology, executive, and business stakeholders. Looking for a career position where professional experience and expertise will be regarded as a wealth of an organization. And willing to take new to make a distinct impact.
Overview
19
19
years of professional experience
2
2
Certifications
Work History
Team Lead - Distribution Client Service Executive
SS&C Fintech Services Private Limited
04.2025 - Current
Managing 12 FTE'S and responsible for their deliverables and performance.
Act as the central point of contact for all client and internal department inquiries, managing Complaints end-to-end communication to efficiently facilitate the exchange of information and service requests between the organization and its clients.
Enhanced customer satisfaction by streamlining communication channels and improving response times.
Managing teams work allocation and responsible for their deliverables.
Prepare SOP, review and update that result in consistent team performance and reduce process variance.
Weekly calls with UK stakeholders and managers on team productivity and utilisation.
Ensure that all statutory and company procedures are followed while processing work to protect clients, colleagues and the business interest of company.
Collaborated with other department leads to streamline workflows, improve interdepartmental coordination, and achieve business goals collectively.
Analyst - Technical Support & Trainer at Placing and Billing
WTW Global Delivery and Solutions India Private Limited
05.2017 - 03.2025
Handled Pre Renewal (Claim Experience, Drafting Renewal Questionnaire, Market Presentation, Renewal Report, COC to Client) Renewal(Currently fully involved in end to end Billing process for GB Retail) and Post Renewal Process (Checking Policy Document).
Managed Key Business Control Reports like Client Money, Query data and Dashboard to assist management to understand trend and take key strategic decisions during month and quarter ends.
Outperformed complex bureau & accounting queries along with assisting onshore stakeholders with their escalated queries.
Developed in depth understanding of technical aspects, demonstrated Subject Matter Expert, Up skilled team mates.
Ensured any feedback (Including breach/errors) found in the process is informed to LM's and monitored throughout the life cycle.
Instrumental in conducting monthly Audit with high level of accuracy, work on RCA report as per compliance requirement.
Ensured ongoing, sustainable and dynamic relationships with stakeholders whilst managing their expectations.
Collaborated with cross-functional teams to identify opportunities for process improvement and increased efficiency.
Mentored junior analysts, fostering skill development and ensuring consistency in analysis methodologies.
Sr Associate - Customer Service Executive at Placing and Billing
WTW Global Delivery and Solutions India Private Limited
06.2011 - 02.2014
Deal end to end process on Renewing Non life insurance product like Drafting Documents, Billing and Policy checking, supporting assistance to UK CSE.
Participates in process updates sessions, Process knowledge Tests, training and coaching sessions.
Doing Multi tasking as per team requirement during heavy volume.
Allocate work and monitoring team activity.
Loan Processing Officer
TCS Eserve Ltd
12.2007 - 05.2011
As a Mortgage processor to Citibank USA used to work on customers file and assisting U.S Attorneys with the current status.
Move foreclosure file to the Bidding stage.
Trained new joiners and provide details to LM'S.
Education
Post Graduation Diploma - Banking Investment and Insurance
Welingkar's Institute
Mumbai
01.2012
Bachelor in Commerce - undefined
K.J Somaiya Arts & Commerce
Mumbai
01.2005
Skills
Deadline-oriented
Report Analysis
Excellent work ethic
Coaching and mentoring
Teamwork and collaboration
Workflow management
Customer focus
Attention to detail
Certification
AI Microsoft certified
Interests
Listening Music, Dancing, Travelling
Timeline
Team Lead - Distribution Client Service Executive
SS&C Fintech Services Private Limited
04.2025 - Current
AI Microsoft certified
01-2025
Analyst - Technical Support & Trainer at Placing and Billing
WTW Global Delivery and Solutions India Private Limited
05.2017 - 03.2025
Sr Associate - Customer Service Executive at Placing and Billing
WTW Global Delivery and Solutions India Private Limited
06.2011 - 02.2014
Six Sigma Yellow Belt Certification
05-2011
Loan Processing Officer
TCS Eserve Ltd
12.2007 - 05.2011
Bachelor in Commerce - undefined
K.J Somaiya Arts & Commerce
Post Graduation Diploma - Banking Investment and Insurance