Divyansh Agrawal
Summary
Accomplished Senior Analyst with a proven track record at TIAA, enhancing operational efficiency and financial analysis. Expert in navigating complex financial transactions and mentoring teams for peak performance. Skilled in POWER BI and fostering business growth through strategic analysis and insights. Demonstrates exceptional problem-solving and analytical abilities, significantly improving process accuracy.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Senior Analyst
TIAA
Mumbai
02.2020 - Current
- Handled intricate financial transactions, fund withdrawals, distributions, and loans.
- Collaborated with diverse teams in retirement sector, encompassing TPA, IRA, Lumpsum.
- Calculated estimates and provided costs for withdrawn accounts
- Processed and addressed inquiries related to 401(k) and pension accounts.
- Produces high-quality and accurate work through close attention to details.
- Engaged in next-generation mentoring programs.
- Offered training and mentorship to new associates on Retirement department tasks.
- Developed best practices to minimize errors based on analysis findings.
Insurance Advisor
United India Insurance Co.ltd.
Indore
09.2018 - 03.2019
- In-depth expertise in vehicle and health-related insurance products as part of general insurance offerings.
- Successfully identified and connected with new business prospects.
- Provided advice on suitable insurance options for clients.
- Oversaw end-to-end claims activities from initial submission to final resolution.
- Showcased superior features of offerings with intention to drive up-selling.
Education
PGDM - Finance
Lexicon Institute of Leadership & Excellence
Pune01.2021
Bachelors of Business Administration -
Renaissance College of Commerce & Management
Indore01.2018
Skills
- Performance Analysis
- Operational Efficiency Enhancement
- Business Analysis
- Financial Analysis
- POWER BI
- Microsoft Office
Certification
- Financial Modelling
- Technical Analysis in stock markets
- Power BI
- Basics of stock markets
- Amazon Web Services (AWS)
Accomplishments
- Multiple Quarterly and monthly awards for best performance.
- On the spot award for organizing various events at organization level.
Languages
Hindi
First Language
English
Proficient (C2)
C2
Timeline
Senior Analyst
TIAA
02.2020 - Current
Insurance Advisor
United India Insurance Co.ltd.
09.2018 - 03.2019
PGDM - Finance
Lexicon Institute of Leadership & Excellence
Bachelors of Business Administration -
Renaissance College of Commerce & Management
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