Kartik Thadeshwar
Kandivali (West)
Summary
Experienced with data manipulation, statistical analysis, and data visualization. Utilizes advanced analytical techniques to uncover trends and inform business strategies. Track record of employing critical thinking skills to solve complex problems and deliver meaningful insights.
Overview
7
7
years of professional experience
Work History
Data Analyst
Yes Bank
07.2024 - 03.2025
- Produced monthly reports using advanced Excel spreadsheet functions.
- Utilized data visualization tools to effectively communicate business insights.
- Created various Excel documents to assist with pulling metrics data and presenting information to stakeholders for concise explanations of best placement for needed resources.
- Improved decision-making processes with accurate data analysis and visualization techniques.
- Enhanced business efficiency by identifying trends and patterns in complex datasets.
Assistant Key Account Manager
TATA AIA LIFE INSURANCE
06.2023 - 07.2024
- Ensure that branch achieve their retail budget.
- Motivate and encourage branch resources to generate maximum retail leads with help of customer engagement, tele calling and market activities.
- Manage coordination between lead generator, customer and bankers for smooth process.
- Guide customer to choose correct product as per their requirement.
- Prepared monthly, quarterly sales reports and have detailed discussion with Supervisor, branch head and branch staff.
- Manage team of 10-13 executive as per assigned products.
Senior Agency Manager
SBI Life
11.2022 - 06.2023
- Team managing and working on monthly targets.
- Making Follow up calls to the customers and achieving Insurance targets.
- Resolving customer queries and grievance through calls and emails.
- Making MIS reports and monthly reports.
- Make sure the customers are satisfied.
- Make sure the customers are satisfied and return back to us for further investments.
- Ensuring all the transactions in the system are updated accurately.
- Meeting clients on daily basis through consultants.
- Maintain the database of the customer and do the regular follow up with the customer as per their requirement providing them investments options.
Executive manager
Bajaj Allianz Life Insurance Company Pvt Ltd.
01.2021 - 11.2022
- Providing end to end resolution to the customers from time of post-sale of insurance policy.
- Making Follow up calls to the customers for renewal of their policies.
- Team managing and working on monthly targets.
- Resolving customer queries and grievance through one to one meetings.
- Make sure the customers are satisfied.
- Make sure the customers are satisfied and return back to us for further Investments.
- Ensuring all the transactions in the system are updated accurately.
Senior Officer
ICICI BANK
09.2018 - 05.2020
- Dealing with bank swift code and outward remittance on the daily basis.
- Ensuring the process are adhered and code of conduct strictly maintained.
- Supervising day to day management work.
- Make sure all the payment is done with finacle in proper manner.
- Ensuring proper follow ups on numbers and currency with other required details for smooth process of clearance.
- Dealing on daily basis in foreign exchange transactions.
- Maintaining daily records of numbers of remittance.
Education
No Degree - Data Analytics
SKILLOVILLA
Mumbai, India04-2025
Post-graduation - Banking Operations
NIIT
Mumbai, India09-2018
Bachelor of commerce - B.com
MKS COLLEGE OF COMMERCE
MUMBAI04-2018
Skills
- Strong communication skills (written & oral)
- Good Interpersonal skills with an ability to understand the customer’s problem & solving them
- Flexible and adaptive to new circumstances
- Quick learner and keen observation
- Data visualization and presentations
- Analytical problem solving
Timeline
Data Analyst
Yes Bank
07.2024 - 03.2025
Assistant Key Account Manager
TATA AIA LIFE INSURANCE
06.2023 - 07.2024
Senior Agency Manager
SBI Life
11.2022 - 06.2023
Executive manager
Bajaj Allianz Life Insurance Company Pvt Ltd.
01.2021 - 11.2022
Senior Officer
ICICI BANK
09.2018 - 05.2020
No Degree - Data Analytics
SKILLOVILLA
Post-graduation - Banking Operations
NIIT
Bachelor of commerce - B.com
MKS COLLEGE OF COMMERCE
Similar Profiles
Sheetal BarnwalSheetal Barnwal
Outward Remittance Processing and Manager at Yes BankOutward Remittance Processing and Manager at Yes Bank
ARCHANA T. RARCHANA T. R
NRI Relationship Officer at Yes BankNRI Relationship Officer at Yes Bank
Santosh Kumar SinghSantosh Kumar Singh
Credit Risk Manager (Senior Manager) at Yes BankCredit Risk Manager (Senior Manager) at Yes Bank