Kaushal Modi
Summary
With over 6 years of experience in business operations, a dynamic and results-driven professional. Throughout the career, successfully managed day-to-day operations, improving efficiencies and driving growth within organizations. Expertise lies in strategic planning, process optimization, and team leadership. Excels at analyzing data, identifying opportunities for improvement, and implementing innovative solutions. Now, seeking to leverage skills and contribute to the success of a forward-thinking company.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Senior Specialist - Process Leader
Marsh & McLennan Global Services India Pvt Ltd
04.2021 - Current
- Managed daily case allocation and attendance monitoring, ensuring compliance with company policies and procedures.
- Oversaw day-to-day operational tasks to facilitate the smooth functioning of business processes.
- Delivered impactful coaching to direct reports, driving high-performance outcomes and team development.
- Prepared comprehensive reports, including individual utilization trackers, management information (MI) reports, weekly presentations, and handoff data.
- Provided support and guidance to internal teams on operational procedures and best practices, fostering a culture of continuous improvement.
- Conducted process knowledge assessments to evaluate team understanding and adherence to operational standards.
- Processed insurance certificates for clients, ensuring accurate documentation and compliance with company policies.
- Delivered training on high-skill accounts to newly onboarded colleagues, enhancing their operational effectiveness.
- Determined, monitored, and processed requests from the US office, clients, and third parties for copies of Certificates of Insurance.
- Conducted regular process audits and inspections to ensure adherence to current work processes and identify areas for improvement.
Associate
Kotak Mahindra Bank Ltd
07.2019 - 04.2021
- Managed and organized email communications to ensure timely responses and effective information flow.
- Maintained accurate financial records, ensuring compliance with company policies and regulatory requirements.
- Cleared and processed financial invoices, ensuring timely payments and accurate record-keeping.
- Created comprehensive MIS and financial reports to support decision-making and strategic planning.
Education
MBA - Finance
Narsee Monjee Institute of Management Studies
Mumbai01.2025
BBA - Finance
Prahladrai Dalmia Lions College
Malad03.2019
Higher Secondary Certificate - Commerce
Shankar Narayan College of Arts & Commerce
Bhayandar03.2016
Secondary School Certificate (SSC) -
Mary Mother English High School
Bhayandar04.2014
Skills
- Proficient in utilizing advanced Excel functions and features, including pivot tables, VLOOKUP, INDEX-MATCH, and complex formulas to analyze and visualize data effectively
- Demonstrated ability to work effectively in diverse teams, fostering a collaborative environment that encourages open communication and idea sharing
- Adept at conveying complex information clearly and concisely, both in written and verbal formats Experienced in delivering engaging presentations to various audiences, utilizing storytelling techniques to enhance understanding and retention
- Expert in designing visually appealing and informative PowerPoint presentations that effectively communicate key messages Skilled in using advanced features such as animations, transitions, and multimedia elements to enhance audience engagement
- Strong analytical and critical thinking skills, enabling the identification of issues and the development of effective solutions
- Proficient in the full suite of Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook Capable of leveraging the unique features of each application to enhance productivity and streamline workflows
- Meticulous in reviewing work to ensure accuracy and completeness, minimizing errors and enhancing overall quality Skilled in conducting thorough analyses and audits of data and documents, identifying discrepancies and areas for improvement
Accomplishments
- Best Performance - Awarded by Chief Operating Officer of Marsh North American.
- Spotlight of the Month - Awarded by Operations Manager.
- Catalyst of the Month - Awarded by Team Manager.
- Quality excellence award for highest accuracy in H1 2024 - Awarded by Managing Director - Marsh Operations
- Kaushal has exceeded production expectations by closing the highest no. in the team. He drives completion of maximum no. of Unknown clients received in the Northeast Zone with 100% accuracy. In the month of Aug, Kaushal was able to get signed off on OTIS which is one of the most complex and critical clients of Northeast. Mumbai team has put in lot of efforts to get this client processed and Kaushal has proved himself to be one of the pioneers to get this transitioned. Well Done, Kaushal!
- Kaushal is one of the active members in the team with respect to handling clients where masters are not in use. He has given his 100% production without compromising on the quality of data. Kaushal has been very flexible in terms of accommodating different set of clients and has been very vocal in terms of communicating with onshore regarding master updates. Kaushal is supporting evening shift in the month of January to support Jan renewals. This award is to appreciate every single effort that Kaushal puts in for the betterment of the process.
Special appreciation insights
Languages
English
Hindi
Marathi
Certification
Associate in Insurance (AINS) 101
Timeline
Senior Specialist - Process Leader
Marsh & McLennan Global Services India Pvt Ltd
04.2021 - Current
Associate
Kotak Mahindra Bank Ltd
07.2019 - 04.2021
MBA - Finance
Narsee Monjee Institute of Management Studies
BBA - Finance
Prahladrai Dalmia Lions College
Higher Secondary Certificate - Commerce
Shankar Narayan College of Arts & Commerce
Secondary School Certificate (SSC) -
Mary Mother English High School
Similar Profiles
Harshal ChouguleHarshal Chougule
Senior Analyst of Finance and Accounting Operations at Marsh & McLennan Global Services India Pvt LtdSenior Analyst of Finance and Accounting Operations at Marsh & McLennan Global Services India Pvt Ltd
Samir Ayub KhanSamir Ayub Khan
Manager – Client Support Services at Marsh McLennan Global Services India Pvt. Ltd.Manager – Client Support Services at Marsh McLennan Global Services India Pvt. Ltd.
Sagar ShindeSagar Shinde
Senior - Data Science & Data Analytics Engineer at Marsh & McLennan Global Services India Pvt LtdSenior - Data Science & Data Analytics Engineer at Marsh & McLennan Global Services India Pvt Ltd
EZGI NAGIHAN GOKLER GöklerEZGI NAGIHAN GOKLER Gökler
Senior Specialist, Supply Chain Business Process Engineer, Leader at MAN Truck & BusSenior Specialist, Supply Chain Business Process Engineer, Leader at MAN Truck & Bus
CHRISTOPHER KHOO KEE AUNCHRISTOPHER KHOO KEE AUN
SECURITIES TRADE PROCESSING OFFICER (Bonds/ Structured Products) (Contract Expired) at BANK JULIUS BAER SINGAPORESECURITIES TRADE PROCESSING OFFICER (Bonds/ Structured Products) (Contract Expired) at BANK JULIUS BAER SINGAPORE