Summary
Overview
Work History
Education
Skills
Timeline
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MOHIT CHHASATIA

Pune

Summary

Detail-oriented and analytical financial risk professional with strong experience in evaluating complex financial risks and delivering actionable insights. Adept at managing detailed documentation, collaborating with stakeholders, and providing solution-oriented recommendations. Eager to leverage a solid foundation in insurance financial risk analysis and process management to contribute effectively to wealth management operations. Passionate about continuous learning and financial planning, with excellent presentation and communication skills to support client-focused financial services.

Overview

3
3
years of professional experience

Work History

Financial Risk Advisor

Marsh Advisory, Marsh McLennan
Pune
01.2025 - Current
  • Conduct detailed risk assessments of industrial premises, identifying hazards to support client decision-making.
  • Prepare and present comprehensive risk reports, showcasing strong attention to detail and clarity in communication.
  • Collaborate with underwriters to optimize risk coverage, aligning with compliance as per client's need.
  • Provide risk mitigation strategies, reflecting a solution-oriented approach focused on minimizing potential losses and financial risk.
  • Maintained accurate documentation and standardized report formats for risk evaluations, ensuring consistency and clarity for client and insurer communication.
  • Coordinated with cross-functional teams to streamline client onboarding and inspection scheduling, enhancing operational efficiency.
  • Leveraged Excel and other tools for data compilation, trend analysis, and reporting, supporting data-driven decision-making.
  • Handled confidential client data with high integrity and adherence to compliance standards.
  • Tracked follow-up actions on risk recommendations and monitored client implementation status, showcasing process management skills.

Deputy Manager

Beacon Insurance Brokers Pvt Ltd
Vadodara
04.2022 - 11.2024
  • Performed 300+ risk inspections across diverse industries, demonstrating strong analytical and observational skills.
  • Developed detailed loss prevention reports and recommendations to enhance client safety and operational efficiency.
  • Specialized in identifying process, fire, explosion, and electrical risks, ensuring regulatory compliance.
  • Supported policy underwriting through technical insights and risk classification.
  • Managed inspection pipeline, ensuring timely completion of field visits and report delivery to clients and insurers.
  • Developed SOPs for inspection and reporting processes, improving team-wide efficiency and output quality.
  • Collaborated directly with clients to explain findings, improving client experience and demonstrating professional communication.
  • Conducted internal quality checks on inspection reports, ensuring accuracy and clarity.
  • Adapted reporting styles and content based on client type (corporate vs SME), showing flexibility and client-centric approach.

Education

B.Tech. - Mechanical Engineering

Parul University
Vadodara, Gujarat
01-2022

Skills

  • Loss estimation calculation: Maximum Foreseeable loss & Maximum Probable Loss
  • Risk Assessment & Mitigation of Risk
  • Data Analysis
  • Process Optimization
  • Documentation & Report Writing
  • Client Interaction
  • Industry Collaboration and Partnership
  • Client Relationship Management
  • Presentation Skills
  • Microsoft Excel, Word & PowerPoint
  • Document Formatting & Editing
  • Process Improvement & Solution Development
  • Curiosity and Quick Learning Ability

Timeline

Financial Risk Advisor

Marsh Advisory, Marsh McLennan
01.2025 - Current

Deputy Manager

Beacon Insurance Brokers Pvt Ltd
04.2022 - 11.2024

B.Tech. - Mechanical Engineering

Parul University

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MOHIT CHHASATIA