Pratik Dev

• Led a team of claims advisors, ensuring timely and accurate processing of complex accident benefit claims.
• Provided coaching, performance management, and support to team members to exceed service level goals.
• Delivered exceptional customer service while managing regulatory compliance and resolving escalated cases.
• Designed and rolled out streamlined processes, resulting in a 15% improvement in claim handling time.
• Mentored team members through regular coaching and development plans, enhancing team performance and morale.
• Collaborated with cross-functional teams to identify operational gaps and introduce solutions to enhance efficiency.
• Facilitated training programs to upskill new and existing team members on policy updates and best practices.

Insurance Advisor, May 2022- March 2023

• Provided personalized insurance solutions, risk analysis, and policy underwriting.
• Delivered a consistently excellent customer experience and resolved client concerns.

• Led a sales and customer service team, conducting performance reviews, recruitment, and development.
• Managed multiple salespeople, including quarterly reviews, performance evaluations, hiring, and terminations.
• Analyzed sales trends to project expected sales volume and profitability.
• Participated in creating and implementing unit policies and procedures.
• Collaborated with key stakeholders to identify issues and develop action plans for assigned KPIs.
• Managed sales and customer support teams; improved KPIs by introducing performance dashboards and structured feedback mechanisms.
• Led recruitment, onboarding, and development of new hires to ensure quick ramp-up and team stability.
• Increased profitability by realigning sales strategies based on market trend analysis.
• Managed approximately 30 incoming calls, emails and faxes per day from customers.
• Standardized sales processes across multiple units to ensure consistency and scalability.

• Managed high-volume recruitment across technology, finance, and operations roles; shortened time-to-hire by 20% through targeted sourcing strategies.
• Strengthened employer brand by launching new candidate engagement campaigns and events.
• Partnered with business units to forecast workforce planning needs aligned with organizational growth goals.

• Performed detailed cash and position reconciliations for major investment portfolios.
• Provided risk analytics reporting, supporting investment strategy decisions and regulatory reporting requirements.

• Handled dividend claim processing, corporate actions, and trade validations.
• Liaised with custodians, agent banks, and counterparties to resolve complex payment issues. Managed 25 plus emails from clients and counterparties.
• Conducted reconciliations and managed reporting processes for client money and corporate actions.
• Oversaw corporate action processing, trade validation, and dividend claims across global markets.
• Ensured timely resolution of payment discrepancies by liaising with custodians and counterparties.