Rashmi Bharti
Specialist - Reporting, Analytics & Metrics
Ghaziabad
Summary
Skilled in reporting, analytics, and metrics with proven expertise. Experienced in assessing operations and analyzing functions for businesses of all sizes. Diligent worker with excellent communication and task prioritization skills, dedicated to delivering results. Extensive knowledge of business best practices, regulatory standards, and effective control systems, with a track record of supporting growth and driving success.
Overview
7
7
years of professional experience
3
3
years of post-secondary education
3
3
Languages
Work History
Specialist
Mercer
12.2022 - Current
- Spearheaded project management for newly onboarded clients and renewals, successfully managing the highest client volume with flawless adherence to deadlines and deliverables.
- Directed complex budget forecasting initiatives across 31 countries, including innovative non-insured benefits projects, driving accurate financial planning and global alignment.
- Delivered strategic consultative support on client policies, ensuring meticulous record-keeping and compliance within internal systems, enhancing operational accuracy.
- Authored and presented comprehensive annual financial assessments, empowering clients with data-driven insights to influence critical renewal decisions and financial strategies.
- Optimized data processing workflows by analyzing and validating high-volume daily data inflows, enabling seamless system integration and minimizing errors.
- Proactively managed escalations and addressed urgent stakeholder requests, maintaining exceptional service standards and fostering client trust.
- Led weekly cross-functional stakeholder engagements to communicate onboarding progress, ensuring cohesive collaboration between client teams and internal departments.
- Generated detailed monthly progress reports, enhancing transparency and providing actionable updates to support ongoing project success.
- Partnered closely with Account and Project Managers to formulate precise financial cost statements, playing a key role in vendor contract renewals and project budgeting.
Analyst, SME
AXA XL fmr. XL Catlin
10.2019 - 11.2022
- Directly supporting underwriters in Policy Administration. Worked and managed insurance policies for more than 3 countries in Policy management, Germany, Italy and Switzerland in assistance with Underwriters
- Managing all the High priority (Premium) accounts as an AR (Account representative).
- Performing regular audit reviews.
- Monitor customer account details for non-payments, delayed payments, and other irregularities.
- Driving Risk Management Changes and Policies throughout the company’s operations.
- Working effectively in a complex, deadline-driven environment and performing internal quality checks for our team and providing assistance to them.
- Mentoring and Coaching New Hire for Switzerland and Italy region
- Prepared and supported on Monthly & Quarterly Reports
- Developed dashboard by understanding business specifications and presenting them to our onshore business partners
- Working on various FT saving projects by initiating new ideas for automation to improve policy issuance time cycle and manual reporting.
- Analyzed key aspects of business to evaluate factors driving results and summarized into presentations.
- Assessed impact of current business processes on users and stakeholders and evaluated potential areas for improvement.
- Applied honed problem-solving skills to analyze and resolve issues impacting business operations and goal achievement.
- Evaluated trends to understand competitive environments and assess current strategies.
Senior Relationship Manager
ICICI Securities limited
07.2018 - 09.2019
- Analyzing Financial data received from clients to develop strategies for meeting client's financial goals by making them invest in different financial Products
- Managing and Updating existing and new client's Portfolio
- Trained freshers on different modes of Investment, Helped in achieving their goals.
- Worked with clients to address and respond to client and partnership management issues.
- Worked with branch partners to maximize sales efforts to business customers and cross-sell other products and services.
- Developed new banking relationships with business prospects.
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
- Performed routine closings, maintained clean, accurate and accessible records and kept close eye on transaction updates throughout each quarter.
- Improved overall financial reporting by streamlining control processes and reporting structures.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
Education
PGDM - Finance
Institute of Management Studies
05-2018
BBA -
Jayoti Vidyapeeth Women's University
Jaipur, India 06.2013 - 05.2016
XII - undefined
OXFORD PUBLIC SCHOOL CBSE
01.2013 - undefined
Skills
- Consulting
- Generative AI
- Data analysis
- Agile
- Credit Control
- Reconciliation
- MySQL
- Power BI
- Operations and Risk Analysis
Awards
R&R Award in the Month of March,2025
VOCs from multiple clients for deliverables
Interests
Reading books is an exceptional feeling which makes you detach from the real world for sometime and makes you travel to the different timezone
Training
- TATA STEEL LIMITED, JAMSHEDPUR Project: Preparation of Revenue and Capital Budget. Key Learnings: To prepare GAGW Budget Studied it's Execution.
- SHAREKHAN LIMITED, JAIPUR Project: Overview of Stock Market and Stock Exchanges in India. Key Learning: Studied about Portfolio Management. Academic Qualifications POST GRADUATION PGDM IMS GHAZIABAD 2018
Timeline
Specialist
Mercer
12.2022 - Current
Analyst, SME
AXA XL fmr. XL Catlin
10.2019 - 11.2022
Senior Relationship Manager
ICICI Securities limited
07.2018 - 09.2019
BBA -
Jayoti Vidyapeeth Women's University
06.2013 - 05.2016
XII - undefined
OXFORD PUBLIC SCHOOL CBSE
01.2013 - undefined
PGDM - Finance
Institute of Management Studies
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