ROHIT CHAVAN
MIS EXECUTIVE - REPORTING & ANALIYTICS
Kalyan West
Summary
Dynamic professional eager to contribute to a forward-thinking organization that promotes growth and innovation in a challenging and supportive environment. Proven expertise in strategic planning and execution, ensuring alignment with organizational objectives while driving impactful results. Strong leadership capabilities inspire and motivate teams to achieve collective success. Solid track record of leveraging financial acumen and cultivating stakeholder relationships to drive business growth and enhance operational efficiency.
Overview
12
12
years of professional experience
2
2
Certifications
1
1
Language
Work History
Operations as Executive
TATA AIA Life Insurance Company
11.2017 - Current
- Role Summary: New Business Issuance (Internal Transfer on 01-July-2023 Till Date)
- Overview issuance and new business operations, ensuring seamless transaction processing.
- Conducted training sessions on the new user registration system to ensure effective onboarding.
- Delivered vendor registration process training to enhance productivity Improve turnaround time (TAT) and maintain quality standards.
- Provide training on MIS to the team on Daily basis.
- Performed and managed processes in medical management with effective tracking and timely delivery.
- Raised and tracked process-level issues observed during BAU activities to improve operational efficiency.
- Coordinated daily with channel teams, support teams, sub process Vender and service providers.
- Ensured IRDA compliance and reporting requirements were met.
- Conducted root cause analysis for system and process issues, recommending actionable solutions.
- Explored new processes to create robust workflows based on past experiences.
- Worked collaboratively on RCA, managed MIS reports, identified trends, and created presentations.
- We offer best life insurance solutions including – Health insurance, Term insurance, ULIP plan, Wealth related schemes and other investment plans.
- Organizational Responsibilities: (From November 2017 till May 2023)
- Role Summary: Partner Support Team.
- Established long-term client relationships through consistent delivery of high-quality products and services.
- Enhanced customer satisfaction by streamlining communication channels and improving response times.
- Developed innovative solutions to complex problems, resulting in improved organizational performance.
- Mentored junior staff members for accelerated career growth, developing future leaders within the organization.
- Handled exceptional pre-issuance and post-issuance queries of agency and banca channels, providing resolutions by coordinating with internal departments.
- Maintained and tracked reports of pending and issued policies to monitor monthly sales productivity.
- Prepared and presented quality reports to improve the performance of relationship managers.
- Creating MIS reports such as Login vs. Issuance, Undelivered Policy, and Free Look MIS.
- Generated daily medical reports and coordinated with Third-Party Administrators (TPAs).
- Assisted managers and supervisors in achieving targets within timelines.
- Resolved escalated policy cases by coordinating with new business operations teams.
- Send MIS reports to team members on regular basis, ensuring smooth communication.
- Maintained MIS for weekly meetings and monthly reviews.
- Conducted training sessions for team members on product features for newly launched products.
- Co-ordinated with underwriters to release timely quotes.
- Prepared annual data to determine metrics for operational performance.
CTS
Cognizant Technology Solutions
06.2016 - 11.2017
- Organizational Responsibilities (Loss Mitigation, Loan Doc Intake Review)
- Role Summary:
- Loan Document Intake.
- Helping Customers to avoid Foreclosure.
- Reviewing Documents for Loan Modification when the borrower is default in payment of loan.
- Dealing with different investors like Freddie Mac, Fannie Mae, FHA, VA and USDA.
- Helping Customers to get their loan modified when they are in difficulties.
- Dealing with different kind of hardships of customers and their documents verification.
- Reviewing the documents provided and finding missing documents.
- Contacting SPOC team with the documents required by customers for loan modification.
- Uploading the documents provided by customers to client database.
- Requesting documents from customers as per guidelines and sending appropriate letters for the same.
- Coordinating with client’s service team and handling their issues.
- Coordinating with client for different updates and scenarios
- Coordinating with borrowers for the missing documents to be provided for Loan Modification.
- Adaptable with various operating system.
- Handling the issue and providing the best solution to settle the work before deadline.
- Giving process related training to newcomers both fresher and experienced members.
- Handled additional responsibility such as being an Internal Quality check for team
- Cognizant is a global provider of Information Technology (IT) and Knowledge Process Outsourcing (KPO) solutions, with global development centers in India, and many other countries. Cognizant provides services to one of US Mortgage Services from Loan origination to servicing and Default Servicing.
WNS Global service Pvt, Ltd.
05.2014 - 01.2016
- Organizational Responsibilities (Banking and Insurance)
- Role Summary:
- Working in WNS as an associate in a BFS (Banking and financial service) Process name Ameriprise. It is an insurance-based process wherein I learned 4 sub process.
- Transfer to Refund: Where I used to refund the money in the existing account of the client, made cheques send them for approval to our advisor and they used to send that to the client’s address
- Cancellation with refund: There I started dealing with client’s money.
- PND (Plan not Deliver) where I was sending the mail to the advisor after receiving the reply I was refunding the suspense money to the credit card or via cheques or SPO
- I learned was Policy change; there I used to make changes in the existing insurance policy of the client.
- WNS is a global Business Process Management (BPM) leader. We offer business value to 200+ clients around the world by combining operational excellence with deep domain expertise in key industry verticals, including banking and financial services, shipping and logistics, travel and leisure, healthcare, insurance etc.…
Education
B. Com -
University of Mumbai
03.2015
H.S.C. - undefined
Mumbai Board
02.2011
S.S.C - undefined
Mumbai Board
03.2007
Skills
Business operations management
Certification
IATA Foundation (International Air Transport Association (IATA) Private organization promoting cooperation among the world's scheduled airlines to ensure safe, secure, reliable, and economical air services)
Interests
Photography, Travelling, Watching TV Discovery & TLC, Listening Music
Timeline
Operations as Executive
TATA AIA Life Insurance Company
11.2017 - Current
CTS
Cognizant Technology Solutions
06.2016 - 11.2017
WNS Global service Pvt, Ltd.
05.2014 - 01.2016
H.S.C. - undefined
Mumbai Board
S.S.C - undefined
Mumbai Board
B. Com -
University of Mumbai