Rohit Deb
Pune
Summary
An experienced Research Associate with a robust background in conducting in-depth industry research, analyzing data, and providing insightful reports to support strategic decision-making. Proven expertise in financial analysis, compliance, and staying abreast of regulatory changes, ensuring adherence to best practices. Proficient in managing and reviewing motor claims, ensuring accurate and timely processing, and handling correspondence to streamline the claims administration process.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Senior Associate
WNS Global Services
2024.06 - Current
- Claims Review and Processing: Conduct thorough reviews of motor claims to ensure all required documentation, evidence, and details are accurately captured and meeting criteria for claim approval. Assessed validity of claims and determine appropriate actions based on policy terms and conditions.
- Correspondence Management: Manage and review all incoming and outgoing correspondence related to motor claims, including communication with policyholders, repairers, assessors, and third parties. Ensure all communications are clear, accurate, and compliant with Suncorp's guidelines and regulatory requirements.
- Stakeholder Collaboration: Collaborate with various stakeholders, including underwriters, legal teams, and external vendors, to facilitate efficient processing of claims. Provide updates and maintain transparent communication to ensure all parties are aligned on claim status and next steps.
- Policy Interpretation and Application: Interpret and apply policy coverage details to claims, ensuring that each claim is processed in alignment with Suncorp's insurance policies and legal regulations. Provide guidance to policyholders on coverage issues and clarify policy terms when necessary.
- Dispute Resolution: Handle disputes related to motor claims by analyzing issues, communicating with involved parties, and proposing fair and compliant solutions. Escalate complex disputes to senior management or legal department when necessary.
- Data Entry and Record Maintenance: Accurately enter claim details into claims management system, ensuring all records are up-to-date and complete. Regularly audit claim files to verify data accuracy and compliance with internal and external standards.
- Reporting and Analysis: Generate and analyze claims reports to identify trends, issues, and areas for improvement in claims process. Provide insights and recommendations to senior management to enhance operational efficiency and customer satisfaction.
- Customer Service Excellence: Provide exceptional customer service by promptly addressing inquiries and concerns from policyholders regarding their motor claims. Maintain a professional and empathetic approach to resolving issues and ensuring a positive customer experience.
US Independence Compliance Associate
PWC Acceleration Centers
2023.06 - 2023.11
- Reviewing and supporting the compliance of all PWC professionals including their pre-hire screening and their immediate family members with independence policies of the firm and with the independence rules of US regulatory bodies such as AICPA, SEC and PCAOB
- Retrieving information on employee's personal data and financial data mostly investments by using the "Salesforce" platform for identification of independence compliance purpose
- Collaborating with engagement teams to identify and mitigate potential independence issues, providing guidance and recommendations
- Conducting research on industry best practices and staying updated on changes in independence regulations
- Worked on Employee Benefit plans, Variable Annuities as well as Retirement plans including 401(k) plans
- Working on financial relationships for Other Financial Arrangements like Checking/Savings, Insurance, Mortgage, Brokerage, Credit cards, Loans, Lease etc
- And providing guidance to PWC US employees to be financially independent.
Research Analyst
Netscribes India Private Limited
2022.01 - 2023.05
- Executed profiling of companies by collecting, summarizing and synthesizing business and financial information related to Private Equity, Venture Capital investments and Merger/ Acquisition deals
- Researched and analyzed financial and operating information of parent and subsidiary companies to ensure the validity of its operational status
- Performed market research in order to identify the target market, market conditions, industry needs and competition
- Performed secondary research to extract relevant deal and investment related information from various publicly available sources including industry journals, company press releases, annual reports, various regulatory filings and databases such as Factiva, Lexis Nexis, Bloomberg, Capital IQ, Mergermarket, etc
- Responsible for collecting data for financials like revenues, net income, Ebit-Da, Employee counts of various companies
- Working on classifiers like Public offerings, IPO.
Education
M.com in Accounting and Finance -
Calcutta University(Main Branch)
Kolkata, WB09.2021
B.com(HONORS) -
Heramba Chandra College
Kolkata, WB06.2019
Skills
- MS Excel
- MS Word
- MS PowerPoint
- Time Management and Commitment to deadlines
- Research and Analysis
- Attention to detail
- Secondary Research and Investment/ Deals Research
- Personal Independence Compliance
- Insurance Claims Administration
- Complaints management
Certification
Innovations and You/ Edtech Start- up (Financial Services)
Introduction to Finance, Accounting, Modeling and Valuation
Market Research for Management Consultants and Analysts
Languages
English
Hindi
Bengali
Projects
Project FTE, Done Project work for an esteem organization- Pitchbook and Morningstar.
Centre of Excellence and Brokerage Simplification Program.
Extracurricular Activities
Love for all kind of sports especially in football and also played for the school team, University team as well as in the Corporate team.
Participated in the drama group of school and College.
Participated in the Inter College Fashion show contest on behalf of Calcutta University.
Timeline
Senior Associate
WNS Global Services
2024.06 - Current
US Independence Compliance Associate
PWC Acceleration Centers
2023.06 - 2023.11
Research Analyst
Netscribes India Private Limited
2022.01 - 2023.05
M.com in Accounting and Finance -
Calcutta University(Main Branch)
B.com(HONORS) -
Heramba Chandra College
Innovations and You/ Edtech Start- up (Financial Services)
Introduction to Finance, Accounting, Modeling and Valuation
Market Research for Management Consultants and Analysts
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