Summary
Overview
Work History
Education
Skills
Personal Information
Languages
Extracurricular Activities
Hobbies and Interests
Affiliations
Languages
Certification
Timeline
Generic

Sagar Sheth

Mumbai

Summary

Dynamic and results-oriented professional with three years of experience in Finance and Operations. Adept at leveraging strong communication skills to streamline processes and drive efficiency. Known for quick learning ability, consistently adapting to new challenges and technologies. Proven track record of delivering impactful results in fast-paced environments. Passionate about optimizing operations and contributing to organizational success.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Senior Advisor

Willis Towers Watson
Mumbai
05.2023 - Current
  • Successfully facilitated the transition of work operations from Manila to Mumbai Proficient in timely extraction of raw data from vendor portals and formatting it for accurate financial performance analysis reports for USbased clients Effectively liaised with Manila and USA teams, ensuring accurate and timely report delivery, while being entrusted by management to represent the team in diverse capacities Demonstrated a collaborative spirit by assisting other teams to meet deadlines without compromising quality standards
  • Was the Spoc for entire team for Jira Tool.Also presented the working, pros and cons of the Jira tool to higher management
  • I was also the SME for process where I solved the queries of entire team and was first point of contact in case of any query or lack of understanding
  • I also trained several members of team on Excel formulas.

Associate Account Maintenance

BCMGLOBAL(LINK GROUP)
11.2020 - Current
  • Responsible for Account Maintenance, Data Management, Validation, reporting of loans and saving of COB reports for each assigned portfolio
  • Act as conduit for system maintenance requests, queries, and correspondence between BCMGlobal and Client ensuring timely and accurate responses and an orderly flow of information
  • Manage the allocation of funds for each assigned portfolio on daily basis in accordance with loan documentation and performing specific checks post IPD (interest payment day)
  • Develop strong working relationships locally and with colleagues in other locations to ensure that a seamless and best in class service is maintained by the unit
  • Identify and implement process and system efficiencies as part of the continuous improvement initiative
  • Ensure all the activity and reporting to be done within the deadline
  • Proficiency in usage of applications such as PEGA, T24-R7 and R15 and CMS.

PMO

06.2021 - 10.2021
  • Worked as PMO for IT Infra where I reconciled the mismatched data between HR and INFRA team
  • Planned out strategies for filling out open roles in IT
  • Data management and sorting of all candidates who were hired a year before and who are to be hired in next few months
  • Management of Buddy Tracker for entire organization and making pivot data for IT steerco
  • Communicating with HR to collate the data and merge it for the manager to review regarding Tech hirings
  • Managed and planned out entire SOE Build up process for 90 Microsoft Surface laptop users
  • Daily report making for SOE build up activity and submitting reports to the tech tower leads
  • Coordinating with the laptop users and scheduling for them office visit for the SOE build up.

Education

Bachelor’s in Financial Markets (BFM) -

Mulund College of Commerce
10.2020

HSC, First Class with Distinction -

Lala Lajpat Rai College of Commerce and Economics
01.2017

SSC, First Class with Distinction -

LTEHS
01.2015

MBA - Finance

DY Patil University
Pune

Skills

  • MS Office: Advanced Excel, Word, Power Point, Outlook
  • Web designing: HTML - Basic
  • Python – Basic (Learning Advanced from Udemy)
  • Tally2009 – Basic
  • Pega
  • T24
  • Jira
  • Team Collaboration
  • Flexibility
  • Marketing
  • Operations Management
  • Data Analysis
  • Strong Leadership Skills

Personal Information

  • Date of Birth: 06/05/99
  • Marital Status: Single

Languages

  • English
  • Hindi
  • Marathi
  • Gujarati

Extracurricular Activities

Responsible for the finance budgeting for the college at the intra level Head of the organizing committee for the BFM Department Done marketing and logistics for the college events PR head for the annual college festival, “SPECTRUM” PR head for the SAARC SUMMIT organized by MCC in the year 2019 Event head for many financial events such as RETROSTOCK, MOCK STOCK ETC Member of We Learn and Fun Committee for BCMGLOBAL Participated in official photo and video shoot of Link Group Part of Fun committee where I have managed many events and games for 50+ employees of my process

Hobbies and Interests

  • Cricket
  • Football
  • Mobile gaming
  • Photography
  • Content-creation

Affiliations

I was the member of Fun committee where I have managed many events and games for 50+ employees of my process

Languages

English
First Language
Hindi
Advanced (C1)
C1
Gujarati
Elementary (A2)
A2

Certification

  • FInding,sorting & Filtering data in MS excel
  • Interweaving Tables, References, and Links in excel
  • How to use custom and conditional formatting in excel

Timeline

Senior Advisor

Willis Towers Watson
05.2023 - Current

PMO

06.2021 - 10.2021

Associate Account Maintenance

BCMGLOBAL(LINK GROUP)
11.2020 - Current

Bachelor’s in Financial Markets (BFM) -

Mulund College of Commerce

HSC, First Class with Distinction -

Lala Lajpat Rai College of Commerce and Economics

SSC, First Class with Distinction -

LTEHS

MBA - Finance

DY Patil University

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