Summary
Overview
Work History
Education
Skills
Projects
Languages
Accomplishments
Affiliations
Timeline
Generic

Shubham Gupta

Gandhinagar

Summary

Experienced banking professional with 4 years of expertise in insurance policy monitoring, compliance management, and process optimization. Proficient in SQL, Tableau, Python, and Excel, with a proven ability to reduce data errors and enhance operational efficiency. Seeking a remote opportunity to apply analytical skills and industry knowledge to drive innovation and deliver impactful solutions.

Overview

5
5
years of professional experience

Work History

Senior Team Member

Bank of America
Gandhinagar
09.2020 - 11.2024
  • Administered daily insurance policy monitoring operations, ensuring timely renewals, accurate adjustments, and compliance with internal policies and regulatory standards
  • Performed regular audits of policyholder records, validating compliance with procedures, mitigating risks, and ensuring data integrity
  • Reviewed and analyzed insurance policies and documentation, identifying discrepancies and recommending corrective measures to maintain accuracy
  • Streamlined data collection processes in collaboration with cross-functional teams, reducing data errors by 20% and enhancing workflow efficiency
  • Led team training sessions, improving proficiency in policy monitoring practices and scenario analysis by 25%
  • Partnered with Lines of Business to understand evolving business needs, integrating operational changes for seamless execution

Finance Management Trainee

HDFC BANK
Bhadohi
06.2019 - 07.2019
  • Analyzed customer utilization patterns of digital and traditional banking services, identifying opportunities to enhance service delivery and user experience
  • Conducted customer engagement surveys to evaluate adoption rates of online banking solutions, resulting in targeted improvements to increase digital banking usage by 40%

Education

BBA - Banking And Finance

Lovely Professional University
Punjab, India
06.2020

Skills

  • SQL
  • Python
  • Tableau
  • MS Excel
  • Innovation and creativity
  • Quality control
  • Workflow optimization
  • Problem-solving
  • Adaptability and flexibility

Projects

  • Risk Assessment Calculator Project - Created an automated risk assessment calculator using Excel, that automated insurance assessments, reducing evaluation time by 35% and generate pass/fail determinations for policy compliance.
  • Policy Monitoring Analytics Dashboard - Developed comprehensive Tableau dashboards by automating Excel data integration to track policy verification steps, enabling real-time monitoring of associate performance and process adherence rates

Languages

Hindi
First Language
English
Proficient (C2)
C2

Accomplishments

  • Co-founded and directed YCM organization in Lovely Professional University, successfully organizing and executing large-scale gaming tournaments with over 500 participants while managing cross-functional teams
  • Led event operations for PUBG tournament, implementing streamlined workflows and delegating responsibilities across team members to ensure seamless execution

Affiliations

  • Led educational assessment project at Srimati Krishna Devi Vidyalaya, Bhadohi, Uttar Pradesh. Analyzing teaching methods and recommending improvements to enhance student learning and classroom performance.
  • Organized student skill development activities and workshops, working with teachers to strengthen teaching effectiveness and student engagement

Timeline

Senior Team Member

Bank of America
09.2020 - 11.2024

Finance Management Trainee

HDFC BANK
06.2019 - 07.2019

BBA - Banking And Finance

Lovely Professional University
Shubham Gupta