Subhadeep Ghosh
Kolkata,WB
Work Preference
Summary
Business Associate supporting insurance operations across bank branches with policy processing, CRM data management, and documentation control. Maintains data accuracy through Excel reconciliation, validation, and audit-ready record keeping while coordinating with branch staff and support teams to resolve operational issues. Strengthens service efficiency by helping digital onboarding, policy issuance, and compliance checks run smoothly.
Overview
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1
Language
Work History
Business Associate
India First Life Insurance Co. Ltd.
10.2025 - 04.2026
- Managed customer and policy data using internal CRM and insurance management systems while maintaining data accuracy and compliance.
- Collaborated with branch staff and cross-functional teams to resolve operational and system-related issues, improving service efficiency.
- Monitored data quality and ensured compliance with organizational policies, regulatory standards, and internal procedures.
- Coordinated with stakeholders to streamline workflows and enhance customer experience across banking and insurance operations.
- Supported day-to-day insurance operations through Bank of Baroda branches, ensuring accurate policy processing and documentation.
- Coordinated with stakeholders to streamline workflows, enhancing customer experience in banking and insurance operations.
- Identified inefficiencies and recommended workflow enhancements, contributing to process improvements across operations.
- Bank of Baroda Channel
- Assisted in processing insurance applications to ensure compliance with company policies.
- Supported clients by addressing inquiries and providing information on policy options.
- Collaborated with team members to streamline documentation processes and improve efficiency.
- Engaged in training sessions to enhance product knowledge and service delivery skills.
- Maintained accurate records of client interactions in customer relationship management systems.
- Conducted market research to identify trends and inform product development initiatives.
- Engaged with customers to build business relationships.
- Facilitated communication between departments to resolve issues and enhance operational workflows.
- Developed knowledge of company products and services to make suggestions according to customer needs.
- Streamlined internal processes for improved efficiency and reduced operational costs.
- Reviewed invoices, payment requests, and expense reimbursements prior to approval.
Education
Bachelor of Technology - Computer Science and Engineering
University of Engineering And Management Kolkata
Kolkata01-2025
Post Secondary - Computer Science
West Bengal Council of Higher Secondary Education
Kolkata, India01-2021
Secondary -
West Bengal Board of Secondary Education
Kolkata, India01-2019
Skills
Data analysis
Data cleaning and validation
Reporting and dashboard preparation
Business process improvements
Root-cause analysis
Documentation and compliance
Operational support and workflow optimization
Customer relationship management
Claims processing
Policy administration
SQL querying
Tableau
Microsoft Power BI
Interests
Research Interests: Data Mining
Academic Events Organised
5-day short-term event on ‘JIGISHA 2.0’; Aug-2023; Venue: University of Engineering and Management Newtown, Kolkata; Role: Event Co-coordinator. 5-day short-term event on ‘JIGISHA 3.0’; Aug-2024; Venue: University of Engineering and Management Newtown, Kolkata; Role: Event Co-coordinator. 5-day short-term event on ‘JIGISHA 2.0’; Aug-2023; Venue: University of Engineering and Management Newtown, Kolkata; Role: Event Co-coordinator. 5-day short-term event on ‘JIGISHA 3.0’; Aug-2024; Venue: University of Engineering and Management Newtown, Kolkata; Role: Event Co-coordinator. Diversion: A 48 hours hackathon of showcasing a website providing detailed and strategic information and guidance on trading. Hack4Bengal: A 48 hours hackathon of showcasing a marketing website which will provide products to customer as per their requirements based on its’ database. Diversion: A 48 hours hackathon of showcasing a website providing detailed and strategic information and guidance on trading. Hack4Bengal: A 48 hours hackathon of showcasing a marketing website which will provide products to customer as per their requirements based on its’ database.
Languages
English
Advanced (C1)
Timeline
Business Associate
India First Life Insurance Co. Ltd.
10.2025 - 04.2026
Bachelor of Technology - Computer Science and Engineering
University of Engineering And Management Kolkata
Post Secondary - Computer Science
West Bengal Council of Higher Secondary Education
Secondary -
West Bengal Board of Secondary Education