Swapnil Sunil Hate
Mumbai
Overview
1
1
Language
3
3
Certifications
14
14
years of professional experience
Work History
Commission Analyst
IndusInd General Insurance Co Ltd
05.2024 - Current
- Process and verify motor insurance commission payouts for agents/brokers on a daily, weekly, and monthly cycle, automating recurring calculation templates in Excel to replace manual checks.
- Own OEM broker settlement reconciliation (MISP & dealer parts), matching transactions against invoices/claims for financial accuracy and compliance.
- Build daily and monthly settlement dashboards and variance reports, flagging discrepancies for faster resolution and audit-readiness.
- Coordinate with brokers, dealers, and finance stakeholders to resolve settlement issues and improve operational efficiency.
- Total Experience: ~10 Years
Operations Manager – Bank Reconciliation
ICICI Lombard General Insurance
09.2022 - 03.2024
- Managed Money-to-Policy (M2P) reconciliation across refunds, reversals, credit cards, and cash/cheque/DD; automated bank statement tracking and daily balance reporting.
- Handled salvage and foreign exchange reconciliation, CMS activities, bank tie-ups/documentation, and quarterly balance confirmations.
Assistant Manager – Pricing & Promotions
Reliance Retail
04.2022 - 09.2022
- Automated pricing uploads and MIS dashboard publishing for new store assortments, replacing manual data sorting.
- Managed promotion setup, brand data, and redemption reporting to finance; resolved customer billing queries.
Pricing & Promotions (Team)
Tata Cliq
05.2017 - 04.2022
- Automated the seller settlement/pricing workflow (PUS sheet), reducing manual pricing uploads and speeding up daily MIS dashboards, across 4+ years in the role.
- Onboarded and managed pricing for major brands (boAt, Boult Audio, Blaupunkt, Zebronics); coordinated campaigns with marketing and promotion teams.
- Drove inventory forecasting and pricing decisions across the warehouse to protect margins.
MIS Executive
Wipro (Client: HDFC Bank)
12.2015 - 04.2017
- Automated USD/INR and SCDD accuracy reporting using Excel pivot tables and VLOOKUP; published dashboards to senior management.
- Managed asset v/m data, vendor coordination, and asset AR approval mailbox.
Data Entry Operator
ICICI Lombard
08.2012 - 06.2013
- Maintained customer/dealer data and policy records; resolved customer queries.
Education
MMS - Finance
Dr. V.N. Bedekar Institute of Management, University of Mumbai
01.2015
BMS - undefined
St. Rock's College, University of Mumbai
01.2012
HSC - undefined
Bhavan's College, Maharashtra State Board
01.2009
Skills
Financial Reconciliation & Commission Processing
Bank & Broker Settlements
MIS Reporting
Process Automation: Excel VBA/Macros, Advanced Formulas, Power Query, Pivot Tables, Dashboards
Tools: MS Excel (Advanced), Tally ERP-9, Google Analytics, Lotus Notes
EXTRA-CURRICULAR ACTIVITIES
Participated in the TITAN Event organized by E-Cell in college. Participated in the TITAN Event organized by E-Cell in college.
Certification
Maharashtra State Certified in Information Technology.
Interests
Reading, Music, Cricket
INTERNSHIP
- Intern, Hindustan Petroleum Corporation Limited
- Analyzed the impact of Indian government taxation on oil prices using Excel; conducted market research to assess the company's competitive position.
- Duration: 2 Months
- Apr 2014 – Jun 2014
ADDITIONAL INFORMATION
Current Address: Borivali (W), Mumbai
Timeline
Commission Analyst
IndusInd General Insurance Co Ltd
05.2024 - Current
Operations Manager – Bank Reconciliation
ICICI Lombard General Insurance
09.2022 - 03.2024
Assistant Manager – Pricing & Promotions
Reliance Retail
04.2022 - 09.2022
Pricing & Promotions (Team)
Tata Cliq
05.2017 - 04.2022
MIS Executive
Wipro (Client: HDFC Bank)
12.2015 - 04.2017
Data Entry Operator
ICICI Lombard
08.2012 - 06.2013
HSC - undefined
Bhavan's College, Maharashtra State Board
BMS - undefined
St. Rock's College, University of Mumbai
MMS - Finance
Dr. V.N. Bedekar Institute of Management, University of Mumbai