Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic
Swati Shinde

Swati Shinde

Titwala

Summary

An enthusiastic & high energy driven professional, targeting senior-level assignments in Operations with an organization of high repute.

A competent professional with nearly 10 years of commendable success in Insurance sector entailing computation of policies, Team Handling, approver process, validating the input & output while booking the policies. Resourceful in implementing training for new employees and make them productive as per work environments. Proficient in developing and implementing policies, systems, and job responsibilities. Highly resourceful in working on given data. Insightful exposure in managing Team starting from interview and providing administrative support to management; cost-effective training & development, performance management; consistently ensured that work is within the policies and procedures of overall organizational processes. An effective communicator with excellent relationship building & interpersonal skills. Strong analytical, problem solving & organizational abilities. Possess a flexible & detail-oriented attitude.

Overview

15
15
years of professional experience

Work History

Channel manager Sales

HDFC Bank Limited
09.2023 - Current
  • Compile and distribute daily business performance reports to senior management.
  • Address and resolve reporting and data-related inquiries across EBFS, VST, and PBK channels.
  • Provide operational support to the Sales Team through various ad hoc assignments delegated by management.
  • Manage position tracking and monitor loan counts across PAN India for strategic oversight.
  • Develop and present success story decks showcasing key business achievements and milestones.
  • Administer the VYMO application, overseeing user ID creation, data allocation, and query resolution processes

Operations Manager

ICICI Lombard General Insurance Company Limited
02.2014 - 09.2023
  • Adhering to the respective timelines and processes while booking policies in the system ensuring accuracy in the documentation.
  • Generate and present MIS reports highlighting open cases, total lineups, and closures for management review.
  • Perform second-level approvals post policy booking to validate compliance and completeness.
  • Addressing the query resolution between Marketing Officers and Underwriters to streamline operations.
  • Monitoring the processes related to policy booking life cycle ensuring smooth end-to-end closure of cases.
  • Participate in internal and external audits, addressing queries and resolving any non-compliance or observations.
  • Lead MIS and reporting activities, consistently delivering actionable insights to management.
  • Creating a dynamic environment that motivates high performance amongst the team members
  • Successfully handled diverse client portfolios, including Marsh India and Bharti AXA, for various non-health insurance products.


Data Entry Executive

Team Lease Service Private Ltd
10.2010 - 01.2014
  • Participate in the creation and management of Customer IDs within the Samadhan application.
  • Performed data entry of policy-related information into internal systems with accuracy and attention to detail.
  • Verified customer documentation to ensure compliance and completeness.
  • Prepared and shared daily MIS reports with the reporting manager for operational tracking.


Education

Bachelor - Commerce

Mumbai University
Mumbai
03-2010

12th - Commerce

Sathye College Vile Parle
Mumbai, India
03-2007

Skills

  • Team Leader
  • Good Computer Technical knowledge
  • Good Typing Skills
  • Good Excel Knowledge for analyzing Data
  • Communicator
  • Innovator
  • Thinker
  • Collaborator

Accomplishments

Was awarded as Knowledge frontier in year 2019 by Lombard.

Timeline

Channel manager Sales

HDFC Bank Limited
09.2023 - Current

Operations Manager

ICICI Lombard General Insurance Company Limited
02.2014 - 09.2023

Data Entry Executive

Team Lease Service Private Ltd
10.2010 - 01.2014

Bachelor - Commerce

Mumbai University

12th - Commerce

Sathye College Vile Parle
Swati Shinde