Summary
Overview
Work History
Education
Skills
Interests
Timeline
Generic

Tej Bhatia

Mumbai

Summary

A highly motivated and analytical professional with 2 years of experience in financial services domain. Currently a CFA Level I candidate, seeking to leverage strong analytical abilities, expertise, and a keen understanding of market dynamics to contribute to a dynamic investment firm in a challenging finance position.

Overview

2
2
years of professional experience

Work History

Insurance Associate

M&G Global Services Plc
07.2022 - 08.2024

Responsibilities:

  • Process Migrations: Played a key role in critical internal migrations:
    OB to OPAL and SAL to OPAL
    Ensured smooth transitions due to deep process knowledge and adaptability across platforms.
  • Training Delivery: Delivered high-impact process trainings to new associates with consistently excellent feedback.
  • Internal Projects: Contributed ideas under the internal ideation project resulting in FTE savings.
  • Production: Maintained a production average of ~95% and quality scores between 98-99% across reviews.
  • Accuracy & SLA: Ensured 100% accuracy and timely delivery on critical work queues; SLA adherence and sign-offs were met consistently.
  • Audits: Played an active role in Quality Audits post Ops restructuring; supported team leads in error detection and resolution.


Awards & Recognition:

  • Spot Awards: Recipient of 2 Spot Awards (Nov 2022 & Aug 2023) for exceptional performance and initiative.
  • Star Performer of the Year 2023: Honored as the top performer across the department for outstanding consistency and leadership.


Education

Bachelor of Accounting & Finance - Commerce

St. Rocks College of Science & Commerce
Borivali, Mumbai
06-2022

H.S.C - Commerce

J.B. Khot College of Science & Commerce
Borivali, Mumbai
05-2017

S.S.C -

Oxford Public School
Kandivali, Mumbai
06-2014

CFA Level 1 Candidate

CFA Institute

Skills

  • Microsoft Office Tools – Comfortable with Excel (for logs/trackers), Outlook (email/mailing), and Word (documentation)
  • Power Apps (Basic) – Exposure to app creation for attendance and workflow tools
  • Time Management – Ability to prioritize tasks and meet deadlines with high accuracy and minimal oversight

  • Basic Python – Familiar with basic Python scripting and logic
  • Soft Skills: Analytical Thinking, Problem Solving, Critical Thinking, Communication (Written & Verbal), Teamwork, Adaptability, Attention to Detail

Interests

Reading Books, Hiking, Badminton, Chess

Timeline

Insurance Associate

M&G Global Services Plc
07.2022 - 08.2024

Bachelor of Accounting & Finance - Commerce

St. Rocks College of Science & Commerce

H.S.C - Commerce

J.B. Khot College of Science & Commerce

S.S.C -

Oxford Public School

CFA Level 1 Candidate

CFA Institute
Tej Bhatia