Vaishnavi Shedge
Dombivli
Summary
Results-driven Insurance Analyst with expertise in financial services operations and client asset management. Skilled in executing cash transfer processes and transfer-out activities, ensuring accuracy and compliance. Knowledgeable in insurance and investment platform operations, committed to enhancing process efficiency and client account management.
Overview
1
1
Certification
8
8
years of professional experience
Work History
Insurance Analyst
M&G Global services
Mumbai
08.2024 - Current
- M&G plc – Insurance Analyst
August 2024 (Randstad) June 2025– Present
* Manage transfer-out requests involving the movement of client cash and assets from M&G platforms to external providers and investment schemes.
* Process and monitor cash and asset transfers while ensuring accuracy, compliance, and adherence to service-level agreements.
* Utilize Altus and Origo platforms to facilitate client transfers.
* Investigate and resolve transfer-related queries and exceptions.
* Support daily operational activities, manage workloads, and assist during high-volume periods.
* Prepare and share daily volume and performance reports.
* Contribute to process-improvement initiatives and additional operational activities.
Trust & Safety New Associate
Accenture Pvt.ltd
Mumbai
11.2020 - 07.2024
- As a client service professional, the core of my role is to ensure client satisfaction by addressing their needs, concerns, and inquiries.
- Moderating content and taking decisions based on provided guidelines
- Staying updated with guidelines provided to make accurate decisions while moderating content
- Identified workflow improvement opportunities and suggested solutions to enhance client satisfaction.
- Followed given detailed instructions on all tasks that need to be carried out.
- Individual contributor as a part of a team with a predetermined focused scope of work
- Worked on tools such as MS Excel, PowerPoint, Teams, OneDrive.
- Reported day-to-day AHT, billable hours, and team target achievements to track performance.
Senior Business Development Executive
Biztrends Pvt Ltd (Times Of India)
Mumbai
10.2018 - 11.2020
- Facilitated daily client meetings to identify and address specific needs, enhancing client satisfaction.
- Managed escalated client enquiries with professionalism and enthusiasm, fostering trust and reliability.
- Have daily virtual interactions with customers and handle all Advertising related queries.
- Provided customer service support to individuals at all organizational levels.
- Worked effectively in a team environment in order to achieve Client Requirement.
- Developed short-term and long-term goals for business team, driving alignment and focus on key objectives.
- Prepared pricing strategies aligned with budget to meet needs of customers.
- Coming up with new features in leading newspapers.
Education
TYBCOM -
Mumbai University
Mumbai, India01-2018
SSC -
A.V.B. Phadke Highschool
Mumbai, India01-2015
HSC -
Sydenham Collage of commerce & economics
Mumbai, IndiaSkills
- Transaction processing
- Regulatory Knowledge
- Analytical Thinking
- Problem solving
- Time Management
- Ability to adapt
- Teamwork skills
- Strong work ethic
Certification
- Advance Excel
- Tally Erp
- MS-CIT
Hobbies and Interests
- Reading
- Dancing
- Cooking
- Craft making
Languages
- English
- Hindi
- Marathi
Personal Information
- Date of Birth: 05/19/98
- Marital Status: Single
Accomplishments
- Star of the Month, May 2026
Timeline
Insurance Analyst
M&G Global services
08.2024 - Current
Trust & Safety New Associate
Accenture Pvt.ltd
11.2020 - 07.2024
Senior Business Development Executive
Biztrends Pvt Ltd (Times Of India)
10.2018 - 11.2020
TYBCOM -
Mumbai University
SSC -
A.V.B. Phadke Highschool
HSC -
Sydenham Collage of commerce & economics