Xavier Solomon
Bangalore
Summary
Dynamic professional with extensive experience at Bajaj Allianz Life Insurance Co. Ltd, specializing in data analysis and strategic decision-making. Expertise in advanced MS Excel led to automation of reporting processes, significantly improving accuracy and efficiency. Strong ability to foster stakeholder relationships and deliver impactful presentations to drive business growth.
Overview
9
9
years of professional experience
Work History
Assistant Manager - Performance & MIS
Bajaj Allianz Life Insurance Co. Ltd
Bangalore
07.2022 - Current
- Prepared and analyzed daily, monthly, and yearly MIS reports on premium generation and resource activation.
- Identified and highlighted areas for improvement to drive business growth and inform strategic decisions.
- Created presentations for General Conference meetings, showcasing performance metrics across various timeframes.
- Developed dashboards to monitor KPIs regularly, enhancing visibility of business performance.
- Automated reporting processes, reducing generation time and improving accuracy of data.
- Ensured data accuracy and consistency across multiple business units while addressing discrepancies with IT and Operations teams.
- Managed partner and stakeholder requirements, providing regular updates on KRA and goal sheets.
- Assisted sales teams by addressing queries and facilitating smooth operational processes.
Business Development Manager
IndiaFirst Life Insurance Co. Ltd.
Bangalore
10.2021 - 07.2022
- Cultivated strong relationships with sales team and bank channel partners.
- Achieved sales targets aligned with channel strategy.
- Collaborated with channel sales team to present insurance solutions to prospective customers.
- Delivered comprehensive pre- and post-sales support to enhance client satisfaction.
- Ensured high quality of business transactions and persistency rates.
Bancassurance Manager
HDFC Life Insurance Co. Ltd
Bangalore
08.2020 - 09.2021
- Supported sales of life insurance to bank customers at multiple branches.
- Conducted Quick Need Analysis for walk-in bank customers to identify needs.
- Enhanced customer awareness of life insurance products through targeted outreach.
Advanced Tax Analyst
Ernst & Young LLP
Bangalore
05.2016 - 07.2020
- Conducted detailed analysis of country tax legislation and obligations.
- Drafted tax returns and required forms based on provided data.
- Requested missing information and conducted follow-ups with clients.
- Prepared over 1,200 tax returns for expatriates arriving or departing from specified countries.
- Ensured compliance and confidentiality of submitted financial and personal information.
- Audited year-end tax forecasts to enhance accuracy.
- Processed payrolls and application files efficiently.
- Managed tax assessment notices and prepared tax equalization statements.
Education
Bachelor of Commerce - Finance
St. Joseph's College of Commerce
Bangalore01.2016
High School/ Equivalent -
St. Joseph's Pre-university
Bangalore01.2013
10th -
Maria Niketan High School
Bangalore01.2011
Skills
- Actuarial expertise
- Business English proficiency
- Data analysis
- Advanced MS Excel
- MS PowerPoint
- Attention to detail
- Tax preparation
- Strategic decision making
Languages
- English – Fluent
- Kannada – Fluent
- Tamil - First Language
- Hindi - Intermediate
Timeline
Assistant Manager - Performance & MIS
Bajaj Allianz Life Insurance Co. Ltd
07.2022 - Current
Business Development Manager
IndiaFirst Life Insurance Co. Ltd.
10.2021 - 07.2022
Bancassurance Manager
HDFC Life Insurance Co. Ltd
08.2020 - 09.2021
Advanced Tax Analyst
Ernst & Young LLP
05.2016 - 07.2020
Bachelor of Commerce - Finance
St. Joseph's College of Commerce
High School/ Equivalent -
St. Joseph's Pre-university
10th -
Maria Niketan High School
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