Devendra Sharma Email & Phone Number

Jaipur, Rajasthan, India

 Leading an onboarding team and QA team for all EB products and new projects for India. Heading Third party Integrations (TPA) and Wellness providers Integration on Employee Benefit Product. Implemented 4 eye concept to ensure 100% accuracy in the overall journey of the process. Part of the core team to liase for the API Integrations with the Insurance Companies / Wellness Service Providers and the TPAs and responsible for preparing & sharing of the WBS for all type of new requirements from the clients. Managing all aspects of projects from ideation to completion and beyond. Consistently delivered quality projects on time and ensured deadlines were met repeatedly.  Work in collaboration with internal control teams, including Audit, Risk and Compliance, and legal pursuing organizational alignment. Mitigating regulatory risk by obtaining documents, agreement and timely approvals from brokers risk and compliance teams and Insurance companies.  Performing statistical analyses to identify trends, variations, patterns and insights on the entire data for brokers as per Insurance companies.  Ensuring 100% risk & compliance adhered to all the processes and agreements signed with third parties and Insurance Companies. Leading the entire critical product ‘Employee Benefits’ for India and Overseas (Dubai/Saudi Arab/Bahrain). Responsible of all interactions with existing and prospective clients. Leading the new releases of products on Android and IOS platforms and reporting directly to CEO. Working closely with CEO on International brokers and tie-ups. Taking care of the PAN India QC/QA team on Employee Benefit Platform and ensuring 100% accuracy delivered to end customers. Involved in the legal documents and signing of new agreements with brokers and Insurance Companies.

Gurugram, Haryana, India

Responsibilities: Refund payout disbursement Quality Cheque of all type of disbursements in terms of Refunds made to Customer pertaining to ‘Surrender of Policy’, ‘Partial Withdrawal’, ‘Vesting Benefit Payout’, ‘Refund of Excess Premium’ etc. Team Handling (Central Operations – Policy Servicing) + 7 External employee. This involves daily MI monitoring & coordination Monthly Review, Analysis & Dashboard preparation for Senior Management Team’s review. Process ‘version’ Control co-ordinator for entire India Training/refresher sessions of own existing staff on processes and updates. Providing performance feedbacks to the team on Weekly and Monthly basis. Managing all escalations. Responsible for all AML & KYC check points breach escalations. Ensure all daily transactions are in compliance with the policies and procedures. Absolute focus on high standards of ‘Policy Service’ process & controls with timely closure of QA issues.Audits & Process:  Ensuring adherence to company policies and norms, clearance of Internal (conducted by Risk & Compliance Department) as well as external audits (conducted by HSBC group and IRDAI) Setting-up processes for prompt response and immediate redressal of Internal/External customer complaints. Monitoring the taskforce towards error free processing. Formulating and implementing new process and internal controls which are initiated to ensure process compliance for day-today functions with key emphasis on maximizing efficiency.Projects: Successfully Implemented 3 Green Belt projects in the process which resulted in saving of 3 FTE Appreciation received from the COO on Implementation of GB projects

Jaipur, Rajasthan, India

 Managing Customer Service & Operations team comprising of Service and Underwriting Executives. Handled spokes of Jaipur 2 which were Sikar, Jhunjhunu, Alwar, Bharatpur, Chaksu and Chomu. In charge for new business process involving Login & Underwriting process & getting the policy issued. Having a stamping authority of 10 Lac. Preparing the Credit Matching for the entire branch. Processing & Monitoring the Branch Dishonour Cheque on daily basis and the single point of contact for the entire Rajasthan to co-ordinate with Mumbai Team. Directing & controlling the team members in addressing day-to-day Customer queries & grievances. Coordinating with Regional Office and functional departments in order to ensure smooth functioning of the unit and provision of quality service to customers. Formulating and implementing systems and internal controls for day-to-day functions with key emphasis on maximizing efficiency.Tie-Up:• Indulged with the biggest tie-up done in Rajasthan between ICICI Prudential and E-Mitra (A Govt. Initiative).1. Agreement has been signed in 15 districts across Rajasthan.2. 11 districts were Operationalized.3. MIS Co-ordination for the entire State – Rajasthan.

Jaipur, Rajasthan, India

 Part of loan servicing team. Handled day-to-day requests directly from commercial loan Clients.  Core activities of the team involves Debt Syndication, Debt Resolution to various MSME, Mid and Large Corporate Clients. Indulged in end-to-end deal execution from originating, structuring and preparation of proposal to syndication of the loans & achieving closure by obtaining final sanction and disbursement.  Trained in the debt syndication process wherein we executed deals ranging from 10 Mn to 3000 Mn. Cross trained on Sole / Multiple / Consortium banking syndication & documentation in raising funds through distinct loan products like Term Loans, Working Capital Loans (Fund/Non-Fund based), NBFC Funding, Corporate Loans, Foreign Currency Loans, Overseas acquisitions, Construction Finance, Loan Against Property, Lease Rental discounting & Refinance of loans etc. Scrutinizing and processing the customer information into G.E.’s software’s. Approving the funds to the customers on basis of their financial credentials. Responsible for preparing the Dashboards and Reports for the process and sending the same to the Clients and the Leadership Team. Responsible for the daily monitoring of Quality and Production. Answerable to the customers for any process developments, modification/updates. Developed Learning paths and Standard Operating procedures for the process. Successfully completed the TTT Level 1 training (Train The Trainer) to become the Certified Part Time Trainer for a team of 34 FTEs.Awards and Achievements: Have consistently topped the Charts for the last 22 months on both Productivity and Accuracy front. Received 2 “Silver Awards” for consistently performing Six Sigma and for effectively training the new hire. Recognized as a Core Operator under Certified Booking and Funding Program (CBFP) Oct to Dec – 2006.