Bhavesh Mehta work email
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Focused, Excited & dedicated to create best-in-class financial solutions across the BFSI spectrum keeping "consumer needs" as base line. Operating out of an organization whose mandate is to serve customers only Direct & Digital. Building strategies (along with execution), which helps drive Organization's charter in delivering simple, practical & acceptable products, processes & interface for customers
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Vp - Market Research (Startup - Financial Services Saas Platform)Rahi Platform Technologies Oct 2024 - PresentPune, Maharashtra, IndiaWe aim to transform financial services into a fully connected digital ecosystem where efficiency, accessibility, and simplicity are not just ideals but everyday realities. Our omni-channel SaaS platform will empower every transaction by integrating all financial services life-cycle events for Entities and their Consumers across digital and physical channels.The core team is led by professionals skilled in intelligent adoption and successful implementation of foundational-and-new-age Technologies and comes with a unique combination of Business-domain-led-Technology-as-Enabler mindset. Their conviction in creating the right Product Market fit Platform is led by their own real-life experiences and ability to execute flawlessly. Founded by a Financial services & Technology industry veteran of 30+ years who has held several leadership positions in large Financial Institutions & Start-up businesses. His passion is to create highly successful companies by undertaking large-scale & grounds-up transformations. The company is fully funded in its journey to Go to Market -
Head Of Sales - Digital Technology ServicesBajaj Markets Apr 2023 - PresentPune, Maharashtra, IndiaAs a thought leader in the BFSI industry, we now specialize delivering innovative solutions to enhance business operations, streamline processes, and drive digital transformation. What sets us apart is the Practitioner's view that we bring in with over 2 decades of legacy.With our extensive expertise and deep understanding of domain & emerging technologies, we have crafted a comprehensive suite of digital tech services, including -1) Custom Application Design & Development2) Enterprise Solutions/Software Development3) Data & Business Analytics4) Managed Cloud Services5) Data Engineering6) Digital Strategy Consulting7) Quality AssuranceWe are committed to tailoring our solutions to the unique needs and challenges of each organization we work with. -
Head - Presales, SkaleupBajaj Markets Apr 2022 - Mar 2023Pune, Maharashtra, IndiaSKALEUP, a Technology Platform, delivers an end-to-end digital journey through a unique Omni-channel experience and endeavours to โDeliver Digital Businessโ for Insurance, Lending, Investment & Ecommerce.The platform is powered by Microservices architecture, low-code/no-code configurations & comes with integrated APIs through a cloud native deployment, making it highly configurable, agile, efficient & effective in enabling scale at pace. It is a unique architecture of single instance for customers, employees & partners thus creating a single version of truth across the entire business -
National ManagerFinserv Markets Apr 2020 - Sep 2022Pune, MaharashtraHead - Product & Pre-sales, SKALEUP platform -
Senior Manager - Pmo & Strategic Initiatives Ceo OfficeFinserv Markets Apr 2018 - Apr 2020Pune Area, IndiaBeing a Fin-tech startup, role demands 360 degree solution oriented thinking which can help achieve organization's defined as well as undefined goals. Result oriented initiatives to drive the LRP, AOP or an intermediate strategy / vision of the organization (Bajaj Finserv Direct Limited)Key work areas involve -1) Defining project scope - More efforts on understanding the requirement upfront, defining a clear path for execution with dedicated roles & responsibilities2) Defining reasonable time lines - Most important element; should be able to share a fair idea upfront3) Tracking & Co-ordination with internal teams & external partners - Rigorous follow ups, strict reviews, make people talk to each other, frequent brainstorming, white board discussion, etc. forms a critical strategy to drive the project in an efficient way. Identifying the right partner in the financial ecosystem, to deliver best-in-class experience to our consumers, be it Products, Solutions, UI/UX, Processes, Servicing, etc. Precise deck for stakeholder review, followed by minutes, with next steps clearly defined & agreed, including FPR for actionables, etc. helps drive the initiative efficientlyStrategic Initiatives for the organization are linked to addressing the needs of the digital consumer/customer1) Being a corporate agent for Insurance (Life & Non-life) & Distributor for Loans we define ourselves with one stop financial marketplace - Host of services like, Personal Loan, Business loan, Mortgage loan, Investment plans (Mutual Fund, ULIP, NPS, Digital Gold), Health & Personal Insurance, Pvt car & bike insurance, asset protection, Life Protection, etc. (increasing list)2) Leveraging the Eco-system, both financial as well non-financial, is a part of the Strategy3) We offer end to end product purchase journeys to consumers transacting on our platform which brings in more transparency during selling & servicing -
Manager Corporate StrategyBajaj Finserv Apr 2015 - Mar 2018Pune Area, IndiaWas part of the Strategy team reporting into the Head of Finserv Group strategy Responsible for execution of UCIC Project (Unique customer Identification code, i.e. Single customer ID) across the full Bajaj Finserv Group (Bajaj Finance, Bajaj Allianz General Insurance, Bajaj Allianz Life Insurance, Bajaj Auto Finance) Key areas-- RFPs, POCs & Pilots were the key building block of the strategy- Co-ordination across different functions within 4 companies to understand the customer demogs - Direct Engagement with the CXOs of each organization to optimize the efforts in project deliverable - Understanding of Loans, Non-life insurance & Life insurance forms an important "must have" skill for the role- Understanding of Types of loans, basis of loans, risk policies, servicing touch points, etc. were important to get the right set of information being captured for the customer in each of the Group company- Co-ordination with &/or between IT, Analytics, Database, Infra, Operations, Business, Customer experience, servicing, web sales, Feet on street, Direct marketing, Digital Sales, etc.- Running Cross sell pilots to understand the usage of data as more of pre-approved pitch to customers- Data enrichment activities - Leveraging prospect data marts, four financial Bureaus, digital foot prints, etc.- Business advisory meetings, Steering committee decks, MOMs, actionable, tracking & closure -
Assistant ManagerBajaj Allianz General Insurance Apr 2012 - Mar 2015Vadodara, Gujarat, IndiaTechno commercial Role - Responsible for Insurance Risk Management, Underwriting & Loss site visits. Interaction with Agents, Bancassurance partners & Brokers, Direct channel, Motor dealer, Travel, etc. Tender based commercial submission & discussion. Handling Large accounts (GNFC, GSFC, GSEB, etc.) - Risk Inspection, Underwriting & Loss surveys across Engineering & Property insurance policies. -
Deputy Manager - Product, Underwriting & Risk Management ServicesBajaj Allianz General Insurance Co. Ltd. Jul 2011 - Mar 2015Vadodara Area, IndiaAlumni of National law university (MS - Insurance & Risk Management)Joined BAGIC (Bajaj Allianz General Insurance) as Management Trainee starting July 2011July 2011 to April 2012- - In the 1st year as Management trainee, understood the realities of selling general insurance products (its a Push not pull - completely different from what we read in books as a necessity & risk transfer tool for an individual)- From Corporate office to Regional office to Branch offices & as feet on streets, got the exposure to talk to customers, vendors, industrialists, taxi drivers, auto drivers, etc., try & see what product is suitable & at what price, etc. Won many competitions, debates, exams, etc.April 2012 onwards - - Responsible for Risk inspection, prepare risk Management reports for clients & head office- Inspected Major risks (Sum insured more than 500 Cr, e.g. GNFC, GSFC, Gujarat refinery, Hydro electricity plants, Thermal plants, Chemical industries, etc.)- Small, SMEs, High risk - Inspected & shared views about the insurance capacity- Reinsurance limits suggestions as per PML exposure (Industrial as well as Petro chemical)Took the charge as Regional Underwriting head in the year 2013 -- Scaled corporate business (Techno marketing); took the underwriting book from 90 Cr to 150 Cr (more than 50% contribution was from Corporate Brokers & Direct accounts, rest Retail)-Was responsible for all lines of business, i.e. Motor 2W, 4W, CV, passenger, Property, IAR, Mega, Marine (Domestic, Import, export), Miscellaneous, Health & PA, etc.- Was responsible for the bottom line of the profit center; delivered a healthy combined ratio for consecutive 3 years- Responsible to address the Training needs of Employees & Intermediaries; Conducted many workshops to streamline the thinking & smooth underwriting- Many appreciations - CEO award (youngest in India to receive), Best Buddy trainer, Runner up in Badminton (BAGIC, India), etc. -
Management TraineeBajaj Allianz General Insurance Jul 2011 - Mar 2012Pune, Maharashtra, India4 Months - Mentoring sessions by respective LOB Leaders.5 months - On ground Sales experience.
Bhavesh Mehta Skills
Bhavesh Mehta Education Details
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National Law University, JodhpurRisk Management (Non-Life Insurance) -
Non-Life Insurance -
Central Academy, Jodhpur, RajasthanPhysics, Chemistry & Maths
Frequently Asked Questions about Bhavesh Mehta
What company does Bhavesh Mehta work for?
Bhavesh Mehta works for Rahi Platform Technologies
What is Bhavesh Mehta's role at the current company?
Bhavesh Mehta's current role is VP - Market Research.
What is Bhavesh Mehta's email address?
Bhavesh Mehta's email address is bh****@****ail.com
What schools did Bhavesh Mehta attend?
Bhavesh Mehta attended National Law University, Jodhpur, Insurance Institute Of India, Jiet Group Of Institutions Jodhpur, Central Academy, Jodhpur, Rajasthan.
What skills is Bhavesh Mehta known for?
Bhavesh Mehta has skills like General Insurance, Insurance, Reinsurance, Underwriting, Team Management, Claims Management, Health Insurance, Property And Casualty Insurance, Brokers, Risk Management, Management, Claim.
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Bhavesh Mehta
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BHAVESH MEHTA
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Bhavesh Mehta ๐ฎ๐ณ
Avp - Procurement Plus- Technology Sourcing And Category Management- Client Deal Services , Person With Disability Champion At AccentureMumbai -
Bhavesh Mehta
P&L Leader | Svp | Digital | Strategy | Global Delivery | Profitable Growth Mindset | Entrepreneurial | TransformativeMaharashtra, India2gmail.com, atos.net
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