Sukhdev Singh B. Email & Phone Number

Mumbai, Mh, In

Mumbai, Maharashtra

*Successfully transitioned to a complex niche role in Mumbai after working in NYC, bringing expertise in producing robust analytics and business insights for insurance companies to enable strategic decision-making.*Developed and deployed portfolio and bespoke insurer dashboards, providing key insights to stakeholders and enabling them to make data-driven decisions.*Acted as a consultant to bridge the client strategy and data, leveraging a deep understanding of the insurer's objectives to build reports that delivered the most value and translated observations in the data into actionable recommendations for clients.*Partnered with Client Relationship Managers to address data-related requirements and improve customer experience for insurers, consistently exceeding service level agreements and building strong relationships with clients.*Created visually appealing reports that combined data visualizations with clear and concise written takeaways and recommendations, demonstrating exceptional storytelling abilities and a focus on delivering insights that drive results.*Analyzed insurer performance based on premium performance, service trends, share of portfolio, and other relevant factors to provide meaningful insights and recommendations for improvement.*Thought innovatively and proposed and implemented ideas for new reports and process simplification, contributing to a culture of continuous improvement and a focus on achieving business outcomes.* Create clear and concise documentation such as process workflows using PPT, Standard Operating Procedures & User Manuals

Mumbai Area, India

➢ Managing 4 Team members for Cash planning operations and Handling escalations received from bank and CIT.➢ Reviewing the Opticash / Optinet forecast for cash recommendations for OCBC Bank, HDFC Bank & Bank of China ATM’s.➢ Analyze daily Opticash forecast based on the daily cash dispense along with previous cash dispense pattern.➢ Ensure that the daily cash balances of assigned ATM being managed and determine if any ATM need to be replenished ahead of the next scheduled replenishment to avoid cash out situation.➢ Liaise with CIT on daily operation requirement based on forecast of daily cash replenishment schedules.➢ Maintaining daily statistics of Planning, Forecasting and Reporting.

Mumbai, Maharashtra

➢ Responsible for providing excellent customer service and maintaining strong professionalrelationships with customers who transact online or via email.➢ Responds to inquiries in the form of secured email to maintain security of the accountand also helping the customers in reducing Fraud, shared branching escalated calls, billpayments and info emails.➢ Analyzing credit bureau reports for providing the increase in credit limit and assisting inrefund checks.➢ Accurately and efficiently fulfills all research and also reporting transactions of higheramount to avoid risk of Anti Money Laundering (AML).➢ Creating MIS/ Dashboard report and Maintaining reports in Excel that allows thecompany to get information on daily business activities

Mumbai, Maharashtra

Mumbai, Maharashtra

Master Of Business Administration (M.B.A.), Finance And Financial Management Services

Bachelor Of Commerce (B.Com.)