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Financial Services Financial Services
Business and Process Optimisation Business and Process Optimisation Data Transformation and Warehousing Data Transformation and Warehousing Digital Transformation Digital Transformation
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About me

I am an experienced professional in the fields of Insurance and Finance, Information and Communication Technology, and Management. Extensive practical expertise in conducting due diligence on business models, demonstrating a propensity for success in dynamic and fast-paced environments by change management. Adept in analyzing intricate financial data and devise at developing strategic solutions to foster organizational growth. Skilled in communication and interpersonal interaction, effectively initiate and collaborate with cross-functional teams to achieve common objectives.

Financial Reporting Change Management Leadership Strategic Planning
Change ControlChange ManagementDue DiligenceFinancial ReportingLeadershipProblem SolvingStakeholder ManagementStrategic PlanningTeam Management
Jun, 2019
Sep, 2022
strategy and project manager
Financial ServicesFinancial Services
Strategy and Project Management
As a Strategy and Project Manager I have been responsible for nurturing relationships and overseeing account management while collaborating with corporate brokers and banking partners to enhance business performance. I have collaborated with VP/SVP/EVP to define employee functions, competitive positioning, and individual task assignments. I have reviewed business models across Corporate Brokers, Agents, and Small Finance Banks, identified high-growth opportunity partners, and driven Campaigns, training, and service maintenance. I have instituted monthly and quarterly Persistency reviews with ZH/SH, and achieved 12% and 9% incremental growth within 13Month and 25Month renewal collection. Additionally, I have provided financial and strategic support to senior leadership, contributing to internal performance enhancement and change management, and created invoices and maintained credit control monthly, quarterly, and annually.
Key responsibilities Key responsibilities
  • Nurturing relationships
  • Overseeing account management
  • Strategically collaborating
  • Fostering motivation
Key achievements Key achievements
  • Incremental growth
  • Error-free performance
  • Performance enhancement
  • Change management