Deputy Manager at Bajaj Life Insurance (2022-05 – Present)
BALIC Direct Channel | Report Automation, PMS & Sales Incentive Analytics
- Leading an end-to-end report automation initiative on the Act21 platform (ImpaktApps & HyperForm) — replacing manual MIS workflows with automated, scalable reports built on Java, SQL, and PostgreSQL.
- Designed PostgreSQL database schemas from scratch through to production, owning data model architecture, table relationships, and query performance for the automation suite.
- Partnered with developers and Business Analysts to translate business requirements into technical specifications, driving alignment between stakeholders, engineering, and the data layer.
- Authored and executed UAT test cases across the project lifecycle, validating schema integrity and business logic before production deployment.
- Improved data extraction efficiency by 70% through SQL-based automation and authored validation queries that reconciled incentive calculations across the sales hierarchy.
- Documented Standard Operating Procedures and continuously enhanced existing reporting processes, improving team-level efficiency and consistency.
- Performed monthly and quarterly analysis for stakeholder reviews, surfacing actionable insights and sharing data-driven recommendations with senior management.
- Prepared and updated Business Process Requirements (BPR) and Software System Requirements (SSR) documents in partnership with business users.
Data Analyst at Aviva Life Insurance (2019-09 – 2022-05)
Partner & IMF Channel | Forecasting & Incentive Construct Design
- Built predictive Excel models for sales forecasting in partnership with the Business Insights team, supporting top-down target setting across the Partner and IMF channels.
- Designed incentive constructs end-to-end — slab modelling, scenario analysis, and stakeholder approval — directly shaping payouts for thousands of sales personnel.
- Developed daily dashboards using SQL, VBA, and Excel Macros, cutting reporting turnaround by 70% and accelerating sales-strategy decisions.
- Streamlined data flow with HR, Finance, and IT teams, reducing end-to-end data processing time by 20%.
Data Analyst at Max Bupa Health Insurance (2017-10 – 2019-09)
Banca Channel | Multi-Bank MIS across HDFC, Federal, BoB, Standard Chartered, Bajaj Finance & others
- Owned MIS for the Banca channel across 9+ banking partners and NBFCs — transforming complex datasets via SQL into channel-level dashboards for strategic planning.
- Automated management, business, and ad-hoc reports using SQL and VBA, replacing manual workflows and standardizing reporting across multiple bank stakeholders.
- Prepared monthly, quarterly, and annual sales payouts and built PowerPoint decks of Incentive, R&R, and Goal Sheets for Channel Head approval.
- Coordinated with Finance, IT, and HR to resolve incentive and Goal Sheet discrepancies, ensuring on-time disbursal of payouts and rewards across partner banks.
Operations Executive at Mattsenkumar Services Pvt. Ltd. (2016-05 – 2017-05)
Barclays Bank Process | Quality Analytics & Workforce Planning
- Built weekly and monthly Quality dashboards on inbound service and outbound lead-generation calls, giving senior management clear visibility into agent performance.
- Performed impact analysis and capacity planning for Quality Consultants and Analysts, supporting workforce decisions with data-driven recommendations.
