Gunjan Mehra

Certified Broker Qualified Person (BQP) and analytical Insurance Operations Executive with over 3 years of robust corporate experience managing policy lifecycle processing, backend operational workflows, and regulatory compliance. Proven track record in optimizing turnaround times (TAT), maintaining complex data analytics via advanced tracking systems, and resolving high-level customer escalations. Adept at liaising effectively with cross-functional stakeholders, management teams, and business units to drive process efficiency in high-volume settings.

Operations Executive – Insurance - My Money Mantra

(2021-07 - 2023-11)

• Supervised and executed end-to-end insurance business operations, including seamless policy login, issuance, comprehensive endorsements, and premium renewals.
• Generated and optimized daily Management Information Systems (MIS), high-volume operational productivity trackers, and analytical reports to strictly monitor SLAs and minimize turnaround times (TAT).
• Served as a primary cross-functional liaison, effectively coordinating workflows between financial advisors, operational supervisors, and corporate registered representatives.
• Owned data governance, comprehensive documentation pipelines, and complex Excel-based tracking metrics with a zero-error threshold.
• Ensured swift and structured resolution of business escalations and high-priority customer cases within stipulated regulatory timelines.

National Sales Coordinator - B.M. Fintech Services India Pvt. Ltd.

(2020-12 - 2021-02)

• Synchronized nationwide sales team core activities, including complex operational calendars, client engagement schedules, and corporate records management.
• Analyzed and resolved challenging client grievances, offering premium quality after-sales support that enhanced customer satisfaction and retention.
• Supported multi-functional backend loan processing units and assisted business development teams with targeted lead generation and validation.

Junior Executive (Analyst) - S.S. Kothari Mehta & Co.

(2020-02 - 2020-09)

• Conducted precise legal research, statutory compliance reviews, and judicial precedent interpretations to advise senior consulting professionals.
• Assisted in corporate financial assessments, structured audits, and strict compliance documentation.
• Authored detailed corporate transfer pricing analysis models and performed complex Arm's Length Price (ALP) computations.

Master of Business Administration (MBA) - Financial Management - Galgotias University (2019)

Bachelor of Commerce - B.Com - University of Delhi (SOL) (2015)

Senior Secondary - Class XII - Vidya Bharti School (2012)