Aarti Jajoo
Amravati
Summary
Results-driven Business Analyst with a strong foundation in data analytics, process improvement, and stakeholder management. Proficient in requirement gathering, business process analysis, BRD, FSD documentation, SQL, Power BI, and Tableau. Adept at leveraging data-driven insights to optimize business strategies, improve operational efficiency, and enhance customer experiences. Passionate about problem-solving and translating complex data into actionable business solutions.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Ace Manager
Kotak Life Insurance
Mumbai
05.2024 - Current
- Analyzed business requirements to improve the Mobile Banking (MB) journey, benchmarked best practices, and optimized digital lead flow & capture, increasing engagement and conversion.
- Conducted requirement gathering, stakeholder interviews, and gap analysis to create Business Requirement Documents (BRD) and Functional Specification Documents (FSD).
- Worked on KGSO 2.0, enhancing claims and cancellations management through data-driven insights and market research. Collaborated with banks, product teams, and reinsurance partners to develop revenue-maximizing solutions.
- Collaborated with the bank, product team, and reinsurance teams to design a new product aimed at maximizing revenue.
- Suggested targeted solutions to improve customer retention pre- and post-policy issuance, resulting in a significant reduction in cancellation rate
- Led partnership project with AUSFB, managed collateral development, marketing initiatives, HR coordination, and training programs, and spearheaded seamless integration with AU Bima to optimize operational efficiency and business synergy
- Led the IRM initiative, overseeing the recruitment, training, and CRM access for 150 IRMs.
- Coordinated data leads, ensured efficient workforce management, and eliminated the need for intermediaries in the sales process, increased sales by ~25 per cent
Summer Intern
Bajaj Allianz General Insurance
Pune
05.2023 - 07.2023
- Conducted comprehensive market research of mutual funds and different insurance coverages available across the industry
- Leveraged data analytics to identify industry trends and patterns to develop robust insurance policy on mutual fund asset protection
Internship
SHDNL Bankasi
Amravati
10.2021 - 06.2022
- The job included building relationships with new clients and maintaining relationships with old clients, including opening DD, FD, RD, and Savings accounts
- Responsible for ensuring on-time deliverables for clients
- Advice Suitable product to client
Education
PGDM - Insurance
National Insurance Academy
Pune04.2024
B.sc - Computer Science
Sant Gadge Baba Amravati University
Amravati03.2016
Skills
- Project Management
- Data visualization
- Excel
- PowerPoint
- Tableau
- Power BI
- SQL
- Market Research
- Requirement gathering
- UAT Testing
- Making BRD
- Market Research
Websites
Certification
- Associate from Insurance Institute of India.
- Data-driven decision with Power BI (Coursera) - creating reports, and visualizing data through charts for effective analysis.
- Foundation of data analytics (Coursera) - Basic understanding of data analysis and making informed decisions based on data.
Accomplishments
- KLAPS - Awarded at KLI for successfully managing IRM project and streamlining operations.
- National Runner-up of the NITI GYAN case study competition by IIM Vishakhapatnam. The case study was about formulating a new policy for the agriculture sector which helps solve problems in the agriculture sector.
- National Finalist of SEBI and NISM hackathon - Design a prototype to foster rational investment behavior among investors.
Hobbies and Interests
- Table Tennis - Inter college player
- Badminton
- Painting
Positions Of Responsibility
- Manthan committee member (National Insurance Academy 2022-24) - Responsibilities included organizing NIA's gala event and finding sponsorships and partnerships, Organizing the logistics, making creatives for marketing the event, and handling the finances.
- IIM Bangalore Campus ambassador- the role was to ideate and execute the college engaging campaign and do promotional campaigns for the various national level events and competitions conducted by IIM Bangalore.
Timeline
Ace Manager
Kotak Life Insurance
05.2024 - Current
Summer Intern
Bajaj Allianz General Insurance
05.2023 - 07.2023
Internship
SHDNL Bankasi
10.2021 - 06.2022
PGDM - Insurance
National Insurance Academy
B.sc - Computer Science
Sant Gadge Baba Amravati University
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