
Sachin Mehta

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About me
Encouraging Smart financial decision || Personal Finance Professional || Financial Goal Planning || Investment Portfolio & Risk Management || Equity Investor || PMS || 16 yrs Corp. stint in HNI services at Mid-Sen.Level.
Education

MOODY'S ANALYTICS
2023 - 2024Award In International Wealth management Wealth Management
PGP Academy (NSE Partner)
2022 - 2023PRACTISING GOAL PLANNER ADVANCED LEVEL CERTIFICATE Business and Personal/Financial Services Marketing Operations
National Institute of Business Management
2006 - 2008Master of Business Administration (MBA) CRM Customer Relationship Management IstI did my MBA in CRM & International Business with distinction. It was an online mode of education which I did while on the Job at Idea Cellular Ltd.
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National Institute of Securities Markets (NISM)
2022 -Certified Financial Goal Planner - Advance Level Financial Planning and Services
Kurukshetra University
1997 - 2000B COM CommerceI did my B.Comm from KUK, with great insight in Economics, Accountancy, Business Management and Business Law.
Experience

Idea Cellular Ltd
Feb 2007 - Apr 2019BUSINESS PROCESS MANAGEMENT & QUALITY AUDITOR: Standard Operating Procedure & System Implementation, Audits, Improvement and Compliance.1. Conducting Quality audits to measure process performance parameters evaluating the revenue, cost, regulatory and Customer Satisfaction impact attributes through data analysis and applying statistical tools.2. Evaluate the internal control over all operations, Ensure compliance with regulations, Identify any non - compliance and bring to the notice of the Management.3. Planning individual audits, defining audit objectives and preparing audit plans evaluating the effectiveness of controls and writing up reports.4. Reviewing the process performance & audit findings of current systems with stakeholders and suggesting root cause analysis, corrective and preventive action plan for implementation.5. Implementation of the Quality Management System within the function including applicable Quality Modules, Standard operating procedures and contributing to ISO certification, Surveillance and Re-certification.6. Identifying critical areas having Customer Focus and Business requirements at circle level with their finalization and implementations of the processes and identifying opportunities for Process Automation.7. Ensuring effective implementation of statistical methodologies for analysis and optimum utilization of Six Sigma and ISO tools & techniques resulting in TNI generation based upon the gaps identified during quality audits.8. Plan, coordinate and participate in system reviews and quality audits, assisting staff in identifying potential improvements to systems, process and work flows.9. Process Documentation of critical activities of Circle based requirements having Customer Focus and Business requirements, their finalization and implementations leading to Time saving/CSAT/Regulatory/Revenue impact. Show less
MBA with 10 years of experience in telecom sector, AMFI advisory level Certified.
Apr 2008 - Apr 2019Manager Customer Service, Communication, Process Compliance & management
Feb 2007 - Apr 2019

Sachin
Jan 2008 - Apr 2019BPM - Process development, Audits and ImprovementsProcess development, Audits and Improvements based on SOPs, Regulatory guidlines, Customer Satisfaction and Revenue related areas.

Telecom co.
Nov 2008 - Apr 2019Idea Cellular Ltd.Total of 12 years of experience in Telecom sector in Customer service and Quality Management. Currently as Manager, Communication and IVR/SIVR, SMS, USSD, OBD & WAP management, DND & Regulatory Compliance, Tech vendor management for the last 9 months.Previously handled Business Process Management, including, process mapping, documentation in VISIO, Implementation and audit. Additionally, trained as ISO auditor and QMS implementation.Earlier, Handled Showroom operations, customer retention, VAS sales corporate customers services. Show less

Vodafone Idea Limited
Nov 2018 - Apr 2019Manager, CLCM
Brij Finserv
Apr 2019 - nowFinancial Services || Wealth Management || Mutual funds Portfolio Management || PMS || Risk management & Insurance|| Private Equity Investor ||- Understanding financial situation of the clients and suggesting customized risk management and investment plan for the individual/family, as per their needs.- Review of mutual fund portfolio and suggesting for changes and upgradation.- Planning for client's financial goals, such as, child education, retirement, and more.- Execution of the financial plan finalized.- Half yearly or yearly review of the financial situation of the client and adjusting the plans accordingly. Show less
Founder
Apr 2019 - nowFinancial Services Professional
Apr 2019 - now
Licenses & Certifications

1. ISO training, TUV Nord.
TUV Nord
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