Jaydeep Patwardhan

Experience

• 

  Union Bank of India

  Apr 2012 - May 2012

  Summer Intern

  Study of Yield on Investment of Peer Banks and Develop Strategy to Maximize Union Bank's Yield toMatch the Highest in the Peer GroupSuggested strategy to increase the yield on investment by around 10 basis points whichessentially translated to a projected profit of around Rs. 30 Crore for the bank

• 

  Max Life Insurance Company Limited

  May 2013 - Dec 2016

  - Internal consultant on cost optimization and organizational restructuring - Designing and implementation of short & long term strategy, formulating transformation programs - Assisting Operations leadership in anchoring annual strategy reviews - Project manager for projects focused on cost optimization and insurance fraud, managing large cross functional teams - Supporting Business Development bids to solicit bancassurance partners - Annual Planning & Budgeting

  • Deputy Manager

    Oct 2015 - Dec 2016

  • Assistant Manager

    May 2013 - Sept 2015
• 

  EY

  Feb 2017 - May 2018

  Senior Consultant

  As part of Process Improvement team, I worked for the life insurance arm of a leading conglomerate, handling policy renewal and surrender analytics and managing process improvement projects. I also worked with the Distribution leaders to revive Variable Agency channel with 200%+ jump in the annualized revenue.

• 

  Aditya Birla Sun Life Insurance

  May 2018 - Dec 2021

  As part of Distribution Strategy team, I managed the bancassurance channel comprising of 7 banks. While managing a team, my role involved deriving meaningful insights from the performance data for each banking partner, assess branch and distributor cohorts based on the monthly productivity analysis, designing new interventions / projects aimed at improving customer acquisition / topline, and managing these projects.- Analyzed the performance trends for individual front line sales team members to design segmented interventions- Jointly led projects in digital and analytics space to simplify sales journeys by leveraging data insights- Worked with the management teams of partner banks to improve activation and achieve topline growth - Assisted the leadership team in expansion of a new banking partner to improve coverage by 50% and double the mindshare Show less As part of Operations Strategy team, I handled annual planning and budgeting for Operations function, conducted data analysis to identify process improvement and cost saving initiatives, and managed program office for the COO. I also led a project to redesign the customer portal to enhance process flows for 20 functionalities and build 6 new functionalities to improve digital servicing.- Analyzed customer transaction data comprising of over 300k service requests annually- Active participation in formulation of Operations strategy and business planning to define the roadmap across digitization, process reinforcement and customer engagement- Led a to design Operations digital blueprint spanning across digital assets- Managed ‘customer portal revamp’ project from Fulfilment side- Designed and managed the program governance for COO’s office to track key project Show less

  • Senior Chief Manager - Distribution Strategy

    Apr 2020 - Dec 2021

  • Chief Manager - Operations Strategy

    May 2018 - Apr 2020
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  IDFC FIRST Bank

  Dec 2021 - Aug 2022

  Assistant Vice President - Customer Experience (Credit Cards)

  As part of Customer Experience (CX) team, I managed customer analytics and cross-functional process improvement initaitives. In particular, I was responsible for carrying out thorough data analysis of customer calling patterns and customer complaints, identifying process improvement initiatives, building cost-benefit analysis, creating business requirement documents, and leading the change management post delivery. I also interacted closely with the senior stakeholders to align team objectives with business strategies and present key insights / project updates to the leaders.- Achieved a significant reduction in customer call volumes by delivering process enhancemnets- Delivered new process builds for the servicing of a new credit card variant- Worked on communication strategies across customer touchpoints to improve customer engagements- Conducted detailed process and data analysis to redesign customer onboarding process for improving onboarding turn around time by ~15% Show less

• 

  Indian Institute of Management Udaipur

  Sept 2022 - Mar 2024

  Research Assistant

  As a research assistant I actively worked with faculty members on research projects in Marketing Strategy and a consultative assignment with a healthcare client. I was responsible for carrying out data analytics to identify trends, build predictive models and create segmentation using tools including R, Python and SQL.

• 

  Unity Health Toronto

  Mar 2024 - now

  Reporting and Analytics Specialist