Ashishkumar Rai

Ashishkumar Rai

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location of Ashishkumar RaiToronto, Ontario, Canada

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  • Timeline

  • About me

    CSI IFIC Certified | Former Financial Service Representative at SS&C FinTech Services | Ex-Senior Advisor at WTW Global Delivery

  • Education

    • University of Mumbai

      2015 - 2018
      Bachelor of Commerce - BCom Accounting and Finance
    • Lambton College

      2023 - 2025
      Financial Planning and Wealth Management
  • Experience

    • WTW

      Sept 2018 - Oct 2021

      •Provided pre- and post-insurance placement support to the broking team in London, facilitating agreements with underwriters and ensuring timely execution.•Managed billing and invoicing processes, including preparation of debit/credit notes, premium accounting, and settlements for both clients and underwriters.•Generated detailed risk and premium remittance reports for underwriter issuance, and prepared insurance renewal quote schedules for market distribution.•Created and maintained accurate insurance policies in Eclipse, ensuring up-to-date documentation and policy status for all clients.•Reviewed and verified the quality of quote schedules, final schedules, and insurance policy contract wordings (slips, certificates, endorsements) to ensure accuracy and compliance with industry standards. Show less

      • Senior advisor

        Oct 2020 - Oct 2021
      • Advisor

        Sept 2018 - Oct 2020
    • SS&C Technologies

      Oct 2021 - Aug 2023
      Financial Services Representative- Specialist

      •Conducted risk assessments and breach analyses, ensuring full compliance with FCA regulations and the Data Protection Act.•Developed, presented, and interpreted root cause analysis and breach reports for management, delivering actionable insights to improve processes.•Prepared and delivered client reports, ensuring high accuracy and regulatory compliance.•Managed the end-to-end administration of technical and non-technical breaches, adhering to SLAs and regulatory deadlines.•Analyzed breach root causes, identified areas for improvement, and recommended process enhancements, collaborating with cross-functional teams.•Coordinated with Management Companies (Morgan Stanley, St. James’s Place), Client Service Managers (CSMs), Group Compliance, and other departments to effectively resolve breach cases.•Provided accurate and timely compliance reports and data analysis to stakeholders, meeting KPIs and ensuring adherence to compliance standards. Show less

    • McDonald's

      Sept 2023 - now

      •Trained and supported new team members to ensure high-quality service and operational efficiency.•Coordinated effectively with team members to ensure smooth operations and a seamless customer experience.•Consistently met targets for order accuracy, speed of service, and customer satisfaction. Worked across kitchen, drive-thru, and front counter, delivering excellent customer service and maintaining safety standards.

      • Crew Trainer

        Aug 2024 - now
      • Crew Member

        Sept 2023 - Aug 2024
  • Licenses & Certifications

  • Honors & Awards

    • Awarded to Ashishkumar Rai
      Spot Award- July 2021 Willis Towers Watson Jul 2021
    • Awarded to Ashishkumar Rai
      Star Award- September 2020 Willis Towers Watson Sep 2020
    • Awarded to Ashishkumar Rai
      Spot Award- April 2020 Willis Towers Watson
  • Volunteer Experience

    • Vice President

      Issued by HELPING HANDS YOUTH FOUNDATION on May 2015
      HELPING HANDS YOUTH FOUNDATIONAssociated with Ashishkumar Rai