Ankur Khanna

Ankur Khanna

Financial Planning Manager

Followers of Ankur Khanna2000 followers
location of Ankur KhannaGrimsby, Ontario, Canada

Connect with Ankur Khanna to Send Message

Connect

Connect with Ankur Khanna to Send Message

Connect
  • Timeline

  • About me

    Business Management & Process Improvement @TD Bank | Insurance Professional | MBA | Lean Six Sigma Green Belt

  • Education

    • Modern Vidya Niketan, Faridabad

      1998 - 2005
      High School Non Medical
    • Institut Mines-Télécom Business School, Paris , France

      2016 - 2016
      Master of Science (M.Sc.) evaluated as Canadian Masters Degree International Business CGPA 9.71
    • Maharshi Dayanand University

      2005 - 2009
      Bachelor of Engineering - BE evaluated as Canadian Engineering Degree Biotechnology 75.04

      Activities and Societies: Head of Dramatice Club of CITM for 3yrs.

    • IIT Bombay - Shailesh J. Mehta School of Management

      2014 - 2016
      Master of Business Administration (M.B.A.) evaluated as Canadian MBA Degree Operations & Marketing Management CGPA 8.19

      Activities and Societies: Market Club Branding and Advertisement Operations Club

    • University of Toronto

      2024 - 2027
      Certificate in Business Management Business Administration and Management, General

      Apply business process, project management and strategic mapping concepts to improve efficiency and throughput.Perform basic enterprise assessment - including risk, supply chain, communications and information and accounting systems - and identify areas for potential improvement.Perform a basic marketing audit of an organization.

    • Institut Mines-Télécom Business School

      2014 - 2014
      Winter School Program Business Administration and Management, General
  • Experience

    • Max Life Insurance Company Limited

      Apr 2010 - Aug 2010
      Financial Planning Manager

      Responsibilities: Engaged with clients to understand their financial gaps and needs thereby helping them realize the same Designed strategies to assess financial goals through a given framework and suggested financial saving plans

    • Larsen & Toubro Infotech Ltd

      Nov 2010 - May 2013
      Software Engineer & Incident Manager

      Responsibilities: Performed comparative analysis of various freeware Social Media analytics and developed a Data Mining portal to facilitate the increase in number of International Codes of Diseases (ICD) from 14,000 to 68,000 Conceptualized, designed and developed a software tool for the internal client and provided 24X7 support Only member of the team involved in R&D of various freeware data mining tools for segregating the data Remodeled the process of migration of vendor portals from SAP to Java Framework to increase efficiency Streamlined the work load of 29 team members based on their individual skill set and prior work experience Addressed client queries through cross cultural communication channels to provide technical consultingAchievements: Promoted as an Incident Manager for the largest and most diversified supplier of automotive parts in the world Certified in Agile Scrum Methodology (Intermediate Level) by Good Agile Training Institute in 2012 Show less

    • J.P. Morgan

      Apr 2015 - Jun 2015
      Operations Summer Intern

      Project Details: Formulated comparative analysis of query trends handled by the client facing team for years 2014 and 2015 to comprehend the visible changes due to the adoption of suggested improvement strategies Successfully achieved an overall reduction in the total number of client queries by 30% for major clients Worked with the Operations Settlements Team to facilitate the off boarding of existing clients Proposed Hourly Auto generation of updated Query Reports for clients so as to reduce total man hoursAchievements: Developed a comprehensive framework to educate and mentor the clients on how to use specific tools to self-service themselves on query handling and channelize the same through Asian client’s settlements Team Show less

    • Fidelity Investments

      Jun 2016 - Aug 2019

      Currently working as Associate Manager. My responsibilities include: Engaged in understanding and over viewing various transaction processes handled by Quality Control Team Hosting weekly calibration meeting for India and Global team to identify any gaps in quality control and suggesting improvement methods and ensuring entire team has the same level of understanding of the process Working as People’s Manager being a single point of contact for all managerial queries for a 15 Member Team Show less

      • Delivery Manager - Operations & Process Improvement

        Sept 2018 - Aug 2019
      • Associate Manager - Quality Assurance

        Jun 2016 - Aug 2018
    • TD

      Dec 2019 - now

      As a skilled leader and problem solver, I have successfully led and coached my team to complete multi-step transactions and activities to improve the overall level of service our customers receive. I have served as a role model in handling critical and high-risk issues effectively and ensuring all customer problems are dealt with appropriately by following resolution guidelines in a time-sensitive manner.My dedication to delivering a legendary experience to your customers is commendable. I have achieved this by focusing on work that matters, building employee development, achieving strong business results, and utilizing internal resources to benefit the organization as well as the employees.I have demonstrated exceptional planning, organizing, and coordinating skills by effectively resolving operational issues and ensuring that work is efficiently completed within your area. As a leader, I have set an excellent example by showcasing expert knowledge to support the business area, delegating duties, and monitoring workflow for the team.I have effectively used my decision-making authority for critical and high-risk issues while promoting team effectiveness and creating a positive work environment. My achievements have set a high standard for others to follow, and my leadership skills have helped my team and organisation succeed. Show less Lead and coach my team for completing multi-step transactions and activities to improve overall level of service our customers receive• Act as a role model in handling critical and/or high-risk issues effectively and ensuring all customer problems are dealt appropriately byfollowing resolution guidelines in a time-sensitive manner• Deliver a legendary experience to our customers by focusing on work that matters building employee development, achieving strongbusiness results and utilizing internal resources to benefit the organization and well as the employees• Plan, organize and coordinate the activities for own area and resolve operational issues and work efficiently• Lead by example in showcasing expert knowledge to support business area, delegate duties, and monitor workflow for the team• Use decision-making authority for critical and high-risk issues, while promoting team effectiveness and a positive work environment Show less • Ensures quality and productivity objectives are met; processes submissions and mails in a timely manner.• Accountable for providing a high level of service to our clients being flexible to perform various assigned tasks• Promotes company features and benefits as part of ongoing portfolio reviews. Also, promotes client loyalty through attention to detail and relationship-building.• Remains current on all company philosophies and procedures while accepting risks within established guidelines.• Ensure customer/partner problems are handled appropriately the first time, escalating issues when necessary Show less

      • Sr. Business Management Analyst

        Dec 2024 - now
      • FLEX Team Manager

        Mar 2023 - Dec 2024
      • People Leader

        Apr 2022 - Mar 2023
      • Lead Peer Development Coach

        Jan 2022 - Mar 2022
      • Peer Development Coach

        Oct 2021 - Dec 2021
      • Insurance Specialist

        Dec 2019 - Sept 2021
    • STEM Montessori Academy of Canada

      Jun 2020 - Nov 2020
      Vice President Operations - Volunteer
  • Licenses & Certifications

    • Nova Scotia General License

      Nova Scotia Department of Finance
      Feb 2021
    • Lean Six Sigma Green Belt

      Indian Statistical Institute(SQC & OR)
      Nov 2018
    • Qimpro Certified Champion

      Qimpro
      Jan 2015
    • Alberta General Level 1&2

      Alberta Insurance Council
      Feb 2022
    • OTL

      Insurance Institute of Canada
      Dec 2019
    • Retirement Plan Fundamentals

      American Society of Pension Professionals and Actuaries
      Feb 2017
    • Unconscious Bias

      Lynda.com
      Jul 2018
      View certificate certificate
    • Chartered Insurance Professional - CIP (in progress)

      Insurance Institute of Canada
      May 2021
    • Agile Scrum Foundation Level

      GoodAgile
      Feb 2012
    • Learning Data Analytics

      Lynda.com
      Sept 2018
      View certificate certificate
  • Volunteer Experience

    • Coordinator

      Issued by E Summit 2015 @ IIT Bombay on Dec 2014
      E Summit 2015 @ IIT BombayAssociated with Ankur Khanna
    • Campus Ambassador

      Issued by Dell on Dec 2014
      DellAssociated with Ankur Khanna