
Ankur Khanna
Financial Planning Manager

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

Modern Vidya Niketan, Faridabad
1998 - 2005High School Non Medical
Institut Mines-Télécom Business School, Paris , France
2016 - 2016Master of Science (M.Sc.) evaluated as Canadian Masters Degree International Business CGPA 9.71
Maharshi Dayanand University
2005 - 2009Bachelor of Engineering - BE evaluated as Canadian Engineering Degree Biotechnology 75.04Activities and Societies: Head of Dramatice Club of CITM for 3yrs.

IIT Bombay - Shailesh J. Mehta School of Management
2014 - 2016Master of Business Administration (M.B.A.) evaluated as Canadian MBA Degree Operations & Marketing Management CGPA 8.19Activities and Societies: Market Club Branding and Advertisement Operations Club

University of Toronto
2024 - 2027Certificate in Business Management Business Administration and Management, GeneralApply 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 - 2014Winter School Program Business Administration and Management, General
Experience

Max Life Insurance Company Limited
Apr 2010 - Aug 2010Financial Planning ManagerResponsibilities: 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 2013Software Engineer & Incident ManagerResponsibilities: 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 2015Operations Summer InternProject 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 2019Currently 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 2019Associate Manager - Quality Assurance
Jun 2016 - Aug 2018

TD
Dec 2019 - nowAs 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 - nowFLEX Team Manager
Mar 2023 - Dec 2024People Leader
Apr 2022 - Mar 2023Lead Peer Development Coach
Jan 2022 - Mar 2022Peer Development Coach
Oct 2021 - Dec 2021Insurance Specialist
Dec 2019 - Sept 2021

STEM Montessori Academy of Canada
Jun 2020 - Nov 2020Vice President Operations - Volunteer
Licenses & Certifications

Nova Scotia General License
Nova Scotia Department of FinanceFeb 2021
Lean Six Sigma Green Belt
Indian Statistical Institute(SQC & OR)Nov 2018
Qimpro Certified Champion
QimproJan 2015
Alberta General Level 1&2
Alberta Insurance CouncilFeb 2022
OTL
Insurance Institute of CanadaDec 2019
Retirement Plan Fundamentals
American Society of Pension Professionals and ActuariesFeb 2017- View certificate

Unconscious Bias
Lynda.comJul 2018 
Chartered Insurance Professional - CIP (in progress)
Insurance Institute of CanadaMay 2021
Agile Scrum Foundation Level
GoodAgileFeb 2012- View certificate

Learning Data Analytics
Lynda.comSept 2018
Volunteer Experience
Coordinator
Issued by E Summit 2015 @ IIT Bombay on Dec 2014
Associated with Ankur KhannaCampus Ambassador
Issued by Dell on Dec 2014
Associated with Ankur Khanna
Languages
- enEnglish
- hiHindi
- puPunjabi
- frFrench
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