Mansi Sharma

Experience

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  Fidelity Worldwide Investments (FIL India Business Services Pvt Ltd)

  Jan 2015 - May 2015

  Contractor- Customer Operations

  - Processing work items within the agreed timeline with complete accuracy.- Demonstrating ownership to ensure the task is well managed as per customer’s instructions.- Keeping the superior informed of work in progress tasks and escalating any possible issues impacting the timeframe to complete the work assigned in advance.- Liaising with various departments within and outside of the organization.- Executed transactions for clients' investments aiming to optimize tax savings.- Monitoring overall functioning of processes, identifying developmental areas, and working with the team.- Establishing new pension accounts for clients, executing transactions, managing investments on their behalf, creating RSP (Regular Savings Plan), overseeing transfer processes, etc. Show less

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  Agilent Technologies

  Nov 2015 - Oct 2016

  Customer Service Coordinator

  - Processing formal quotes and orders in SAP with complete comprehension and accuracy.- Handling various Back Office Operations activities related to Ordering, Order confirmation, Shipment & Invoicing, DEFOA, and Delivery blocks.- Maintaining high levels of performance on SLAs.- Handling all purchase, shipping, and logistics functions of the project. - Interfacing with sales and customers to provide accurate information, solve problems, and serve in a variety of pre-sales and post-sales functions.- Acting as a bridge between customers and relevant internal departments like sales, service delivery, and collections to address customer queries.- Overseeing the complete customer journey by leveraging comprehensive understanding of customer scenarios, company protocols, and compliance standards. Recognizing and conveying opportunities for process enhancement to management.- Carrying out regular administrative tasks related to customer service following established procedures. Show less

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  AXA XL

  Oct 2016 - Feb 2022

  - Perform daily workload scheduling and conduct regular meetings with leaders, SME’s & team members to ensure constant information flow and knowledge transfer.- Oversee the capacity utilization of team members.- Responsible to support and regularly monitor the SLA and KPI governance & management to Review and analyze any deviations.- Collaborate in the annual capacity planning / Full-Time Equivalent (FTE) headcount analysis for Credit Control processes with management and co-team leaders.- Familiar with underwriting tasks and process including risk review and evaluation, submissions, pricing, rating, quotes, policy forms and endorsements etc. - Collaborating closely Underwriting Assistants, Underwriters and Operations to perform necessary activities.- Maintaining a high degree of efficiency in cash flow management, encompassing account receivables, payables, and premiums chasing brokers and leaders.- Oversee, monitor, and analyze the performance of multiple broker and leader accounts and take immediate actions to achieve the departmental KPIs.- Managing process transitions, resource planning, knowledge transfer, and ensuring seamless integration of new processes. Also, identify potential risks and formulate succession and backup plans for the critical processes.- Continuously identify process improvement opportunities and work with wider teams to support the implementation of changes.- Review and maintain Standard Operations Procedures in collaboration with Middle Office. Facilitate training for team members and onboarding of new hires. Coordinating with Finance, Underwriting, and Claims team for a cross-functional work transfer. Show less - Developing and maintaining strong collaboration and working relationships with numerous areas within the organization (Middle Office, Finance, Claims, Client Managers, Underwriters, Ceded Re) and external to the AXA XL (Brokers, Co-insurers) on a global basis even resolving their queries in a timely and accurate manner, providing a high level of service at all times.- Managing process transitions, resource planning, knowledge transfer, and ensuring seamless integration of new processes. Also, identify potential risks and formulate succession and backup plans for the critical processes.- Continuously identify process improvement opportunities and work with wider teams to support the implementation of changes.- Review and maintain Standard Operations Procedures in collaboration with Middle Office. Facilitate training for team members and onboarding of new hires. Coordinating with Finance, Underwriting, and Claims team for a cross-functional work transfer.- Analyze and oversee the creation of monthly process dashboards. Along with an analysis of monthly results presented for the Credit Control department. Support the external and internal audit requirements regarding credit control processes.- Collaborate with Credit Control Middle Office Leads & Underwriting Leads to implement effective and efficient cash handling and premium allocations.- Collaborate in the annual capacity planning / Full-Time Equivalent (FTE) headcount analysis for Credit Control processes with management and co-team leaders.- Familiar with underwriting tasks and process including risk review and evaluation, submissions, pricing, rating, quotes, policy forms and endorsements etc. - Collaborating closely Underwriting Assistants, Underwriters and Operations to perform necessary activities.- Perform daily workload scheduling and conduct regular meetings with leaders, SME’s & team members to ensure constant information flow and knowledge transfer. Show less

  • Senior Analyst - Credit Control & Premium Accounting

    Oct 2018 - Feb 2022

  • Process Specialist

    Oct 2016 - Oct 2018
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  Club Demonstration Services

  Jun 2022 - Jan 2023

  Sales Advisor

  - Warmly welcoming and advising customers to cultivate customer loyalty. - Presenting the brand's products, boosting sales through sampling and promotional events, and encouraging customers to make purchases within the Toronto outlet.- Involved in numerous special events or roadshows.

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  Think Research

  Jan 2023 - now

  Financial Analyst

  - Compiling internal financial statements for monthly and quarterly reporting within specified timelines and with meticulous accuracy, encompassing tasks such as preparing account reconciliations, conducting analytical reviews, and performing variance analysis.- Manage month-end processes for business units, ensuring full cycle accounting and adherence to the IFRS standards. Coordinate customer invoices, assist in AR and AP reconciliation, and manage outstanding balances.- Assist in sending customer statements on a monthly basis for outstanding balances to the customers and follow up on payments, proactively identify and escalate to the CS team, as necessary, past due customer accounts and recommend actions for resolving delinquent accounts.- Prepare and submit required financial and statistical reports to various internal and external stakeholders.- Support year-end external audits, ensuring smooth processes and compliance.- Prepare management reports for monthly and quarterly strategic reviews, conducting performance analysis using various KPIs and drafting presentation slides.- Analyze financial performance, identifying deficiencies, and recommending improvements to increase efficiency and effectiveness. Manage and coordinate key financial measurements, advising on cost reduction opportunities.- Contribute to the adoption and setup of new financial technologies. Participate in financial system upgrades and conversions.- Maintain confidentiality of financial information and investment decisions. Assist with ad hoc analytical reviews and undertake additional duties to support financial health and strategic goals.- Ensuring that all activities are conducted in compliance with governing regulations, internal policies and procedures.- Leverage technology to increase speed and accuracy.- Assist in month end closing process on behalf of the Operations function. Show less