
Kunal Adhikari
Portfolio Associate

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About me
Lean Certified | Assistant Manager | Underwriting | P&C Insurance | Xceedance |
Education

ST Thomas School
2010 - 2011Senior Secondary School Commerce
Delhi University
2011 - 2014BA(H) BUSINESS ECONOMICS Finance and Financial Management Services
Experience

McGraw Hill
Jun 2015 - Aug 2017Portfolio AssociateResponsibilities1. Drafting/ modifying the business clauses of the Agreements in the standard draft as per requirement and sending it to the legal team for review2. Evaluating the proposals feasibility through costing and sending it for approval to the management3. Coordinating with the production and customer service team to ensure timely delivery of the final product4. Archiving the project files and maintaining databases of Authors, vendors and other clients.5. Reviewing and processing the vendor bills6. Arranging supplies and resolving administrative issues for the team7. Analysis of the sales data and identifying the trend Show less

McGraw Hill Higher Education
Sept 2017 - Apr 2018Sales Executive1. Creating and executing a sales plan that meets or exceeds established sales quotas and supports Company revenue and profit targets2. Meet regularly with existing and new customers to understand their evolving business needs and position product solutions to meet surfaced needs3. Develop business through B2B and B2C segments4. Work effectively with internal support departments (Marketing, Product Development, and Customer care, Warehouse) to promote sales for new and existing customers to maximize product visibility and revenue generation5. Complete sales activity reports and presentations in a timely manner6. Create business proposals for digital products Show less

Xceedance
Jul 2018 - now• Identifying the gap areas in process knowledge of the team members and taking corrective measures• Conducting training sessions relating to Insurance • Analyzing and entering the projected exposures of the insured in the standard template• Comparing and analyzing data across years for consistency and reasonableness• Highlight data concerns like missing files or incomplete data to actuaries and underwriters• Summarizing the findings and assumptions of the analysis done• Maintaining metrics related to quality, turnaround times and productivity• Summarizing the accounts status at the end of the day Show less
Assistant Manager
Jul 2023 - nowSenior Analyst
Jul 2020 - Jun 2023Analyst
Jul 2018 - Jun 2020
Licenses & Certifications
- View certificate

Humor in the Workplace
Lynda.comFeb 2016 - View certificate

Process Improvement Fundamentals
Lynda.comJan 2016 - View certificate

Sales Skills Fundamentals
Lynda.comJul 2016 
CPCU 530
The Institutes CPCU Society
CPCU 520
The Institutes CPCU Society- View certificate

Excel 2016: Pivot Tables in Depth
Lynda.comFeb 2016 
CPCU 500
The Institutes CPCU Society- View certificate

Process Improvement Fundamentals
Lynda.comJan 2016
Languages
- enEnglish
- hiHindi
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