Ayan Chatterjee

Experience

• 

  Reliance Life Insurance

  Oct 2007 - Jun 2010

  Operations Executive

  Was In Charge of the Total Branch Operations of BEHALA branch from October 2007 till April 2009 and of Harish Mukherjee Road (Regional Office) from May 2009 to March 2010. The job consisted of Scrutinization and Underwriting of Proposal Forms, Reconciliation of cash & cheques daily followed by the Banking of the same the next day. Updating different Trackers and issuing Advisor Commission Cheques.Was In Charge of the Renewal Premium Collections in our branch and maintaining the Total MIS & Business Figure of the Branch. Handled the FINANCE of the Branch. BRS, Petty Cash Register, Petty Cash Vouchers & Petty Cash Statements were being maintained. Customer Relationship was also maintained through the CRM Process which includes Customer/Advisor Complaints & Customer/Advisor Requests.Handled the total Distribution Operations process which consisted of Advisor Licensing as per IRDA guidelines. Advisor Application Forms were received & processed for scheduling them in III Examination. After the Candidates successfully Passed the Exam, the process of Advisor Coding & Licensing were followed. Show less

• 

  Tata Consultancy Services

  Jul 2010 - now

  Managing an overall portfolio size of 1000 plus resources with 350+ at onsite and 650+ at offshore.Review of RFP Financials, SOWs, Budgeting, Forecasting, Milestones, Head Counts, Contract Management are done on a regular basis.Periodical Milestone Review and achievements along with proactive approach in routinely tracking the portfolio progress against project goals. Defining, coaching and enforcing the use of good project management practices and various techniques in resolving complex, interdependent activities into tasks and sub-tasks that are documented, monitored and controlled.Overall Revenue Management along with various analysis for Cost reduction/optimization to ensure increasing trend of Gross Margin.Invoice Management, Payment Reconciliation management and overall Invoice mapping Review is done on a monthly basis.Prepare, maintain and publish various reports to senior management for overall Project status. Driving end results through management of portfolio deliverables ( milestones/ regulatory mandates/ organizational requirements) while meeting time sensitive deadlines.Organize solutions to new challenges and drive business results. Use best practice methodologies to create a project plan to fit the requirements and deliver within budget on desired outcomes.Constantly improving own and teams skills through lessons-learned reviews throughout the portfolio lifecycle.Identifying issues and problems, generate solutions and choose appropriate alternatives using basic root cause analysis. Show less Team Manager - With core activities of Client Management, People Management, Team Management, Account Management, Escalation Management, Delivery Management, Risk & Compliance Management.Managing a team of 30+ people in P2P, Accounts Payable process. Monitoring the performance of the team where the team work on of Invoice processing (2 way and 3 way match methodology), Travel & Expense requests and Payment processing. Post which have to review all invoices, travel & expense claims and payment runs for appropriate documentation and approval prior to payment.Daily operational activities which includes achieving client specified SLAs, sharing various reports and analysis with clients. Preparing various presentations for reviews with senior management and clients such as Weekly Dashboards, MBR, QBR, PSR, PMR and Monthly Performance for team. Volume Forecasting, FTE Estimation and Control charts are prepared and reviewed with the MBB.Auditing different reports such as Quality Dashboards, RCA, Defect Log, Daily Inflow Volumes, Utilization Report and Stack Rank Report. Conducting monthly one on ones with every team member and providing them feedback.Handling the entire delivery of the project and reporting the same to the customer leader. Achieving the Company targets by increasing CSI and ASI scores, Team Strength, Revenue and Gross Margin.Have worked with the automation team closely and completed various automation projects which include few robotic automations, process engineering and implemented the same in the process for client benefits.Have provided numerous successful offshore KTs and streamlined the delivery.Closely worked with the Pre-Sales team and contributed in various RFP presentations which helped the organization win 5 major F&A deals in 2015 & 2016.Working regularly with the DD team and prepare the final questionnaire for onsite DD.Finalizing the Training Plan, Agenda for onsite KT based on the outcome of the DD. Show less Worked in a team of 22 people in activating accounts in Legacy system for Residential customers (Business to Customers) in Mainframe platform.Preparation of various reports for the team such as Login-Logout, Attendance, Top Performers, Daily Production.Worked in a team of 25 people and did the quality checks for the team for Commercial customers (Business To Business). Was provided the role of a backup Team Leader.Preparation of different reports for the team such as Quality Report, RCA, Defect Log, Production Vs. Accuracy, Daily Snapshots for client. Show less

  • Project Management Lead

    Jun 2017 - now

  • Team Manager

    Jan 2015 - May 2017

  • Team Leader

    Jan 2013 - Dec 2014

  • Senior Associate

    Jul 2010 - Dec 2012