Ramesh Yadav 🇮🇳

Operations Associate

Gurugram, Haryana, India15 yrs 9 mos experience

Highly Stable

Key Highlights

Over 10 years of experience in the insurance industry.
Expertise in data analytics and management information systems.
Proven track record in automating data processes and improving efficiency.

Stackforce AI infers this person is a data-driven professional in the insurance and healthcare sectors.

Contact

Skills

Core Skills

Data AnalysisBusiness IntelligenceData AutomationBusiness PlanningData AnalyticsProcess Management

Other Skills

Management ProfessionalEmployee EngagementSales Support ToolsMicrosoft Power BIadvance excelExcelProcess ImprovementR&RContestsPerformance DashboardsNew Business DevelopmentChange ManagementIncentivesExcel VBAMicrosoft Office

About

Senior Manager - Agency Support at PNB Metlife Insurance, I support the retail business and lead management with my data analytics and MIS skills. I use advanced Excel, VBA, and Power BI tools to handle business data validation, dashboard creation, RnR, payouts, and compliance. I have successfully automated data processes, improved data quality, and enhanced reporting efficiency for the organization. I have over 10 years of experience in the insurance industry, working with leading companies such as Bajaj Allianz Life, Max Bupa, and ICICI Prudential, in various operations and sales support roles. I have a strong background in group business, finance reconciliation, premium posting, and contest design and publication. I have a bachelor's degree in English from Doctor Ram Manohar Lohia Awadh University, and multiple certifications in Python for Data Science and Excel Fundamentals. I am passionate about learning new skills, solving complex problems, and delivering value to the business.

Experience

15 yrs 9 mos

Total Experience

2 yrs 6 mos

Average Tenure

8 mos

Current Experience

Pnb metlife india insurance co. ltd

Senior Manager

Sep 2025 – Present · 8 mos · Gurugram · On-site

Dashboard & MIS
Strategy & Support
Business Intelligence & Analytics

Management ProfessionalEmployee EngagementData AnalysisSales Support ToolsMicrosoft Power BIadvance excel+1

Healthassure

Business Planning Manager

Nov 2021 – Sep 2025 · 3 yrs 10 mos · Gurugram, Haryana, India

Managed business planning for B2C retail operations at HealthAssure in Gurugram, India.
Developed and implemented data automation processes using Excel VBA coding for efficient data management.
Created powerful dashboards by exporting data from SQL to Excel and utilizing Excel VBA for visualization.

Process ImprovementR&RContestsPerformance DashboardsData AnalysisNew Business Development+4

Bajaj allianz life insurance

Assistant Process Manager (PSF)

Nov 2018 – Nov 2021 · 3 yrs · South Delhi, Delhi, India

Data analytics and data efficiency management
Process design and execution
Project management
Regulatory and internal audit management
RCSA and risk management for channel
LMS Management
Internal Audit & Process management
.

Microsoft OfficeSalesManagement Information Systems (MIS)Microsoft ExcelProject ManagementLead Generation+3

Max bupa

Senior Executive (Agency DOPS)

Nov 2017 – Oct 2018 · 11 mos · New Delhi Area, India

Generate timely and accurate reports for analysis. Creating Dashboard / MIS reports and presenting it to the concern department for New Business and Renewals. .
Tracking Renewal Due Vs Achievement reports for all sales channels on daily basis,
Preparing Up Sell information in Renewals on monthly basis.
Sharing employee level renewal details with finance for incentive calculation
Doing simulation for R&R Contest.
Publishing regular updates and final results of Contests.
Coordinating with Finance for Contest vetting and payouts.
Monitoring the performance on products level for New Business and Renewals.
Implement and analysis data to create daily, weekly, monthly, quarterly and YTD reports.
Ensure Data mining and creation of error free reports for Presentation.
Provide ad-hoc analysis to facilitate management decision-making.
Handling business issues / contest queries / incentive queries and offering support and guidance to Managers.

Icici prudential life insurance company limited

Consultant - Internal Audit

Aug 2015 – Nov 2017 · 2 yrs 3 mos · New Delhi Area, India

Team Management.
Plan activity related in the development of the team members.
Data Plotting (State, Branch name, Branch code, Bucket & Zone wise).
Data (Sales & Ops.) analysis through App.(BO, PAWS, Life Asia, Omni docs) branch wise.
Scoring & Rating updated branch wise.
Servicing, Rewards & Contribution data validation daily wise.

Max life insurance company limited

Consultant - PD Channel - New Business (Data & MIS)

May 2014 – Aug 2015 · 1 yr 3 mos · Noida Area, India

New Business- Proposal form QC & login.
Publishing business synopsis MIS report daily wise.
Maintaining NB level data daily basis.
Making reports for renewal business and subsequent premium received in the particular month.
Publishing Shortfall MIS and Monthly Cheque details and other month-end MIS.
Uploading files (Cash , I-cash, Card, BT, Forex & DB) in Mymoney App. for finance updation.
Providing weekly & Monthly Channel wise New Business figures.
Publishing Monthly/Quarterly/Yearly MIS to 64 VB DATA including IRDA.
Finance URL Reconciliation
Publishing the various MIS daily GO & FOPS
Coordinate with Underwriter, Crack team & Urmu Team for discrepancy resolved of cases on daily basis.
Coordinate with RM's & SDE's for cases movements in all Zones.

3i infotech ltd.

Executive - Jeevan Project -Delhi Govt.

Jul 2010 – May 2014 · 3 yrs 10 mos · Delhi, India · On-site

Managing alliances with different government departments at clerk and officer levels.
Management of centers related to customer service and resolution of issues related to the daily and routine operations of a center.
Handling Operators and resolving their issues, Co-ordinating CSC with Nodal CSC.
Demonstrated excellence in Windows installation and any Software