1. Due to work requirement, I am unable to take call at weekdays.
• Please email me or leave message on whts app (9820963105). OR
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I AM NOT INTERESTED IN SALES JOB.
• Total Experience: 8 years
• Location: Mumbai
• Notice Period: 2months (Negotiable)
• Current Salary: 8.50 lac
• Expected Salary: 12.00 lac

2. ASHWINKUMAR D BASARI
Email ID: ashwinkumar.basari@gmail.com || Mobile: +91 9820963102
Professional Overview
Objective:
 To utilize all the skills, knowledge and learning acquired during long time experience. To
contribute and exercise all the capabilities that I possess in order to serve the current employer.
 Presentable personality with power to convince team on any subject.
 Good in understanding and fixing any gap in process.
Academia:
 Masters in Financial Management from Mumbai University in 2012 with 70.70%.
>>Felicitated by college for Best Performance
 Bachelor in Banking and Insurance (BBI) from Mumbai University in 2007 with 70.50%.
 Higher Secondary Certificate (Class 12th
) from Mumbai Board in 2004 with 67.50%.
 Secondary School Certificate (Class 10th) from Mumbai Board in 2002 with 62.70%.
Profile Overview:
 Currently working as Business Analyst for US Mortgage Company (Sun West Mortgage Company).
 Worked in a crucial role of underwriting in Indian Insurance Company.
>> Reliance Life Insurance and Future Generali Life Insurance
 Experience of working in UK based insurance company outsourced in India.
 Training agents in Life Insurance branches for IRDA License Exam.
 Cleared Licentiate and Part of Associate of Insurance Institute of India.
 Live project for life insurance https://sites.google.com/site/ansarssimg/home.
Company Details
 Business Analyst at XL Dynamics India Pvt. Ltd. (Mahape, Navi Mumbai) - Since June 2013
(Present)
 IRDA Training Faculty for Ritu Nanda Insurance Service Pvt. Ltd - February 2013 till June 2013
 Sr Exec Insurance at Capita India Private Limited Company - June 2010 till November 2012.
 Underwriter at Future Generali Life Insurance Company - January 2009 till December 2009.
 Underwriter in Reliance Life Insurance Company - August 2007 till January 2009.
Industry Experience Overview
Mortgage, Banking and Financial Service: (Since June 2013)
 Projects
o Working on project of preparing macro’s (VB based) to automate report preparation.
o Create and maintain dashboards as requested by management.
o Prepare any report as per request received from management.
o Set up new process and update SOP (Standard Operating Procedure)
o Portfolio Reports for company, chart and trend(s) of future business(s).
 Business Analyst
o Create different report with analysis assisting management to take future course of decision.
o Prepare Business Requirements Document (BRD) and executive.
o To analyze email received to team email and forward to team members for further action.
o Provide Root Cause Analysis (RCA) to management for any compliant.
o Performing functional analysis of requests submitted by stakeholders and those related to
production incidents.
o Developing Functional Specifications Documents (FSD) for business requirements.
o Creating test scenarios and performing functional testing.
 Management Information System (MIS)
o Prepare Daily Action plan for team, align schedule for activities (reports).
o Prepare portfolio report and customized reports for management.

3. o Analyze remittance differences between investor reporting accounting reports and
remittance reports to maintain cash in custodial account.
o Design and maintain dashboards which would provide day to day update to collection and
customer service team.
 Compliance and Reporting Analyst (Investor and Regulator):
o Reporting for respective investors (stakeholders) and agencies (FHA, VA, USDA).
o Responsible for sales transfer of loans securitized during the month and sales transfer same
within ETA specified.
o Responsible for service release to private investor and track same throughout.
o Forecast principal and interest advance for securitization on a monthly basis, using specified
pooling and servicing agreement; ensure reports are prepared within the timeframes and
other terms established in the servicing agreement.
o Reconcile pool to security for schedule; schedule portfolios to maintain actual unpaid
principal loan balance and to meet requirements.
Indian Life Insurance Company: (Since August 2007 till June 2013)
 Insurance Analyst:
o Escalate system issue effecting production to IT and Management.
o Assist onsite client in audit by providing them SOP of process requested by them.
o Provide the requirement(s) for implementation of new process in system.
o Test the system (Trial and Error) to check if all modification is properly updated in system.
o Provide the process briefing to management and IT of current procedure and improvement
to be made along with level of improvement in effectiveness of process.
o Update SOP and Business Process Manual (BPM) with new process implemented.
o Providing an appropriate Estimated Time Required (ETR) for process implementation.
 Underwriting
o Scrutiny of proposal form, documents and other evidence received along with proposal for as
a part of assessment.
o Take decision whether proposal can be accepted on behalf of company with standard rates
or with extra premium rates or cannot be accepted.
o Check on the receipt of premium from self or third party as it may effect validity of proposal.
o Duties include reviewing insurance applications to ensure that all questions have been
answered, compiling data on insurance policy changes
o Changing policy records to confirm to insured party's specifications.
o Compiling data on lapsed insurance policies to determine automatic reinstatement according
to company policies.
o Recommend acceptance of policy non medical condition as per company underwriting
guidelines.
o Refer cases to risk team if proof found to be forged.
 New Business
o Co-ordinate with underwriting team for the requirement in underwriting sheet / checklist.
o Fulfill requirements of underwriting team through systems available.
o Complete cases within SLA (TAT).
o Update alteration on Main frame (Life Asia).
o Cancellation of policy as per Business Process Manual.
o Make a filed verification of document for authenticity.
o Liaison with other departments for any requirements.
o Underwriting policies with non medical limits.
o Make a filed verification of document for authenticity.
o Maintain periodic reports required to regulatory authorities.
 Policy Servicing
o Servicing request like premium and other alteration.
o Business process analysis for Renewal Premium Collection.
o Adjustment of premium payment against invoice of the created for particular arrear(s).
o Customer Retention and Service to the existing customer and their representative.
o Report preparation of total policies reinstated and renewed in a month via Direct Debit.
o Promoting payment avenues encourage customer to pay via direct debits instead of cheque.
o Maintained team data for managers review at regular interval.

4.  Grievance Redressal (Compliant)
o Handle all escalated grievance, analysis of all complaints and provide resolution.
o Provide Root Cause Analysis along with plan of action to avoid same instance in future.
o Coordinating with contact centre’s and Cashier to drive persistency of allocated portfolio.
o Preparing MIS to support and improve persistency (Age Trial Balance Report)
o Liaising with other functions like POS, Complaints, Claims, R&C etc for better customer
service.
o Identifying ways to enhance the customer service.
o Handle and solve customer’s queries via correspondence i.,e email, letter and telephone.
Personal Details
Date Of Birth: 2nd
October, 1985
Language Known: English, Hindi, Marathi, Kannada and Tulu.
Location Preference: Mumbai, Bangalore, Mangalore and Pune.
Contact Address: 2, Jai-Shiv Apt. Near Vanvasi Kalyan Ashram, Nandivili Road, Dombivili
(East).