Summary
Overview
Work History
Education
Skills
Websites
Certification
Awards
References
Timeline
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JYOTI BHATIA

Sydney,NSW

Summary

Reliable Manager demonstrating high level of ownership and initiative. Possessing exceptional work ethic and desire to go above and beyond to exceed company expectations. Offering knack for building productive working relationships. Successful in fast-paced, deadline-driven environments to manage goals and team development. History of thriving in team-oriented environments.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Marketing Analytics Manager

Greenstone Financial Services
Sydney, NSW
05.2019 - Current
  • Achieved expertise in delivering concise and effective media briefings to diverse audiences across multiple countries.
  • Managed effective communication flow from Analytics to Marketing team concerning Above the line (ATL) media.
  • Analyzed and communicated with Marketing for ongoing ATL tests and suggested strategy to maximise leads/profits from tests.
  • Supported marketing department in implementing successful test strategies.
  • Streamlined team processes by creating customized workflows based on team members' competencies, resulting in enhanced productivity
  • Coached, mentored and trained team members in order to improve their job performance.
  • Created a streamlined plan that ensured the team consistently met deadlines for delivering daily dashboards and media briefings.
  • Enhanced team member performance through use of strategic and tactical approaches, motivational coaching and training
  • Utilized extensive knowledge of insurance products to assist marketing team in developing strategies for current and ongoing product campaigns.
  • Successfully maintained team performance in high-pressure situations by managing tight deadlines and fostering clear communication and motivation.
  • Demonstrated strong decision-making skills to effectively prioritize timelines and manage multiple projects, while maintaining positive stakeholder relationships

Data Analyst

COMMONWEALTH BANK
12.2018 - 05.2019
  • Created dashboards for Home Loans Lender performance of RBS to check on quality of loans based on key metrics driving the growth of business
  • Transformed intricate SAS programs into streamlined Teradata code for monthly and quarterly APRA reporting.
  • Organized brainstorming sessions with Bankwest to append their Home Loans data with CBA

Portfolio Analyst

SUNCORP INSURANCE
08.2017 - 12.2018
  • Created automated performance trend report to check on performance of claim managers which helped team leaders in better team management and training sessions- Tools used-SAS, MS Excel, Power BI
  • Created data driven model to extract insights from workers compensation claims in order to analyze monthly
    performance and risk in portfolio-
  • Single handedly performed monthly data quality checks during iCare claims transition into GIO portfolio
  • Conducted training sessions to educate Claims Managers and Team leaders on key factors influencing claims growth, such as claimant's medical history and injury type.
  • Partnered with project managers to streamline work processes by preparing a comprehensive project scope and process report for the data stream team.
  • Ensured clear and concise representation of data to meet the specific requirements of clients, senior management, and developers.
  • Created dashboard to analyze the claims process, involving collaboration with diverse stakeholders and data reconciliation from multiple sources, resulting in enhanced business strategy and successful fee negotiation with clients

Insurance Data Analyst

JLTRE
12.2014 - 08.2017
  • Prepared dashboards and reports for senior management to understand the yearly change in property portfolio and
    risk organization is holding.
  • Processed and cleansed large volume of structured and unstructured insured data to identify key yearly changes.
  • Developed a data driven analytical model to analyze and visualize the data using statistical and reporting tools
  • Educating customer about the process flow (cleansing and analyzing data in software) to quantify their exposure for risk assessment, taking their queries and providing solution and explain analysis results
  • Educated and helped client to improve the data quality which helped in structuring of data and focusing on key
    metrics
  • Keeping track of emerging trends in the market and communication to the senior management.
    RMS

Senior Analyst

RMS Risk Management Solutions
Noida, Uttar Pradesh
04.2010 - 12.2013
  • Identifying and analyzing key risks in client’s data and providing risk informed decisions
  • Evaluate and communicate technical updates of risk model software systems to brokers, clients and prospects
  • Involved in problem solving of client queries and complaints through e-mails and calls
  • Determining the factors which enable and inhibit risk reduction by extracting key trends in data
  • Preparing and client's data to fit into risk models based on SQL and MS excel

Held additional roles as Senior Risk Analyst with RMS

Education

MSc in Actuarial science -

AMITY UNIVERSITY
02.2010

Bachelors in computer Applications -

JAMIA HAMDARD
04.2008

Skills

  • Strategic Planning
  • Strong Decision Making
  • Budget Planning
  • Business Analysis
  • Design thinking
  • Technical acumen
  • SQL Server
  • Power BI
  • Microsoft Office Suite
  • Business Development
  • Performance Management
  • Team Leadership
  • Staff Training and Development
  • Complex Problem-Solving
  • Project Management
  • Verbal and written communication
  • Time Management

Certification

Certification in "R Programming" from John Hopkins University (Coursera)

Awards

  • Nominated for quarterly awards in Data Analytics in October 2023
  • Awarded "Star of the month" in year 2017 for delivering reports with high quality before delivery dates
  • Awarded "Best Team Mate" award in year 2017 for completing a milestone of project before time with no error
  • Most promising performer of the year 2012-2013 by RMS
  • Recognized with Grace Under Pressure Award in June 2011 by RMS

References

References available upon request.

Timeline

Marketing Analytics Manager

Greenstone Financial Services
05.2019 - Current

Data Analyst

COMMONWEALTH BANK
12.2018 - 05.2019

Portfolio Analyst

SUNCORP INSURANCE
08.2017 - 12.2018

Insurance Data Analyst

JLTRE
12.2014 - 08.2017

Senior Analyst

RMS Risk Management Solutions
04.2010 - 12.2013

MSc in Actuarial science -

AMITY UNIVERSITY

Bachelors in computer Applications -

JAMIA HAMDARD
JYOTI BHATIA