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Rohit Chugh

Business Process Lead at Tata Consultancy Services

Ulhasnagar

10+ years of work experience

Tata Consultancy Services
Jan 20251 yr 1 moJan 2026

Mumbai, Maharashtra, India

Tata Consultancy Services
Aug 20187 yrs 6 mosJan 2026

India

Key Result Areas: Adjudicating, processing and payout of bereavement (Death) claim;  answering the queries from policyholders, financial advisors, and solicitors; validating payments to eligible clients for bereavement claims. Steering strategic planning for new initiatives, process development, maintaining quality, accuracy & productivity. Conducting product training for new joiners of the organization. Scrutinizing all the policyholders documents for Anti-Money Laundering / KYC purposes. Performing audits to ensure cases are processed as per guidelines; updating business process manuals on a periodic basis for running standard operating processes in a smooth way.  Assessing disclosures submitted at the time of filing claims and giving a decision on whether those are covered under the relevant policy. Managing SME activities with the team & reporting the same to the Team Manager. Analyzed & investigate complicated insurance claims to prevent any kind of fraud; worked as per the rules & guidelines of the organization. Monitoring and leading Pension product groups. Preparing of Life and Pensions products Illustrations for clients which provide them information about their investment anticipation till the investment term. Taking complete ownership of any additional work undertaken in the team & ensuring that the same has been successfully completed, Providing a prompt response to any urgent requests
Capita India
Jan 20162 yrs 8 mosAug 2018

India

Highlights:  Scrutinizing all the data avail from the Financial advisors of their Clients regarding investments. Preparing of Life and Pensions products Illustrations for clients which provide them information about their investment anticipation till the investment term. Conducted Internal Audit within the team. Coordinated with internal teams; liaised with specialists such as MLRO and compliance officers for risk assessment; Analyzed & investigated complicated insurance claims to prevent any kind of fraud. Updating client details such as a change in name, change in address and doing fund switches as per request by the policyholders. Handling queries of other associates and proper maintenance of query log and giving go-ahead over complex decisions during the claim payment process. Assessing disclosures submitted at the time of filing claims and giving a decision on whether those are covered under the relevant policy; managing SME activities with the team & reporting the same to the Team Manager. Providing policy details/ Annual benefit statement and current valuation to the policyholders/Financial advisers and advising other policy benefits to them. Updating trustee details on the policy, adding/ removing of deceased trustee and assigning the policy to the beneficiaries.
CAPITA INDIA PRIVATE LIMITED
Jan 20162 yrs 7 mosJul 2018

Highlights: Scrutinizing all the data avail from the Financial Advisor of their Clients regarding investments. Preparing of Life and Pensions products Illustrations for clients which provide them information about their investment anticipation till the investment term. Conducted Internal Audit within the team. Coordinated with internal teams; liaised with specialists such as MLRO and compliance officers for risk assessment; Analyzed & investigated complicated insurance claims to prevent any kind of fraud. Updating client details such as a change in name, change in address and doing fund switches as per request by the policy holders. Handling queries of other associates and proper maintenance of query log and giving go-ahead over complex decisions during the claim payment process. Assessing disclosures submitted at the time of ling claims and giving a decision on whether those are covered under the relevant policy; managing SME activities with the team & reporting the same to the Team Manager. Providing policy details/ Annual benefit statement and current valuation to the policy holders/Financial advisers and advising other policy benefits to them. Updating trustee details on the policy, adding/ removing of deceased trustee and assigning the policy to the beneficiaries.

Education

University of Mumbai

Bachelor of Laws - LLB

University of Mumbai

20182 yrs2020
Mumbai university

Bachelor of Commerce

Mumbai university

20123 yrs2015

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Headline

Business Process Lead at Tata Consultancy Services

About

I have experience in handling client queries and providing the best solution and making them more loyal to the company. Looking forward to an opportunity that can help me learn and grow with the organization where I can share my expertise and contribute my best. To explore and give my full efforts in the given work so as to improve the organization's performance and success too. As a quick learner, I am willing to take up new challenges which will build up my professional career. Also willing to shoulder additional responsibilities and get responsibilities

Location

Ulhasnagar

Work experience

Business Process Lead at Tata Consultancy Services, Jan 2025 - Jan 2026 · 1 yr 1 mo, Mumbai, Maharashtra, India

Senior Process Associate at Tata Consultancy Services, Aug 2018 - Jan 2026 · 7 yrs 6 mos, India, Key Result Areas: Adjudicating, processing and payout of bereavement (Death) claim; answering the queries from policyholders, financial advisors, and solicitors; validating payments to eligible clients for bereavement claims. Steering strategic planning for new initiatives, process development, maintaining quality, accuracy & productivity. Conducting product training for new joiners of the organization. Scrutinizing all the policyholders documents for Anti-Money Laundering / KYC purposes. Performing audits to ensure cases are processed as per guidelines; updating business process manuals on a periodic basis for running standard operating processes in a smooth way. Assessing disclosures submitted at the time of filing claims and giving a decision on whether those are covered under the relevant policy. Managing SME activities with the team & reporting the same to the Team Manager. Analyzed & investigate complicated insurance claims to prevent any kind of fraud; worked as per the rules & guidelines of the organization. Monitoring and leading Pension product groups. Preparing of Life and Pensions products Illustrations for clients which provide them information about their investment anticipation till the investment term. Taking complete ownership of any additional work undertaken in the team & ensuring that the same has been successfully completed, Providing a prompt response to any urgent requests

Senior Associate at Capita India, Jan 2016 - Aug 2018 · 2 yrs 8 mos, India, Highlights: Scrutinizing all the data avail from the Financial advisors of their Clients regarding investments. Preparing of Life and Pensions products Illustrations for clients which provide them information about their investment anticipation till the investment term. Conducted Internal Audit within the team. Coordinated with internal teams; liaised with specialists such as MLRO and compliance officers for risk assessment; Analyzed & investigated complicated insurance claims to prevent any kind of fraud. Updating client details such as a change in name, change in address and doing fund switches as per request by the policyholders. Handling queries of other associates and proper maintenance of query log and giving go-ahead over complex decisions during the claim payment process. Assessing disclosures submitted at the time of filing claims and giving a decision on whether those are covered under the relevant policy; managing SME activities with the team & reporting the same to the Team Manager. Providing policy details/ Annual benefit statement and current valuation to the policyholders/Financial advisers and advising other policy benefits to them. Updating trustee details on the policy, adding/ removing of deceased trustee and assigning the policy to the beneficiaries.

Senior Process Associate at CAPITA INDIA PRIVATE LIMITED, Jan 2016 - Jul 2018 · 2 yrs 7 mos, Highlights: Scrutinizing all the data avail from the Financial Advisor of their Clients regarding investments. Preparing of Life and Pensions products Illustrations for clients which provide them information about their investment anticipation till the investment term. Conducted Internal Audit within the team. Coordinated with internal teams; liaised with specialists such as MLRO and compliance officers for risk assessment; Analyzed & investigated complicated insurance claims to prevent any kind of fraud. Updating client details such as a change in name, change in address and doing fund switches as per request by the policy holders. Handling queries of other associates and proper maintenance of query log and giving go-ahead over complex decisions during the claim payment process. Assessing disclosures submitted at the time of ling claims and giving a decision on whether those are covered under the relevant policy; managing SME activities with the team & reporting the same to the Team Manager. Providing policy details/ Annual benefit statement and current valuation to the policy holders/Financial advisers and advising other policy benefits to them. Updating trustee details on the policy, adding/ removing of deceased trustee and assigning the policy to the beneficiaries.

Education

Bachelor of Laws - LLB, University of Mumbai

Bachelor of Commerce, Mumbai university