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Surbhi Tomar

Insurance and Contribution Sector SME

New Delhi

10+ years of work experience

NAB
Mar 20264 mosPresent

Gurugram, Haryana, India

• Supporting treasury, private wealth, or investment teams with data analysis • Using financial software and reporting tools to optimize banking products and services • Contributing to regulatory compliance and market analysis initiatives • Collaborating with cross-functional teams to deliver customer-focused outcomes
NAB
Mar 20264 mosPresent

India

AXA XL
Jun 20241 yr 9 mosFeb 2026

Gurugram, Haryana, India

• Advise clients on P&C insurance coverage options based on their needs, offering personalized recommendations. Manage the lifecycle of P&C policies from quoting to renewal, ensuring accurate documentation and timely policy updates. • Evaluate clients risks and exposures and recommend appropriate P&C coverage to mitigate potential losses. Conduct periodic reviews of clients policies to ensure they are properly insured and in compliance with industry standards. • Ensure that all P&C insurance policies comply with state and federal regulations, including maintaining accurate records and documentation. Stay informed about industry changes and regulatory updates. • Generate regular reports on client policies, claims, and other relevant metrics. Analyze policy performance and provide insights on opportunities to improve coverage, reduce risks, and increase client satisfaction.
Mercer India
Sep 20167 yrs 9 mosMay 2024

India

• Spearheaded transitions, ensuring seamless integration of new processes and systems. • Authored comprehensive SOPs and checklists, standardizing operational procedures. • Conducted root cause analysis to identify and address process breakpoints, enhancing efficiency. • Oversaw fulfillment metrics, maintaining strict adherence to SLAs and project deliverables. • Managed fund transfers, ensuring accurate and timely execution of financial transactions. • Executed batch updates for member account contributions, aligning with Australian Superannuation Legislation for tax deductions. • Stepped into leadership roles during managerial absence, guiding the team towards achieving 100% accuracy in operations.

Education

Jamia Millia Islamia

Master's Degree, Business Administration and Management, General

Jamia Millia Islamia

20152 yrs2017

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Headline

Insurance and Contribution Sector SME

Location

New Delhi

Work experience

Analyst at NAB, Mar 2026 - Present · 4 mos, Gurugram, Haryana, India, • Supporting treasury, private wealth, or investment teams with data analysis • Using financial software and reporting tools to optimize banking products and services • Contributing to regulatory compliance and market analysis initiatives • Collaborating with cross-functional teams to deliver customer-focused outcomes

Business Banking Specialist at NAB, Mar 2026 - Present · 4 mos, India

Policy Management Analyst at AXA XL, Jun 2024 - Feb 2026 · 1 yr 9 mos, Gurugram, Haryana, India, • Advise clients on P&C insurance coverage options based on their needs, offering personalized recommendations. Manage the lifecycle of P&C policies from quoting to renewal, ensuring accurate documentation and timely policy updates. • Evaluate clients risks and exposures and recommend appropriate P&C coverage to mitigate potential losses. Conduct periodic reviews of clients policies to ensure they are properly insured and in compliance with industry standards. • Ensure that all P&C insurance policies comply with state and federal regulations, including maintaining accurate records and documentation. Stay informed about industry changes and regulatory updates. • Generate regular reports on client policies, claims, and other relevant metrics. Analyze policy performance and provide insights on opportunities to improve coverage, reduce risks, and increase client satisfaction.

Process Champion at Mercer India, Sep 2016 - May 2024 · 7 yrs 9 mos, India, • Spearheaded transitions, ensuring seamless integration of new processes and systems. • Authored comprehensive SOPs and checklists, standardizing operational procedures. • Conducted root cause analysis to identify and address process breakpoints, enhancing efficiency. • Oversaw fulfillment metrics, maintaining strict adherence to SLAs and project deliverables. • Managed fund transfers, ensuring accurate and timely execution of financial transactions. • Executed batch updates for member account contributions, aligning with Australian Superannuation Legislation for tax deductions. • Stepped into leadership roles during managerial absence, guiding the team towards achieving 100% accuracy in operations.

Education

Master's Degree, Business Administration and Management, General, Jamia Millia Islamia

Surbhi Tomar - Analyst in New Delhi | Tal