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Kalpesh Bhagat

@kalpeshbhagat1

I translate financial-services contracts, pricing, and data into audit-ready processes that protect revenue.

India
Message

What I'm looking for

I'm looking to apply my financial-services experience in product, contract, pricing, revenue assurance, and data governance to scalable, audit-ready business change.

At FIS Solutions, I own client and product master data across onboarding, renewals, and terminations, ensuring clean downstream system handoffs. I translate contract and pricing terms into process flows, user stories, UAT scenarios, and data setup instructions for sales, implementation, finance, and clients.

I validate pricing and billing outputs against commercial terms to identify exceptions early and prevent revenue leakage and billing disputes. I also deliver executive-ready Power BI and Excel dashboards that support product performance tracking, renewal readiness, and issue escalation.

Previously at BT e-Serve India, I reconciled order-to-cash processes from order capture through billing and the general ledger, while governing contract documentation and driving corrective actions for billing and product-process risks. My work on the 2019 BT Challenge Cup transformation project generated GBP 4.2M in cost savings and earned Silver Ribbon certification.

Beyond my core work, I help lead TO.U.CH – Ek Sparsh, a voluntary welfare organization delivering social initiatives with NGOs across Kolkata. I was nominated for the BT Chairman’s Award in 2017 for social impact and leadership.

Experience

Work history, roles, and key accomplishments

BI

Sales Manager

Bajaj Allianz Life Insurance

Sep 2011 - Jan 2014 (2 years 4 months)

Built and expanded agency distribution channels by recruiting, onboarding, and enabling partners to drive product adoption. Executed go-to-market plans through partner training, pipeline support, and performance tracking to improve sales productivity.

Education

Degrees, certifications, and relevant coursework

University of Calcutta logoUC

University of Calcutta

Bachelor of Commerce, Commerce

Pursued a Bachelor of Commerce degree, gaining foundational knowledge in commerce and business studies.

Tech stack

Software and tools used professionally

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