Kalpesh Bhagat
@kalpeshbhagat1
I translate financial-services contracts, pricing, and data into audit-ready processes that protect revenue.
What I'm looking for
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
Business Analyst Specialist
FIS Solutions (India) Private Limited
Oct 2022 - Present (3 years 10 months)
Owns client and product master data across onboarding, renewals, and terminations, ensuring clean downstream system handoffs. Translates contract and pricing terms into requirements and delivery artifacts, and delivers executive-ready financial and operational dashboards.
Business Assurance Analyst
BT e-Serve India
Jan 2015 - Sep 2022 (7 years 8 months)
Reconciled the order-to-cash flow from order capture through billing and general ledger, safeguarding product and revenue integrity. Governed contract templates and supporting documentation to maintain consistency and audit-ready records.
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
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
Availability
Location
Authorized to work in
Job categories
Skills
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