Open to opportunities

Sarthak Kungani

@sarthakkungani

I manage multi-branch insurance operations, financial transactions, and service teams to improve operational performance.

India

Message

What I'm looking for

I'm looking for opportunities where I can lead financial services operations, improve KPI performance, manage teams and stakeholders, and apply financial analysis to business decisions.

I manage operations across six Bajaj Life Insurance branches, keeping workflows, service delivery, process adherence, and branch-level financial transactions running smoothly.

I lead seven Customer Service Executives, oversee work allocation and administration, and monitor renewals, loans, riders, sales, and branch/service ratings. I also coordinate with cross-functional stakeholders to resolve operational and financial issues.

My financial management foundation includes company fundamental analysis, equity research, market research, financial modelling, and SQL-based data analysis through work at Money Tree – Investor Services and the Accenture Strategy consulting simulation.

Experience

Work history, roles, and key accomplishments

Current

Cluster Manager – Operations

Current

Bajaj Life Insurance

Apr 2026 - Present (5 months)

Manage operations across 6 branches, ensuring smooth workflows, service delivery and process adherence. Lead 7 Customer Service Executives, overseeing performance, work allocation and team administration.

Operations Management Team Management KPI Analysis Cash Management Financial Services Operations Excel SQL

Finance Intern

Money Tree

Apr 2025 - May 2025 (1 month)

Performed fundamental analysis of 15+ companies using financial statements. Conducted industry/company research and supported investment recommendations.

Financial Statement Analysis Equity Research Fundamental analysis Client Servicing Portfolio Management