Apoorva Yeshwant Ohol

Manage the stand alone as well as central client scheme inbox to categorize the nature of the work 
such as “one and done” or job log to be created as respective transaction such as transfer in/out, 
fund switch, quotation on internal tools such as Bizflow or Contact Mercer Admin as the first point 
of contact 
 Handle an average of 60-70 Contact Mercer Admin Requests as a first point of contact for UK 
clients and scheme members 
 Fostering relationships with CRMs/stakeholders, resulting in the growth of 2 schemes at Pune 
location in a period of 3 months 
 Defined business needs for the Clients along with continually building relationships that align with 
their goals, negotiated terms of agreements and setting specific strategic planning while facilitating 
training for 5-7 new joiners to develop their competencies and achieve their maximum level of 
potential and raise tickets for the new joiner’s access for various Mercer tools such as 
Bizflow(booking a transaction), The Member LookUp(to draw the member’s policies on 
SharePoint) and Audit Browser(to check the status of a job i.e. running, pending or terminated) 
 Profile customers/scheme client for high-risk demographic, product, and transactional red flags 
using various software programs such as Benpal, OneView, Work In progress File, Standalone 
inbox and Clarity Tool 
 Follow up standard procedures and action plans to reduce loss exposure on venerable transactions 
(Data Subject access Rights, Complaints and Error & Omissions) 
 Allocate SLA tasks to the team and maintain the create work queue on Contact Mercer Admin 
portal at 24 hours 
 Provide first-line support to 650+ schemes and locations to developed document for All Scheme 
Information, create and implement structured onboarding process for all new clients and schemes 
 Making sure that all the upgrades on Bizflow and CMA are budgeted

6 years of total experience into operations

Master's degree in business administration