KARTHIK ROY

PROFESSIONAL SUMMARY

Analytical professional with over four years of experience leveraging statistical techniques and data analysis to drive business decisions and enhance operational efficiency. Proven expertise in designing analytical frameworks, conducting exploratory data analysis (EDA), and applying quantitative methods to identify trends, assess risks, and support financial forecasting.

PROFESSIONAL EXPERIENCE

Aviva, Norwich, United Kingdom

Inbound Customer Service Expert (July 2023 - Present)

  • Provide exceptional customer service to existing policyholders via various communication channels, demonstrating empathy and understanding.
  • Address inquiries, concerns, and requests promptly and accurately, offering personalised solutions based on individual customer needs.
  • Process policy changes, update customer information, and facilitate payments efficiently and in compliance with company guidelines.
  • Collaborate with cross-functional teams to resolve complex customer issues, ensuring positive outcomes for existing clients.
  • Maintain comprehensive and up-to-date customer records in the CRM system, ensuring seamless service and follow-up interactions.

Swades Foundation, Maharashtra, India

Manager - Monitoring & Evaluation (April 2022 - March 2023)

Assistant Manager - Monitoring & Evaluation (September 2019 - March 2022)

  • Conducted in-depth poverty measurement using the Multidimensional Poverty Index (MPI) at the sub-district level, leveraging advanced statistical methodologies to provide comprehensive insights. Presented findings to executive leadership to inform long-term strategic decision-making and policy development.
  • Analysed the impact of economic development programs, demonstrating statistically significant differences in consumption expenditure between treated households and control groups. Used comparative data analysis to assess program effectiveness, influencing organizational resource allocation and risk management.
  • Quantitatively demonstrated increased capacity for community-led development in targeted areas, providing data-backed evidence that revitalized research initiatives and informed risk mitigation strategies.
  • Designed and maintained a comprehensive monitoring and evaluation (M&E) plan for 41 programs, establishing key performance indicators (KPIs), data sources, and implementation pathways. This facilitated data-driven decision-making, risk assessment, and performance tracking across all programs.
  • Developed needs assessment frameworks for organizational expansion, using internationally accepted evaluation criteria to demonstrate intervention effectiveness and guide financial planning.
  • Analysed data and produced quarterly reports for over 35 donors, identifying trends and patterns to maintain relationships and assess partnership risks. Presented insights to inform donor retention and financial forecasting.
  • Created and maintained a database of organizational history, using it as an exploratory tool to assess program performance, inform strategic goals, and share lessons with external stakeholders, mitigating risks associated with program execution.
  • Led annual evaluations of 25 programs, training and managing a team of 26 employees to collect and analyse data. Delivered actionable insights that informed resource allocation and risk management.
  • Monitored over 360 indicators quarterly across health, education, water, sanitation, and economic development. Identified performance gaps and opportunities for improvement, helping to manage operational risks and optimize resource use.

Centre for Excellence in CSR, Tata Institute of Social Sciences, Mumbai, India

Programme Officer - Monitoring & Evaluation (July 2018 - September 2019)

  • Conducted comprehensive monitoring and evaluation of an employment-linked skill development program for underprivileged youth, utilising statistical analysis to assess program effectiveness. This initiative was supported by one of the largest banking and financial services organizations.
  • Designed and executed evaluations for Corporate Social Responsibility (CSR) projects at India’s largest financial exchange, focusing on primary education, sanitation, and eldercare. Applied evaluation methods to measure impact and inform future investments and risk assessments.
  • Served as the primary liaison for a CSR partnership with a leading asset management company, overseeing initiatives in education and healthcare. Utilized analytical skills to monitor project outcomes and ensure alignment with organizational goals and compliance standards.

EDUCATION

Tata Institute of Social Sciences, India

M.A. in Development Studies (June 2016 - May 2018)

  • Completed a dissertation titled ‘Personal Autonomy and Structure-Agency Relationship,’ involving a comprehensive review and conceptual analysis of autonomy and liberalism, aimed at developing mechanisms to assess individual autonomy under liberalism.
  • Developed a solid foundation in economics, social research methods, project planning, social movements, social change, and theories of justice, equipping me with analytical skills for data-driven decision-making in social and financial contexts.

B.A. in Social Sciences (June 2013 - May 2016)

  • Acquired a solid foundation in social sciences, integrating mathematical applications to address complex social science questions, enhancing analytical and problem-solving abilities relevant to financial and risk analysis.

RESEARCH PROJECT

Researcher, Planning Department, Government of Andhra Pradesh, India

Handloom based livelihoods and vulnerabilities: Evolving directions on investments in marketing and creating value chains using e-based platforms (February 2016 - March 2016)

  • Designed and executed an extensive field-based study in Anantapur district of Andhra Pradesh, India, focusing on the socio-economic conditions of stakeholders involved in the handloom industry, from yarn production to the marketing of final products.
  • • Developed an e-marketing model for handloom products to address vulnerabilities faced by weavers and allied workers, enhancing their well-being and creating sustainable value chains.

RELEVANT SKILLS

  • Proven expertise in designing and executing robust monitoring and evaluation processes, including advanced risk assessment frameworks and evaluation methodologies that inform strategic decision-making.
  • Exceptional communication skills, adept at delivering compelling reports and persuasive proposals that effectively convey complex impacts and insights to stakeholders.
  • Highly skilled in data collection, analysis, and management, leveraging strong analytical and problem-solving abilities to derive actionable insights from large datasets.
  • Advanced proficiency in Excel and PowerPoint, with working knowledge of Python and SQL for advanced data manipulation, visualization, and analysis.
  • Experienced in using tools like SurveyCTO for structured data collection, ensuring high-quality acquisition, real-time monitoring, and rigorous validation techniques to maintain data integrity. Skilled in utilizing CRM systems, managing tight deadlines, and fostering collaborative relationships with cross-functional teams.

INTERNSHIPS

National Corporate Social Responsibility Hub, Tata Institute of Social Sciences, Mumbai, India (October 2016 - December 2016)

  • Collaborated with 20 implementing agencies for a national skill development program, focusing on quantitative data management and the design of impact assessment reports to evaluate program effectiveness.

Kerala State Human Rights Commission (KSHRC), Kerala, India (April 2015 - May 2015)

  • Analysed case archives to identify and categorize significant cases in the Commission’s history, providing valuable insights for the KSHRC bulletin and enhancing awareness of contemporary human rights themes.

WORKSHOPS, CONFERENCES, AND WINTER SCHOOLS ATTENDED

  • Development Communication Design for Social Impact and CSR Partnership (14, 16 & 18 September 2020) - Three-day training programme conducted by The Centre for Development Management and Communication (CDMC) of the Mudra Institute of Communications, Ahmedabad (MICA), India in association with CSRBOX.
  • Towards an Ethical Digital Society: From Theory to Practice (9 - 11 December 2019) - Winter school conducted by the International Institute of Information Technology, Bengaluru, India.
  • Two Day Advance Regional Workshop on Biological Diversity Laws: Strengthening Human Resources, Legal Frameworks, and Institutional Capacities to Implement the Nagoya Protocol (22 - 23 March 2019) - Conducted by United Nations Development Programme (UNDP), National Law School of India University (NLSIU), and Tata Institute of Social Sciences under the UNDP - GEF (Global ABS Project), Mumbai, India.
  • Programme and Financial Management (14 - 15 March 2019) - Workshop conducted by Assessment and Empanelment Standards for Development Institutions in India (AESDII) and Shantilal Muttha Foundation, Pune, India.
  • Exploring Sustainability in the Indian Context (July 2018 - September 2018) - Online course by Azim Premji University, Bengaluru, India.
  • Ethics of Interpretation (5 - 10 January 2018) - Workshop conducted by Pol Vandevelde, Professor of Philosophy, Marquette University, held at the Indian Institute of Technology, Mumbai, India.
  • Digital and the Everyday: From Codes to Cloud (11 - 13 December 2017) - Winter School conducted by International Institute of Information Technology (IIIT), Bengaluru, India.
  • iPolicy for Young Leaders (24 - 26 November 2017) - Certificate in public policy by Centre for Civil Society, Mumbai, India.
  • Redefining The Early Childhood Development Profession in India: Challenges and Potential (7 - 8 November 2016) - National Conference by Azim Premji University, Bengaluru, India and Association for Early Childhood Education and Development, Mumbai, India in Partnership with United Nations Children’s Fund (UNICEF).

LANGUAGES

English Malayalam (മലയാളം) Hindi (हिंदी)
Bilingual proficiency Native proficiency Professional working proficiency

HOBBIES

REFEREES

Mr Amit Gupta
Chief Financial Officer and Director - Monitoring & Evaluation
Swades Foundation, Mumbai, India

Mr Prakash Mishra
Deputy General Manager - Monitoring & Evaluation
Swades Foundation, Mumbai, India

Ms Ankita Nidhi
Senior Programme Officer - Centre for Excellence in CSR
Tata Institute of Social Sciences, Mumbai, India

Dr Tarun Menon
Assistant Professor - School of Arts and Sciences
Azim Premji University, Bengaluru, India