Seeking a challenging position with a progressive organization that gives scope to utilize and update my management skills and be a resourceful asset and value to the organization.
onwards as Asst Branch Manager (s)
April 2003 to Present
Branch, in sales & Operations.
9+ years - Life insurance (Which is corporate agent of MNYL) General Insurance, Health Insurance, Mutual Funds (Peerles) and Fixed Income Products and RD.
⇨ Experience in Customer Servicing, Underwriting, Financial Reconciliation Activities and Agency Management.
⇨ Having excellent communication, managerial and interpersonal skills with ability to interact with individuals at all levels. Fast ability to absorb new processes.
⇨ Responsibilities: ➢ Responsible & accountable for Channel Partners operation & administrative services provide to corporate agent
➢ Checking proposal forms according to KYC regulation and sending to service center
➢ Connect service center with the ATF (Account transform form), CTF (Cash transform form) & RTF forms
➢ Providing training to channel partner agents and motivating them to achieve targets
➢ Improving cross selling all the Max products with reference to clients base
Seek commitment from the Partner towards achievement.
Bachelor of commerce
Masters of Business Administration in Finance & Marketing
Operating Systems: Windows Familly
• Responsible for investigating, resolving the exceptions on a daily basis and escalating issues in a timely manner.
• Involving in weekly conference call and updating the clients on any issues in the process for the week.
• Responsible for Preparing/maintaining/sharing various management information reports and Documents.
• Identifying the existing gaps and improvement opportunities. Providing support to the team leader in implementing team improvement initiatives.
• Designing and documenting new and revised business processes. & Handling document workflows and results of business analysis to obtain sign-off from client on specifications in a timely fashion.
Front End Operations -Office Administrative, Client Relationship Management.
Back End Operations - Clearing and Settlement Process, Depositary Reconciliation, Firm Reconciliations for money and stock, Handling branch requests, Payment and cash management process and reconciliation.
Advisory - Life insurance (Which is corporate agent of MNYL) General Insurance, Health Insurance, Mutual Funds and Fixed Income Products.
Role -Settlements and Reconciliation:
Handling Branch Requests:
Daily maintain cash transmittal, Remittal transmittal, Application Transmittal& Manage the Receipt &Payment of Branch, daily cash book, Bank book & reconciliation.
a) The key responsibility area in providing AML Guidelines check in Business transactions.
Handling Customer Walk-ins - Attend to their requests, complaints and Queries.
Capturing customer requests and complaints in the system and ensuring Quality closure of the same.
Service Board Maintenance.
Handled the Financial Reconciliation Activities of the Branch:
Cheque Bounce Processing
Cash and Cheque tallying at end of the day
Banking of cash and cheque collected during the day
Prepare Reconciliation Statement on daily basis.
Entered the arena of underwriting, started learning the basics of underwriting and started tracking the cases.
As an insurance claim adjuster responsibilities include direct deal with the policy holders and evaluate the claims from initial to final reports. Main purpose was to achieve optimum customer satisfaction and access coverage, liability and damages.
Scrutiny of Advisor Application forms
Arranging for the IRDA Training for applicants
Scheduling the candidates for Insurance Institute of India Exams
Post results, generate their codes and arrange for licenses
o Attend to queries
o Follow up for Commissions
o Follow up for their TDS certificates