Experience

KAPIL CAPITAL SERVICES PRIVATE LIMITED

• India
• 1 - 100 Employee

• Assistant Manager Finance Account

  • Nov 2020 - Present



Suryoday Small Finance Bank Ltd

• India
• Banking
• 700 & Above Employee

• MP CG State Admin Manager at Suryoday Small Finance Bank Limited

  • Jul 2016 - Oct 2020



IndiaFirst Life

• India
• Insurance
• 700 & Above Employee

• Regional Service Manager

  • Mar 2015 - Jun 2016

  Job Responsibilities : • New business forms login, scrutiny, receipting & scanning. • Advisor recruitment form scrutiny, data entry & scanning. • Resolving queries of customer. Renewal receipting, logging call in CRM for customer request. Follow up for timely closure. • Vendor management, raising vendor bills in EMS, follow up with vendor for bills & follow up with finance tem for timely vendor payment • Arrangement of interview of new candidates, scrutiny of joining kit, assisting in exit process & coordinating with central HR team. • IT asset reconciliation. Maintaining records of asset handover to new joining & collecting asset from resigned employee. • CFR & ANI follow up for closure with sales, medical scheduling of customers, publishing MIS of login vs. issuance & pending data. • Follow for agent license code generation. • Petty cash management & reconciliation.EOD cash reconciliation. Show less



SAEINDIA

• India
• Non-profit Organization Management
• 200 - 300 Employee

• Branch Account officer & Admin

  • Jul 2013 - Feb 2015

  Job Responsibilities: • Financial Accounting & Bank reconciliation • Payments & Receipts • Distribution of Award money • Petty Cash handling and deposit • Sponsorship Follow-ups • Service Tax Calculation • TDS Receivable & payable • Handling all admin works & vendor appointment for the event & Tie ups • Office maintenance All activities • Have set a very good repo with OC Members during a very small tenure. Job Responsibilities: • Financial Accounting & Bank reconciliation • Payments & Receipts • Distribution of Award money • Petty Cash handling and deposit • Sponsorship Follow-ups • Service Tax Calculation • TDS Receivable & payable • Handling all admin works & vendor appointment for the event & Tie ups • Office maintenance All activities • Have set a very good repo with OC Members during a very small tenure.



IndiaFirst Life

• India
• Insurance
• 700 & Above Employee

• Branch Executive & Admin

  • Oct 2011 - Jun 2013

  Job Responsibilities: • Cash Counter handling and deposit daily basis in bank • Scrutiny of all new customers Proposal forms (Initial Underwriting). • Regular updating and maintenance of Issuance & other Tracker of all Sales Team and report it to OPS Manager. • Complete tracking and fulfillments of all New recruitment of Advisors from Inception to Licensing. • Making of Daily MIS (Management Information System) on overall business activities performed by the Sales Team at day end and sending to Top Level management. • Regular tracking on all management reports and prompt closure for all requirements raised by Ops concern. • Daily reconciliation of premium cash, agent cash, DD, cheque. Proper deposition to CMS. • Handling all admin works & vendor appointment for branch & Tie ups • Have set a very good repo with Sales & Ops concern during a very small tenure. Show less



ICICI Prudential Life Insurance Company Limited

• India
• Insurance
• 700 & Above Employee

• Branch Operation Executive & Admin

  • Feb 2009 - Sep 2011

  Job Responsibilities: • Scrutiny of all new customer Acquisition forms (Initial Underwriting). • Regular updating and maintenance of Issuance & other Tracker of all Sales Team and report it to OPS Manager. • Complete tracking and fulfillments of all New recruitment of Advisors from Inception to Licensing. • Making of Daily MIS (Management Information System) on overall business activities performed by the Sales Team at day end and sending to Top Level management. • Regular tracking on all management reports and prompt closure for all requirements raised by Ops concern. • Assisting my team for DOPS related activities. • Underwriting of new business proposals with documentation • Have set a very good repo with Sales & Ops concern during a very small tenure.. Show less