Experience

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  Sarvatra Technologies

  • India
  • IT Services and IT Consulting
  • 400 - 500 Employee

  • Project Manager

    • Apr 2013 - Present

  • Sarvatra Technologies Pvt. Ltd.

    • Apr 2013 - Present

    Working as Analyst on Banking Software

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  ING Life Insurance

  • Customer Services

    • Sep 2006 - Apr 2012

    Ensuring supply of customers' wants and needs under the given organizational framework and works as a platform distinct from competition.Branch Operations & AdministrationMinimal or zero error in the day to day operation of the branch.Renewals & PersistencyTimely and accurate reminders to customer on their existing schemes.Staff TrainingMaintaining Quality service and customer experience is high and similar across all branches.Audit, Compliance & Risk Management100% compliance to all the organizational norms and ensuring fraudulent cases are highlighted and the necessary and appropriate steps are taken.Sales InitiativesEnsuring continuous and new initiatives are initiated for customer service enhancement.

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  ING LIFE INSURANCE CO. LTD

  • Assistant Manager - Customer Service

    • Sep 2006 - Apr 2012

    Role:Responsible for end to end brand administration, operations and co-ordination in a Pune base branch Ensuring adherence to processes.Ensuring accurate and flawless data of customers.Ensuring customer resolution within the given TAT.Ensuring quality of service at all times.Execution and co-ordination for new business and policy servicing, medical networking, claims and agency operations, renewal and persistency, audit, risk and compliance management. Ensuring timely and accurate reminders to customers on their existing policies and continuous new initiatives for customer service enhancement (payment mechanisms).Responsible for training the team on all Field Operations and Customer Services activities & also train Sales on Basic Underwriting, Age Proof, Non Medical Underwriting, Female Underwriting, Student / Minor Life Underwriting, Medical Underwriting, Financial Underwriting, Income Proofs, AML/FEC Guidelines & Application Form Filling.Responsible and flawless claim co-ordination.Key Achievements:98% of issuance across all the locations.Renewal & Persistency performance has been No. 1 on pan India basis with more than 100% achievement.100% compliance to all the norms laid down by the Legal, Compliance & Risk Management.

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  Kotak Life Insurance

  • Operations officer

    • Feb 2006 - Sep 2006

    Responsible for distributing agency commission statements & commission chequesResponsible for down loading the agent licences.Responsible for account opening of agents in bankTimely MIS reporting to the branch managers.Responsible for transfer code to SM's as per requirement from branch managersResponsible for timely closures of pendency cases, if any.Responsible for quality customer service at all times.Responsible for banking of cheques & cashKey Achievements:Created an xl sheet to help the sales team to know the status of Agency & for new coading's 90 % training completion of advisor with followup of SM's Achieved 92% in STP scrutiny & error free new business cases. More than 98% cases have been issued next day as per TAT.

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  IDBI Bank Ltd

  • Sales Coordinator

    • Dec 2004 - Feb 2006

    Responsible for checking new cases for credentials.Ensure the RV & OV report comes next day to help credit manager to take valuable decisionResponsible for making the necessary documentation after decision Helping sales team for disbursements & to clear FRC's.Helping Operation manager in disbursements.Key Achievements:Awarded as best coordinators for helping sales, credit & operation manager.Handled the extra responsibility of loan cheque distribution to the customers

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  ICICI Prudential

  • Operation Executive

    • Feb 2001 - Dec 2004

    Primary Underwriting & New Business Applications.Resolutions of Customer QueriesHelping SM for medical cases for conversion. Specially for HNI clients to take an appointment with empanelled doctors & even fixing home visit if requiredDone the various doctor & diagnostic centers empanelment for Pune location in initial stage & even guided to other locations like Nashik, Aurangabad.Responsible for quality data entry & also for non medical underwritingBranch MIS preparations. Key Achievements:Whole set up of Pune branch related to Doctors & Diagnostic center as per area requirement

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  M. D Khustale

  • Audit & Accounts Assistant

    • May 1996 - Jun 2001

    Responsible for accounts writing for various firmsResponsible for preparation of Balance sheet & Finalization as per tax calculations with the help of CA.Preparation Income Tax Returns on Computerized System Tax Base, filing the returns in Income Tax OfficeHelping clients for taking Sales tax No (BST & CST) Responsible for Co-operative Banks & Co-Operative Societies Internal Audit within time line & also preparation of Audit report.Supervised tax audit for firms where in the turn over is more than 40 lacs.