Experience

Prudential Global Services Private Limited

• India
• Financial Services
• 1 - 100 Employee

• Pension Administrator

  • Sep 2016 - Present

  - Presently working in the Deferred Annuity Admin team. - Dealing with the request received from the members or the Financial Advisers to issue out Transfer Value Quote (TVQ). - Analysing systems, calculating the total value and issuing quotes to the members or the Financial Advisers. - Presently working in the Deferred Annuity Admin team. - Dealing with the request received from the members or the Financial Advisers to issue out Transfer Value Quote (TVQ). - Analysing systems, calculating the total value and issuing quotes to the members or the Financial Advisers.



Capita India

• India
• Outsourcing and Offshoring Consulting
• 700 & Above Employee

• Sr. Executive - Insurance

  • Sep 2012 - Sep 2016

  - Dealing with the requests of UK clients. - Policy cancellation as per request received from policy holders. - Issuing 3rd arrear letters to the policy holders for non – payment of premiums. - Dealing with the assignment of the policy. - Adding Trustee(s)/Beneficiary on the policy. - Updating Bankruptcy/Power of Attorney of the policy holder(s). - Liaising with UK counterparts for resolving queries and escalations. - Dealing with complaints received from the policy holder on priority basis. - Calculating surrender values and issuing surrender forms. - Audit done for quality checks. Show less



IndiaFirst Life

• India
• Insurance
• 700 & Above Employee

• Group Operation Executive

  • Sep 2011 - Aug 2012

  - Handling day to day emails. - Updating email tracker. - Segregating emails based on Complaints, Queries and Servicing Requests. - Scrutiny of refund forms, processing refund requests and update the refund tracker. - Preparation of COIs (Certificate of Insurance), Unit Statement and Policy documents. - Data corrections i.e. DOB, Gender, Name correction, etc. - Handling day to day emails. - Updating email tracker. - Segregating emails based on Complaints, Queries and Servicing Requests. - Scrutiny of refund forms, processing refund requests and update the refund tracker. - Preparation of COIs (Certificate of Insurance), Unit Statement and Policy documents. - Data corrections i.e. DOB, Gender, Name correction, etc.



HDFC Life

• India
• Insurance
• 700 & Above Employee

• Agency Supporting Officer

  • Aug 2010 - Sep 2011

  - Agency Part for Quality Checking for Fresh Financial Consultants Forms and Proposal Forms (New Business). - Solving all Agency related queries. - Direct Debit amount entries, allocating ID and password. - Inward and outward monitoring the records of all incoming and outgoing forms & documents at branch. - Client Creation & Cashier Entries for New Business. - Agency Part for Quality Checking for Fresh Financial Consultants Forms and Proposal Forms (New Business). - Solving all Agency related queries. - Direct Debit amount entries, allocating ID and password. - Inward and outward monitoring the records of all incoming and outgoing forms & documents at branch. - Client Creation & Cashier Entries for New Business.