Vishal Bangera
Pension Administrator at Prudential Global Services Private Limited- Claim this Profile
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English Professional working proficiency
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Hindi Professional working proficiency
Topline Score
Bio
Experience
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Prudential Global Services Private Limited
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India
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Financial Services
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1 - 100 Employee
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Pension Administrator
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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.
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Capita India
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India
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Outsourcing and Offshoring Consulting
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700 & Above Employee
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Sr. Executive - Insurance
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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
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IndiaFirst Life
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India
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Insurance
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700 & Above Employee
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Group Operation Executive
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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.
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HDFC Life
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India
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Insurance
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700 & Above Employee
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Agency Supporting Officer
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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.
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Education
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Patauk Gala College of Management
Bachelor's degree, Business/Commerce, General -
St. Anthony's High School
General