Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled at working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Deputy Manager Operations
Kotak Life Insurance Co. Limited
Jamshedpur
02.2020 - Current
Maintain new business login tracker on daily basis
Engage in procedure of scrutinizing the new business proposal form before logging in operation according to underwriting guideline and documentation, and also resolve description soon and follow up for issuance
Maintain a MIS of Daily and Monthly Logins Tracker MIS as per NOP-wise, agent-wise, activation-wise, in-force-wise, and pending-wise cases.
Arranging appointment with a medical examiner for clients whose medicals triggered, Collecting Cash for Renewal as well as new business premium Provide guidance and recommendations in order to support resolution of all customer cases and improve overall customer experience
Ensure all processes are followed as per Branch operations and KYC/AML policy, while ensuring Compliance and TATs are met as per Service Level Agreement between departments
Planned and led team meetings to review business results and communicate new and ongoing priorities.
Developed strategies for improving customer service standards within the organization.
Analyzed customer feedback data to identify areas for improvement in the services offered by the organization.
I worked closely with customers to understand their needs and resolve diverse issues.
Education
M.com -
Kolhan University
Jamshedpur
01-2018
B.com -
Kolhan University
Jamshedpur
06-2014
Matric -
St. Roberts High School
06-2009
Inter -
J.A.C
Jamshedpur
04-2011
Skills
Performance Improvements
Conflict Resolution Expertise
Sound Skills in Sales
Orientation and Training
Compliance Understanding
Customer Relationship Management (CRM)
Microsoft Office Expertise
Report Preparation
Financial Modeling
Due Diligence
Individual Characteristics
Responsible
Honest
Having good communication skill
Built and strengthened relationships across functional leadership areas to keep revenue development and operational plans interconnected and effective.
Assisted with proactive client outreach initiatives and documented client correspondence in the CRM system.
Applied excellent problem-solving, process development, and strategic implementation skills to lead and support all areas of operations.
Personal Information
Marital Status: Unmarried
Languages
English
Hindi
Bengali
German: Beginner
Disclaimer
I hereby declare that the above information furnished is true to the best of my knowledge and belief.
Affiliations
Reading books.
Create video content.
Accomplishments
Promoted to Deputy Manager from Assistant Manager.
Deputy Manager (Administration and Facilities) at Kotak Life Insurance Pvt. LimitedDeputy Manager (Administration and Facilities) at Kotak Life Insurance Pvt. Limited
Senior Manager-Financial Institutional Group at Kotak Mahindra Life Insurance Company LimitedSenior Manager-Financial Institutional Group at Kotak Mahindra Life Insurance Company Limited