Anoop Venugopal

• Managing operations in 700 branches across India through process controls and system automations
• Development and Implementation of simplified standardised business process for optimal service delivery
• End to end new business issuance process including sub process like validation of documents, CFRs and PIVC
• Continuous process of Digitalisation of Customer onboarding and service handling request processes
• Overviewing Surrender Retention process across all branches and Call Centre and implementation auto tools for the support
• Documentation and implementation of Business Process Management System (BPMS) ISO 9001-2008 across all branches
• Audit Management (Statutory, Regulatory, Internal & External) for all branches across India.
• New Product launches - Managing UATs, Training materials and communication to branches for the successful roll outs
• Key Performance Indicator Management - Designing and tracking of performance monthly dashboards to drive the performance of entire all verticals of Branch Ops Team
• Sales Support - Overseeing the process of upselling to Orphan customer through lead management
• Customer Escalation Management through resolving grievances in quick turn around time
• Project Management - Works with various stakeholders and subject matter experts to create detailed business process and roadmap for the timely implementation

Worked with Branch Operations - Corporate Office at various designations such as Chief Manager, Senior Manager, Manager & Deputy Manager from September 2010 till April'21 with similar responsibilities

• Monitoring & Tracking to ensure quality business & policy issuance within TAT in all seven branches by implementing necessary controlling measures.
• Overview of all branch related activities such as new business issuance, customer service, administration, asset control
• Implementing financial controls through reporting and tracking of Premium collections, Branch Expenses etc.
• Conducting timely Process, Risk and Compliance Audits for Branches
• Primary Risk Investigations including Claims Investigations
• Grievance Management - Customer / Advisor Servicing related complaints management
• Conflict resolution and management
• Coordination with various functions at HO for smooth functioning of branches
• Local Vendor Management

• Processing of quality business and issuance of policies within TAT
• Processing of customer service requests within TAT.
• Processing of Agent recruitment forms.
• Customer Service Management.
• Management Branch Finance, Administration and HR related activities.

• Handled the Export & Import Documentation.
• Export Invoice Preparation.
• Responsible for the Inspection Import & Export consignments with the corresponding invoice & delivery challan.
• Correspondence with foreign vendors & customs authorities.

• Various HR Related MIS Reports
• Correspondence with College Management Officials to Schedule Campus Interviews
• Data Maintenance of Candidates & Report Generation for the Top Management

• Handled invoice preparation.
• Accounting and bank account reconciliations.
• Coordination with newspaper publication offices for scheduling advertisements