Accomplished Assistant Manager with in-depth experience consistently rising through ranks. Well-versed in sales, personnel management, accounting and inventory management. Dedicated to complete knowledge of company products and services for optimized customer service.
Overview
10
10
years of professional experience
3
3
Languages
Work History
Asst. Manager (Finance Department)
AGASTYA RESEARCH AND ANALYSIS AGENCY (AARAA)
3 2023 - Current
Collaborate with the finance team to analyse financial data and provide insights to support decision making
Conduct financial analysis to assess the financial health and performance of the organization
Verify supporting documents for bank payments and authorize petty cash payments
Review monthly reconciliation of general ledger accounts with sub-ledgers and detailed listings
Participate in the preparation of various monthly financial management reports
Coordinate and work with external auditors and other officials as necessary
Support and help with other tasks assigned by the Finance Director, Senior Finance Manager.
Corporate Account Manager
TATA AIA Life Insurance
11.2021 - 02.2023
Build relationship with the Bank Sales/ operations team and ensure the business targets and productivity targets of the allocated branches are met effectively
Work collectively with Branch Manager and Bank specified persons on the Business Implementation plan
Execute all Marketing activities as per Partner's requirement
Ensure timely issuance of policies with resolving all pending queries etc
Adhere to the customer touch-point engagement to service his portfolio of customers
Maintain a strong relationship with the clients and build trust among them
Discuss the primary financial goals of clients and help them achieve these goals
Manage clients' investment portfolios to provide them with guaranteed financial success
Conduct risk assessments on the investment options and report them to the client.
Corporate account Manager
HDFC life insurance
06.2017 - 10.2021
Building strong relationship with the sales team of the channel partners (Bank/NBFC/MFI/Broker)
Achieving your sales targets as per channel strategy
Meeting prospective customers with channel sales team to sell insurance solutions
Providing pre and post-sales support (e.g
Claim settlement)
Ensuring quality of business and persistency (renewals of premium)
Enabling channel sales team to use latest digital platforms
Follow stringent banking protocols and policies
Develop presentations for clients and help them understand how the bank can help them
Update the customers and clients on their portfolio success and activity.
Accountant
CHADALAVADA TEXTILES PVT LTD
11.2015 - 05.2017
Prepare asset, liability, and capital account entries by compiling and analysing account information
Document financial transactions by entering account information
Recommend financial actions by analysing accounting options
Summarize current financial status by collecting information; preparing balance sheet, profit and loss statement, and other reports
Teacher
BHAVANI VIDHYANIKETHAN SCHOOL
10.2014 - 10.2015
Research and design engaging lesson plans that align to educational standards
Outline learning objectives, activities, assignments, and accompanying resources for daily and long-term instruction
Develop hands-on, interactive activities to maximize comprehension and student participation
Create customized lesson plans for students needing greater challenges or remedial support
Coordinate plans with other teachers to ensure continuity across subjects and grade levels
Teach core academic subjects and electives using innovative teaching methods tailored for different learning styles
Education
B.COM -
MPC - undefined
SSC - undefined
Skills
MICROSOFT OFFICE
Task Delegation
Product and service knowledge
Negotiation
Money Handling
Sales Growth
Business Administration
Customer rapport
Workload Management
Budgeting and finance
Employee performance evaluation
Business Development
Promotional planning
Timeline
Corporate Account Manager
TATA AIA Life Insurance
11.2021 - 02.2023
Corporate account Manager
HDFC life insurance
06.2017 - 10.2021
Accountant
CHADALAVADA TEXTILES PVT LTD
11.2015 - 05.2017
Teacher
BHAVANI VIDHYANIKETHAN SCHOOL
10.2014 - 10.2015
Asst. Manager (Finance Department)
AGASTYA RESEARCH AND ANALYSIS AGENCY (AARAA)
3 2023 - Current
B.COM -
MPC - undefined
SSC - undefined
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