Summary
Overview
Work History
Education
Skills
Software
Timeline
Generic
Ashima Arora

Ashima Arora

Delhi

Summary

To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Motivated to learn, grow and excel in Industry.

Overview

15
15
years of professional experience
6
6
years of post-secondary education

Work History

Deputy Manager

BimaPay
New Delhi
08.2022 - Current
  • Mentor and motivate teams to achieve productivity and engagement
  • Report on operational performance and suggest improvements.
  • Interview, hire, and train personnel.
  • Identify potential partnership opportunities within insurance industry, including insurance companies, brokers, and agents,
  • Collaborate with legal and finance teams to draft, review, and finalize partnership agreements and help partners with onboarding
  • Nurture and maintain strong relationships with existing partners, act as main point of contact for partner inquiries, concerns, and escalations.
  • Monitor performance of operational processes, identify bottlenecks, and implement improvements to enhance efficiency and accuracy.
  • Perform daily, monthly, and periodic reconciliations of loan accounts to ensure accurate loan balances and transactions.
  • Generate regular reports and analysis to evaluate productivity, identify areas for improvement, and support strategic decision-making.
  • Helping collection team with providing all necessary documents of loan defaulters
  • Work with project team to develop comprehensive test plan and test cases for product launch and testing of LMS system.
  • Execute functional, usability, performance, and compatibility testing to validate product's features and functionalities.
  • Document test results, identify and report any defects or issues, and work closely with development team to resolve them.

Financial Executive

R.K Tuli & Associates
New Delhi
09.2017 - 07.2022

Assist clients in developing comprehensive financial plans, assess financial goals, analyze income and expenses, recommend investment strategies, and provide guidance on retirement planning, insurance, and estate planning.

Senior Process Specialist

XL India Business services Pvt. Ltd
Gurgaon
06.2010 - 05.2014
  • Catastrophe Modelling
  • Provide Risk modeling support to Underwriters and Deal administrators round the world
  • Undertake the processing of various pre and post binding risk modeling task via usage of RMS CAT Modeling application with adherence to the set accuracy, efficiency and productivity goals
  • Ensure adherence of CAT Modeling guidelines while processing accounts
  • Prepare premium calculation tool for pricing purposes
  • Comprehend the bound package terms/conditions and undertake data quality check of the bound Premium Calculation Tool
  • This process involves dual knowledge: one about the tool itself and the other about the ability to understand binder terms and conditions
  • Perform audits of the risk modeling task and analysis reports
  • Mentoring the new team members and helping them in meeting their Accuracy and Productivity Benchmarks and holding doubt clearing sessions
  • Achievements:
  • Received various appreciation mails from DAM and Underwriters onshore, Managers and peers
  • Received appreciation for various workshops on team work and process improvement

Financial consultant

ShubhTradex Pvt. Ltd
12.2008 - 06.2010
  • To provide advise related to issues such as:
  • Investment Planning
  • Asset Management
  • Employee Benefit Scheme

Relationship Executive

Bajaj Capital
06.2008 - 12.2008
  • Acted as an interface between the company and the client, provides institutional and corporate clients an array of products and services to support their financial operationand facilitating the transactions
  • To understand the uniqueness of characters and conditions of every individual in respect of investment And to offer various investment products to satisfy the wide range of preferences and options
  • To provide a series of integrated services that can assist customers in working out and developing their asset
  • Penetration of all products in all clients portfolios
  • Assist in maintaining the gains in customer’s hands, even under unpredictable situation
  • The latest review of their investments, observation and adjustment on a periodical basis.

Education

P.G Diploma - Financial Planning

International College of Financial Planning
05.2006 - 04.2008

B.A. Hons - Mathematics

Hindu College, Delhi University
05.2003 - 04.2006

CBSE- Class XII -

Hansraj Model School
04.2002 - 03.2003

MCCP -

MCX, India

Mutual Funds, Derivatives & Capital Market -

NSE’s Certification in Financial Market

Investment Planning, Tax And Estate , Retirement

FPSB, India

Skills

    Excel Advance , MS Office (Word, Powerpoint,Excel)

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Software

Risk browser, Risk Link , Genius and Citrix

Timeline

Deputy Manager

BimaPay
08.2022 - Current

Financial Executive

R.K Tuli & Associates
09.2017 - 07.2022

Senior Process Specialist

XL India Business services Pvt. Ltd
06.2010 - 05.2014

Financial consultant

ShubhTradex Pvt. Ltd
12.2008 - 06.2010

Relationship Executive

Bajaj Capital
06.2008 - 12.2008

P.G Diploma - Financial Planning

International College of Financial Planning
05.2006 - 04.2008

B.A. Hons - Mathematics

Hindu College, Delhi University
05.2003 - 04.2006

CBSE- Class XII -

Hansraj Model School
04.2002 - 03.2003

MCCP -

MCX, India

Mutual Funds, Derivatives & Capital Market -

NSE’s Certification in Financial Market

Investment Planning, Tax And Estate , Retirement

FPSB, India
Ashima Arora