ASHISH ANIL PALANDE
Mumbai
Summary
To work hard and excel in an organization where I could use my education and gained experience. To innovate and demonstrate, focus on undertaking responsibility, which offers an immediate challenge, growth and advancement. ADDRESS A 202 Nalanda apt. Chankya nagari Nalasopara west Agile and adaptable staff leader with stellar work history, motivational approach and upbeat nature. Skilled at training employees and leveraging organized approaches to handle daily planning, scheduling and customer service requirements. Forward-thinking and industrious with diplomatic communication style focused on maximizing engagement and satisfaction.
Overview
7
7
years of professional experience
1
1
Language
Work History
Assistant Manager
Kotak Mahindra Life Insurance
Mumabi
10.2022 - Current
- Calculating Forthrightly commission Payout.
- Calculating Weekly commission Payout.
- Calculating Daily commission Payout.
- Branch Funding.
- Gross Reporting
- Intercompany
- Error Recon.
- Group Code Creation.
- Providing the Various Reports to sales Team and Accounts Team.
Assistant manager
Kotak Mahindra General Insurance Co.Ltd
Mumbai
09.2019 - 09.2022
- Calculation of Commission Payout of Agency, Broker, and Corporate Agent Channels
- Calculations of Other Payouts
- Vendor Invoice
- IRDA Forms
- Reconciling the Hierarchies
- Co-ordination with Zonal head and RM
- Solving Payout related queries through mails or calls
- Other Adhoc Tasks
- Calculation of Commission Payable and Sharing with New Business Team
- Providing the Monthly provision
- Manipal
- System testing.
Agency Executive
Manipal Cigna insurance Pvt.Ltd
Mumbai
07.2019 - 09.2019
- Checking the Documents KYC
- Follow-up with Branch Manager for Documentation
- Providing Daily Basis MIS to BM for Active & Achievement Business
- Calculation of Agent Contest & Validate
- Solving Email Query
- Maintaining Pay-out List
- Maintaining Agent Mapped List
- Document Filing
- Co-ordinate with HR & Agent Adviser team for code creation
- Agent On boarding.
MIS Executive – Head office
Aditya Birla Health Insurance Pvt. Ltd
Mumbai
07.2017 - 07.2019
- Screening the papers, email, report, letter etc
- Grouping the subject and issue wise and
- Handle over to the concern department/person
- Calculation of Commission Payout of Agency, Broker, and Corporate Agent Channels
- Calculations of Other Payouts
- Coordination with Operation and Treasury Team for the fund and Query of Commission
- Payouts
- Calculation of Commission Payable and Sharing with New Business Team
- Sending the Broker, Agent & Branch wise statement
- Sending Payment Advice
- Maintaining Recovery Data base and sharing with respective Channels
- Solving Payout related queries through mails or calls
- Other Adhoc Tasks
- Reconciling the Hierarchies
Account Executive
INDIA Accounting
Andheri
09.2016 - 07.2017
- Daily Checking Accounting Entries Parts: Sale, Purchase Bank, Petty Cash
- Bank Reconciliation
- Reconciliation of Debtors & Creditors
- Reconciliation of all the ledger’s balance
- Preparing the Debtors, Creditors Suspense List
- Review the Accounts Weekly Basis
- Working with Team Manager at the time of Finalization of Accounts
- Handling Audit Query with C.A
- Auditor/Scrutiny
- Monthly Accounts Send to Team Manager
- Handle the Taxation work
- (TDS on Suppliers)
- Assist to Team Manager at the time of new projects.
Account Executive cum Customer Service executive
Samruddha Jeevan Multistate Multi purpose Pvt.Ltd
Mumbai
04.2014 - 03.2015
- Processing the data and handling the project
- Calling to customer make them understand the policy terms & do follow-up
- Screening the papers, email, report, letter etc
- Grouping the subject and issue
- Wise and handle over to the concern department/person
- Keeping the accurate records of customer their discussion andcorrespondence
- Handling Petty cash/ other bank related work
- Punching voucher entries in tally
- Data entry related work in excel as maintain customer records
Education
M.COM - Banking & Insurance
Mumbai University
B.COM - undefined
Mumbai University
H.S.C - undefined
Maharashtra State Board
S.S.C - undefined
Maharashtra State Board
T.YBCA - undefined
Yashwantrao University
Skills
SKILLS & ABILITIESundefined
Timeline
Assistant Manager
Kotak Mahindra Life Insurance
10.2022 - Current
Assistant manager
Kotak Mahindra General Insurance Co.Ltd
09.2019 - 09.2022
Agency Executive
Manipal Cigna insurance Pvt.Ltd
07.2019 - 09.2019
MIS Executive – Head office
Aditya Birla Health Insurance Pvt. Ltd
07.2017 - 07.2019
Account Executive
INDIA Accounting
09.2016 - 07.2017
Account Executive cum Customer Service executive
Samruddha Jeevan Multistate Multi purpose Pvt.Ltd
04.2014 - 03.2015
M.COM - Banking & Insurance
Mumbai University
B.COM - undefined
Mumbai University
H.S.C - undefined
Maharashtra State Board
S.S.C - undefined
Maharashtra State Board
T.YBCA - undefined
Yashwantrao University
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