Bhakti A. Karmore
Nagpur,India
Summary
Expand leadership responsibilities; improve organizational ability to exceed corporate goals and help honor all long-term commitments made to customers, stockholders, employees, and the communities in which we live.
Completing entire 12 years & 6 months of journey - 8 years in HDFC Life Insurance Company as an Sr. Associate Officer in Operations Customer Relations was a great and memorable days spent altogether. I had joined the HDFC family in 2008 from the day I had stepped into this organization each and every day was a new learning which had helped me to sharpen my skills, knowledge and confidence to deal with any kind of situation. In the entire journey of HDFC life I had come up as a professional, experienced and confident employee. Adding more to my experience have completed 4 years & 6 months as a Document Controller Manager in Siemens Ltd. Had joined Siemens in 2020 and have learnt lot in this field too and gained a knowledge and experience to handle every kind of profile.
Overview
17
17
years of professional experience
Work history
SIEMENS Ltd
Nagpur
09.2020 - 04.2025
- Company Overview: NAGPUR METRO PROJECT
- Archiving /Scanning/Printing - Renaming, recording and filing incoming hard or electronic copies of drawings (Internal and External)
- Ensuring all management system documentation is the current version and easily accessible
- Recording, checking and tracking all incoming and outgoing project documents
- Processing and recording incoming and outgoing vendor data and engineering design drawings
- Maintaining document logs for correspondence, material approval submittals, shop drawing
- Maintaining all tracking records and ensuring that they are initialled when a file is taken from the filing room
- Demonstrated proficiency with large-scale Document Control management software (Sharepoint)
- Demonstrated success on the job, as evidenced by satisfactory performance, acceptance of responsibility and growth in previous positions
- Maintaining a register of all incoming and outgoing mail, stamping and recording of mail before circulating for distribution to the Project Manager as set out in Project Communication and Document Control and Quality Procedures
- Responsible for Control/Track/Issue of complete project documentation such as incoming and outgoing correspondence, site instructions, Letters, staff daily report, Submittals and other forms of pertinent documents from the client
- NAGPUR METRO PROJECT
- Demonstrable ability to work on smaller multiple projects and complete high quality work against strict and conflicting deadlines
- Good working knowledge of Office software (Word, Excel, PowerPoint, etc..) and a good level of computer literacy
- Highly organized, able to plan and manage conflicting priorities
- Computer literate (basic knowledge of MS Windows Excel, Word and internet systems)
- Good working knowledge of SharePoint
- Ability to work well under pressure and deliver quality results on time
- Good interpersonal skills and ability to communicate effectively with various management levels
- Strong organizational skills, including an ability to prioritize activities and work with limited supervision
- Excellent organizational skills, accuracy and attention to detail
SELF-OWNED BUSINESS
Nagpur
01.2017 - 12.2019
- Responsible for complete workflow of business
- Accounts, Marketing, Management, Sales & Revenue, Dispatch
Agency Support Officer (Operations)
HDFC Life Insurance Company
Nagpur
06.2008 - 11.2016
- Act as a key contact point for HDFC Insurance financial advisors and offer day-to-day administrative support
- Take calls and general emails from agents and customers and answer their questions in a timely and professional
- When necessary, make out bound calls to customers in a professional and friendly way
- Handle enquiries on and support different types of policy alterations and policy servicing on different types of products efficiently and effectively
- Prepare non-financial policy endorsements
- Support business projects and ad hoc requirements when required
- Manage the branch's administrative tasks as required and handle daily working reports for the branch
- Manage the in force and lapsed customers, direct client booking and drive policy reinstatements to meet persistency targets
- Provide analysis on different initiatives at the branches
- Ensure enrollment of customers and financial advisors on self-service portals
- Carry out initial underwriting for all submitted business
Senior Associate Officer (Operations)
HDFC Life Insurance Company
Nagpur
06.2008 - 11.2016
- Customer Relationship & Service
- Interacting with Internal/External Customers, addressing their queries, requests and complaints
- Upfront Complaint Resolution, wherever possible, else escalate wherever required New Business Processing
- Communicate with existing Clients for feedback & queries if any, sending premium reminders etc
- Wherever activity assigned by Cluster Manager Work closely with managers, process management team & IT for up gradation projects
- Policy Servicing Processing Unit Linked instructions as per guidelines
- Maintenance of all requisite processing records, files and registers Compliance
- Compliance to all laid out processes of the function
- This will be directly correlated to performance in audit
- To assist in internal audit and ensure actionable s are complied with within committed timelines
Education
Master's in Science - fisheries
Institute of Science College
Bachelor's Degree - Chemistry-Biology-Zoology (CBZ)
Hislop College
Skills
- Customer Service
- Business Strategy
- Customer Retention
- Management
- Persistency
- Customer Services
- Lead Generations
- Strategic Planning
- Effective Communicator
- Result's Oriented
- Analytical Skills
- Team Work
- Financial Advisor
- Leadership Quality
- Office software (Word, Excel, PowerPoint)
- Computer literacy
- SharePoint
- Ability to work under pressure
- Interpersonal skills
- Strong organizational skills
- Attention to detail
Accomplishments
- Received a Loyalty Award for completing 5 years in HDFC Life company with dedication and hard work.
- Achieved zero deviation award among cluster.
- Achieved top 3 rank in persistency among region.
Languages
English
Hindi
Marathi
Custom
Accountant, retired from C.P.W.D. Central Government Department, House Wife, Married, Working as high school teacher in Tejaswini School in Nagpur, Digital Marketing Head in Vertiv Company in Mumbai, Assistant Marketing Manager Branding Sales in Wockhardt Hospital Nagpur, Studying
Personal Information
- Date of birth: 06/14/85
- Gender: Female
Timeline
SIEMENS Ltd
09.2020 - 04.2025
SELF-OWNED BUSINESS
01.2017 - 12.2019
Agency Support Officer (Operations)
HDFC Life Insurance Company
06.2008 - 11.2016
Senior Associate Officer (Operations)
HDFC Life Insurance Company
06.2008 - 11.2016
Master's in Science - fisheries
Institute of Science College
Bachelor's Degree - Chemistry-Biology-Zoology (CBZ)
Hislop College
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