SPORTS,MOVIES,HISTORICS STORY READING
FAHAD SOOPIYARAKATH
BANKING AND INSURANCE
Kannur,KL
Overview
4
4
Languages
20
20
years of professional experience
Work History
Deputy Manager
HDFC BANK
Kannur, Kerala
08.2020 - Current
- Cash and non-cash transaction entry, verification and posting
- Clearing outward cheques and vault custodian.
- TAT oriented Customer request handling
- Attention to the customer queries and complaints
- Attention to the detail and client focused
- Onboarding KYC, attention to the KYC verification, enhanced due diligence and Fulfill bank's ReKYC requirements.
- Maintaining records and registers as per audit requirement.
- Voucher management
- Give supports to sales team & handles the Branch banking operational work and upselling & cross selling of bank Products.
- CRM based service request processing and sales updation.
- Deals with HNI clients and portfolio management.
- Audit based voucher verification on daily basis.
- Ensure to follow AML guidelines
- Escalating customer complaint if required.
- Forex Trading Inward and Outward and FCY
- All banking cash and customer areas of operations.
Assistant Manager
ICICI Prudential Life Insurance Co Ltd
Kannur, Kerala
08.2020 - 04.2025
- Analyzing insurance claims at branch level.
- Underwriting Insurance New business applications within the frameworks set by regulator and company.
- Managing the entire Branch Operations in a systematic way to ensure the smooth functioning of branches.
- Implementing innovative operational procedures for increasing the overall Zonal / Cluster / Branch level performance in Customer service, New Business, Advisor servicing and Financial Operations.
- Identifying prospective clients, generating business from existing customers and thereby providing supporting hands for achieving Overall branch sales target.
- Maintaining cordial relations with customers to sustain the profitability of the business.
Senior Financial Services Manager
ICICI Prudential Life Insurance Co Ltd
Kannur, Kerala
09.2013 - 07.2019
- Ensure smooth functioning and good audit ratings for the branch under purview by 100% adherence to AML, KYC and other guidelines set by the company and Insurance regulator.
- Supervision of Underwriting & reconciliation of New Business Application accepted at branches and ensure that the transactions are monitored with a risk-based approach and the review is acceptable to Internal / External Auditors.
- Scrutiny and acceptance of files in AMS.
- Handling of Health and Life Insurance claims submitted at branches.
- Coordinating the Dynamind for the state Learning and Development department for Customer Service and Operations
Branch Associate
ICICI Prudential Life Insurance Co Ltd
Kannur, Kerala
09.2006 - 09.2013
- Ensure smooth functioning and good audit ratings for the branch under purview by 100% adherence to AML, KYC and other guidelines set by the company and Insurance regulator.
- Supervision of Underwriting & reconciliation of New Business Application accepted at branches and ensure that the transactions are monitored with a risk-based approach and the review is acceptable to Internal / External Auditors.
- Scrutiny and acceptance of files in AMS.
- Handling of Health and Life Insurance claims submitted at branches.
- Coordinating the Dynamind for the state Learning and Development department for Customer Service and Operations
Education
Bachelor of Arts - Commerce
The University of DR CV RAMAN
Kannur 04.2001 -
GED -
Calicut University
Kannur, India 04.2001 -
High School Diploma -
State Board of Examinations Kerala
Kannur, India 04.2001 -
Skills
Claims management and underwriting
Accomplishments
- Best performance award for Outstanding Performance for Dec-2021.
- Insurance Underwriter with Rs 0.5 million standard underwriting limits.
- Claims excellence certificate from the Claims Team for the year 2011-12.
- Awarded 2nd and 3rd position in the Upsell categories of S2T and Renewals respectively in South Zone.
- Certificate of Excellence for the performance in Branch Ops initiative for the year 2014, 2015 & 2017.
- Certificate of Merit for the monthly performance received during 2017- 2018.
Interests
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Core Competencies
- Banking
- Insurance
- Customer Service
- Underwriting
- Claims Management
- KYC
- Operations & Administration
- Portfolio Management
Timeline
Deputy Manager
HDFC BANK
08.2020 - Current
Assistant Manager
ICICI Prudential Life Insurance Co Ltd
08.2020 - 04.2025
Senior Financial Services Manager
ICICI Prudential Life Insurance Co Ltd
09.2013 - 07.2019
Branch Associate
ICICI Prudential Life Insurance Co Ltd
09.2006 - 09.2013
Bachelor of Arts - Commerce
The University of DR CV RAMAN
04.2001 -
GED -
Calicut University
04.2001 -
High School Diploma -
State Board of Examinations Kerala
04.2001 -