Heena Keswani

Company Overview: I have worked for this company which is the leading giant in all the private life insurance companies

• To take care of agent licensing and contracting
• Handling their commission related issues
• To take care of employee joining and terminations procedures, to perform an initial screening and exit interviews
• To take care of bank account opening of agents and employees of the branch
• To help in the processing of New business Application forms in the absence of other staff
• To take care of employee mediclaims
• Serve as the primary point of contact for and liaison between management, sales teams, personnel, agents and vendors
• Ensure adherence to documented processes, procedures, and controls
• Discrepancy management to have 100 % accuracy in operational processing
• To attend all the walk-in customers of the branch and to identify their insurance needs and career needs and service needs
• To Maintain a Lead Register for walk-in customers and assign the lead to appropriate Sales Managers
• Cold calling and prospecting
• Maintain excellent written and oral communication skills, problem resolution abilities, and a high level of confidentiality
• Responsible for renewal premium collection and maintaining persistency
• Responsible for Administration of the Sales Office who got promoted as General office later
• Liaise with other support units at Head Office (such as Finance, Admin, IT)
• Maintain and regularly update necessary MIS reports and branch data and to retrieve necessary data whenever needed by MP
• Filing of important documents, vouchers, and reports
• Compliance and Audit Management
• Handling customer queries on phone and resolving their queries
• Assisting our Managing partner in day to day activities like to prepare his MP2, to manage his calendars, and to schedule his appointments with clients, to book his travel tickets etc.
• To deal with Vendors and take care of office orders and vendor payments
• To improve client satisfaction by promptly addressing concerns and providing solutions for their needs.
• To prepare accurate reports for management review, aiding in informed decision-making processes.
• To answer and manage incoming and outgoing calls while recording accurate messages for distribution to office staff.

Company Overview : I have worked in this bank for almost 4 years at the Surat branch. I was working there in Transaction Banking Group and have worked in Depository, Clearing, CMS, and Trade Finance departments respectively.

• In Depository, I was taking care of new Demat account openings, resolving customer issues and their statement queries in person and on phone, processing of Demat and Remat requests, execution, and authorization of Demat instruction slips on time, etc
• I have worked on DEBOS system in the depository department
• In Clearing and CMS, my job was to take care of inward clearing with the team, checking the validity of inward instruments, take care of inward and outward return cheques, to send the cheques for collections, tracking customer account balances and handling their funding issues before clearing time, etc
• I have worked on Finware, UBS, Host, etc system software in Clearing and CMS departments
• In Trade Finance, I have functional knowledge of Foreign Exchange, TC Discounting, Remittances, Handling of Trade Documents, how to check the validity of documents, Realization of Export bills, Import bill payments, BRC Issuance, Inland bills, Local bills for collections, Bill Discounting, monitoring of documentary suspense a/c, etc
• I have also taken care of Fund Transfers, Monitoring of all Suspense & G/L accounts of the branch and its reporting to Branch Manager and Regional Heads, handling SGL Deals, GSEC and Call Money Transactions, Authorization of Funding Sheets provided by Co-operative banks in the CBS System, etc.
• Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.
• Supervised day-to-day operations to meet performance, quality and service expectations.
• Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.

Company Overview: I have worked for this private company that came up with the concept of B2C online shopping. My job profile included the following tasks.

• To update the data on the website regularly using FTP and regularly take necessary backups
• Answered high volume of phone calls and email inquiries and resolving customer issues
• To maintain client list, call them and provide information about the website and thus to promote the online store
• Keep track of customer orders and its processing within TAT
• To deal with Vendors and take care of their payments
• Maintain and update necessary MIS reports and filing of important documents and vouchers
• Office administration
• Process travel expenses and reimbursements for executive team and senior management group.
• Serve as a liaison between departments to facilitate effective communication throughout the company.