Karan Sethi
New Delhi
Summary
A process associate who is focused on working as a team and getting things done. Competent in workflow management, data analysis, cheque writing, policy premium updates, and process optimization.
I'm looking for a demanding senior-level role where I can use my communication skills, analytical ability, with banking and insurance industry experience, to help the company succeed.
I'm also pursuing an MBA in Marketing from NMIMS CDOE, Mumbai, and actively maintaining a neat balance between my job responsibilities and course management.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Junior Process Associate
Sun Life Financial
12.2023 - Current
- Data Entry and Accuracy: Ensuring the accuracy of data in the insurance product category and completing data entry duties with high efficiency and accuracy.
- Compliance and Audits: Helping with audits and cheques to make sure rules and corporate guidelines are followed.
- Analytics and Report Generation: Assisting in the production of analytics and reports for management evaluation.
- Clearance of stale cheques: Preserving a history of effectively managing past-due cheques and ensuring seamless financial transactions.
- Approval and flows: Approving and maintaining records of electronic funds transfer of stale dated cheques.
- Management task flow: Managed multiple tasks simultaneously, ensuring timely completion of all assignments.
- Analyzing and creation of finanacial reports: Monitored and reported on process performance to verify compliance with established standards.
- Time management: Adhered to all deadlines, managing time effectively to complete tasks within designated timeframes.
Customer Service Representative (Intern)
Teleperformance
06.2023 - 11.2023
Education
BBA - Banking And Insurance
Shri Guru Tegh Bahadur Institute- GGSIPU
New Delhi06-2022
Skills
- Certified Digital Marketing Course- Google
- IELTS: 65
- Inventory management
- Workflow management
- Quality assurance
- Report analysis
- Process flows
Certification
- The Fundamentals of Digital Marketing, Google - March 2023
Timeline
Junior Process Associate
Sun Life Financial
12.2023 - Current
Customer Service Representative (Intern)
Teleperformance
06.2023 - 11.2023
BBA - Banking And Insurance
Shri Guru Tegh Bahadur Institute- GGSIPU
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