Dynamic HR Officer with expertise in SuccessFactors and document management at Mahindra Insurance Brokers Ltd. Proven ability to enhance employee onboarding processes and maintain accurate HRIS records. Proficient in advanced Excel and effective communication, driving operational efficiency and fostering a collaborative workplace environment.
Overview
20
20
years of professional experience
Work History
HR Officer
Mahindra Insurance Brokers Ltd.
11.2016 - Current
Working on SuccessFactor for new employee code generation.
Manage day-to-day operations of People Development department at the office.
Ensure updation and accuracy of employee records in HRIS.
Ensure timely preparation of Appointment letters.
Ensure Scanning and dispatch of Appointment letters.
Manage Vendor Payment and Invoice filing.
Prepare and Manage the Employee files.
Working on Success Factor- Managing Various action- Code Creation, Details updation, Information exit, Position Code.
Upload of new joinee’s documents for third party background verification.
Management of Document Management System for all new joinees.
Sending Employee Birthday, anniversary, new born baby e-mailers to organization.
Officer
Mahindra Rural Housing Finance Ltd.
01.2013 - 01.2015
Receiving KYC/ FD query/ FD dispatch status related calls.
Resolving queries related to KYC/ FD query/ FD dispatch status.
Providing information related to FD application/ KYC status / FD dispatch to clients and brokers.
Receiving FRESH APPLICATIONS FORM on daily basis for KYC verification.
Sending Mails regarding KYC HOLD INTIMATION to Clients, BROKERS and SUB –BROKERS.
Sending KYC HOLD INTIMATION letter, DECLARATION letter, Full length account number letter to clients.
Collecting KYC and FDR hand delivered related documents from DISPATCH DEPARTMENT.
Calling clients and broker regarding KYC PENDING DOCUMENTS.
Attending walk in clients and brokers for KYC documents.
Receiving online FD applications from the respected PRINCIPAL BROKERS.
Doing verification of online FD applications also.
Maintaining FDR related data in excel format.
Printing and Dispatching FDRs.
Maintaining dispatch status of dispatched FDRs.
Doing follow up with the BLUE DART couriers, Registered Post for the PODs and dispatch status.
Sorting the data received from BLUE DART and REGISTERED POST converting it into CSV and uploading the same in our system.
Updating the FDR dispatch status on daily basis in the System.
Doing co-ordination with branches for the FDR status.
Receiving returned undelivered FDRs and updating the same in the system.
Mailing daily data file of RETURNED UNDELIVERED FDRs to all branches in excel format.
Updating team and all branches with POD details of Dispatched FDRs.
Attending walk in clients and brokers regarding HAND DELIVERY.
Filing all acknowledgements of HAND DELIVERED FDRs and updating the same in our records and System.
Giving quickly revert of mails.
Redirecting the FDRs on client’s request to our office or to the client’s requested Address.
Following up with branches for the acknowledgement of FDRs which has been dispatched for HAND DELIVERY.
Accounts Department
Mahindra Finance
01.2008 - 01.2014
Worked in Personal Loan Department.
Verification of Documents and Sanction Loan depending on the Documents Submitted.
Team Leader
BPL Company
01.2006 - 01.2008
Deutsche Bank
01.2005 - 01.2008
Worked for 3 Years.
Education
MBA - HR
Karnataka University
01.2014
MCOM -
Annamalai University
01.2006
B’ COM -
Mumbai University
01.2003
HSC -
SIES College
01.2000
SSC -
Vani Vidyalaya High School
01.1998
Skills
Ms Office
Internet operation
Advanced Excel
Power point
Java
Accomplishments
Awarded by Dhruvtara Certificate, 04/01/13 - 06/30/13
Awarded as Best Employee with Trophy, 04/01/14 - 06/30/14
Resume Title
Being a committed team player, want to be a part of a renowned organization, to contribute towards the growth of the Organization, based on my expertise and to further my personal capabilities by learning from the new exposure within the structured framework of the organization.
Summary Of Qualification
SSC, 1998, Vani Vidyalaya High School
HSC, 2000, SIES College
B’ COM, 2003, Mumbai University
MCOM, 2006, Annamalai University
MBA, 2014, Karnataka University (HR)
Personal Information
Date of Birth: 06/25/81
Marital Status: Single
Place of Birth: Mumbai
Languages
Marathi
Hindi
English
Tamil
Malayalam
Hobbies and Interests
Watching Movies
Playing games
Singing for Dance Shows and Orchestra
Playing Instruments - Harmonium/Flute/Keyboard
Roles And Responsibilities
Mahindra and Mahindra Financial Services Ltd., KYC verification of fresh Files and Documentation., Working for Housing Loan Department. Verification of Documents and Sanction Loan., Dealing with Customers and Co-coordinating with Respective Branches., Working on OFAS (Oracle based software), Sarvanidhi (SAP software)., Dealing with all Banks about the Accounting Transactions made every month., Preparing all the MIS in excel on a daily basis as per the documents and mailing to the Respective Branches., Preparing Bank Reconciliation Statement of all Banks on a daily basis and submitting at the end of the month to the Respective Branches.
Mahindra Rural Housing Finance Ltd., Receiving KYC/ FD query/ FD dispatch status related calls., Resolving queries related to KYC/ FD query/ FD dispatch status., Providing information related to FD application/ KYC status / FD dispatch to clients and brokers., Receiving FRESH APPLICATIONS FORM on daily basis for KYC verification., Sending Mails regarding KYC HOLD INTIMATION to Clients, BROKERS and SUB –BROKERS., Sending KYC HOLD INTIMATION letter, DECLARATION letter, Full length account number letter to clients., Collecting KYC and FDR hand delivered related documents from DISPATCH DEPARTMENT., Calling clients and broker regarding KYC PENDING DOCUMENTS., Attending walk in clients and brokers for KYC documents., Receiving online FD applications from the respected PRINCIPAL BROKERS., Doing verification of online FD applications also., Maintaining FDR related data in excel format., Printing and Dispatching FDRs., Maintaining dispatch status of dispatched FDRs., Doing follow up with the BLUE DART couriers, Registered Post for the PODs and dispatch status., Sorting the data received from BLUE DART and REGISTERED POST converting it into CSV and uploading the same in our system., Updating the FDR dispatch status on daily basis in the System., Doing co-ordination with branches for the FDR status., Receiving returned undelivered FDRs and updating the same in the system., Mailing daily data file of RETURNED UNDELIVERED FDRs to all branches in excel format., Updating team and all branches with POD details of Dispatched FDRs., Attending walk in clients and brokers regarding HAND DELIVERY., Filing all acknowledgements of HAND DELIVERED FDRs and updating the same in our records and System., Giving quickly revert of mails., Redirecting the FDRs on client’s request to our office or to the client’s requested Address., Following up with branches for the acknowledgement of FDRs which has been dispatched for HAND DELIVERY.
Present Status
Mahindra Insurance Brokers Ltd., HR Officer, 07 years
Management Trainee - Placement and Underwriting at Mahindra Insurance BrokersManagement Trainee - Placement and Underwriting at Mahindra Insurance Brokers