Manisha Dhar
Kolkata
Summary
Creative Operations Specialist skillful in executing effective operating rhythms and management systems structures. Expertise in analyzing, articulating and solving various problems. Analytical and organized professional comfortable working independently or as part of team.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Operation Analyst
Ai Growth Pvt.Ltd
03.2024 - Current
- Experienced in implementing best practices to ensure smooth day-to-day operations and adherence to timelines.
- Led and motivated cross-functional teams to achieve operational excellence, ensuring adherence to quality standards and timely project delivery.
- Identified and escalated suspicious activities and potential risks during KYC review process, contributing to prevention of financial crime and regulatory violations.
- Partnered with quality assurance teams in evaluating internal controls and compliance measures aligned with regulatory standards.
- Managed multiple projects simultaneously while maintaining strict deadlines, ensuring successful completion within budget constraints.
- Worked closely with IT teams to implement system enhancements that streamlined data collection and analysis processes for increased accuracy in reporting results.
- Maintained strong focus on customer satisfaction, ensuring timely resolution of issues and implementing proactive measures to prevent future occurrences.
Senior Wealth Manager
Bank Of Baroda
04.2022 - 02.2024
- Maintained strict compliance with all banking regulations, ensuring secure and trustworthy environment for clients.
- Streamlined internal processes within wealth management team to improve efficiency and enhance client service delivery.
- Managed diverse portfolio of high-net-worth clients, ensuring optimal asset allocation and risk management.
- Optimized asset allocation across various accounts for improved diversification and risk-adjusted performance.
- Managed high volume of client data, maintaining strict confidentiality and adhering to internal policies for information handling.
- Offered internal support for audit, compliance and reporting activities.
- Enhanced customer experience, addressing inquiries and resolving issues swiftly to maintain high level of client satisfaction.
Business Development Manager
India First Life Insurance
11.2020 - 03.2022
- Negotiated and closed long-term agreements with new clients in assigned territory.
- Utilized excellent analytical and problem-solving skills to quickly and accurately assess insurance claims.
- Complied with regulations and guidelines related to claims processing to maintain quality and adherence to standards.
- Represented company and promoted products at conferences and industry events.
- Managed diverse portfolio of accounts, consistently exceeding revenue targets through upselling strategies and exceptional customer service.
- Responded to customer inquiries, providing detailed explanations of insurance policies and claims processes.
Relationship Manager
Star Union Dai-ichi Life Insurance Company
01.2018 - 01.2020
- Gathered sensitive information to update customer profiles and help with appeals process.
- Documented and communicated timely claims information while supporting accurate outcomes.
- Maintained compliance with industry regulations during all stages of claims process.
- Reviewed police reports, medical treatment records, and physical property damage to determine extent of liability.
Relationship Manager
Bajaj Allianz Life Insurance Co
01.2016 - 01.2018
- Enhanced staff productivity by providing ongoing training and support on new technologies and best practices within the insurance industry
- Reduced claim processing time with effective communication and coordination between departments
- Improved operational efficiency by streamlining insurance processes and implementing automation tools
Education
Bachelor of Arts - Geography
Kalyani University
Kolkata, WB2015
High School Diploma -
Jangipur High School
Jangipur, WB2012
High School Diploma -
Jangipur High School
Jangipur, WB2010
Skills
- Problem-Solving
- Team Leadership
- Operational Efficiency
- Planning and Implementation
- Organizational Management
- Project Leadership
- Customer Relationship Management
- Cross-Functional Communication
- Teamwork and Collaboration
- Time Management
- Attention to Detail
- Interpersonal Skills
- Analytical Thinking
- Critical Thinking
Accomplishments
- Identified and escalated suspicious activities and potential risks during the KYC review process, contributing to the prevention of financial crime and regulatory violations.
- Led a quality improvement program that enhanced service delivery, reducing errors and ensured improvement in client satisfaction.
- Successfully ensured regulatory compliance in banking projects by proactively addressing compliance requirements and implementing robust controls to mitigate risks, thereby safeguarding the organization's integrity and reputation.
Additional Information
- Digital Transformation - To streamline banking operations, enhance customer experience, and improve efficiency through the implementation of digital banking solutions.
- Product Launches - Successfully introduce new banking products to the market, driving revenue growth and meeting customer needs. Regulatory Compliance.
- KYC & AML - Contributed to KYC and AML projects in banking sector, ensuring compliance and mitigating financial crime risks.
- Fraud Prevention - Implemented advanced fraud detection systems and protocols to identify and prevent fraudulent insurance claims, resulting in significant cost savings for the company and improved risk management.
Certification
- Corporate Finance Fundamental from Corporate Finance Institute
- Anti-Money Laundering Concepts: AML, KYC and Compliance
- Certified Investment Banking Operation Professional
Languages
English
Bilingual or Proficient (C2)
Hindi
Bilingual or Proficient (C2)
Bengali
Bilingual or Proficient (C2)
Timeline
Operation Analyst
Ai Growth Pvt.Ltd
03.2024 - Current
Senior Wealth Manager
Bank Of Baroda
04.2022 - 02.2024
Business Development Manager
India First Life Insurance
11.2020 - 03.2022
Relationship Manager
Star Union Dai-ichi Life Insurance Company
01.2018 - 01.2020
Relationship Manager
Bajaj Allianz Life Insurance Co
01.2016 - 01.2018
Bachelor of Arts - Geography
Kalyani University
High School Diploma -
Jangipur High School
High School Diploma -
Jangipur High School
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