MD. Obaidullah

• Gathering business requirement details related to system development
• Preparation of a detailed Business Requirements Document based on information gathered from respective business verticals for system development.
• Explain and clarify any questions from the IT and Development Vendor regarding the Business Requirements Document.
• Arranging a demo of the functionality developed by partner developers, through coordination with the respective Business vertical.
• Perform UAT testing to verify that the functionality is delivered in accordance with the Business Requirements Document.

• Servicing internal customers of the entire Eastern & Southern region, for timely issuance of policies along with meeting the quality standards.
• Monitoring the entire PH banking transactions of financial instruments and processing of various files on a daily basis.
• Imparting training to sales and operations of entire region with updated process manuals, circulars and new product features.
• Meeting compliance and IRDA requirements.
• Approving proposals for different corporate products up to the limit of U/W3.
• Secured a rating of 3 (out of 5, 1 is best) in annual performance appraisal in April 2010 & 2011.
• Reduced the total Policy generation time.
• Reduce error rate in policy issuance.

Tasks & Duties:

• Servicing internal customers of the entire Eastern & Southern region, for timely issuance of policies along with meeting the quality standards.
• Monitoring the entire PH banking transactions of financial instruments and processing of various files on a daily basis.
• Imparting training to sales and operations of entire region with updated process manuals, circulars and new product features.
• Meeting compliance and IRDA requirements.
• Approving proposals for different corporate products up to the limit of U/W3.

• Managing of overall branch operations functions viz. customer service, policy issuance, claims processing, banking, operating agents and branch administration and audit compliance.
• Ensure smooth functioning of banking process which includes daily receipts and deposition of cash and negotiable instruments. Handling daily Reconciliations viz., Policy2Money, Money2Policy, EFT, Cash & Negotiable Instruments Acceptance vs deposits in bank & Deposit vs Acceptance and Intermediary.
• Visit Bancassurance partners and organize agency meets for improving service delivery to channel partners.
• Service Level Relationship management with major clients like MAGMA FINANCE.
• Liaison between Front & Back office to ensure the speedy resolution of queries and processing requests.
• Imparting training to sales back end with updated process manuals, circulars and new product features.

• Responsible for motor policy issuance within the defined TAT
• Responsible for smooth functioning of banking process which includes daily receipts and deposition of cash and negotiable instruments and handling daily reconciliations.
• Achieved a 100% conversion rate month on month for all the cases sourced by business channels.
• Reduced TAT of majority of activities that had impact on service delivered to the end customer.
• Improved the level of quality checking of files at the front end by constant training, hence reducing processing time and enhancing productivity.