Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
City
Work experience
Personal Information
Languages
Timeline
Generic

Minaxi Soosai

Mumbai

Summary

Dedicated and results-oriented professional with over 7+ years of extensive experience in Back-office operations, Customer Support, and Quality Assurance. A certified Six Sigma Green Belt, I bring a proven track record of optimizing processes and driving operational excellence. I thrive in dynamic, fast-paced environments, leveraging in-depth knowledge of back-office systems and procedures to streamline workflows and enhance efficiency.

Overview

15
15
years of professional experience
4
4
years of post-secondary education
1
1
Certification

Work History

Deputy Manager - Quality Assurance

Anand Rathi Insurance Brokers Ltd
6 2021 - Current
  • Quality check of all processes which includes Sales, Re-Insurance, Accounts, Grievance, HR & Admin per Regulatory guidelines

Executive - Operations

JM Financial Services Pvt. Ltd. (Formerly JM Morgan Stanley Financial Services Pvt. Ltd)
08.2009 - 11.2015
  • Responsible for smooth functioning of day-to-day activity
  • Client data base modification as per request received from branches.
  • brokerage modification in system
  • Client profile setup / modification in Back-office

Trainee (Customer Support)

Angel Broking Limited
05.2009 - 08.2009
  • Learned new materials, processes, and programs quickly.
  • Attended training courses to build understanding of processes, techniques, and industry.
  • Participated in on-the-job training, working closely with supervisors and coworkers and asking appropriate questions.
  • Supported departmental tasks to increase understanding of industry processes.
  • Interacted with customers under supervision to support operational objectives.
  • Developed strong working relationships with trainees, fostering supportive learning environment.
  • Supported quality assurance efforts by conducting routine checks, contributing to higher product standards.
  • Enhanced team productivity by assisting in routine operations and shadowing experienced colleagues.

Education

BBI - Banking And Insurance

Kishinchand Chellaram College
Mumbai
03.2004 - 04.2006

High School Diploma -

Viva College
Mumbai
03.2002 - 04.2004

Skills

Backoffice Operations

Quality Assurance

Audits & Compliances

Customer Relationship Management

Cross Functional Coordination

People & Resource Management

MS Office (Word, Excel & PowerPoint)

Exposure of working with Back office software

Product and service knowledge

Compliance understanding

Employee performance evaluation

Problem-Solving

Operational Excellence

Business Analysis

Process Improvements

Business Development

Performance Analysis

Certification

Lean Six Sigma Green Belt, Anexas Europe, 595-169-495-6734, https://aeccertification.com/verification/?&code=595-169-495-6734

Accomplishments

  • Won the Operational Excellence team award for Q2, Q3 and Q4 of FY 2021-2022 and also won the ARIBL service excellence annual award for FY 2021-2022 in Anand Rathi Insurance Brokers Ltd
  • Won Rising Star Award for outstanding performance for Q3 of FY 2021-2022 in Anand Rathi Insurance Brokers Ltd
  • Won Spot Recognition award for outstanding performance for Q4 of FY 2021-2022 in Anand Rathi Insurance Brokers Ltd
  • Won the Operational Excellence team award for Q2 of FY 2022-2023 in Anand Rathi Insurance Brokers Ltd

City

Mumbai

Work experience

7 years

Personal Information

  • Date of Birth: 07/09/88
  • Marital Status: Married

Languages

English
Hindi
Tamil
Marathi

Timeline

Executive - Operations

JM Financial Services Pvt. Ltd. (Formerly JM Morgan Stanley Financial Services Pvt. Ltd)
08.2009 - 11.2015

Trainee (Customer Support)

Angel Broking Limited
05.2009 - 08.2009

BBI - Banking And Insurance

Kishinchand Chellaram College
03.2004 - 04.2006

High School Diploma -

Viva College
03.2002 - 04.2004

Deputy Manager - Quality Assurance

Anand Rathi Insurance Brokers Ltd
6 2021 - Current
Lean Six Sigma Green Belt, Anexas Europe, 595-169-495-6734, https://aeccertification.com/verification/?&code=595-169-495-6734
Minaxi Soosai