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)
2009.08 - 2015.11
- 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
2009.05 - 2009.08
- 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 2004.03 - 2006.04
High School Diploma -
Viva College
Mumbai 2002.03 - 2004.04
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)
2009.08 - 2015.11
Trainee (Customer Support)
Angel Broking Limited
2009.05 - 2009.08
BBI - Banking And Insurance
Kishinchand Chellaram College
2004.03 - 2006.04
High School Diploma -
Viva College
2002.03 - 2004.04
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
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