Summary
Overview
Work History
Education
Skills
Certification
Hobbies
Timeline
Generic
Pritam Gaikwad

Pritam Gaikwad

Executive
Kalyan,MH

Summary

Professional Summary : -


With over 12 Years in Insurance operations. I specialize in Financial and Policy servicing. I handle tasks like managing policies and ensuring they meet regulation.

Overview

13
13
years of professional experience
1
1
Certification
3
3
Languages

Work History

Executive

Turtlemint
12.2021 - Current
  • Conduct through checks on new proposal form to asses risk factors and eligibility
  • Ensure accuracy and completeness of information provided by applicants
  • Verify KYC documents in accordance with Anti money laundering AML guidelines
  • Implement necessary due diligence procedures to prevent fraudulent activities.
  • Identify any fraudulent policies or irregularities during the underwriting process
  • Maintain business hygiene by ensuring compliance with ethical standards
  • Coordinating with different insurer (Tata,Bajaj, Max life, Kotak, ICICI, PNB, HDFC life,Birla Sun life insurance)
  • Handling and resolving Sales team Queries and Escalations
  • Maintain Digital Partner Entries to maintain their business
  • Assigning tickets to respective teams.

Officer

TATA AIA LIFE INSURANCE
01.2017 - 02.2021
  • Conduct through checks on new proposal form to asses risk factors and eligibility
  • Ensure accuracy and completeness of information provided by applicants
  • Verify KYC documents in accordance with Anti money laundering AML guidelines
  • Implement necessary due diligence procedures to prevent fraudulent activities.
  • Identify any fraudulent policies or irregularities during the underwriting process
  • Maintain business hygiene by ensuring compliance with ethical standards
  • Handling and resolving Branch Queries and Escalations
  • Processing Freelook Policies as Per TAT
  • Preparing Monthly report of Freelook request policies
  • Handling the complaint cases, preparing compliance report


Senior Executive

HDFC LIFE INSURANCE
11.2015 - 11.2016
  • Processing Surrender (ULIP) Policies
  • Processing Assignment and Reassignment Policies.
  • Dispatching the Confirmation of Assignment/Reassignment letter
  • Coordinating with branch for pending requirements and solve their queries.


Support Executive

Core Integra Consulting Services Private
12.2011 - 11.2015
  • Processing Reinstatement policies according to products.
  • Raising pending requirements in system
  • Processing Campaign cases (Interest wavier and Medical waiver cases)
  • Refund of Post Lapse policies
  • Maintaining Underwriting Decision file
  • Printing and dispatch of pending Requirements letters

Senior Executive

SOHAM BPO PVT
02.2011 - 12.2011
  • Processing Reinstatement policies according to products.
  • Raising pending requirements in system
  • Processing Campaign cases (Interest wavier and Medical waiver cases)
  • Refund of Post Lapse policies
  • Maintaining Underwriting Decision file
  • Printing and dispatch of pending Requirements letters

Education

Bachelor of Commerce -

Saket College
Mumbai
04.2001 -

HSC -

Saket College
Mumbai, India
04.2001 -

SSC -

Gayatri Vidyalaya
Mumbai
04.2001 -

Skills

Risk Assessment and Eligibility Evaluation

Certification

Licentiate

Hobbies

  • Listening Music
  • Travelling

Timeline

Executive

Turtlemint
12.2021 - Current

Licentiate

03-2018

Officer

TATA AIA LIFE INSURANCE
01.2017 - 02.2021

Senior Executive

HDFC LIFE INSURANCE
11.2015 - 11.2016

Support Executive

Core Integra Consulting Services Private
12.2011 - 11.2015

Senior Executive

SOHAM BPO PVT
02.2011 - 12.2011

Bachelor of Commerce -

Saket College
04.2001 -

HSC -

Saket College
04.2001 -

SSC -

Gayatri Vidyalaya
04.2001 -

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