Raunak Jaiswal
Kolkata
Summary
Detail-oriented Assistant Manager offers more than extensive progressive record of accomplishment in leadership roles. Establishes clear guidelines and enforces consistent policies to keep staff satisfied and on-target to achieve important objectives. Excellent relationship-building, multitasking, and decision-making skills.Eager to apply an extensive background in general ledgers, account reconciliations, strong excel knowledge and capital market understanding to a Fund Accounting role.
Overview
5
5
years of post-secondary education
14
14
years of professional experience
Work History
Assistant Manager /Operations & Customer Service
INDIA FIRST LIFE INSURANCE .CO.LTD
Kolkata
07.2023 - Current
- Achieved a double promotion and secured multiple performance awards by consistently meeting and exceeding strict operational KPIs.
- Processed financial product applications for clients while maintaining strict adherence to IRDAI regulatory compliance standards.
- Managed high-value client relationships, ensuring accurate documentation and prompt service delivery for all financial portfolios.
- Trained new staff on company policies and customer service techniques.
- Developed marketing strategies to promote insurance products effectively.
- Collaborated with sales teams to enhance product knowledge and client engagement.
Senior Relationship Manager (IPPB & Rural Banks)
BAJAJ ALLIANZ LIFE INSURANCE .CO.LTD
10.2022 - 07.2023
- Partnered directly with IPPB and Rural Banks to manage financial product distribution, ensuring zero errors in client application data.
- Educated rural banking clients on financial product structures and compliance requirements to meet strict internal and regulatory guidelines.
- Tracked daily operational metrics and submitted progress reports to regional management to support broader business goals.
- Conducted in-depth market analysis to identify emerging trends and opportunities for clients.
- Collaborated with cross-functional teams to enhance service offerings and client experience.
- Mentored junior staff on best practices in relationship management and client engagement.
- Interacted with customers and worked closely to resolve issues.
Representative Operation / Customer Service Adviso
CONCENTRIX
07.2021 - 10.2022
- Resolved complex customer inquiries for Kotak Life and Maruti Insurance accounts, meeting required service level agreements (SLAs).
- Maintained accurate policyholder databases by verifying customer data and updating system records during daily operations.
- Collaborated with internal teams to fix billing and policy issues, ensuring accurate financial data for all clients.
Accounts Executive / Operations Manager
Jaiswal Pipe And Metal Stores
04.2012 - 04.2021
- Processed daily sales and purchase bills using Tally ERP 9, maintaining accurate general ledgers and financial records over a 9-year tenure.
- Supported internal cost control by preparing detailed monthly reports tracking materials, labor, and overhead expenses.
- Maintained full regulatory tax compliance by accurately calculating and filing GST and TDS statements.
- Improved cash flow visibility by generating regular creditor reports and managing the scheduling for accounts payable and receivable.
- Resolved billing discrepancies and reconciled client accounts by handling direct business correspondence and client coordination
Education
B.Com(H) -
The Bhawanipur Education Society College
06.2009 - 01.2012
Secondary -
St. Francis Xavier School
04.2007 - 01.2009
Secondary -
Julien Day School
04.2006 - 03.2007
Skills
- Fund Accounting
- Hedge Fund Accounting (pursuing)
- Advance Excel along with Power BI (pursuing)
- General Ledger Maintenance
- Account Reconciliations
- GST & TDS Computation
- Regulatory Compliance (IRDAI)
- Accounts Payable & Receivable
- Client Relationship Management
- Operational Accuracy & KPI
- Backend Operations
- MIS Executive
- Customer Operations
- Process Coordinator
Accomplishments
- Completed a course titled Swift India 2000 under NIIT for 36 hours duration and performed as Excellent.
- Awarded with certificate of part 1 and Chitra Bhusan part 1 by the Pracheen Kala Kendra.
- Winner of All India Camel Art contest at the time of my school.
- YEAR 2024 Under BOB Channel of IFL insurance achieved and Awarded with (RISE , JEET KI GURANTEE, CHAMPION MEET 3.0, WOW under Q1, Q2, Q3, Q4 for the year 2024
- ACHIVED THE DOUBLE PROMOTION FROM GRADE “ EXECUTIVE TO SENIOR EXECUTIVE” IMPLIMENTED FROM 01/10/2024 AND FROM GRADE “ SENIOR EXECUTIVE TO ASSISTANT MANAGER” IMPLIMENTED FROM 01/04/2025
Professional Summary
- Creative & flexible to adapt to changing priorities and maintain a positive attitude and strong work ethic.
- Organized and independent; able to effectively coordinate tasks to accomplish projects with timeliness and creativity.
- Possess excellent interpersonal, communication and organizational skills.
- An out of the box thinker possessing logical, analytical & personal skills with a track record of 9 years of experience.
Personal Details
Father’ Name: Mr. Surendra Prasad Jaiswal Date of Birth: 1990-01-17 Sex: Male Status: Married Nationality: Indian I hereby declare that all the information given above are genuine and correct to the best of my knowledge.
Personal Information
Languages
English
Beginner
A1
Hindi
Beginner
A1
Bengali
Beginner
A1
Timeline
Assistant Manager /Operations & Customer Service
INDIA FIRST LIFE INSURANCE .CO.LTD
07.2023 - Current
Senior Relationship Manager (IPPB & Rural Banks)
BAJAJ ALLIANZ LIFE INSURANCE .CO.LTD
10.2022 - 07.2023
Representative Operation / Customer Service Adviso
CONCENTRIX
07.2021 - 10.2022
Accounts Executive / Operations Manager
Jaiswal Pipe And Metal Stores
04.2012 - 04.2021
B.Com(H) -
The Bhawanipur Education Society College
06.2009 - 01.2012
Secondary -
St. Francis Xavier School
04.2007 - 01.2009
Secondary -
Julien Day School
04.2006 - 03.2007