RUPALI WALKE
Insurance Sales Reviewer
Kalyan
Summary
Deputy Manager committed to creating a positive work environment through effective mentoring and coaching. Skilled in delegation and communication. Talented in leadership, staff development and training.
Overview
19
19
years of professional experience
6
6
years of post-secondary education
2
2
Certifications
3
3
Languages
Work History
Deputy Manager
Axis Bank Ltd, Citi
01.2020 - Current
- Pioneered and monitors Pan India Life insurance business
- Reviewed insurance sales activities of the business and ensure the sales quality
- Identified problems, developed and implemented methodologies to prevent the compliance violations by working with business, product and compliance departments for process setup and improvement
- Reporting of any noticed Miss-sell and sales controls activities
- Ensured acquiescence with compliance standards & insurance regulatory requirements
- Provided guidance and directions for special back-end reviews
- Identified and executed strategies to reduce the process TAT flawlessly and support the business and other teams to improve the customer experience
- Regular triggers and analytical feedback on the sales quality of the front end
- Provided training and guidance to the team of officers and mentoring them, also was a support member of controls process management.
Senior Officer
Citi Bank NA
01.2012 - 12.2019
- Pioneered and monitors Pan India General insurance business
- Reviewed insurance sales activities of the business and ensure the sales quality
- Identified problems, developed and implemented methodologies to prevent the compliance violations by working with business, product and compliance departments for process setup and improvement
- Reporting of any noticed Miss-sell and sales controls activities
- Ensured acquiescence with compliance standards & insurance regulatory requirements
- Provided guidance and directions for special back-end reviews
- Identified and executed strategies to reduce the process TAT flawlessly and support the business and other teams to improve the customer experience
- Regular triggers and analytical feedback on the sales quality of the front end
- Provided training and guidance to the team of officers and mentoring them, also was a support member of controls process management.
Junior officer
Citibank N. A
01.2011 - 12.2011
- Rendering services to Citibank customers and ensuring satisfactory resolution to all the queries of the customers
- Displaying complete onus to the customers Query/problems
- Delivering service with requisite Courtesy and Accuracy
- Nil Defects (100% adherence to product & process)
- Ensuring Nil Customer complaints
- Ensuring excellent SLS scores
- Escalating / Highlighting customer Problem Incidences
- Adherence to Service and Sales Compliance
- Cross Selling / up selling on set products (Assets & liabilities products)
Customer Service Associate
Citibank N. A
01.2009 - 12.2010
- BSLI welcome calling
- Key Deliverables:
- Handling and monitoring Pan India Life insurance cases post enrolment
- Reporting of any noticed Miss -sell and sales controls activities
- Daily MIS and productivity reporting to supervisors/seniors/product
- Timely completion of calling with accurate identification of cases as escalations and clarifications
- 100% correct and timely notepad updating and complete adherence to the process flow
- Handling customer queries effectively with accurate and factual information.
Customer Service Associate-(LOP sales officer)
Citibank N. A
01.2005 - 12.2008
- Deliverables:
- Convincing the clients over phone to avail Loan on Credit Card
- Meeting Monthly Target of 1 Cr
- Managing the monthly, weekly & daily report
- Daily Briefing
- Conducting regular trainings with regards to policy & process to New Recruits
- Regular performance evaluation and feedback to Team
- Noteworthy Attainments
- SPOTLIGHT EXCELLENCE AWARD , for Best Call Quality in January 2019.
Education
BBA - business Administration
Annamalai University
04.2007 - 05.2009
Engg. Diploma - Electronics &Telecommunication, International Finance
Dr B.A.T.U
04.1997 - 05.2000
Analyst” certification from Vskills, license 9583 IRDA Certified Pursuing course on Udemy online Citibank portal-The Complete Financial Analyst training & Investment Course.Certificates & Allocates -
V Skills - Gov. Of India
05.2017 - 12.2017
. Certificate of achievement for “ Assertive Communication Skills “as set by Dale Carnegie & Associate, Inc . - undefined
Certificate of achievement for “ Conflict Management “as set by Dale Carnegie & Associate - undefined
Inc
Skills
Persuasion
undefinedCertification
International Finance Analyst
Noteworthy Attainments
- SPOTLIGHT EXCELLENCE AWARD , for Best Call Quality in January 2019.
- Quality Excellence Award for Best Call Quality in August 2018.
- Certificate of Appreciation In recognition of Scoring 96.64% in CQ with Zero Defects in March 2013.
- Certificate of Appreciation In recognition of Scoring 96% in CQ with Zero Defects in April 2013.
- Certificate of Appreciation In recognition of Scoring 95.51% in CQ with Zero Defects in Dec 2012.
- Certificate of Appreciation In recognition of Scoring 95.55% in CQ with Zero Defects in August 2013.
- Certificate of Appreciation In recognition of Scoring 96.78% in CQ with Zero Defects in June 2013.
- Certificate of Appreciation In recognition of Scoring 90.69% in CQ with Zero Defects in May 2013
- Certificate of Excellence ( Welcome to 1 -Crore Club ) for June 2007 , for Outstanding sales of Cards EMI Products
- Certificate of Excellence ( Welcome to 1 –Crore Club ) for July 2007 , for Outstanding sales of Cards EMI Products
- Certificate of Excellence ( LOP Silver Club ) for September 2007 , for Outstanding sales of Cards EMI Products
- Certificate of Excellence ( LOP Silver Club ) for Aug 2008 , for Outstanding sales of Cards EMI Products
- Service Appreciation, In recognition of Completion of 15 Years .
Timeline
International Finance Analyst
10-2020
Deputy Manager
Axis Bank Ltd, Citi
01.2020 - Current
Analyst” certification from Vskills, license 9583 IRDA Certified Pursuing course on Udemy online Citibank portal-The Complete Financial Analyst training & Investment Course.Certificates & Allocates -
V Skills - Gov. Of India
05.2017 - 12.2017
Senior Officer
Citi Bank NA
01.2012 - 12.2019
IRDA Certified
11-2011
Junior officer
Citibank N. A
01.2011 - 12.2011
Customer Service Associate
Citibank N. A
01.2009 - 12.2010
BBA - business Administration
Annamalai University
04.2007 - 05.2009
Customer Service Associate-(LOP sales officer)
Citibank N. A
01.2005 - 12.2008
Engg. Diploma - Electronics &Telecommunication, International Finance
Dr B.A.T.U
04.1997 - 05.2000
. Certificate of achievement for “ Assertive Communication Skills “as set by Dale Carnegie & Associate, Inc . - undefined
Certificate of achievement for “ Conflict Management “as set by Dale Carnegie & Associate - undefined
Inc
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