Cricket
Shilu Leon R U
Financial Analyst
Vilayilveedu, Vellaloor PO, Thiruvananthapuram,KL
Summary
Enterprising Financial Analyst with proven success in recommending appropriate financial plans based on accurate data collection, financial monitoring and business strategizing. Expertise includes financial analysis and reporting, contract management and forecasting. Develops and maintains high standards of quality and issue resolution through effective financial planning. Adept at utilizing top-of-the-line communication skills to build and foster long-term relationships.
Work collaboratively with team members from different disciplines to coordinate investment deals, optimizing investment types, sourcing funding and meeting client objectives. Results-driven Financial Analyst bringing 7.5 + years of success in insurance and finance Industry. Astute, organized and methodical with articulate communication style and personable nature.
Overview
7
7
years of professional experience
7
7
years of post-secondary education
4
4
Languages
Work History
Financial Analyst
RRD Go Creative
Trivandrum, Kerala
10.2021 - Current
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability and expense forecasts.
- Managed, tracked and monitored financial updates, watch lists and insurance files.
- Leading Non Issuance Market of US Commercial Transportation Insurance (Assisting Underwriters of Whole Sale Broker
- Leading Market associates of commercial Transportation business based out of US (multiple states)
- Generation of productivity report and quality report o team and sending same to MIS team after periodical review
- Communicate and train team on new updates and tools
- Audit and provide feedback to associates on various policy tasks and report performance dashboard to senior management
- Data collection, sorting & generating MIS Compiling daily/weekly/monthly reports and sending it to Clients/Operations
- Escalate any major delays and/or discrepancies to managers & suggest effective/feasible solutions
Senior Financial Associate
RR D Go Creative
Trivandrum, Kerala
05.2017 - 09.2021
- Leading Non Issuance Market of US Commercial Transportation Insurance (Assisting Underwriters of Whole Sale Broker)
- Administered account transactions and responded to customer inquiries concerning financial products
- Subject Matter Expert of New Business Clearing team of US Commercial Transportation Insurance (Assisting Underwriters of Whole Sale Broker)
- Prepare and process commercial wholesale policies-policy submissions and issuance for various carriers in US insurance market
- Process renewal, retention and cancellation of insurance contracts of commercial Auto policies
- Document and transact loss runs, endorsements, rewrite of policies and issue documents on time to various providers
- Audit and provide feedback to level 1 associates on various policy tasks and report performance dashboard to senior management
- Process documentation and facilitation of knowledge sharing
- Ensure compliance to procedures and policy guidelines, encourage and motivate team members in high pressure job environment
- Developed and maintained database of records to facilitate smooth transactions for financial processes
Senior Relationship Manager
Dhanlaxmi Bank Ltd, Bancassurance Of Bajaj Allianz Life Insurance Company Ltd
Trivandrum, KL
11.2016 - 05.2017
- Researched current trends to identify prospective customers and determine specific needs.
- Developed new banking relationships with business prospects
- Insurance sales and service through Dhanlaxmi Bank branches
- Meet agents, lead providers, intermediaries on regular basis and maintaining records of same in planned manner
- Co-ordinate with other departments such as Underwriting, Invoicing, Claims and Operations to ensure smooth business flow
- Training & motivating the staff to qualify contests and thus bring in incremental business
- Preparing monthly report for new sales and renewal collection with respect to claims during period
- Resolved escalated customer issues and boosted retention rates by 99.5 %
Senior Relationship Manager
The Federal Bank Ltd, IDBI Federal Life Insurance company Ltd
Trivandrum, KL
11.2015 - 10.2016
- Researched current trends to identify prospective customers and determine specific needs.
- Worked with clients to address and respond to client and partnership management issues.
- Managing cross sale of Life Insurance through Bancassurance channel with multiple branches of bank assigned in respective location
- Responsible for generating sales through branch staff and through walk-ins at branches
- Logging policy and tracking issuance of policy with customer satisfaction
- Making marketing and sales plan product wise and achieving same within timeline
- Developed summaries to assess each client's participation level and determine targets for follow-up plans
- Developed new banking relationships with business prospects
Assistant Relationship Manager
Geojit BNP Paribas, PNB Metlife Insurance Company Ltd
Trivandrum, KL
01.2015 - 10.2015
- Generated new business and referral clients in partnership with financial advisors and branch team
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
- Insurance sales and service through Geojit BNP Paribas branches
- Mentoring bank staff on importance and sales of Insurance products
- Training branch teams on various insurance products
- Achieve sales target for allotted set of branches
- Execution of campaigns and schemes in liaison with channel partners to push sales, and improve customer base
- Supported branch manager with team initiatives, resulting in 75 % increase in new business
- Operated in self-directed environment with minimal input to solve problems and implement resolutions
Education
Bachelor's Degree - Electronics And Communications Engineering
Calicut University
MEA Engineering College, Perinthalmanna 06.2006 - 06.2010
Higher Secondary - Science Education
GHSS
Kilimanoor 05.2004 - 04.2006
SSLC - General Education Kerala
RRVBVHSS
Kilimanoor 06.2003 - 05.2004
Skills
Conducting financial assessments
Interests
Chess
Whistling
Timeline
Financial Analyst
RRD Go Creative
10.2021 - Current
Senior Financial Associate
RR D Go Creative
05.2017 - 09.2021
Senior Relationship Manager
Dhanlaxmi Bank Ltd, Bancassurance Of Bajaj Allianz Life Insurance Company Ltd
11.2016 - 05.2017
Senior Relationship Manager
The Federal Bank Ltd, IDBI Federal Life Insurance company Ltd
11.2015 - 10.2016
Assistant Relationship Manager
Geojit BNP Paribas, PNB Metlife Insurance Company Ltd
01.2015 - 10.2015
Bachelor's Degree - Electronics And Communications Engineering
Calicut University
06.2006 - 06.2010
Higher Secondary - Science Education
GHSS
05.2004 - 04.2006
SSLC - General Education Kerala
RRVBVHSS
06.2003 - 05.2004
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