Vinay Singh

Experience

• 

  Sun Life Financial India Service center

  Oct 2014 - May 2016

  Junior Process Associate

  • Facilitates and drives the process to completion by following up on requests from Onshore client and assisting the client team• Understands key requirements of firm and regulators’ GRS rules and policies• Performs initial review of submissions from client teams or/ individual and evaluates completeness, accuracy and appropriateness of proposed transaction/requests.• Acts as a liaison between the client, other members of the GRS team, and various functional areas within the firm• Analyzing and processing the Canada-based Employer’s group retirement services plans such as Define Benefit Contribution plan, Registered & Non-registered saving plans through the transfers of funds or stocks to another financial institution and cash withdrawal or EFT withdrawal requests for the client. • Performs multiple transactions to complex plan and policy also responds to complex and/or escalated policyholder or plan member as per defined practices and procedures.• Formulate answers to client questions Show less

• 

  Razorpay

  Aug 2016 - Dec 2016

  Operations Executive

  • Complete understanding of Merchant Acquiring operations for EDC, MPOS payment terminals.• Generating a clearance and settlement file from franchise• Closing the batch , Reconciliation and generating the clearing file• Ensure Payment voucher files are sent on time to acquiring banks with nil errors.• Ensuring that Pre-Settlement to merchants is done within the agreed time• Maintaining Quality in Merchant Registration as well as in the onboarding process• Managing the TAT of the case as per the guidelines.• Preparing TID setup files for the merchants.• Sending financial reports daily to the merchants.• Validating chargeback applied by the merchant • Looking after wallet and prepaid cards for enterprises • Preparing and correcting the TTUM file • Doing Key injection into the POS device • Acting as a liaison between the bank and merchant for a better product, service and transaction delivery. Show less

• 

  AXA XL

  Nov 2017 - now

  Learnt business processing in core underwriting system within the defined periods as per separate WorkStream plan/Training plan (Underwriting Services). Gained knowledge on Property, Casualty, IFL and Marine Insurance Business and Build-up detailed knowledgeon the underwriting systems. Operating process from offshore location and ensure complete adherence to defined Service Level Agreements –productivity, turn-around-time, and accuracy. Required to collaborate with the underwriters / DAMs for Drafting Insurance Policies, Binders, and Invoices Knowledge of company tools such as GISMO, GENIUS, WINS, ITP, PD Rating, D&BI Tool and Reference Connect  Analyzing Pre-underwriting tasks, evaluating risk, and assessing the completeness of the underwriting packagebefore the underwriter is required to review. Collaborating closely with Underwriters, Product Management, Legal and Regulatory as necessary to performpre/post-bind activities and to confirm policy issuance instructions and manuscript wordings, regulatory notices,certificates, etc. to effectively instruct the Coding and Issuance Unit. Assessing when it is necessary and performing quality control to ensure accuracy of task. UAT for Invoice through GENIUS, ITP UAT successfully implemented policy generation (timing for policygeneration decreased by 20%) Handling Operational reports and production reports such as Pending Data, DQ reports, Cockpit Data, PipelineThe report, KC2 report Prepared and maintained manually for IFL and Casualty business. Involved in training of new hires and current team members. Awarded PAT on the Back, YEHI, Kaizen for several months. Show less Learnt business processing in core underwriting system within the defined periods as per separate WorkStream plan/Training plan (Underwriting Services). Gained knowledge on Property, Casualty, IFL and Marine Insurance Business and Build-up detailed knowledgeon the underwriting systems. Operating process from offshore location and ensure complete adherence to defined Service Level Agreements –productivity, turn-around-time, and accuracy. Required to collaborate with the underwriters / DAMs for Drafting Insurance Policies, Binders, and Invoices Knowledge of company tools such as GISMO, GENIUS, WINS, ITP, PD Rating, D&BI Tool and Reference Connect  Analyzing Pre-underwriting tasks, evaluating risk, and assessing the completeness of the underwriting packagebefore the underwriter is required to review. Collaborating closely with Underwriters, Product Management, Legal and Regulatory as necessary to performpre/post-bind activities and to confirm policy issuance instructions and manuscript wordings, regulatory notices,certificates, etc. to effectively instruct the Coding and Issuance Unit. Assessing when it is necessary and performing quality control to ensure accuracy of task. UAT for Invoice through GENIUS, ITP UAT successfully implemented policy generation (timing for policygeneration decreased by 20%) Handling Operational reports and production reports such as Pending Data, DQ reports, Cockpit Data, PipelineThe report, KC2 report Prepared and maintained manually for IFL and Casualty business. Involved in training of new hires and current team members. Awarded PAT on the Back, YEHI, Kaizen for several months. Show less

  • Associate Consultant - UA

    Apr 2022 - now

  • Senior Analyst - UA

    Aug 2019 - Apr 2022

  • Process Specialist - P&C Underwriting

    Nov 2017 - Aug 2019