Bhaskar Kumar Kar

Experience

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  EXL Service

  Sept 2005 - Apr 2007

  Insurance Associate

  • The work includes managing the back-office insurance processes for the Life, Property and Casualty, Annuities and Health insurance segments.• Premium administration, Research and Reconciliation, • Claims processing, Reinvestment release of benefits. Also worked as an IC (Internal Controller) managing the High-end Monetary report and controlling the financial Slippage and submitting daily repots to clients. This work also involves monitoring the associate’s work and cascading the same to higher authority. Show less

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  Exl services.com

  Nov 2005 - Mar 2007

  Insurance associate

  • The work includes managing the back-office insurance processes for the Life, Property and Casualty, Annuities and Health insurance segments.• Premium administration, Research and Reconciliation, • Claims processing, Reinvestment release of benefits. Also worked as an IC (Internal Controller) managing the High-end Monetary report and controlling the financial Slippage and submitting daily repots to clients. This work also involves monitoring the associate’s work and cascading the same to higher authority. Show less

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  Tata AIG Life Insurance

  Apr 2007 - Aug 2012

  Branch Operations Incharge

  • Underwriting and Issuance of New Business Submission. • Overall Administration, expense and operations management of Branch.• Leading a team of two on-rolls and two off rolls employee, motivating them for efficient performance and branch working. Monitoring operational activities of the Branch, Business Centers and JSO.• Ensuring that adequate controls are maintained in the Cashier Collections activities, controls and compliance in Branch Operations.• Central Liaison body for Zone and H.O. Operations.• Ensuring agreed TAT following, monitoring and approving the Branch expenses pertaining to Branch Administration.• Motivating, guiding and appraising the fellow staff, the Cashier, CSO, DOPS and Outsource Support persons.• Follow up with Unit Managers and Customers for resolving there pending.• Branch Maintenance and Facility Mgmt.• Account Adjustment Management, Job Involves Accounting of Instruments/Cash Collected and Deposited.• Adherence to AML Guidelines and Compliance Norms and regulations.• Petty Cash Management Bounced Cheques Management. Handling of BRE Cheques.• Also Initial scrutiny of new business applications.• Resolving Agent’s/Client queries.• Follow-up activities with H.O./Zone operations pertaining to POS related activities.• Mgmt of AGENT Application and rendering there commissions and other compliance related works. Show less

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  ICICI Bank Ltd

  Aug 2012 - Aug 2015

  Ensuring that the financials of the branch are under control and the branch adheres to the Know Your Customer (KYC) and Anti-Money Laundering (AML) norms at all times.Providing advisory services to corporate & high net-worth customers on funds management while maintaining relationship with Key Accounts.Responsible for dealing with external and internal auditors and inspections and compliance.Supervising Key Areas including Marketing, Business Channel Development, Team Development, Cost Management, Revenue Generation.Monitoring the branch sales targets, conceptualizing & implementing competent strategies in coordination with the branch and the sales team with a view to penetrate new accounts and expand existing ones for a wide range of financial products & services. Show less #Ensuring that the financials of the branch are under control.#Manage, leads, and motivates a team of 3-6 Team Members.#Providing advisory services to corporate & high net-worth customers on funds management.#Responsible for dealing with external and internal auditors and inspections and compliance.#Supervising Key Areas including Marketing, Business Channel Development, Team Development, Cost Management, and Revenue Generation.#Monitoring the branch sales targets,conceptualizing & implementing competent strategies.#Profit and Cost Management, Customer Acquisition and Retention.#Focus on business development across liabilities, assets & fee.#Achievement of product-wise targets.#Ensuring regular availability of Research material and PMS to client#Conduct risk profiling of all mapped HNI and NRI clients#Provides tailored private banking, investment and wealth management services to our business owners, entrepreneurs.#Coordinating with key members of the Bank leadership team. Show less

  • Deputy Branch Manager

    Aug 2012 - Aug 2015

  • Deputy Branch Manager

    Aug 2012 - Apr 2015
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  Aakarshan Tracom Pvt Ltd

  Aug 2015 - now

  Operations Manager-(F&A)