Richa Kanabar

Experience

• 

  HDFC Life

  Jan 2016 - Sept 2017

  Insurance Coordinator

  • Consulting with clients and prospective clients to assess insurance needs, budget, financial planning goals, and other relevant details.• Assessed customer insurance needs through in-depth analysis and consultative sales approach.• Guided parties through insurance processes, mid-term adjustments and term renewals to verify customers fully understood policies and had complete faith in coverage and ensuring increase in repeat purchases.• Processed client paperwork to calculate premiums and enroll in insurance plans.• Handling the team to ensure the target completion, task assignment, problem solving and lead converting. Show less

• 

  Megastitch Tailoring LLC

  Oct 2017 - Apr 2019

  HR and Admin Executive

  Managing entire accounts receivable and accounts payable.• Handle customer disputes by communicating with customers and investigating non-payment issues and follow up with clients for receivables.• Preparation of Purchase orders, Quotations, Invoices and liaising with the suppliers.• Preparing Daily, Weekly, Quarterly and Monthly team productivity reports for the management.• Managing Petty cash and entire back office related coordination.• Managing human resource activities like payroll, handling attendance record, advertising job openings, identifying work force requirements, creating job descriptions, onboarding process, scheduling interviews.• Preparing Full and Final Settlement, Leave Salaries, Visa and staff Insurance related coordination with PRO.• Dealing with the customers for scheduling meeting, solving their queries, product delivery coordination. Show less

• 

  Kotak Mahindra Bank

  Oct 2019 - Apr 2021

  Banking Officer

  mber 2019 - April 2021• Managing Customer relationship to get higher value and cross sale business.• Ensuring proper onboarding of new customer from generating leads till account gets opened and then guiding customer in usage like net banking, remittance holding etc• Guiding to all staff on lead generation from resident's customer and assisting in getting other branch cross sell like other accounts, insurance, fixed deposits and various investment schemes.• Monitor the client on-boarding process to ensure that valid documents are received, validated and applied to all products and banking systems.• Adhere to internal controls, compliance and operational risk controls in accordance with Bank and regulatory standards, policies and practices and to report/correct control weaknesses, compliance breaches Show less

• 

  BGS Homes Real Estate

  Sept 2023 - Aug 2024

  HR and Admin Executive

  Assist in coordinating real estate transactions, including property sales, purchases, and rentals.• Track the renewal of Ad posting agency licenses / agreement for property listing and co-ordinate for price negotiation.• Serve as a primary point of contact for clients, addressing inquiries, providing updates, and offering assistance throughout the real estate process.• Maintain and organize real estate documents, contracts, leases, agreements and with other office filing arrangements.• Tracking the employee attendance, leaves, and processing the monthly salary along with Leave / Final Settlements.• Posting Ads for vacancies and scheduling interview for the candidates, running through the onboarding process and taking exit interviews. Show less