Experience

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  Sbi life insurance co. ltd.

  Jun 2010 - Jun 2015

  Operations executive

  Groups department: Queries from bank and customer: foreclosure of housing loan policy / Underwriting/. (July 2012 to Till date)Prepare outstanding MIS and publish them to Sales force on daily basis.Maintain MIS (Inward, Outward & Requirements) on daily basis.Scrutiny of proposal forms, raise requirement & get it comply by following up with respective SBI Life Branches, Bank Branches & Customers.Processing of Foreclosure & Surrender request of Housing Loan policies with in mentioned turnaround time & & dispatch refund cheques to respective bank branches.Processing of Policy servicing request such as renewals of all group policies & Minor alteration request such as Address change, Name correction.Dispatching Certificate of Insurance (Policy Document) to respective Bank Branches.Handle CRM queries and get it closed within Turnaround Time Show less

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  Home credit india

  Jul 2015 - Nov 2016

  Team lead manager
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  Aditya birla sun life insurance

  Feb 2017 - now

  Deputy manager with 10 years of experience in customer servicing and process streamlining.

  • Branch Co-ordination:• Coordinating between sales team and operations team to ensure the issuance happens through group operationteam in given TAT.• Follow up with sales team to close the requirements raised by operation & underwriting team on regular basis.• Preparing MIS on Daily, Weekly and Monthly basis for sale force on tracking of login & issuance of policies.• Periodically monitor & analyze the development & process improvement.• Client Relationship Management software to close the queries raised by relationship team assigned to sales bucket in given TAT.• Sales Administration:• Act as coordinator between Commission team & Accounts team for smooth process of commission payouts forCross sell Team.• Handle Lead management system (Cross sell) to follow up with sales team to get it close on priority.• General Administration: Handle day to day activities such as, Stock, Stationary and Store ManagementProcurement of Stationery and other items and ensuring minimum fill.• Managing and ensuring proper functioning of non IT/ IT assets People Management:• Time adherence of members (Vendor Management, Facility Management)• Checking & Processing dealer registration agreement▪ Prepare outstanding MIS (Inward, Outward & Requirements)and publish them to Sales force on daily basis.• Asset Management & Inventory handling activities for West Zone.▪ Assets Management wherein I maintain a record of all IT and non IT assets & Responsible for requisition and maintenance of office equipment including furniture and fixture, telephone system, keys.▪ Tightly manage all branch costs & continuously find opportunities to reduce costs.• Process and Policy Compliance, Customer Service.▪ Ensure proper reporting of branch defects / non compliance▪ Ensure high audit scores by reducing error rates while delivering on the policy and process requirements. Show less