Experience

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  Yes bank

  May 2017 - Dec 2018

  Officer

  Monitor the KYC related frauds and discrepancy, Creating the customer id for new bank to customer.Account opening documentation verification, and account closure.Report sharing and duplication analysis.performing due diligence checks on the clients, reviewing KYC documentation performing the risk assessment of the Client liaising with the Business/Compliance, advising on KYC requirements and signing off on new client adoptions.

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  Kotak life

  Dec 2018 - Sept 2019

  Assistant manager- branch operations

  New Business, Primary underwriting handling, entire branch operations, processing policy service, new business conversion, Renewals, ETE, Medicals, BSD qualification, Surrender Retention, sales coordination and handling, Claims, customer service, cash handlingFacilitating cluster competition in terms of TAT and deliver on regional service indicators and also benchmark levels across competitionDeath Intimation cases processing and Continuous follow-ups with the claims department and acts as an intermediate between the client and company till the Claim settlement. Show less

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  Max life insurance company limited

  Oct 2019 - Nov 2021

  Assistant manager of insurance operation - creditlife

  Manage development and implementation of clear scalable and dynamic operational process which support regulatory and audit requirements.Monitor process to ensure compliance with control frameworks and adherence to regulatory requirement across insuranceoperational activities as per SLA.Coordinate with stakeholder for daily premium payment data and handling vendors for insurance application documents.Responsibilities to guide the team on, new business application, kyc compliance documentation, risk analysis in data and basicunderwriter activities in every corner of process steps.Concentrating on quality review between insurance application with stakeholder’s data, premium calculation analysis, document verification, discrepancy identification.Improve the new business process, to work with NSM to implement the corrective action plans identified in internal control breakdowns. Maintain relationship with relevant partners as a representative of insurance operations.Highlight the weekly / monthly reports to the stakeholders on policy status.Reviewing discrepancy in insurance forms, publishing separate mis to sales heads and conducting training session to improve quality in data entry and basic documentation in customer kyc. This will help to avoid customer complaints to help identify trends.Provide leadership, while coaching. Providing feedback and mentoring with team member. Accurately investigating queries, raising with relevant parties, and escalating where needed. Show less

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  Coverplan technology - bimaplan

  Nov 2021 - Apr 2022

  Assistant manager of insurance operations

  Create, maintain and improve SOPs for all operational processes related to policy issuance, product launches, claims etc.Work with all internal and external stakeholders including technology, marketing and sales team to update launch trackers and remove bottlenecks.Manage day-to-day handling of policy issuance from gathering client information to sharing the issued policy.Ensure all documents (client KYC /proposal form /issued policies/ other relevant documents) are maintained systematically.Establishes systems and processes to deliver service level agreements (SLA) and KPIs on a day-to-day basis.Effectively responds to client requirements at a short notice by realigning priorities Show less

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  Cholamandalam ms general insurance co. ltd.

  Apr 2022 - now

  Insurance operations manager

  Overseeing the day-to-day operations of the company's insurance products and services, ensuring thatpolicies and procedures are followed in compliance with regulations and industry standards.• Managing a team of insurance operations staff, providing guidance and leadership to ensure optimalperformance and productivity.• Developing and implementing sales strategies and plans to achieve revenue targets and increasemarket share.• Conducting regular data analysis to identify trends and opportunities for improvement in operationalprocesses and customer experience.• Coordinating with other departments, such as underwriting and claims, to ensure a seamless andefficient customer journey.• Identifying and addressing any operational challenges or bottlenecks that may arise, and implementingsolutions to improve processes and reduce costs.• Collaborating with other departments to ensure that policies and procedures are in compliance withregulations and industry standards.• Building and maintaining strong relationships with key stakeholders, including brokers, agents, andcustomers.• Ensuring that all customer complaints are resolved in a timely and effective manner.• Staying up-to-date with industry trends and developments, and making recommendations for productand service enhancements.• Participate in the review of new business proposal form (with adherence to the underwriting guideline),and ensure resolving discrepancy and carrying out follow-up for issuance and taking care premiumcalculation and financial and not financial Endorsements.• Manage business and regulatory compliance risks, taking appropriate actions; perform competitiveproduct analysis; resolve issues found in variance analysis and capture and document the statistics• Determine the system change roadmap; Gather the requirement from various stake holders forchange initiative request (CR). Validate the User Acceptance Testing (UAT) and fulfil the businessrequirement Show less