Relationship Manager Life Insurance
Resume:
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ad5nni@r.postjobfree.com
Dubai, UAE
ANNA BENJAMIN THOMAS
Experienced and detail-oriented HR professional with a comprehensive background spanning 7 years across diverse roles such as Relationship Manager, HR Coordinator, HR Executive, and Unit Manager. Proven track record of successfully managing recruitment, onboarding, and performance management processes while ensuring compliance with employment regulations. Certified as a Human Resource Generalist by MiddleEarth HR, possess a strong ability to build robust relationships with internal teams and external partners. Seeking challenging opportunities in Dubai & Sharjah to leverage the skills and contribute effectively to organizational growth and success.
RELATIONSHIP MANAGER Oct 2021 - Jun 2022
EDELWEISS TOKIO LIFE INSURANCE
- Played a role in a Bancassurance tie-up with Catholic Syrian Bank
(CSB Bank).
- Provided customer service to clients by answering questions and offering guidance on financial matters.
- Conducted research to identify potential investment opportunities that met clients’ goals and risk tolerance levels.
- Reviewed clients’ existing portfolios and recommended changes where appropriate.
- Recommended appropriate investments or other financial products that met clients’ needs.
- Developed long-term relationships with clients and helped them achieve their financial goals.
- Communicated with clients regularly via email, phone, or in-person to discuss their financial situation and progress toward goals.
- Identified opportunities to cross-sell and upsell additional insurance products to existing clients.
- Manage daily office operations, including administrative processes and customer service.
- Coordinate office supplies and oversee data entry and record- keeping tasks.
- Provide financial guidance to clients, review portfolios, and suggest necessary changes.
- Ensured that clients were satisfied with their insurance coverage and the level of service provided by the company.
HR. COORDINATOR Sept 2016 – April 2018
DHANYA GROUP OF COMPANIES
- Managed a workforce of over 500 employees within the company.
- Assisted with the recruitment process, including creating job postings, screening resumes, scheduling interviews, and conducting reference checks.
- Handled onboarding of new employees, including processing paperwork, conducting orientation sessions, and facilitating training programs.
- Completed payroll adjustments and prepared payroll, including the submission of SIF files.
- Conducted GME for employees and provided explanations about the insurance coverage available to them.
- Responsible for maintaining accurate and up-to-date information in the HRIS (human resources information system) database, including employee records, payroll data, and benefits information. MS Office
Focus & Real Soft
Outlook
Internet & Email
Basic Operation
CONTACT DETAILS
COMPUTER PROFICIENCY
WORK EXPERIENCE
PROFESSIONAL SKILLS
Relationship building
Sales & Marketing Skills
Business Development
Cross-Selling
Commercial Banking
Customer Service
Financial acumen
Process Payroll
Performance Management
Employee Life Insurance
Administrative expert
HRM knowledge and expertise
HR strategy creation & execution
Recruitment and selection
HR reporting skills
Strategic Planning and Project
Management
Recordkeeping
Event coordination
Database management
Inventory Management
Supplier Relationship Management
Logistics Coordination
Warehouse Operations
I hereby declare that the above-mentioned information is true and I bear the responsibility for the correctness of the above-mentioned particulars. ANNA BENJAMIN THOMAS
ENROLLED AGENT COURSE Pursuing
- Additional Skill Acquisition
Programme by Govt. of Kerala,
India
MASTERS OF COMMERCE 2007
- PSG College of Arts & Science,
Coimbatore, India
BACHELOR OF COMMERCE 2005
- CMS College, Kottayam,
Kerala, India
Gender : Female
Nationality : Indian
Marital Status : Married
Vaccination : 2 doses Done (Pfizer)
English
Malayalam
Tamil
100 %
100 %
70%
ACADEMIC CREDENTIALS
LANGUAGES KNOWN
DECLARATION
Passport Number : T 6753470
Visa Status : Husband visa
CERTIFICATIONS
Certified Human Resource
Generalist from MiddleEarth HR
- Ensured compliance with federal, state, and local laws and regulations related to employment, including maintaining personnel files and ensuring compliance with EEOC regulations.
- Prepared HR-related reports and metrics, such as headcount reports, turnover rates, and employee satisfaction surveys.
- Communicated and implemented HR policies and procedures, ensuring that employees were aware of and understood their rights and responsibilities.
HR. EXECUTIVE Dec 2010 – Apr 2016
VERTICAL SPACE LLC
- Managed a team of over 100 employees.
- Developed HR strategies aligned with the company's overall goals and objectives.
- Identified talent needs, developed job descriptions, posted job openings, screened resumes, conducted interviews, and selected the best candidates for open positions.
- Prepared payroll compensation, managed attendance, calculated overtime, and maintained employee leave records.
- Ensured that new employees were properly onboarded and trained.
- Developed and implemented performance management programs, including setting goals, providing feedback, and conducting performance evaluations.
- Addressed employee questions and concerns, assisted with conflict resolution, and provided support to managers on employee relations issues.
- Communicated and implemented HR policies and procedures, ensuring that employees were aware of and understood their rights and responsibilities.
UNIT MANAGER Sept 2007 - Jun 2009
ICICI PRUDENTIAL LIC, INDIA
- Directed daily operations of the department, including recruitment, training, and performance management of staff.
- Underwent comprehensive training by senior professionals for one month in sales techniques for Life Insurance, Pension, Health, and Investment policies. Additionally, led training sessions for a team of 25 financial advisors.
- Facilitated seamless coordination with various departments such as accounting and human resources to optimize operational efficiency.
- Generated regular comprehensive reports on unit performance, encompassing sales, financials, and operations.
- Spearheaded the identification of new business opportunities and devised strategic expansion plans through networking, market research, and the introduction of new products/services.
- Ensured full compliance with pertinent laws and regulations, including those related to health and safety, labor, and environmental standards.
PERSONAL DOSSIER
PASSPORT DETAILS
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