Training Insurance

CURRICULUM VITAE

Name: Harjee Kaur

Address: C-11, Cottage Road, Adarsh Nagar Delhi-33

Objective: To make use of my skills and knowledge for the betterment of the organization.

Nationality: Indian

Academic Qualification:

Year Qualification School/Institute

2005 10th Sri Guru Nanak Public School

2007 12th (Commerce) Sri Guru Nanak Public School

Additional Qualification: Knowledge of Visual Basic and ORACLE

Work Experience: Worked in Genpact in banking operations profile for 2.3 years

Job Responsibilities:

Working for Australia’s second largest Bank i.e. Westpac Bank.

Maintaining and creating Superannuation accounts of Australian Clients.

Creating insurance accounts and making monthly deposit.

Creating pension accounts of the clients to ensure pension payment to them.

Disbursing premium policies Payments to Insurance Companies.

Generating various process reports on daily basis i.e. TOS report, Login Time report,

SLA Report, Undeposit Report WIP Report,Quality and Incorrect Analysis, Oldest transaction

report, EWS report and reconcialiation report.

Making up redemption when withdrawal request receive.

Making online payments with the corporate online token (which only few team members have

access to do)

Charging the client's advisers fees and close off the account of the client.

Sold down their managed funds and equities.

Transfers the clients working cash balance and assets from their existing account to their new

account

Assisting in Discrepancy Resolution as per emails receive from Insurance Companies

Mentoring new joiners & give training to them.

Quality Analysis of the team and thus raising the quality bar of the process.

Handling Escalations from clients & giving feedback on that to the team.

Responsible for maintaining relationship with clients.

Training and achievements:

E-mail Writing, Corporate Etiquettes, Goal setting training and Banking Demystified training.

Lean Training

Won 3 bronze awards- Rising star award ( For learning), Master Blaster award ( For best

performance) and Bulls Eye Award ( For Accuracy).

Personal Details:

Father's Name: S.Gurdeep Singh

Date of Birth: 12, November 1989

Languages Known: English, Hindi and Punjabi

Hobbies: Listening Music

Contact Details:

Telephone No.: 971*******, 011-********

Email ID: abob3w@r.postjobfree.com

Date:-

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