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Life Insurance Assistant

Location:
TN, 641110, India
Salary:
4 lacs
Posted:
September 17, 2017

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Resume:

R. SHANTHI

*/** ****** ******* ********* puram

Lakshmi Garden

Varadha Iyankar Palayam

Coimbatore - 641110

Phone no: +91-999**-***** Email ac2cdt@r.postjobfree.com

OBJECTIVE:

To transform my abilities and potential into performance in the challenging scenario and to further hone my skill to serve as versatile management professional.

EXPERIENCE SUMMARY:

March 2015 to till date -Assistant Manager in Aviva Life Insurance

March 2014 to March 2015 -Senior Executive Branch Operations Aviva Life Insurance

March 2009 to March 2014 -Executive Branch Operations Aviva Life Insurance

Dec 2006 to February 2009 -Senior Credit Processor in I process Pvt Ltd(ICICI

Bank Ltd)

May 2006 to November 2006 -Account Assistant in Salona Cotspin Private Ltd

KEY RESPONSIBILITIES IN AVIVA LIFE INSURANCE:

To scrutinize Life Insurance application forms.

Handling and motivating team for error free transaction.

Updating of Master MIS

Handling customers request and query

Handling renewal payments of Insurance policies (Cash, Cheque, Demand Draft and EDC).

To scrutinize new agent dockets.

Adhere to compliance and KYC policy of the company

Maintaining EOD and other branch reports

Handling all admin related activities of the branch

To process the admin bills using ORACLE software.

KEY RESPONSIBILITIES IN ICICI BANK:

Preparation of Credit Appraisal Notes for Working Capital &Term Loans.

To check CIBIL, CPCS, I Score, I View.

Verification of Pre-Sanction documents as per ICICI guidelines.

Complying with KYC Norms.

Executing welcome call for prospective clients

Preparing & updating of CPA MIS & Rejection Data.

Updating online SFA application software & preparing daily MIS report.

Updating online credit appraisal Notes in CSS Software

KEY RESPONSIBILITIES IN SALONA COTSPIN PVT LTD:

Preparing invoice, voucher, ledgers etc. in accounting software.

AWARDS AND RECOGNITIONS:

Felicitation from the AVIVA CEO-Mr. Trevor Bull for support to the Branch

Aviva Service Delivery Excellence Award for invaluable contribution in 2015

Aviva Accuracy Award in 2009

ICICI Star of the Month Award in 2007

EDUCATIONAL QUALIFICATION:

Examination passed

Institution

University/ Board

% of marks

Year of Passing

B.Com (Bachelor of Commerce)

Sankara College of science and commerce

Bharathiar University

58

2006

M.Com

(Finance and control)

Alagappa University

Alagappa University

59

2008

ADDITIONAL QUALIFICATION:

Type Writing - English (lower)

Tally 7.2., ('A' Grade) From CSC Computer Centre.

Diploma in office Automation ('A' Grade) From CSC Computer Centre.

HOBBIES:

Listening Music

Carom playing

PERSONAL SUMMARY:

Name : R. Shanthi

Father’s Name : M.Radhakrishnan

Mother’s Name : S.Jayalakshmi

Husband’s Name : N. Saravanan

Gender : Female

Date of Birth : 25-03-1986

Marital Status : Married

DECLARATION:

I hereby declare that, the information mentioned above is true and correct to the best of my knowledge and belief.

Date:

(R. Shanthi)



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