Life Insurance Manager

CURRICULUM VITAE

Kinjal Patel

E-mail: ************@*******.***

Mobile No : +919*********

Current Address:**, ******* *******, **** ****, Mehsana,Gujarat, India

PROSPECTIVE JOB EXPECTATIONS

I believe that I have requisite educational qualification and competencies to take up

challenging job opportunities in the field of financial services with more than 15

years work in financial sector.

CAREER OBJECTIVE

I believe in “Where tireless striving stretches its arms towards perfection and

excellence”. I intend to pursue my endeavor in the field of marketing and sales.

WORK EXPERIENCE

Organization : Vimal Microns Ltd.,GIDC 2, Mehsana,Gujarat

Period :August 2012 to Till Date

Position : Manager - International Operations

Job Profile :

• Analyze market and develop quarterly forecasts for market.

• Manage various accounts and assist in credit availability.

• Develop and implement various internal control measure for preparing reports.

• Prepare plans and ensure compliance to all finance procedures and policies.

• Coordinate with management team and ensure optimal results for all operations.

• Design and implement processes for company and assist in registration for new markets.

• Maintain effective relationships with various government departments and agencies of assign region.

• Maintain efficient knowledge on all rules and regulations for various business operations.

• Monitor all everyday activities and resolve all customer complaints appropriately.

• Develop financial accounts and prepare reports to be submitted to management.

• Prepare and analyze various promotional programs and assist in development of new programs.

• Develop and implement various training programs for leaders.

• Looking overseas production for import and export.

Organization :Healthcare Strategics Ltd

Period :08 November 2010 - 19 January 2011

Position : Operations Manager

Job Profile :

• Stock management for each store.

• Stock management across all stores.

• Looking after all IT problems at stores as first point of call.

• Looking after property issues.

• Managing Staff uniform compliances.

• Stock presentation in each store.

• Getting the best price for stock for every single item we stock.

• Making sure each stores handles credits correctly and that we are getting our money back.

• Visiting all sites each week at least 3 times a week and spending time with stores managers and retail staff,

finding out what items are they being asked for which we may not have, which stock is not moving stock across

sites it needed.

• Looking at each sites performance on weekly, monthly and reporting.

• Meeting reps and getting the best deal for all sites then getting sign off from directors.

• Staff Management

Organization : Caltex, Massey

Period : Dec 2008 To November 2010

Position : CSR

Job Profile :

Working as a Customer Care Representative at Caltex Gas Station, Massey, Auckland.

• Responsibilities:

• Ensure Speedy Resolution of Queries and grievances to Maximize Customer Satisfaction Levels.

• Stock Taking and price updating.

• Cash Handling/ Cash Register operation/ Register Reconciliation.

• Cross selling of various products in stores.

• Maintain Safe environment in Gas Station.

•

Organization : Bajaj Allianz Life Insurance Co. Ltd.,India

Designation : Branch Training Manager

Duration : Feb 2008 to April 2008.

Job Profile:

• Worked as Branch Training Manager the job responsibility includes trained sales manager team as well as

life advisors for life insurance products offered by Bajaj Allianz Life Insurance Co Ltd.

Organization :Kotak Mahindra Old Mutual Life Insurance

Designation :Sales Manager - Tied

Duration :April 2007 to Jan 2008

Job Profile :

I. Selling life insurance products of companies to clients

II. Establish client insurance coverage, calculate premiums and establish method of payment

III. Provide information concerning group and individual insurance packages, the range of risk

coverage, benefits paid and other policy features

IV. Ensure appropriate forms, medical examinations and other policy requirements are completed

V. Monitor insurance claims and respond to clients' enquiries

VI. Identify and solicit potential clientele.

VII. Leading sales team for life insurance products offered by Kotak Life Insurance Co Ltd.

VIII. Development of Tied Channel for Selling Company Products.

IX. Taking Appointment from HR managers of various corporate and arranging for a presentation

about Investment Products of Kotak Life Insurance Co Ltd. is part of promotional and sales

activities.

Organization : The Mehsana Urban Co-op Bank Ltd.,

Mehsana, Gujarat,India

Designation :As AClerk / Cashier

Duration : February 1994 to 31st March 2007

Job Profile :

• Handling Clearing Desk, and daily MIS.

• Sourcing Liabilities, Deposit and Investment Account.

• Contacting Banks Accounts Holders (Banks Database), as well as, there were individuals sourcing too.

• Handling service related issues.

• Building Investment and Services Relationships to Satisfy Investment Needs of Respective Customers.

• Responsible for acquisition of Retail, High Net Worth and Corporate clients for the

Insurance business and banking services.

Compile records of deposits, withdrawals, loan and mortgage payments, cheques

•

and purchase, sale and exchange of securities

Process loan and mortgage applications, loan and mortgage payments,

•

retirement savings plan applications, term deposits, drafts and money orders

Verify and balance automatic teller machine transactions and ledger entries,

•

calculate service charges and interest payments and notify customers regarding account

discrepancies and captured bank cards

Answer enquiries and provide information on banking products, policies and

•

services

Issuing drafts, money orders, travellers' cheques and foreign currency, rent safety

•

deposit boxes and open and close savings, chequing and other accounts.

Educational Qualification :

1

MBA In International Business EIILM University,India

Passed in June 2012

National Diploma In Computing Level 7 NZSE,Auckland

B.Com. (Advance Accounting) North Gujarat University, India

Passed in June 1993

H.S.C G.S.EBoard, Gujarat, India

Passed in June 1990

S.S.C G.S.E Board, Gujarat, India

Passed in June 1988

Strengths

Possess knowledge and understanding of subjects like Customer Relationship

•

Management, Sales and Distribution Management, Investment Analysis and

Portfolio Management.

Acquired functional experience in Channel Management, Product Management,

•

Client Relationship Management through various academic projects.

Team player and go getter with a flexible and positive attitude. Detail oriented and

•

efficient with strong organizational and interpersonal

Contact this candidate