Data Entry Back Office

MS. RATHOD JAGRUTI MAHENDRA

Sai Baba Nagar, Behind BLDG NO. 03, 90ft Road, Pant Nagar,

Ghatkopar (E), Mumbai – 400075.

Email ID: *****************@*****.*** Contact: +91-932******* Career Objective:

I am looking for an opportunity to work in an organization which will enable me to use enhance scope of application of what I have learnt and will also help me to learn new things. I would like to take a position where I can apply analytical skills to contribute for the betterment and the growth of the organization and myself.

Academic Performance:

Qualification Year of Passing Board/University Marks in % T.Y.B.Com 2020 Mumbai University CGPI 5.78

H.S.C

.

2017 Maharashtra 66.92 %

S.S.C 2015 Maharashtra State Board 73.40%

Skills :

Computer Applications: Google Chrome, MS Office – Word (2007/08) & Excel & Photoshop. Mail: Gmail, Outlook & Web Mail.

Tally: Tally ERP (9)

MS-CIT: MS-CIT (MAY-2018)

Work Experience

Company: Dhawanish Shah – (Wealth & Financial Adviser) Designation: Back Office Executive / Operation

Duration: 3 Months

Roles and Responsibilities:

Mutual Fund

(Knowledge of Online Portal)

Form Filling & Submission

Documentation

AUM Reports

Mutual Funds Statement to respective Clients

Online & Offline - KYC, Investment, Redemption, Etc. Company: Litesh N Khona – (Insurance Agency)

Designation: Health Executive / Operation Works

Duration: From June 2020 to June 2022 – Branch Ghatkopar East From June 2022 to March 2023 – Branch Vile Parle

Roles and Responsibilities:

General Insurance

(Knowledge of Online Portal)

Registration Procedure, Form Filling, Quotations, Passing Endorsement, etc.

Policy Renewals/ Cover The Risk (CTR)

(Health, Personal Accident, Fire, Motor, Marine, Burglary, Householders, Etc.)

Policy Checking & Mail to respective Clients

Documentation

Policy Follow-up

Data Entry (MIS, GIM)

Commission Reports (of all companies)

Quotation: Health, GMC, WC & PA

Co-ordinate with Clients & RM

Responding Email & Calls

Company: Vibhuti Insurance Brokers Pvt Ltd

Designation: Health Executive / Operation Works

Duration: From March 2023 to 12th April 2024

Roles and Responsibilities:

General Insurance

(Knowledge of Online Portal)

Registration Procedure, Form Filling, Quotations, Passing Endorsement, etc.

Policy Renewals/ Cover the Risk (CTR)

(Health, Personal Accident)

Policy Checking & Mail to respective Clients

Documentation

Policy Follow-up

Data Entry (MIS, Company’s Portal)

Employees Distributor Portal

Quotation: Health

Co-ordinate with Clients & RM

Responding Email & Calls

Personal Details:

Gander : Female

Date of Birth : 07th January 2000

Relationship : Unmarried

Languages Known : English, Hindi, Gujarati and Marathi Strengths : Positive Thinking, Dedication to work, Hard Working Declaration:

I hereby declare that the statement made in this is true, correct to the best of my knowledge and belief. Place: Mumbai Date: 12/04/2024.

Jagruti Rathod

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