Life Insurance Customer Service

OBJECTIVE

To join an organization that will provide me chalenging financial, compliance, risk mitigation and analysis and anti-money laundering goals and tremendous career growth opportunities.

SUMMARY

Seasoned Finance & Compliance professional offering over 4+ years of experience in compliance, financial advisory. anti-money laundering, administration, customer service, third party services, etc. Proficient in complying with regulatory laws and identifying financial and operational risk through maximum responsiveness and superior service levels.

Extensive knowledge of compliance, anti-money laundering and accounting processes.

Skilled in regulatory reporting, accounting operations and risk analysis and mitigation.

CORE COMPITENCIES

Financial Modelling

Auditing & Accounting

Anti-Money Laundering and KYC

Regulatory Compliances

Risk Analysis & Mitigation

Business Vendor Relationship & Corporate Sales

Organizational Planning

Microsoft Office (Excel – Pivots, V-lookup Word & PowerPoint) & Vendor Presentations

Project Reports and Financial Forecasting

Executive & Administrative Support

Financial Operations & Vendor Payment Services

Creating Project Reports, Financial Forecasting /Projections and Policies

CAREER HISTORY & ACHIEVEMENTS

SBI Life Insurance Company Limited, India Aug 2018 – Sep 2019

Key Managerial Personnel – Company Secretary and Compliance Officer

Ensure Compliance with Securities Law and minimizing legal and operational risk of the Company

Conducting research and preparing documents for amendments in applicable Acts, Rules, Regulations, Circulars issued by regulatory authorities and ensuring compliances therewith

Provided investors, associates and stakeholders with sound advice to make active investment decision in the Company

Formulating and implementation of Anti Money Laundering Policy and ensuring compliance

Expert in preparing reports, key performance indicators, profit and loss statements and balance sheet statement on the basis of the data available for the Company

Liaison between Stakeholders, Auditors, Vendors, and third parties associated with the Company

Providing exceptional technical and vendor service support and ensuring adequate KYC requirements

Familiar with negotiation and conflict resolution with clients

Advising on strategic decisions of the Company

Soliciting and creating awareness about life insurance products to corporate and individual clients

Answering calls, delivering presentations to business vendors in a professional and courteous manner

Communicating tactfully with customers and exchanging idea with customer information in a concise and logical way

Compiling data, preparing notices & Agenda, Scheduling and planning for Board of Directors, Shareholders meeting, Management Meetings and other statutory and non - statutory internal meetings of the Company and delivering Presentations at Executive level

Preparing various project reports for the Board of Directors of the Company including Board’s Report and Annual Return and submitting them to regulatory authorities and analysts of the Company

Experience in Data entry, record and document management for clients and retrieving client data

Compiling data, entering data into Company database, analyzing data and generating reports for the Company

ICICI Lombard General Insurance Company Limited, India Nov 2016 – Mar 2018

Manager –Secretarial and Legal Administrative Department

Awarded for exemplary performance within 6 months of joining the Company

Handling of Investor Complaints and Queries and effectively resolving them within reasonable time

Soliciting and creating awareness about general insurance products to general mass

Creating tie-ups with banking channel to solicit Insurance products

Assisted in developing automated systems to match with fast pace competitive nature of organization

Carrying out all other activities as required for smooth functioning of business of the Company

Drafting various legal policies and ensuring compliances with applicable laws

Wadia Group of Companies, India Dec 2014 – Dec 2015

Consultant – Strategy and Legal administrative Department

Assisted in strategic business decisions of group of companies like Britannia, Bombay Burmah, Bombay Dyeing, Go Air, etc. which resulted in development of sound knowledge of variated sectors resulting in obtaining diversified knowledge

Carrying out all other activities as required for smooth functioning of business of the Company

INTERNSHIP (Company Secretary - Professional Degree)

Tata Consultancy Services Limited Dec 2013 – Dec 2014

EDUCATION

Bachelor of Laws, Major – Law May 2014 – 2016 Mumbai University, India (Evaluated as Juris Doctor (first level professional degree) by WES, Canada)

Company Secretary (Professional Degree – Member since 2014), Major – Law Aug 2010 – 2013 Institute of Company Secretaries of India (Evaluated as Bachelor’s degree (three years) by WES, Canada)

Bachelor of Commerce, Major – Commerce & Accounts Jul 2009 – 2012 Mumbai University, India (Evaluated as Bachelor’s Degree (four years) by WES, Canada)

VOLUNTEERING EXPERIENCE

Participated in Group Corporate Social Responsibility Activity of Eye Checkup Camp for government school children and donated spectacles to needy – Guinness World Record for highest number of eye check up in an hour.

LANGUAGES SPOKEN

Fluent with English, Hindi, Marathi and Gujarati Language.

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