Life Insurance Assistant

RESSY M. SUNNY

CONTACT: +971-**-*******

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

JOB APPLICATION

CAREER OBJECTIVE

To obtain a challenging position with a dynamic and progressive corporation where I can use my skill and abilities to develop, motivate, lead and encourage my professional growth, the company’s benefit as well as to serve the whole of mankind.

Am a self-motivated, honest, hardworking and always committed to my work.

TECHNICAL KNOWLEDGE & PROFILE HIGHLIGHTS

TOTAL EXPERIENCE: 16 + YEARS

HR CUM PURCHASE Officer

MS-Word / MS-Excel / Outlook / MS-PowerPoint

Accounts Assistant

Secretary

Business Development Executive

Customer Service Officer

Administration

Estimation

Sales Coordinator

Phone Banking Officer

Purchasing

CAREER PROFILE

1, MSI ALNOMAN & RAVI

DESIGNATION: ACCOUNTS ASSISTANT 2018 Jan – June 2020

ROLES & RESPONSIBILITIES

1.Drafting the audit financials with updated financial schedules, accounting, internal audit etc. and then sending to the Client. After receiving confirmation from the Client, QC to be done. Later on doing the finalization of financial statements and giving financial booklets to the Client & then generating invoices.

2.Reviewing the invoice schedule, ensuring timely and accurate processing, entering the client invoices in the Time and Billing odoo system. Correspond with customers having long overdue and delinquent balances.

3.Maintaining employee records (renewals, promotions, new hires etc.), liaise with HR to ensure finance and HR are aligned.

4.Provide assistance during accounting, internal audit and tax audits & sending reports to Clients with invoices.

5.Data entry of day to day transaction. Generation and documentation of all vouchers. Maintaining stock verification of Clients.

6.Involved in doing the multi-tasking job, taking calls and answering the queries, managing of monthly payroll process, secretarial work, assisting the CEO, handling petty cash etc.

7.Develop and maintain a filing system if needed, maintains stock lists and orders office supplies as needed, manages correspondence by answering emails.

8.Created and made blogs by editing, writing and researching topics for Company website.

9.Processing all the Company licenses, vehicle insurance, renewals etc.

2, STABLE MARINE MIDDLE EAST LLC

DESIGNATION: HR CUM PURCHASE 2011 July – 2017 Nov

ROLES & RESPONSIBILITIES

1.Involved in all kinds of HR issues, biometrics, attendance, leaves, includes email to all the persons related to HR & Admin operations, administering payroll & maintaining employee’s records, documents and to prepare offer letter for new employees. Assisting for the new employee’s safety and training for workshop premises. Organizing travel and ticket for staff.

2.Process purchase requisition/orders within purchasing authority. Prepare and maintain purchase records, reports & price list. Work with internal and external stakeholders to determine procurement needs, quality and delivery requirements. Assist in the development of specifications for equipment, materials and services to be purchased.

3.Negotiate and recommend execution of contracts for the purchase of supplies, services and equipment. Preparing the list of the products and coordinate with the vendors so that a consistent and regular supply flow is maintained. Making inventory stock of the company, ensuring that all the products are available and ready in a timely manner.

4.Provide quickly and efficiently support services like receive and reply to the client enquired emails, creating and maintaining filing systems, preparing brochures as required, assist in the planning and marketing for labour supply jobs, preparation of meetings etc.

5.Fill the cash advance form, sending to employee for signature, then get signed from HR & Accounts, then get it approved by the Managing Director. Giving brief orientation to all the new employees related to company rules & regulations/deductions and penalties etc. Employee relationship, filing & arranging all the necessities, involved in employees’ problems, forwarding evaluation form of employees to operations for future promotions etc.

6.Salary calculation and preparation for the employees by referring to their time sheet and attendance later on sending to the bank for their bank transfer.

7.Prepare and manage correspondence, reports, documents and also assisting in all matters as per asked by MD. Meeting customers in our premises to discuss with their requirements.

8.Handling sales and marketing related to manpower supply and also as a sub-contractor. Preparing monthly report and providing after sale service.

9.Responsible for dealing with various suppliers / subcontractors to expedite the works, assisting the technical departments for the completion of the job.

3, INTER OCEAN SHIP REPAIRS L.L.C

DESIGNATION: BUSINESS DEVELOPMENT EXECUTIVE 2011 Jan – 2011 June

ROLES & RESPONSIBILITIES

1.Marketing and technology research.

2.Maintaining detailed knowledge of the company’s services.

3.Attend to all Marine related job enquiries in an effective manner - promptly and accurately i.e. Tug & Barge, Offshore vessels etc.

4.Preparations of proposals and presentations of vessels / projects

5.Initiates and co-ordinates development of action plans to penetrate new markets.

6.Submit quotes to customers and negotiate as necessary to secure the contracts. Track personal and report sales statistics and report on status of pending contracts for personal and team targets.

7.Meeting the clients

8.Managing the Pending Quality Review processes, ensuring they are run without any issues.

9.Assisting accounts department for the payment follow up.

10.Making presentations based on the repair of vessel on daily basis.

11.Making the Progress report with the manpower list on daily basis

12.Data research of various companies by their services and their contact details.

13.Attending the meetings of company.

14.Reporting back to commercial manager

15.Generating invoices and sending to the client with the follow up.

16.After a job is agreed need to look after the documentation part of booking confirmation and the immigration of the vessel.

17.Prepare commercial tender documents for submission, including technical calculation with team.

4, SYSTRA MVA CONSULTING (INDIA) PVT. LTD

DESIGNATION: HR CUM ADMIN 2010 July – 2010 Dec

ROLES & RESPONSIBILITIES

1 – Handling Recruitment, Screening Resume, Fix the interview scheduled and interview the candidate.

2 - Coordinate the interview with the respective department and If selected, complete the documentation.

3 - Assist and carry out recruitment exercise by writing out the ads (newspaper ads, online job ads), calling suitable candidates and arranging for interviews.

4 - Identify the source for hiring,

5 - Handling front desk enquiries and looking into Admin Activities.

6 - In charge of attendance and maintaining their records in biometric.

7 – Salary calculation & preparation

8 - In charge of annual appraisal, events in company, appointment letter, offer letter.

9 – Preparing vouchers / cheque and Monthly remittance of challans into bank

.

10 - Handling all the queries of the employees which are related to Salary, Leaves, Attendance and Transfer etc.

11 – Maintaining the petty cash, sending weekly reports and coordinating with finance.

12 – Documentation, stocks, stationery etc.

5, ARY (GROUP OF COMPANIES)

DESIGNATION: HR OFFICER 2008 Oct – 2010 June

ROLES & RESPONSIBILITIES

1 – ARY Loyalty Services: Front office executive, Coordinating Incoming and outgoing calls. Coordinating client and internal meetings and communications.

2 – ARY Loyalty Services: Assigning Employee Code to new Joiner and taking Induction (explaining them about leave and Attendance policy), opening new joiner Account (Debit card) for salary. Plans own work to ensure that scheduled deadlines and established budgets are met.

3 - ARY Loyalty Services: Keeping a track record of daily Credit Line issues & du related issues. (Du being a primary brand partner of ARY had been involved with ARY from the beginning of their launch phase and ARY has contributed 120k + subscribers to their database over the time.)

4 – ARY Loyalty Services: Daily keeping the track record of stocks, stationery, office maintenance, attendance, keeping check on vendor.

5 – ARY Academy for Gems and Jewellery: Track information regarding the office budgets, salary related, and employee’s record and coordinate activities.

6 – ARY Academy for Gems and Jewellery: Update and remind the reporting managers of their meetings, making fliers for the various educational seminars, workshops & the courses and also updating the website, generating reports on a weekly basis, and handing over to CEO.

7 – ARY Academy for Gems and Jewellery: General Administration related jobs like attendance, student’s admission and payments, certificates and more into Student services.

6, LLOYDS MIU

DESIGNATION: BUSINESS DEVELOPMENT EXECUTIVE 2006 – Sept 2008

ROLES & RESPONSIBILITIES

1 – Generating and developing of both inbound and outbound new business opportunities for the online advertisements & publications. Overseas client interaction & co-ordination and also generating the invoices.

2 – A detailed knowledge of search engine marketing service and presenting to potential clients through direct communication in telephone calls and emails.

3 – Actively and successfully manage the sales process: lead generation; credentials pitch; asking questions; solution pitch; negotiation; close; handover to the account management team.

4 - Managing and maintaining a pipeline and ensuring all sales administration is current using software.

5 - Create and be accountable for all client proposals, contracts and any further documentation.

6 - Interacting with other departments including the account management and technical team when handing over campaigns ensuring fully and correctly brief in all aspects of the sale.

7 – Ensures that all publication orders are accurately processed and shipped in a timely manner to departments, statewide offices and to nationwide customers who purchase publications through the Business Office.

7, ICICI BANK LTD June 2005 – 2006

DESIGNATION: PHONE BANKING OFFICER

ROLES & RESPONSIBILITIES

Handling the inbound calls and emails for the Saving Account & Demat Account Department. In saving account, I use to resolve the customer queries related to their account information, product related queries and so on. In demat account, related to the share’s beneficiary information, current stocks available and so on. But apart from their inbound calls we also receive their enquiries through our official emails so even that is also been solved out by us for the customer. With the response to the emails even I have received many times appreciation from the customers that is only because the customers which we reply emails are the customers who are frustrated, fully irritated customers and with lot of issues.

8, ADVENTITY BPO INDIA PVT LTD April 2004 – 2005

DESIGNATION: CUSTOMER SERVICE

ROLES & RESPONSIBILITIES

Act as first point of contact for customers while projecting professional image at all times. Handling the inbound calls as well as the outbound calls for the process of TATA-AIG LIFE INSURANCE in which I use to make them understand in a simple way with an example how benefit is it for them in their day today’s life over the phone. It was direct selling through phone and closing the sale for life insurance, health insurance, money back policy etc. lot of plans depends upon the campaign. Again, we had lot of campaigns depending upon the clients. I had also given an opportunity for assistant team leader but that was only for 1month because after that our company got migrated to some other place. We had an energetic team with lot of competitors.

ACHEVEMENTS

Certificate of NCFM for the Stock Exchange.

Certificate of IRDA for the TATA-AIG LIFE INSURANCE COMPANY.

Microsoft Certified in basics, ms-dos, e-mails, internet, ms-excel etc.

Was declared Sales Champion thrice in the year of 2004 & 2005

ACADEMIC QUALIFICATION

BACHELORS OF BUSINESS ADMINISTRATION MARCH 2007

INDIA (BBA).

MASTERS OF BUSINESS ADMINISTRATION (BANKING & FINANCE) MAY 2010

INDIA (MBA).

DIPLOMA OF FOUNDATION IN TRAVEL AND TOURISM DECEMBER 2016

MONTREAL, CANADA (IATA).

PERSONAL DETAILS

DATE OF BIRTH : 10 NOVEMBER, 1986

GENDER : FEMALE

MARITAL STATUS : MARRIED

NATIONALITY : INDIAN

LANGUAGES : ENGLISH, HINDI, MARATHI & MALAYALAM

HOBBIES : LISTENING MUSIC, READING BOOKS & PLAYING BADMINTON.

REFERENCES

Reference would be furnished on desire.

Contact this candidate