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Life Insurance Office

Location:
Union City, NJ
Posted:
December 01, 2020

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Resume:

DIPTI CHOUDHARY

* ******* *****, ******, ** *****

Mobile: 201-***-****

E mail: adh9zn@r.postjobfree.com

CAREER OBJECTIVE

To drive financial wellbeing of clients and thereby contribute to the progress of a world class financial institution in relationship management capacity

EDUCATION

2006 – 2008: MBA – In Life Insurance and Marketing Management National Insurance Academy School of Management, India 2002 – 2005: BSc in Biotechnology

Bangalore University, India

Additional Professional Development

2019: Certification in MS Excel – Middlesex County College, Edison, NJ 2012: One-year course in drawing and painting in Tokyo from Ebisu Atelier d’Art. 2009: Insurance Institute of America - Charted Property Casualty Underwriter (AICPCU) certification. PROFESSIONAL EXPERIENCE

February 2020 - Present: Chase Bank, South Plainfield, NJ Associate Banker

• Engaging with the client – serving their banking needs, discovering unserved needs, and delivering additional solutions by connecting with the appropriate colleagues in the branch

• Educate clients whenever appropriate on utilizing digital tools and self-serve options, particularly relevant in the current times

• Came up the curve swiftly and delivered on all financial transactions as well as internal controls and practices – ensuring compliance with policies and procedures at all times

• Consistently received top customer satisfaction rating as well as internal formal and information appreciation from colleagues 2016 – 2018: Dipti’s Creative Art, Edison, New Jersey Artist and Owner (Sole proprietorship delivering my contemporary artwork to clients across the globe)

• End to end ownership of business – product creation, marketing, administration, billing

• Contract with Mahlstedt Gallery in NY with exclusive right to some of my paintings

• Manage my own independent sales channels via. ecommerce websites 2008 – 2010: Tata AIA Life Insurance Co. Ltd, India

(Combines preeminent Indian business conglomerate Tata Group’s brand and AIA’s product expertise) Senior Executive, Best Practices & Quality Assurance, Head Office (Mumbai)

• Developed, re-engineered and optimized processes with a customer-centric design philosophy:

• Standard Operating Procedures (SOPs) - Designed SOP for head office operations – contributing to the strategic change in model from Branch level Operations to Hub & Spoke Operations by redesigning the process flows.

• Re-engineering projects - Outsourcing of Policy printing & Customer Communications; Record Management; Reduction in viewing time of Operations information Portal (web OLAS)

• Audits - Successfully conducted process review across multiple head office departments & branches highlight process deviations and suggested improved control measures

• Studied industry best practices and suggested + implemented ideas - Suggested customer appreciation through token gifts

(to develop long term relationships and drive brand awareness) ADDITIONAL INFORMATION

• Visa status: US Permanent resident/Green Card holder

• Language skills: English & Hindi

• Avid interest in photography, drawing & dancing - Won various competitions at school and college level

• MBA Summer Internship Project (Summer 2007) with ‘SBI Life Insurance Co. India’: Studied potential of Group Insurance Market in India – Involved extensive in-person survey of middle market clients in eastern port city of Kolkata



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