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Life Insurance Branch Manager

Location:
Thane, Maharashtra, India
Posted:
February 02, 2021

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Resume:

*.**

Bhavana Ganesh Kothari

Address for Correspondence:

Om dutta Prasad tower Vishnu nagar, room no 404,chikanghar Rambaug len no 4

Kalyan (west)421301

Contact Detail:

M – 996-***-****

adjvjs@r.postjobfree.com

Personal Data

Date of Birth: 24th Feb. 1987

Sex : Female

Marital Status: Married

Languages to

Read, write and speak:

English, Marathi and Hindi

Interests and Hobbies:

Travel, Listening soft music

Preferences

Location: Mumbai, Navi Mumbai

Career Objective

Aim to be progressive in achieving the organizational goals by giving my best performance.

Work experience:

1)Miscot private Ltd

Job Title: Data Entry operator

2)Shriram Fortune Solutions Ltd.

Job Title: Sr.Executive Customer Service

Software:- Financial Products Marketing System, Shrilife, PREMIA,Cameo

Job Profile :

1Work with PREMIA package General Insurance policy creation.

2Preparing MIS REPORT (FD,GI,LI,MF)

3Drafting Vouchers, Handling Petty cash & advances.

4Maintain records customers data collection of FIXED DEPOSITE,LIFE INSURANCE,GENERAL INSURANCE & MUTUAL FUNDS

5Assist to Branch Manager.

6Tele-verification of customer & Agents

7To check the underwriting document as per required KYC norms for all products.

8Handling FD-DEPT. Also, like solving investors query all products, making Life Insurance, General Insurance & mutual fund TR entries in our package.

9Mail drafting related all products for our Gurgaon Head office.

10Maintenance of records related to mails, phone calls, and accounts related to my position.

Work Duration: 17 March 2009 to till date.

Academic record

Year Degree Grade / Percentage

2007 B.A (Economics) II

(University of Mumbai)

2004 H.S.C. II

University of Mumbai.

2002 S.S.C.

University of Mumbai. II

Employment History:

Current Organization : M/S. SHRIRAM FORTUNE SOLUTION LTD., which is one of the leading integrated financial services company of India Backed by SHRIRAM Group of Chennai

IT Exposure

Operating Systems : Windows-2003/2007/XP.

Application Packages: MS Excel, MS-Word.Outlook

Company software : FPMS,PREMIA,SHRILIFE,CAMEO

Typing Speed : @ 30 & 40 w.p.m in English.

@ 30 w.p.m Marathi

Other Qualification

MS CIT & MS-OFICE

Minimum Joining Period

One month

Place : Kalyan (Thane)

Date : 8TH DEC 2020

( Signature )

RESUME



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