Life Insurance Executive

ARTISH SONI

Current Company

JANA SMALL

FINANCE BANK LTD.

,SURAT

(Assistant Manager-Branch

in charge operation)

Mo:-099********

E-Mail:

adkihe@r.postjobfree.com

Professional Summary

Seeking challenging environment that encourages learning and creativity, provides expose to new ideas and simulate personal and professional growth to a career rich with learning opportunities and growth potential.

Presently Working : – Designation :- Branch In charge Operation

JANA SMALL FINANCE BANK LTD.( Jul-2015 till date) 1. Handling of day to day operations at the branch by driving the service levels,with key focus on bottom line profitability by ensuring optimal utilization of available resources.

2.Looking out collection for Small Group loan cases, Nano Loans & Agri loans. 3.Handling bucket wise collection from B0.

4.Ensuring Core banking Activities at back end through SFDC and FLEXCUBE.(ID Creation, Account Creation, GEFU Generation etc)

5.Managing Pre-disbursement activities like Fund Management, Loan Documentation.(Loan Agreement, Promissory Note.,etc).

6. Monitoring disbursement and collection activities. 7. Other responsibilities – Analyzing Trail Balance on daily Basis, Petty cash, Training to newly joined Staff at various capacities from other branches. 8. As a new branch assisting branch head in business setup activities.-Area Survey, Locating Premises for branch, Bank account opening, Shop establishment License, telephone, broadband connectivity and other legal formalities related to branch setup. 9. Experienced of Team Handling.

10.To control the all branch operations, like Joint Custodian, locker maintenance, Account Opening, Cash Management, Cross Selling of Mutual Funds, Insurance. 11. Resolving all audit related issues and compliance of the audit reports. 12.Preparation of all types of returns fortnightly, monthly, quarterly etc. 13.Responsible for overall look and feel of the branch. Responsible for overall rating of the branch in Branch Operation Audit and Branch Quality Audit in all parameters.

Previous Job : – Designation :- Branch Support Executive

BHARTI AXA LIFE INSURANCE CO.LTD.( Sep-2012 to June’15) 1. Handling Daily Cash Counter which includes Daily Banking activity, Renewal / New business cash.

2. Handling walk-in client as well as Policy servicing. 3. Responsible for Daily maintain MIS Login Data & System Issuance. 4. Auto Underwriting & Scrutinizes of proposals forms and Issuance of policy at Branch Level.

5. Handling Petty Cash

6. Handling Admin activity.

7. Dispatch Life Advisor Contest Gift, commission Cheques 8. Scrutiny of Advisor New recruits form.

9. Scrutiny of Advisor Renewal form.

• Achievement in Bharti Axa:-

1. Wow Certificate from HR.

2. Wow Certificate for OLS performance.

3. Certificate for Online Policy Sale.

Previous Job : – Job Responsibility From 12th Jan 2012 to Aug 2012

• Working as an Operation Executive at ESSAR STEEL LTD HAZIRA (AEGIS LTD’s). Where my areas of responsibilities are as following :- 1. Preparing a MIS Report for SCM department.

2. Managing and maintaining Creation of Sales Order, Delivery orders, Purchase Order, Stock Order for our client with the Framework of SAP system’s SD module. 3. Co-ordination with Departments like Sales, logistic, Finance, QA/QC, PPC. 4. Managing and Maintaining Operational Data & MIS Infrastructure. Previous Job :- Job Responsibility From 1st Nov’2007 to 11th Jan 2012

• Max New York Life Insurance Co. Ltd. (IndiaInfoline Co. Ltd.]Surat Operation Executive:- Work Experience :– (since 2006)

• Worked as Operation Executive at Max New York Life Ins. Co. Ltd from April 2007 to Jan 2012.

• Started career with Dalimit Associate, Surat, Gujarat on 1st Jul 2006 to April ’2007 (As a Computer Operator).

Education / Qualification

1. MBA from International Distance Educational Academy passing year 2011-12 2. Diploma Business Administration(DBA) from national Institute of management passed in 2009

3. HSC Commerce in 2004 with 58%.

4. SSC in 2002.

Personal Details:-

Date. of Birth : 22/09/1986

Permanent Address : 94, Jay Ambe Soc., Nr.Makkai Bridge Adajan,Surat Languages Known : English, Hindi, and Gujarati.

Hobbies : Reading Books, Cricket, listening music, I hereby declare that all the information given above is true to best of my knowledge. Artish Shaileshkumar Soni

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