SAMEER MALHOTRA
Address : Al Nahda *, Dubai
Email Address : ***************@*****.***
Mob Number : +971-**-***-****
LinkedIn Profile : https://ae.linkedin.com/in/sammir-malhotra-5802b7b3
Summary:
Sound knowledge in Banking & Insurance Operations, Processes.
A highly motivated and accomplished Business /MIS Analyst with overall of experience in MIS / Data Analytics.
Analyze data and communicate findings to management to make business decisions.
Highly motivated, dynamic and have an excellent record in maintaining high standards of verity and precision in the organization.
Ability to establish priorities and to plan, coordinate and monitor own work plan and the team.
Good Time management, analytical, management skills and problem-solving skills, while maintaining a strong attention to accuracy.
Good interpersonal skills.
Ability to assume personal ownership and accountability
Professional Experience:
Union Insurance Co: Dec 2020 to present
Union Insurance was established in 1998. It is licensed by the UAE Insurance Authority and listed on the Abu Dhabi Securities Exchange, with its corporate office located in Dubai.
At Union Insurance, we provide a comprehensive range of retail and commercial insurance products to clients in the UAE, as well as the Middle East. Led by some of the most experienced and respected professionals in the industry, we make it a point to offer innovative, superior-value insurance coverage.
Department: Life Operations
Designation: Assistant Manager Operations
Job Description:
Managing bank’s declaration files, calculating customer premium, risk premium.
Dealing with re-insurances.
Managing Portfolio performance report
Generate and distribute management reports in accurate and timely manner.
Automation of different kind of report and premium calculation to improve reporting efficiency and consistency.
Perform data analysis for generating reports on periodic basis.
Analyze business information to identify process improvements for increasing business efficiency and effectiveness.
ADCB Bank: April 2017 to Nov 2020
Abu Dhabi Commercial Bank, commonly called ADCB, is a bank in the United Arab Emirates. Abu Dhabi Commercial Bank (ADCB) was formed in 1985 as a public shareholding company with limited liability, upon merger of Emirates Commercial Bank and Federal Commercial Bank with Khaleej Commercial Bank, which was established in 1975. The Government of Abu Dhabi through the Abu Dhabi Investment Authority (ADIA) holds 65% of ADCB shares; the remainder is held by other institutions and individuals. ADCB is one of the largest in the UAE in terms of shareholder funds and market capitalization.
Department: MID Corporate
Designation: MIS & Data Analyst
Job Description:
Design, maintain, update, perform data analysis and distribute management reports for entire MID Corporate Division (Asset & Liability).
Budget analysis (Y-O-Y) and assigning targets to team and Dashboard to review the performance of Mid Corporate Division, Team performance and individual performances (Rating parameter for performance appraisals).
Analyze business information to identify process improvements for increasing business efficiency and effectiveness.
Quality Control report on various deal documents & Account opening to review the “Turnaround Time”.
Produce & recommend new report suites to provide insight & root cause analysis.
Provide recommendations & strategic plans to update current MIS to improve reporting efficiency and consistency.
Interact with all levels of a company’s stakeholders in order to implement technology solutions and process improvements.
Monitoring service quality indicators and takes corrective measures to ensure highest level of customer satisfaction
FAB (Formerly Known as FGB Bank): June 2014 – March 2017
Established in 1979 and headquartered in the UAE capital, Abu Dhabi, the bank offers a full range of financial services to business and consumer sectors throughout an extensive network of branches across the UAE.
Internationally FGB has branches in Singapore and Qatar, representative offices in India and Hong Kong and a subsidiary in Libya.
Department: Wealth Management
Designation: Business Support & MIS Officer
Job Description:
Generate and distribute management reports in accurate and timely manner.
Provide recommendations to update current MIS to improve reporting efficiency and consistency.
Perform data analysis for generating reports on periodic basis.
Provide strong reporting and analytical information support to management team.
Analyze business information to identify process improvements for increasing business efficiency and effectiveness.
Produce & recommend new report suites to provide insight & root cause analysis.
Ensure that liabilities and asset growth are as per the stated business targets
Monitoring service quality indicators and takes corrective measures to ensure highest level of customer satisfaction
Develop and sustain cordial relationships with affluent community members.
Ensuring all problems/complaints/queries are handled quickly, efficiently and tactfully
End to End services to customer account management.
Monitor portfolio of HNI, UHNI and closely track concern accounts
Efficient and fast services to clients.
Aditya Birla Finance Ltd: 1st Dec 2011 – 18th Feb 2014
Aditya Birla Finance (ABF) is one of India’s reputed non-banking financial companies (NBFC). Incorporated in 1991, the company is one of the largest players in security-based lending and pioneer of IPO Financing in India. ABFL offers specialized solutions in area of Capital Market, Corporate Finance, Mortgages (LAP, LRD) and Infrastructure Finance.
Department: Capital Market Group (CMG)
Designation: Assistant Manager – Operations & MIS.
Job Description:
End to End services to customer account management like HNI, UHNI (Individuals, Corporate, HUF)
Analyze the credit worthiness of borrowers
Formulating credit policies
Maintaining quality of loan proposal documents
Monitor portfolio of borrowers and closely track concern accounts
Complete loan applications, including credit analyses and summaries of loan requests, and submit to loan committees for approval
Generate financial ratios, using computer programs, to evaluate customers' financial status
To work with the Risk & Portfolio Margin team to validate margin calculators in various Risk applications
To understand risk and margin in capital market
Strong knowledge on Advanced Excel, MS Access, etc.
Maintain MIS on all business parameters on daily basis
TCM INFO SERVICES PVT LTD: 1st Aug 2006 – 5th Oct 2011
TCM is a joint participant in the worldwide expanding network of B2B credit management service providers and has rapidly emerged to become Asia's leading credit management organization offering a total solution to all credit management needs.
Department: Business Information Reporting
Designation: Senior Credit Analyst
Job Description:
Preparation of Business Information Reports on Indian and overseas companies.
Analyzing the Financial Condition of the companies.
Analyzing the Credit Worthiness of the companies and give Credit Rating.
Recommending the Credit Limit for the companies.
Checking Legal History of the companies.
Verifying the Financial Statement of the companies with Official Registry Records (ROC) / Indian Corporate Database and Other Database
Collating and interpreting financial data for determining financial performance of the
Companies
Reports on Trend & Forecasting analysis, to provide a future Outlook of the companies.
Awards & Recognition:
Certificate of Enterprising at FGB Bank in 2014
ACE Award for the 2 consecutive quarter for keeping accuracy and consistency, for handling maximum volume with perfect accuracy and consistency at Aditya Birla Finance Limited
Kaizen Certificate for at Aditya Birla Finance Limited
1.Implementation of Client Management System
2.Automation of monthly review on rate of interest.
3.Auto reminder email from emails for renewal of loan accounts.
Education:
EMBA – Indian School of Business Management & Administration, New Delhi, India in Nov 2009
B. Com- Delhi University, India in 2006
Senior Secondary (10th +2) from CBSE Board in 2003
Secondary (10th) from CBSE Board in 2001
Knowledge & Skills:
Having strong problem-solving, analytical & Interpretation skills.
Ability to process large volumes of data into meaningful summaries and presentations.
Can manage time accurately and undertake complex tasks.
Advanced level of MS Office applications especially Excel.
Well versed in all excel related applications.
Able to co-ordinate multiple tasks and meet deadlines under pressure.
Work as a member of the operational team to achieve the business goals and objectives.
Understanding of financial instruments, investment products, fund valuation
Ability to prioritize multiple responsibilities to meet internal and external deadlines.
Ability to build strong relationships with both internal and external clients.
Willing to assume responsibility and take ownership of tasks assigned.
Personal Profile:
Strong communication and presentation skills
Confident and pro-active
Ability to work well within team
Good organization skills
Enthusiastic, motivated and open
Positive, can-do attitude
A desire to learn
Linguistic Proficiency: English, Hindi and Punjabi
Personal Dossier:
Father’s Name: Mr. Ram Sharan Malhotra
Date of Birth: 17th July 1986
Marital Status: Married
Nationality: Indian
Passport No: G0868331
References: Available on request
I hereby declare that the above furnished details are true to best of my knowledge.
Place: Dubai Sameer Malhotra