Processing & Operation Executive (CPA) - ICICI Prudential Life Insurance Co. Ltd. - Sri Ganga Nagar
(2007-10 - 2008-06)
Back-End Processing
- Scrutiny of proposal forms
- Preparing MIS reports & other statements with a view to apprise management of the operations
- Data Entry for scheduling & Life Asia
- Underwriting Non-Jet cases up to 5 lack
- Underwriting Branch & Spoke STP Cases & follow up for pending rejections
- In Basics underwriting follow these terms professional qualification, medical examination Chart, Validity of Medical Reports, Financial Underwriting, need for income Documents & Advisor & Client Confidential Report
- Client updation in Life Asia AS-400
- First Premium & Renewal receipting
- Scrutiny of Agency Forms (DOPS) Maintaining Advisor Details in AMS (Agency Management System)
- Policy servicing (Policy sent and returns tracking.)
- File maintenance in Branch. (New business & all branch service, pan card updating)
- Shooting Medicals & Trigger them
- EOD process, Ops target developing process & check list and maintaining Sigma Level
Operations Executive (CCE) - Reliance Life Insurance Co. Ltd. - Raisinghnagar (Dist. Sri Ganganagar)
(2008-07 - 2009-05)
All Operations activities done
- Scrutiny & Underwriting of proposal forms
- Data Entry in Life Asia & scheduling
- Servicing done all types e.i. Financial, Non-Financial (Fund switch, Redirection, Transfer) handling Policy servicing (complaint, request) & continuous follow up resolving queries
- In case of trigger medical, create LTRF & continuous follow up for done medical cases
- Scrutiny of Agency Forms (ARF) Maintaining Advisor Details in INSURE Connect (PAL System)
- Advisor's requests & his queries & handling to resolving are problems
- All Admin work done at branch. Maintain all Assets & Goods at branch Level
- Full Control of housekeeping work done at branch
- Maintain All stored data in Branch. (New business & all Service's,)
Relationship Manager - HDFC BANK LTD - SriGanganagar & Kesrisinghpur (Dist. Sri Ganganagar)
(2012-12 - 2019-06)
Building and maintaining relationships with clients and Key personnel within customer companies
- Lead by setting a good example (role model) – behavior consistent with words
- Sourcing & Login case & proper follow up the end of disbursement after sanction the case
- Handing Large Farmers & provide all facilities. NEFT/RTGS & fund transfer
- Handling a healthy Portfolio, proper control on housekeeping items (LAD, CAM, PDD etc.) timely submitted all Call memos (CAM) & renewed before six months, PDD closed within 30 days bucket
- Selling an additional product or service to an existing customer. In practice, businesses define cross-selling in many different ways. In cross sale product sale Gold Loan, Twowheeler Loans, Car Loans, personal loans etc. Initiate in all liabilities & Assets Drives & generate all cross sale leads in CRM Nxt, Booked FD's & RD's in large No's & amount. Maintain & mobilized CASA in regular basis. Open & Lead generate of SB accounts & CA accounts in system
- Team Handling for source and convert business in system
Branch Manager - ICICI BANK LTD - RAISINGHNAGAR (Dist. Sri Ganganagar)
(2019-08 - 2024-11)
Responsible for the administration and efficient daily operation of a full-service branch office, including lending, product sales, customer service, and security and safety in accordance with the Bank's objectives. Enhance and contribute in the growth of the company through Business Development. Direct all operational aspects including distribution operations, customer service, human resources, administration and sales
- Assess local market conditions and identify current and prospective sales opportunities
- Develop forecasts, financial objectives and business plans at 360-degree focus
- Bring out the best of branch's personnel by providing training, coaching, development and motivation
- Locate areas of improvement and propose corrective actions that meet challenges and leverage growth opportunities
- Share knowledge with other branches and headquarters on effective practices, competitive intelligence, business opportunities and needs
- Address customer and employee satisfaction issues promptly
- Adhere to high ethical standards and comply with all regulations/applicable laws
- Network to improve the presence and reputation of the branch and company
- Stay abreast of competing markets and provide reports on market movement and penetration
- Use banking tools to help growing business like Power BI, CRM Nxt, Campaigns & triggers
- Lead by setting a good example (role model) – behavior consistent with words
- Sourcing & Login case & proper follow up the end of disbursement after sanction the case
- Handing Large Farmers & provide all facilities. NEFT/RTGS & fund transfer
- Handling a healthy Portfolio, proper control on housekeeping items (LAD, CAM, PDD etc.) timely submitted all Call memos (CAM) & renewed before six months, PDD closed within 30 days bucket
- Selling an additional product or service to an existing customer. In practice, businesses define cross-selling in many different ways. In cross sale product sale Gold Loan, Twowheeler Loans, Car Loans, personal loans etc. Initiate in all liabilities & Assets Drives & generate all cross sale leads in CRM Nxt, Booked FD's & RD's in large No's & amount. Maintain & mobilized CASA in regular basis. Open & Lead generate of SB accounts & CA accounts in system
- Team Handling for source and convert business in system
Branch Manager - Yes Bank LTD - Sangaria
(2024-12 - 2025-12)
Retail Branch Banking
