Pooja M L
Finance and Audit professional with 6 years of experience in bank audit, statutory audit, taxation, and insurance operations
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About
Finance and Audit professional with 6 years of experience in bank audit, statutory audit, taxation, and insurance operations. Currently pursuing CA Intermediate, with hands-on exposure in KYC compliance, GST, TDS, MIS reporting, and financial documentation. Seeking opportunities in bank audit / internal audit / compliance roles where strong analytical and regulatory knowledge can be utilized.
Experience
Paid Assistant - KS Sadashiva & Co CA - Mysuru
(2025-05)
Recruitment Manager - HDFC Life - Mysuru
(2022-05 - 2025-05)
- Handled customer onboarding, policy issuance and documentation verification
- Processed life insurance proposals, endorsements, renewals
- Ensured KYC compliance as per IRDA & company guidelines
- Coordinated with sales team, underwriting and branch staff for smooth policy processing
- Managed premium collections, receipts and follow-ups with customers
- Handled policy servicing requests – address change, nominee change, fund switch, etc.
- Resolved customer queries and grievances through calls, emails and in-person support
- Maintained policy records, client files and MIS reports
- Assisted in monthly business reporting and performance tracking
- Ensured 100% accuracy and confidentiality of customer financial data
- Experience in HDFC Life Insurance handling policy processing, customer servicing, documentation, compliance and financial transaction
Accountant - Mysore E cart Enterprises - Mysore
(2021-02 - 2022-04)
Article Assistant - Vikas Kochhar & Associates CA - Bengaluru
(2019-02 - 2020-08)
Education
B COM - Commerce - Maharaja's College Mysore (2018)
PUC - G.G.P.U College Tiptur (2015)
SSLC - S.M.A.H.S Tiptur (2013)
