Pooja M L

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.

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)

B COM - Commerce - Maharaja's College Mysore (2018)

PUC - G.G.P.U College Tiptur (2015)

SSLC - S.M.A.H.S Tiptur (2013)