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VINEETA AGARWAL
JOB OBJECTIVE
Seeking middle level assignments in Process Transition / Operations Management / Treasury Management / Underwriting / Investment Banking with an organization of repute in Banking / Insurance / Financial Services sector, Preferably in Mumbai / Pune/ Overseas
PROFILE SUMMARY
· A competent professional with over 7 years of experience in:
Process Transition & Enhancement Reporting & Documentation Training & Development
Risk Management Team Management Statutory Compliance
· MBA (Finance) from Narsee Monjee Institute of Management Studies; skilled in handling geographically distributed multidisciplinary team & arbitrated discussions and conducting quality or compliance checks to
ensure operational enhancements
ensure operational enhancements
· Proven abilities in formulating budgets, implementing systems or procedures for quality checks, conducting financial analysis and preparing key reports to exercise internal control in Insurance & Risk Management sector
· Proficient in managing various functions for running successful business operations & developing procedures and service standards for business excellence
· Sound understanding of Internal Accounting Systems (Eclipse & NBAS), File maker Application and Microsoft Office (Excel, Word & Outlook) as well as their applications in private sector
· Team leader with strong communication, analytical and organizational skills
CORE COMPETENCIES
Financial Planning & Management
· Conducting internal audits, evaluating internal control systems with a view to highlight shortcomings
· Looking after the implementation of various innovative initiatives in training programs by coordinating with team members to take corrective actions for quality checks
Team Management
· Leading, training & monitoring the performance of team members to ensure their operational efficiency and achieving individual as well as group targets
· Refresher trainings are conducted for team on periodic basis through PowerPoint presentations and also process manuals are prepared for their easy reference on shared drive
· Tests are conducted after refresher trainings to assess the understanding of team
· Coordinating the performance of team members to ensure efficiency & meeting of targets
· Creating and fostering a healthy environment which facilitates high performance of team members and accomplishments of organisational goals
Customer Relationship Management
· Providing customer support by answering queries & resolving their issues, ensuring minimum TAT
· Client Delight – Constantly look for opportunities to delight the client and deliver on the same.
· Knows whom to contact about particular client or issues (e.g. has contacts in overseas offices and other business areas) beyond the team contacts
· Ensuring:
o Adherence to the Willis service standard
o Ongoing, sustainable and dynamic relationships with Clients whilst managing their expectations that clients are informed about material issues and take pre-emptive action as appropriate
· Delivering regular and on-going Client communications to Team
ORGANISATIONAL EXPERIENCE
Since Aug’06 Willis Processing Services, Powai, Mumbai as Senior Associate
Growth Path:
Aug’06-Apr’09: Associate
Since Apr’09: Senior Associate
Role:
· Transition which involves Preloading and Backloading of risks of different Class of Business, looking at last years slips and endorsements (if any) and generating MRC's in conjunction with overseas counterparts.
· Ensuring that MRC document is delivered to account handler within defined SLA and in accordance with client’s need and pre-renewal process standards.
· Analysing & preparing reports on business unit knowledge
· Single point of contact (SPOC) for common activities / deliverables of the team
· Conducting quality checks and audits to ensure that the team is adhered to internal & external regulations
· Organising training for team members and measure its effectiveness.
· Attending calls with stakeholders to understand their expectations, provide feedback & reports and resolve their queries or escalations
· Coordinating with global teams to discuss & solve problems with team management
· Working on development techniques with a key emphasis on process related aspects such as time consumption, query minimization and other technical issues
· Understanding client’s requirements as per pre-set SLAs with calibration process
· Devising BU policies & procedures to maximize output
· Regular interaction with counterparts for smooth process of work
· Resolving system issues and helping team members with the same
· Maintaining daily deadlines & assuring the completion of same within the stipulated time
· Demonstrating outstanding behaviour of Willis Values which includes Integrity, Advocacy, Teamwork, Passion and Courage
· Capability to manage team in the absence of Team Leader
Highlights:
· Bagged R & R Award for outstanding service & team work in 2012
· Awarded with Spot Prize for outstanding work and timely completion of assignments before scheduled deadlines
· Imparted training to new employees and coordinated with various clients by resolving their queries
· Received appreciation for bringing about process improvement in the system and coming up with innovative ideas
· Merit of introducing & implementing process improvement initiatives to reduce cost & manpower
· Served as fun committee coordinator in my team for past 6 months for arranging events or any other fun activity within the team
· Attended Company Compliance, Anti-Money Laundering, Sanction, FSA, Communication & Presentation skills & Time Management training programme
TECHNICAL SKILLS
· Well versed with Internal Accounting Systems (Eclipse & NBAS), Filemaker Application, Exari, IBS, Microsoft Office (Excel, Word , Powerpoint & Outlook), Lotus Notes, Windows, Citrix and Internet Applications.
LICENSE
· Received License from IRDA to work as an Insurance Agent in 2004.
EDUCATION
2013 MBA (Finance) from Narsee Monjee Institute of Management Studies, Vile Parle, Mumbai
2006 B.Com. (Banking & Insurance) from KET’s V.G. Vaze College
2003 12thfrom KET’s V.G. Vaze College
2001 10thfrom S.E.S High School
· MBA (Finance)
ey Electives:
- Commercial Banking - Includes Prudential Norms of Banks, Financial Products and Services.
- Portfolio Management – Includes Fundamental and Technical Analysis
- Insurance and Risk Management
- Future, Options and Risk Management – Includes Derivatives, Mechanism and Trading strategies.
PERSONAL DETAILS
Date of Birth: 13th December 1987
Address: A /309, Shree Satya Shankar Residency, Adjacent to Uni-abex, Off Ghodbunder Road, Manpada, Thane (W) - 400607
Languages Known: English, Hindi, and Marathi & Marwari
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