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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 12th
from KET’s V.G. Vaze College
2001 10th
from 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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