Post Graduate Diploma in Banking and Finance
General Banking Operations, Financial Products, Banking Maths, Basic Accounts, Basic Computers, Project Submission, Selling Skills, Professional Banking Communication, Insurance, Asset Banking, Derivatives, Power Point Marketing of Financial Products, Banking Law, Customer Service, International Trade Finance, Financial Advisory
Certificate of Associated Persons in the Securities Markets
Mutual Fund Series V-A: Distributor's Module
Batchelor of Commerce
Distance Learning Mode
commerce with maths stream
Work & Experience
Provide support/inputs to superior in jobs related to the department, to help attain maximum level. Handling customer queries, booking of FD and loan deals, dealing with the security documents like Indemnity bond, sanction letter etc. Managing the main operations of majority of Bank’s customers, and provide services like Bank guarantees, Import/ Export payments(A1& A2), various Trade Finance activities like COB, L/C, GR waiver, BOE and so on Manual file sharing, Data Entry and other paper work
Managed billing and compliance by reconciling the balances. Worked in service department by maintaining and preparing all the documents related to policies maintaining and creating record in the system and also generating the certificates of client from general insurance company portal. Prepared proposals of the client in excel by generating the quotes of the client from life insurance company portal according to the mentioned particulars of the client in underwriting. Worked in accounting department at Manoj Sangeeta and Associates (client Epoch Insurance Brokers Private Limited) by passing sales and purchase entries in Tally, applying features of Tally using shortcut keys and generating GST returns from GST portal from 14th October 2019 to 31st December 2019. Maintaining data in excel sheet from remuneration invoice of insurance companies and also verifying the GSTIN of insurance companies from GST portal. Maintaining bank payments, receipts and conveyance and journal vouchers and updating expense sheet.
Provide expertise or general claims support by reviewing, researching, investigating, negotiating, processing and adjusting claims Analyze and identify trends and provide reports as necessary Consistently meet established productivity, schedule adherence and quality standards Ability to thouroughly review, analyze and research complex health care claims in order to identify discrepancies, verify pricing, confirm prior authorizations and process them for payment.
Business Development Associate
Managing the sales with tagged Independent Financial Advisors Developing the business of Franklin Templeton Asset Management Investments Limited in the designated region for managing the designated distributors Providing assistance by resolving the complaints and disputes of Unit Holders under the ARN code of designated distributors Meeting the existing distributors for mutual fund sales.