Sep 2015 – Jun 2016 · 9 mos · Kolkata Area, India

•  Maintain attendance of all the employees in the HUBs on monthly basis.
•  Prepare various MIS Reports – HUB and city performance report on daily, weekly, fortnightly and monthly basis, Pickup versus manpower utilization on daily basis, Pickup versus fuel consumption, Pickup versus Incentive and Over Time.
•  Monthly reports of Joined/ Left/Resigned Employees, Monthly Attrition reports, HR Budgeting, Exit Analysis & Preparing Monthly CTC master & Control over the master file.
•  Salary Invoice payment to HR Agency including Deducting amount in the unplanned expense at the time of payment and adjust extra pay and ensure correct salary is paid as per the package .
•  Handset and SIM Tracking – deactivation of SIM in case of lost, ensure timely bill payment, keep bill amount with in the limit and adjust with salary in case of over bill issue.
•  Prepare monthly budget, track of all expenses like Petty Cash, Inventory level and ensure proper utilization to keep HUB cost at predetermine level.
•  Updating and maintenance of employees personnel file, Employees Grievance Helpdesk Queries Handling & Tracking
•  Asset allocation to employees - Records of assets and stationary issued to employees, Uniform, ID card, Bag, Mobile, and SIM.
•  Ensure proper utilization HUB asset, take corrective measure to reduce depreciation at minimum level, maintain and tracking asset register at regular interval.
•  Consolidating Reconciliation Report of COD and General Pickup.

Feb 2015 – Sep 2015 · 7 mos · Greater Kolkata Area

•  Prepare MIS to inform the senior management about prevalent business status.
•  Compile data, organize files, and store relevant confidential information.
•  Co ordination and follow-up with sales team and channel partners to addressing their different queries, feedback and complaints.
•  Coordination on pre & post sales activities with customers and internal sales team.
•  Co ordination through calls, mails, and escalations as well as liaison between operations & sales.
•  Prepare location wise Inventory availability, requirement and follow-up ageing stock at regular interval.
•  Prepare and issue of Incentive and C.N. for sales team and partners.
•  Prepare Transfer Order, Sales order and follow-up delivery status.
•  Payment follows ups with channel partners and documentation of relevant documents.

Aug 2014 – Feb 2015 · 6 mos · Kolkata Area, India

• Insert customer and account data by inputting text based and numerical information from source documents within time limits.
• Compile, verify accuracy and sort information according to priorities to prepare source data for computer entry.
• Review data for deficiencies or errors, correct any incompatibilities if possible and check output.
• Apply data program techniques and procedures.
• Generate reports, store completed work in designated locations and perform backup operations.
• Timely processing of files and ensure highest level of standard.
• Prepare MIS to inform the senior management about prevalent business status.
• Compile data, organize files, store relevant information require and keep information confidential.

Oct 2008 – Jul 2014 · 5 yrs 9 mos · Greater Visakhapatnam Area

• Quality check, calculation of premium and processing of General (Health and Personal accident) and Life insurance proposal documents both fresh and renewal on a daily basis with efficiently and within the defined TAT.
• Verifications of all kind of documents for both General (Health and personal accident) and Life insurance claim.
• Processing General (Health and personal accident) and Life insurance claim, keep tracking all claims status and inform customers for further documentations if required.
• Timely manage cash, cheque and D.D. Pickup, resolve Banker Issue and other Banking function.
• Manage client request and processing Surrender request, Reinstatement of policy, Loan request and other POS.
• Coordination and management of both internal and external audit.
• Ensure the branch’s compliance and adherence to prevalent quality check guidelines, achieve desired quality levels in processing at each and every stages.
• Ensuring accuracy of data captured in the system & adhering to quality standards & norms.
• Preparation of PPP and arranging training programme.
• Interact with internal & external customers, Corporate Clients and sales team to addressing their different queries, feedback and complaints.
• Handle a team of five (5) members.
• Ensuring delivery within TAT.
• Handle different query and coordination between different departments through calls, mails, and escalations.
• Liaison between operations & sales.
• Input customer data and forward the same to HUB for processing.
• Compile data, organize files and store relevant information required to conduct everyday business at the branch office.
• Timely processing of files and ensure highest level of standard.
• Prepare MIS to inform the senior management about prevalent business status.
• Provide appropriate investment solution to customers.
• Counseling customers on claim procedure, Revival, Surrender request. Loan and other P.O.S.