May 2022 – Jul 2025 · 3 yrs 2 mos

• Manage team leaders and and agents ;. Conduct regular training , review meeting
• Drive issuance strategies , moniter performance & implement corrective action
• Ensure compliance with audit , sequrity & process standard
• Identify and drive process improvements for better issuance outcome
• Act as the primary point of contact for vendor management and performance reviews.
• Conduct weekly and monthly governance reviews with vendor leadership to assess performance, process gaps, and improvement plans
• Partner with vendor HR/Training teams to ensure consistent agent quality and productivity.
• Partner with workforce management teams for forecasting, scheduling, and resource alignment.
• Identify process gaps through trend analysis and customer feedback; drive continuous
• Follow up with the internal team for smooth issuance of login business

Dec 2021 – May 2022 · 5 mos · Mumbai, Maharashtra, India

• Policy Servicing

Jul 2021 – Dec 2021 · 5 mos

• managed 4 Branch with (~8 Team Members for Operation and other branch related activities)
• Handle daily insurance processes such as policy issuance, renewals, claims, and payouts.
• Ensurre quality standards & Target achievement in branch operations
• Oversee all daily branch operations to ensure efficiency and excellent service.

Jun 2017 – Jul 2021 · 4 yrs 1 mo

• policy issuance for banca assurance and policy

Mar 2017 – Jul 2021 · 4 yrs 4 mos

• As the Single Point of Contact (SPOC) for the branch for Operations related requirements
• Handle daily insurance processes such as policy issuance, renewals, claims, and payouts
• Ensure accurate documentation and record-keeping to avoid discrepancies in processing.
• Support sales and Partner teams by facilitating smooth operational workflows
• Validate customer details (including middle name, KYC, etc.) to prevent inaccurate processing
• Assist in risk management by implementing maker-checker processes for all transactions
• Coordinates with Internal department for smooth issuance process
• Manage logistics coordination , Vendor follow ups , attendance followup and post event documention
• Manage the travel booking Including fight, Hotel visa coordination & Transportation
• Coordinates with Internal stakeholders to ensure smooth execution of pan India and occasional international events
• Work with travel partner to ensure timely and cost effective travel arrangements
• Track Travel ticket expenses , prepare Mis & support travel cost optimization
• Maintain strong working relationships with event vendor , logistics partner , hotel & travel agency
• Track Vendor performance and ensure on timely deliveries and support to contact
• Coordinates billing , Invoice verification & documention for all travel vendor

Nov 2015 – Mar 2017 · 1 yr 4 mos · On-site

• branch operations

Nov 2015 – Mar 2017 · 1 yr 4 mos

• Manage the day-to-day operations of the branch.
• Analyze and resolve operational issues proactively.
• Coordinate with Underwriting ,New Business, Finance team for smooth issuance of cases
• Meet performance targets and deadlines
• Maintain branch safe & secure working environment.
• Maintain Branch Asset register & amc renewal on timely basis
• Manage Vendor negotiation , contacts , and relationships ( Stationary , House Keeping, Sequrity IT support Etc )
• Support HR department for completing joining formalities for new employee
• Implement , Maintain & Moniter administrative police and procedures

Apr 2015 – Nov 2015 · 7 mos · Mumbai, Maharashtra, India · On-site

• operation Executive

Apr 2015 – Nov 2015 · 7 mos

• Review & verify client documents ( Id & address Proof , Financial documents and other supportive documents)
• Collaborate with Internal Department for issuance resolution
• Escalated suspicious transition to the compliance team
• Ensure adherence to local and global kyc / aml regulations & internal policies
• Assist in risk management by implementing maker - checker process for all transactions
• Schedule medical appointment for all the book business

Jun 2010 – Apr 2015 · 4 yrs 10 mos · Mumbai, Maharashtra, India · On-site

• new business