Resume for Pankaj K. for Business Analyst / Banking in Sofia, Bulgaria
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Skype ID: PankajIndia
< A result oriented professional with . years of qualitative experience in the Insurance and BPO
< Suggesting the clients the various policies according to their needs. Resolving/ addressing client
< Building and maintaining healthy business
relations with high net worth and corporate
clients, ensuring high customer satisfaction
matrices by achieving delivery & service
< Responding to customer issues on a daily basis
and resolving their queries.
< Followingup with clients with activities like
complaint resolution, query/ instruction pre
processing, suggest opportunities for
< Providing pre sales’ support to marketing/ sales
team. Making quotations for big corporate clients and involved in scrutinizing & accepting proposals.
Ensuring adherence to process targets & goals.
< Preparing & compiling various weekly/
monthly MIS reports pertaining to process and
< Handling procedures for underwriting various insurance products.
< Preparing policies, post thorough calculations
and subsequently issuing policies.
< Managing claims for life, health, accident and
disability, reassessing them regularly & making
recommendations for the settlement of claims.
< Ensuring all enquiries & payments are dealt
with quickly, keeping the files and documents
< Managing customer centric operations & ensuring customer satisfaction by achieving service quality
< Attending clients individuals/ corporate
clients concerns & complaints and
undertaking steps for effectively resolving
< Interacting with the customers to gather their
feedback regarding the products’ utilities.
< Maintaining cordial relations with customers
to sustain the profitability of the business.
Providing training to Insurance advisors.
// Independent Currency trader.
Jul’May ’ at Reliance Life Insurance Co. Ltd., Udaipur as Assistant Branch Service Manager
< Handling branches of RajasthanOperations.
< Implemented a new process in Reliance for automated tax certificate.
Nov’Jul’ at TataAIG Life Insurance Co. Ltd., Jhunjhunu as Branch Operations Incharge
< Handling the overall administrative and operational work of the branch and motivating the team.
< Received Super Achiever Award for issuance of the proposals the issuance crossed Rs. lacs mark in
Nov’Nov’ at XL India Business Pvt. Ltd., Gurgaon as Process Specialist
< Handling the “UK Primary” business i.e. premium of below , pounds.
< Provide support to the London Casualty
Department through the analysis of
submissions on large and complex
Nov’Oct’ at ICICI Prudential Life Insurance Company Ltd., Ajmer & Udaipur as Underwriting
and Finance Executive
< Accountable for:
o Branch underwriting of cases up to
o Risk handling.
o Audit of branches’.
o EOD & BOD reconciliation.
o Maintenance of Sigma.
o Coordination with sale for operation
o Handling overall operations &
o Recruitment of advisors, DOPS process.
< Implemented a new process in Reliance Life Insurance co. Ltd for automated tax certificate.
< Migrated three processes from London, received training in London for three weeks ////
XL India Business Pvt. Ltd
< Completed Cross Cultural Training conducted by Holistic Training Solutions Pvt.Ltd. held at Gurgaon on
< Received: ICICI Prudential Life Insurance Company. Ltd
o Howzatt Award for going beyond the call of duty.
o Underwriting limit Lacs on April.
o Lacs Limit on August Non Medical.
o Lacs SM Limit Medical on
November. Medical Training granted in
Mumbai for one week.
< Promoted to Associate on Jun’.
< Handled Ajmer, Udaipur and Jodhpur
branches on various occasions. ICICI Prudential Life Insurance
< MBA Finance & Marketing from Rai Business School New Delhi .
< Graduation Commerce from Mohanlal Sukhadia University, Udaipur in .
< H.S.C from C.B.S.E Board .
< S.S.C from C.B.S.E Board .
< MS Word, MS Excel & MS PowerPoint
< Completed Mind Power Course from Udaipur Chambers Raj Bapna.
< Represented Rajasthan in National Level
Cricket Championship U Cooch Bihar
< Played guitar in All India Radio.
o Yellow Belt in Taekwondo from Sikkim
o Top ten percent performance in All India
Accounting Association Test.
Date of Birth : th May,
: Jk Strelbishte, Ul. Zlatishki Prohod, Bl. A, Vh.V, Et. , Ap,
Status in Bulgaria EU : Permanent ResidentBulgaria
Nationality : Indian
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