Ankit Verma Email & Phone Number

Delhi, India

New Delhi Area, India

Data Analysis & IRDA Reports Filing• Preparing & verify the Quarterly IRDA report in specified Format.• Filling IRDA reports on IRDA portal on quarterly Basis.• Coordinating with IT & arranging the Dumps & reports with required fields required time to time.• Business Analysis reports required by the management, Dash Boards, Monthly MIS.• Companies Wise & Product Wise, Channel Wise, Corporate & retail Wise, Zone Wise.Issuance of GI Transaction Pan India Basis• Requirements & implementation of specified formats from the New Insurer or tie ups.• Reconciliation of CD Balance of insurer in regard to Discounting provided over & above their rates.• Prioritize & Assign the Work to respective team member, as in company wise, Chanel wise• Coordinating with principle company for Business MIS's, Make sure that the MIS will received with in the TAT & other issues related to required fields & formatResolving Discrepancies & Escalations• Handling the critical cases as in where the business is not reflecting in our code, Endorsement Cases, discrepant cases in W/M.• Monitoring the TAT of issuance process, Sent reminder as per the specified process, before cancellation required the confirmation from insurer.General Insurance IT- Projects• Co-ordinate with the IT team for the requirement of GI Projects.• Co-ordinate with IT team for any Hurdles & updation in the software as in issuance & other Project.• Co-ordinate for Motor Online Integration with principal companies & Bajaj Capital IT Department • Co-ordinate with principal companies & our Legal department for the completion of online Sales Agreements• Tie up and negotiate on Terms & conditions between insurance companies & Bajaj Capital legal department for the finalization of Legal Agreement.General insurance -Contests• Prepare Contest updates time to Time as per the requirement of the contest.• Distribution of Prizes with the concern of Seniors.

New Delhi Area, India

Achieve sales targets and providing Customer serviceRelationship Management for a Portfolio of customersResponsible for Cross Sell & enhancing relationship with existing customersCustomer service to ensure walk in customers issuesSelling of Investment products like Mutual Fund, Insurance & Current account & Saving accountManaging Operations like A/c opening, Fixed Deposit, Lockers, and Forex etcDeepening of existing Current account & saving account relationshipsGeneration of referrals from internal databaseReport Generation & filingEnhance the value of existing accounts of Current account & saving account customers. Retention of accountsReview all critical reports, monitor cash levels, fraud control, etcBranch administration & ATM (onsite) managementBranch Operations and Audit Compliance

New Delhi Area, India

Execution of daily activities such as preparing daily MIS, coordinating the daily commercial activities, tracking business development etc.Providing training and sales support to all 8 business locations of clusterInsuring healthy relationship between Head office - Branch Managers - ExecutivesResolving grievances & discrepanciesRegular assessment of service structure & delivery with the objective of reducing Service GapsDevelopment and Monitoring of complaint tracking system for all over India.Timely Reporting of ACS to respective concerned internal departments.Daily MIS for Policy renewals all over India.

New Delhi Area, India

IRA (Individual Retirement Account) monitoring, It’s similar to pension plans that we have in India. In US it’s compulsory to have an IRA if a person has an earned income and is within the required age limit.Changing and correcting the codes of accounts as per IRS (Internal Revenue Services) Rules.Demographic ChangesAccount maintenanceSpecial up-gradations