Ashutosh Pathekar Email & Phone Number

Madhya Pradesh, India

Dubai, United Arab Emirates

• Manage the end-to-end finance operations of an insurance brokerage, ensuring accurate and timely execution of tasks.
• Generate and process invoices for clients, meticulously tracking payment details and ensuring alignment with contractual agreements.
• Map payments received to the appropriate policies and reconcile any discrepancies, maintaining accurate financial records.
• Oversee the policy issuance process, including thorough verification of KYC documents and compliance with anti-money laundering regulations.
• Conduct comprehensive KYC and anti-money laundering checks for new and existing clients, ensuring compliance with regulatory requirements and minimizing risk.
• Handle endorsements for group medical and general insurance policies, accurately updating policy details and communicating changes to clients and relevant stakeholders.

Dubai, United Arab Emirates

• Performing compliance check for the customer to make sure no suspicious transaction is happening.
• Verifying all the documents and performing Anti Money Laundering checks.
• Responsible in checking and approving relevant documents due for policy validation and send them to underwriters.
• Coordinate with underwriters to ensure prompt actions are taken on the validation processing.
• Release issued policies to insurance advisors and managers.
• Issuing Payment verification code after verifications of all the valid payment documents.

Indore, Madhya Pradesh, India

• Provide exceptional customer service to clients, ensuring all interactions are handled professionally and meet or exceed performance metrics.
• Strive for good customer satisfaction and experience by addressing inquiries, resolving issues, and providing accurate information on every call.
• Adhere to quality guidelines set by the client to maintain high standards of service delivery and meet customer expectations.
• Meet and exceed client-mandated KPIs, demonstrating a commitment to performance excellence and contributing to team and company success.
• Continuously improve performance by actively participating in feedback sessions, coaching sessions, and training programs offered by the organization.
• Maintain strict confidentiality of all login credentials and passwords, both internal and external, to ensure data security and protect client information.

Mauritius

• Collect quantitative and qualitative data from marketing campaigns, analyzing and interpreting the results to identify trends, insights, and areas for improvement.
• Conduct market analysis and research on competition, gathering relevant information to help the marketing team make informed decisions and develop effective strategies.
• Provide daily administrative support to the marketing team, assisting with tasks such as scheduling meetings, managing calendars, and organizing files and documents.
• Assist in marketing and advertising promotional activities across various channels, including social media, direct mail, and web platforms.
• Collaborate with the marketing team to prepare engaging and informative promotional presentations, ensuring alignment with brand guidelines and marketing objectives.
• Help distribute marketing materials, both digital and physical, to target audiences and potential customers.

Indore, Madhya Pradesh, India

• Handle all financial transactions of the school, including fees collection, vendor payments, and other expenses.
• Maintain accurate and up-to-date accounting records.
• Prepare financial reports and statements for the management's review.
• Process payroll for school staff, ensuring accuracy and timely payments.
• Deduct appropriate taxes, insurance, and other deductions as per regulations.
• Maintain employee payroll records and handle related queries.

Post Graduation Diploma In Management, Finance And Marketing

Bachelor Of Commerce - Bcom, Computer Applications

12Th, Commerce