I'm a double post graduate in Finance with an experience spanning over 14 years most of which is into Customer Service and Back office operations. My strengths are being technology savvy, possessing excellent drafting skills and having a keen eye for detail.
-
Sr. Business Analyst - Hdfc Life, ProductsUpsurge Infotech Mar 2023 - PresentMumbai, Maharashtra, India Handled post issuance product queries of internal stakeholders. +10k emails/year Responsible for the up-to-date recordkeeping of File & Use Deviation documents, Sales Brochures and Sample Policy Documents of all products filed with IRDAI. Provided data compilation support for periodical IRDAI reporting, benefit classification, underwriting classification, ISNP compatibility, Rider compatibility, revision of Commission rates, post-merger inclusion of Exide Life products etc… Performed QC checks on Product Ready Reckoner, an Excel based inhouse tool used for better product query handling Involved in the testing and successful pan-organization launch of TalismaTM Client 12.0 Achieved 90% T Day TAT resolution resulting in TAT revision from T+1 to 4 hours Cross trained a new joiner -
Manager - ComplaintsYes Bank Sep 2022 - Feb 2023Mumbai, Maharashtra, IndiaPart of a 4-member team responsible for handling complaints and queries of Yes Bank customers pertaining to Third Party Insurance Products of Max Life, HDFC Life, Bajaj Allianz Life, Reliance General, ICICI Lombard, Bajaj Allianz General. User of Microsoft Dynamics® 365 Sales (CRM), FinnOne, Flexcube, TalismaTM -
Associate Manager – Service RecoveryHdfc Life Sep 2018 - May 2022Mumbai, Maharashtra, India• Handled missale complaints & escalated requests of Bancassurance sourced policies. Avg vol: 130/month (Sep ’18 – Jun ’19)• Responsible for handling complaints escalated to HDFC Bank MD.• Coordinator to HDFC Bank, which constitutes 60% of LI business. Avg vol: 15k emails/year (Jan ’19 – Present) Responsible for 3 partner specific MIS’ Involved in UAT for syncing partner complaint nos. in our CRM s/w • Missale Aversion process: (Oct ’19 – Present) Solely responsible for this pilot process aimed at retaining customers/reducing complaints by facilitating immediate Sales/Partner outreach on receipt of a complaint. Includes MIS reporting. Awarded ‘Certificate of Appreciation’ for contribution towards the success of the said pilot process Involved in UAT for process automation and incorporation of this pilot process as a SOP for complaints handling Documented this process workflow into a SOP manual• Awarded ‘Employee of the Quarter’ for outstanding contribution in the wake of SARS-CoV-2 lockdown (Q1 FY 20-21) -
Team Lead – Kyc ComplianceScymes Services Pvt. Ltd. Feb 2018 - Sep 2018Mumbai, Maharashtra, IndiaTeam Lead – KYC Compliance (Feb ’18 – Apr ’18)Client: Deutsche Bank India, Corporate & Investment Banking (CIB), Client On-boarding Dept.• Responsible for the reconciliation, procurement & safe-keeping of PAN, Aadhaar card copies & consent letters of all Authorized Signatories of CIB Accounts in compliance with RBI regulations• Solely responsible for a 9-member team & MIS reporting• Responsible for the setup & functioning of a third-party middle office that interfaces between the Client, Relationship Managers & Back Office of the Bank to ensure timely compliance with RBI regulations (Aug ’18 – Sep ’18) -
Service Relationship Manager – Hni, Retail BrokingIifl (India Infoline Group) Oct 2016 - Jun 2017• Part of a pilot process dedicated to handle calls and emails of HNI clients dealing in equities and commodities -
Executive, Customer Service – Central Recordkeeping Agency For The National Pension SystemProtean Egov Technologies Ltd. (Formerly Nsdl E-Governance Infrastructure Ltd.) Jun 2011 - Jul 2015Mumbai, Maharashtra, India• Solely responsible for running an SLA process (PFRDA) having average volumes of 2,000 grievances/month with an achievement of 98% within-the-TAT resolution metrics• It resulted in the process being considered for the company’s successful CMMI level-3 certification• Responsible for weekly MIS reporting to Senior Management• Documented existing policies and process workflows into process manuals and SOPs• Provided on-the-job training to new recruits and cross-trained existing team members -
Analyst, Transfer Pricing, Tax And Regulatory ServicesGrant Thornton Bharat Llp Jun 2010 - May 2011Mumbai, Maharashtra, India• Documentation of Transfer Pricing study reports and Accountant’s Report in compliance with OECD regulations and Section 92 to 92F of Income-Tax Act, 1961• User of CMIE databases – ProwessTM, CapitalineTM & Global databases – AmadeusTM, OsirisTM -
Process Executive – Custody Operations, Trust & Securities Services: Deutsche Bank Operations International Private Limited. Jun 2008 - Nov 2009Mumbai, Maharashtra, India• Provided back-office support for trade settlements of Deutsche Bank’s Spain Domestic Custody operations• Handled settlements of fixed income, equity and cross-border trades on a T+2 settlement cycle• User of banking applications – DBTraderTM, SWIFT MessageViewTM and EuclidTM (Euroclear trade settlement s/w)
-
Intern – Indirect Tax, AdagJoshi, Nair & Associates Apr 2006 - Sep 2006Mumbai, Maharashtra, India• Documentation for Sales Tax Assessment• Issued Statutory forms (C, E1, E2, F & H) as per CST and MVAT• User of SAP (FI-MM-CO) modules• Successfully salvaged the client from severe ex-parte penalties
Benjamin T. Education Details
-
Sydenham College Of Commerce & Economics, Churchgate, MumbaiMaster Of Commerce -
Sydenham College Of Commerce & Economics, Churchgate, MumbaiDistinction -
Cosmopolitan'S Valia College Of Commerce, D.N. Nagar, Andheri (West), MumbaiDistinction -
Vidya Vikasini English High School, Vasai (East), ThaneGrade 8 To 10 -
St. Anne'S High School, Orlem, Malad (West), MumbaiKinder Garden To Grade 7
Frequently Asked Questions about Benjamin T.
What company does Benjamin T. work for?
Benjamin T. works for Upsurge Infotech
What is Benjamin T.'s role at the current company?
Benjamin T.'s current role is ....
What schools did Benjamin T. attend?
Benjamin T. attended Sydenham Institute Of Management Studies And Research Enterprenureship Education, Sydenham College Of Commerce & Economics, Churchgate, Mumbai, Sydenham College Of Commerce & Economics, Churchgate, Mumbai, Cosmopolitan's Valia College Of Commerce, D.n. Nagar, Andheri (West), Mumbai, Vidya Vikasini English High School, Vasai (East), Thane, St. Anne's High School, Orlem, Malad (West), Mumbai.
Who are Benjamin T.'s colleagues?
Benjamin T.'s colleagues are Rambachan Rajbhar, Mrinal Patane, Richa Gupta, Priyanka Jain, Sanjukta Behera, Shivani More, Wasique Memon.
Not the Benjamin T. you were looking for?
-
Benjamin T
Padi Freediving Instructor |Spearfishing Instructor | Scuba Divemaster At Temple AdventuresPuducherry -
-
-
-
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial