Benjamin T. Email & Phone Number

Mumbai, 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

Mumbai, Maharashtra, India

Part 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

Mumbai, 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)

Mumbai, Maharashtra, India

Team 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)

• Part of a pilot process dedicated to handle calls and emails of HNI clients dealing in equities and commodities

Mumbai, 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

Mumbai, 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

Mumbai, 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)

Mumbai, 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

Master'S Degree, Master Of Financial Management, Distinction

Master'S Degree, Master Of Commerce

Bachelor'S Degree, Banking And Insurance, Distinction

Activities and Societies: Volunteered for organizing Brouhaha (Annual College Event), part of Sydenham Banking & Insurance Society.

High School, Commerce, Distinction

Activities and Societies: Participated in Essay Writing competitions

Grade 8 To 10

Activities and Societies: Bagged several prizes in Singing and Debates

Kinder Garden To Grade 7

Activities and Societies: Bagged several prizes in Singing and Elocutions