Julie B Jacob

Julie B Jacob Email and Phone Number

Senior Manager @ Open Financial Technologies | Learning & Development| Psychotherapy @ Open Financial Technologies
bangalore, karnataka, india
Julie B Jacob's Location
Bengaluru, Karnataka, India, India
Julie B Jacob's Contact Details

Julie B Jacob work email

Julie B Jacob personal email

n/a
About Julie B Jacob

At Open Financial Technologies, my role as Senior Manager Operations marries over a decade of diverse expertise with a passion for driving operational efficiency and fostering inclusive learning environments. Previously leading Learning & Development, I mastered curriculum design, ensuring our programs resonated with diverse audiences. My commitment remains unwavering: to cultivate an ecosystem where continuous learning propels both individual and organizational success, anchored in trust and value.

Julie B Jacob's Current Company Details
Open Financial Technologies

Open Financial Technologies

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Senior Manager @ Open Financial Technologies | Learning & Development| Psychotherapy
bangalore, karnataka, india
Website:
open.money
Employees:
177
Julie B Jacob Work Experience Details
  • Open Financial Technologies
    Senior Manager Operations
    Open Financial Technologies May 2023 - Present
  • Open Financial Technologies
    Senior Manager Learning & Development
    Open Financial Technologies Dec 2021 - Jul 2023
    Bangalore, India
  • Kreative Adhyayana (Grins & Giggles Preschool & Daycare)
    Ceo & Managing Partner
    Kreative Adhyayana (Grins & Giggles Preschool & Daycare) May 2012 - Mar 2020
    Bengaluru,India
    A bootstrapped boutique firm which specialised in providing preschool education, childcare services, psychotherapy, counselling, and training. Grins & Giggles which was the name of our preschool & childcare services specialised in curating learning curriculum to meet unique needs of each child enrolled with us. Led the business development initiatives, branding and marketing of the school, and increased the business thereby meeting our operational cost within 6 months of business set-up. Expanded the business by starting a new branch in Bangalore within 5 years of operations. Engaged with K12 schools for partnership, delivered different workshops on parenting, inclusive learning, and care, creating boundaries to parents and partner schools in partnership with external trainers and facilitators. Driven the business to a profitable one at the end of the 3rd year of operations.
  • Ing Vysya Life Insurance
    Sr Manager-Business Change & Delivery Assuarence
    Ing Vysya Life Insurance Jun 2010 - Oct 2011
    Bengaluru, Karnataka, India
    As a Senior Manager in Business Change and Delivery, I was responsible for various business projects that aimed at process automation. As a SME in customer operations, effectively led and implemented in various project on automating process with respect to renewals and persistency of customers, branch process , new business automation etc
  • Ing Vysya Life Insurance
    Deputy Manager Field Operations & Customer Service
    Ing Vysya Life Insurance Jun 2008 - May 2010
    Bangalore Urban, Karnataka, India
    As a Lead &Functional SPOC at Bangalore HO, managing internal and external stakeholders, setting up processes to ensure smooth flow from customer application receipt stage to policy issuance stage, handling branch issues and queries, following up on outstanding requirements and closing them in collaboration with dependent functions, to ensure more policies are issued thereby contributing to the profitability of the organization. Reduced the TAT in closing the outstanding requirements thereby enhancing more policy issuance within 24 to 48 hours of policy proposal receipt.
  • Ing Vysya Life Insurance
    Assistant Manager Field Operations & Customer Service
    Ing Vysya Life Insurance Aug 2005 - May 2008
    Responsible for the entire branch operations of Bangalore branch, support the field sales staff in processing insurance proposals, training the sales managers and customer support executives, first level underwriting of the insurance proposal. Worked with different stakeholders in head office to ensure insurance policies are issued within the TAT of 3 business days , ensuring claims received are disbursed on time and renewal of policy targets of the branch are met. Achieved the business target of converting 100 proposals in a month
  • Ing Vysya Life Insurance
    Senior Executive Customer Support
    Ing Vysya Life Insurance Apr 2003 - Aug 2005
    Ahmedabad, Gujarat, India
    As a member of a new branch that started in Ahmedabad, I was responsible for managing the customer service function of the branch, which included handling customer queries, underwriting of the insurance proposal before processing it further to HO at Bangalore.
  • Task Placemark Consultants Pvt Ltd
    Recruitment Consultant
    Task Placemark Consultants Pvt Ltd Jun 2000 - Mar 2003
    Ahmedabad, Gujarat, India

Julie B Jacob Skills

Operations Management Business Process Re Engineering Relationship Management Business Analysis Process Management Team Management Recruiting

Julie B Jacob Education Details

Frequently Asked Questions about Julie B Jacob

What company does Julie B Jacob work for?

Julie B Jacob works for Open Financial Technologies

What is Julie B Jacob's role at the current company?

Julie B Jacob's current role is Senior Manager @ Open Financial Technologies | Learning & Development| Psychotherapy.

What is Julie B Jacob's email address?

Julie B Jacob's email address is ju****@****ail.com

What schools did Julie B Jacob attend?

Julie B Jacob attended Symbiosis Institute Of Management Studies, Indian Institute Of Management Bangalore, Indira Gandhi National Open University, Ahmedabad Management Association, St. Xaviers College Ahmedabad, Mount Carmel Higher Secondary School, South Asian Association For Transactional A, Indira Gandhi National Open University, Symbiosis Institute Of Management Studies, St. Xavier's College, Ahmedabad.

What skills is Julie B Jacob known for?

Julie B Jacob has skills like Operations Management, Business Process Re Engineering, Relationship Management, Business Analysis, Process Management, Team Management, Recruiting.

Who are Julie B Jacob's colleagues?

Julie B Jacob's colleagues are Shanavas C, Navarath Kumar Maroju, Pranshu Choubey, Ramakrishna Naik Varthe, Rakshitha M, Pruthvi Raj M S, Sona Prakash.

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