Experienced in Operational aspects of Investment Banking (Prime Brokerage) and Insurance Industry. Known to be quick learner and take on responsibilities early-on. Qualified as Fellow- General Insurance, and MBA- Finance.
Freelance
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Insurance FreelancerFreelance Apr 2017 - PresentBengaluru Area, India• Helped set up “PCJ Value Media Pvt. Ltd” an Insurance Start-up involved in training, publishing, organising events and Insurance Consulting.• Helped publish 2 insurance books – “Understanding General Insurance” and “Understand Insurance of Health”.• Helped organise a National Level Health Insurance Summit in Bangalore.• Visiting faculty at Christ University for 3 Months teaching insurance elective to students.• Helped students achieve Licentiate… Show more • Helped set up “PCJ Value Media Pvt. Ltd” an Insurance Start-up involved in training, publishing, organising events and Insurance Consulting.• Helped publish 2 insurance books – “Understanding General Insurance” and “Understand Insurance of Health”.• Helped organise a National Level Health Insurance Summit in Bangalore.• Visiting faculty at Christ University for 3 Months teaching insurance elective to students.• Helped students achieve Licentiate qualification from Insurance institute of India. Show less
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Index AnalystCredit Suisse May 2016 - Mar 2017Mumbai Area, India• Worked closely with Delta one NY Index Trading Desk• Daily maintenance of Index & ETF books – Complete ownership of daily hedging & risk management of books• Complete ownership of daily & periodic rebalancing• Custom index creation, maintenance, pricing and distribution• Performed Front office Back office bookings reconciliation.• Daily dividend reconciliation of indices -
Sr. Research AnalystCrisil Global Research & Analytics Sep 2012 - Feb 2016Mumbai Area, India• Worked for Prime Services division of an Investment Bank, where role involves daily release of FX- exposure reports to the Flow and Index trading desks for APAC, EMEA and Americas• Investigated and provided analysis, wherever exposure numbers are different from trader’s expectation.• Worked closely with FO, MO, PC and IT team to analyze, help clear any break or answer any queries arising on day-to-day basis. • Prepared daily Dividend… Show more • Worked for Prime Services division of an Investment Bank, where role involves daily release of FX- exposure reports to the Flow and Index trading desks for APAC, EMEA and Americas• Investigated and provided analysis, wherever exposure numbers are different from trader’s expectation.• Worked closely with FO, MO, PC and IT team to analyze, help clear any break or answer any queries arising on day-to-day basis. • Prepared daily Dividend reconciliation for the EMEA Flow Trading desk. Reconciled hedge side and swap side postings and finally arriving at the P&L to be released by the Product Control post approval from the desk.• Interacted with the Asset servicing, Trade Capture and the Trading desk to understand various bookings and client agreements to conclude on the correct P&L.• TAT for release of P&L on dividend post the pay date is strictly adhered to and weekly monitoring of this is done with the desk and PC. Show less -
Underwriter - SmeRoyal Sundaram Alliance Insurance Company Limited Jan 2008 - Jul 2009Gurgaon• Underwriting in the SME division for the Northern Region.• Developed an expertise on various commercial products such as Fire, Engineering, Public Liability, Group Mediclaim, Group Personal Accident and Package policies • Prepared quotations for the products mentioned above after assessing the risk and acceptance level.• Accepted proposals and approved for proposals based on the underwriting authority.• Monitored topline targets and profitability… Show more • Underwriting in the SME division for the Northern Region.• Developed an expertise on various commercial products such as Fire, Engineering, Public Liability, Group Mediclaim, Group Personal Accident and Package policies • Prepared quotations for the products mentioned above after assessing the risk and acceptance level.• Accepted proposals and approved for proposals based on the underwriting authority.• Monitored topline targets and profitability of the SME division.• Trained the marketing team and channel partners on the newly introduced products and updates them on corporate guidelines. Show less -
Executive -Broker RelationsIffco- Tokio General Insurance Co. Ltd. Jul 2007 - Dec 2007New Delhi Area, India• Managed 2 major Insurance brokers for the Delhi – NCR region.• Entered into partnerships with new agents and Brokers.• Prepared quotations and presentations for various products required by the intermediaries.• Attended joint calls with intermediaries to help better sell these products.• Worked on the launch of new co-branded products. -
Executive- OperationsIffco Tokio General Insurance Co. Ltd. May 2006 - Jun 2007Hyderabad Area, India• Managed a team of 12 involved in an end-to end process where a cover note is received till when the Policy is dispatched to the client.• Cover note control, wherein all the cover notes given to agents to be issued are monitored for correct usage, checks for issue in a proper order, re-obtain cancelled cover-notes and prevent any misuse.• Underwriting checks as to whether these cover notes were properly issued with all relevant details … Show more • Managed a team of 12 involved in an end-to end process where a cover note is received till when the Policy is dispatched to the client.• Cover note control, wherein all the cover notes given to agents to be issued are monitored for correct usage, checks for issue in a proper order, re-obtain cancelled cover-notes and prevent any misuse.• Underwriting checks as to whether these cover notes were properly issued with all relevant details filled and necessary backup documents obtained.• Policy issuance - Ensured all aspects involving policy issuance from the moment the proposal/cover-note is received: policy and receipt creation, signing, dispatching and documents filing.• Maintain a regular TAT of 3 days to ensure best practices and maintain good client confidence in the service. Show less
Michael James Education Details
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Insurance Institute Of IndiaGeneral Insurance -
Institute Of Insurance And Risk Mangement, Hyderabad1St -
Loyola College, Chennai1St
Frequently Asked Questions about Michael James
What company does Michael James work for?
Michael James works for Freelance
What is Michael James's role at the current company?
Michael James's current role is MBA Finance.
What schools did Michael James attend?
Michael James attended Loyola Institute Of Business Administration, Insurance Institute Of India, Institute Of Insurance And Risk Mangement, Hyderabad, Loyola College, Chennai.
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Senior Manager Tax-Foreign And Us International Tax At Amazon Development Centre (India) Private LimitedGurugram -
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