Mukesh Kumar Thakur Email & Phone Number

Kolkata, Wb, In

Kolkata, West Bengal, India

Maintain a new business logins tracker on daily basis. Engage in procedure of scrutinize new business proposal form before login in operation according to underwriting guideline and documentation wise. And also resolve description soon and take follow up for issuance. Maintain a MIS of Daily & Monthly Logins Tracker MIS as per TM Wise, NOP wise, Agent wise, Recruitment wise, and Activisation wise, inforce wise & pending wise case. Arranging appointment of Medical Examiner for the clients whose medical triggered. Collecting Cash for Renewal as well as new business premium. QC & dispatch of complete application to the service center. Adherence all the CSMS logins, Policy Pack Management. Solution providing to branch visiting customers for any related query with due respect. Maintaining good customer relations and referring customers to appropriate staff for new services. Performing intermediate duties and support related to branch operational activities. Timely Processing of agent related query/service change request. Banking of Instrument –RTF Creation. Accuracy while entering the instrument both cash & cheque in My Money. Maintaining Business Leakage Data, Publishing the MIS for the same for further follow-ups. Handle petty cash with responsible to finance department. Maintain the stock of all stationery items, which is necessary for office staff. Taking care of Vendor Management activities, such as handling stationery distribution, inventory, water, electricity, telephones, and Office bills payment. Maintaining all type of register at branch level.

Darbhanga, Bihar, India

Insurance Operation – ? Maintain a new business logins tracker on daily basis. ? Making online receipting of Reliance, Bajaj, Kotak, Mutual fund, Future life insurance proposals, Max life insurance proposals and manual receipting of LICI and as well as Gold. ? Handling cash as premium taking from agents as well as customer. ? Engage in procedure of scrutinize new business proposal form before login in operation according to underwriting guideline and documentation wise. And also resolve description soon and take follow up for issuance. ? Coordinate with Head Office for medical updating, issuance cases, pending cases, RPC Pending cases, medical pending and other requirement in pending cases & for description resolve. ? Collecting Cash for Renewal as well as new business premium. ? QC & dispatch of complete application to the service centre. ? Making payment of Commission to agents through cheque & making online PIS (PAY IN SLIP) Of different companies. ? Making DBS (Daily Business Statement) & Online DCS (Daily Cash Sheet) on daily basis & online submitting business report to H.O on daily basis. ? Maintaining prize delivery sheet report & prize stock report. ? Maintaining Inventory of all Stationery items. ? Handling claims and surrender of all products & business send to H O. Mutual Fund Operation - ? Handling Mutual Funds operations. ? Effective handling & monitoring of day-to-day Operations, monitoring Controls and relevant reporting. ? Coordination with various stake holders internal and external. ? Managing the internal escalations, customer queries, Regulatory complaints etc with logical conclusion. ? Handling various internal and external audits. ? Process improvement, improvisation and automation. ? Ensuring various regulatory compliance - SEBI, AMFI, KRA, etc.

Master Of Arts - Ma, Economics

Master'S Degree, International Business/Trade/Commerce, 2

Post Graduate Diploma In Management, Finance & Marketing, 2

Activities and Societies:

Bachelor Of Commerce - Bcom, Accounting And Finance, 2

Commerce, Commerce, 2

All Subjects, 2