www.wealthzone.in Financial Services India Pvt Ltd Mumbai

[MariPriya]

Name of the Company : Wealthzone Financial Services India Pvt Ltd (wealthzone.in)
Location : Mumbai
http://www.wealthzone.in/Careers.php

Careers @ Wealhzone
Talent Well Being :
Employee Welfare
** Group Personal Accident Insurance
** Group Mediclaim Insurance
** Ehtics Point.

Talent Retention & Engagement :
** Competitive Compensation & Benefits
** Conducive Work Environment/Culture
** Multi Functional / Growth Opportunities
** Effective Communication Channels
** Employee Engagement Programs
** Employee Newsletter

Talent Development :
** Job Roles Definition
** Structured Learing & Development through Education, Experience & Exposure
** Leadership Development - Mentoring & Coaching
** Career Planning
** Web Based learning "XSeed"

Reward Management :
** Compensation Linked Position & Individual Performance
** Job evaluation & Job Grading
** Performance Linked Incentives/Bonus
** Statutory / Retrial benefits
** Rewards & Recognition Programs

What you can expect from us
** Fair Treatment
** Career growth opportunities
** Exposure to best practices
** Training & Development
** Good participative work environment
** No discrimination and Respect for all
** Industry standard Facilities
** Clear communication, direction & goals
** Responsiveness for any grievances
** Continuous improvement

If you are keen to know more, contact us at hrd@wealthzone.in

Contact us :
Wealthzone Financial Services India Pvt Ltd
Lemuir House, Ground Floor
10, G N Chetty Road
T Nagar, Chennai 600 017
INDIA

[saurin.ca]

Saurin Mukeshkumar Shah
e-mail : saurin.ca AT gmail.com
Professional Objective :
To continuously add value to my employer and myself by identifying and utilizing opportunities to lead, learn, grow and to excel in the field of financial management.
Professional Qualifications :
November 2011 Chartered Accountancy, Institute of Chartered Accountants of India
2008 B. Com, H.R. College, Mumbai University
2005 Class XII, Gujarat Board
2003 Class X, Gujarat Board
NSE Certificate Course :
- Commodities Market Module
- Derivatives Market (Dealers) Module
- Investment Analysis & Portfolio Management Module
- Options Trading Strategies Module
- Interest Rate Derivatives : A Beginner’s Module
- Currency Derivatives Module

Professional Experience :
Manoj V Jain & Co. (Chartered Accountants, Mumbai)
Designation : Articled Assistant
Duration : Feb 2007 – Oct 2010
- Individually handled statutory audit, tax audit VAT audits for private limited companies, firms and individuals.
Taxation :
- Representations made before assessment authorities.
- Complying with the TDS provisions and ensuring regular payment of TDS and filing of TDS returns.
Strengths :
- Dedication and drive as a hard-working individual
- Great team builder and a good listener
- Good analytical, verbal and written communication and organizational skills
- Ability to quickly adapt to any kind of computer system environment
Computer Adeptness :
- Very well versed in handling computer application of a wide veriety and a quick learner of new applications and concepts

[Guest]

Sapna S Koli

E -mail : koli.sapna31 AT gmail.com
________________________________________
Objective
Seeking the challenging and rewarding assignments in the diverse field of finance & operations with an organization of high repute where I can get the opportunity to learn and grow. I am looking for a platform where I can positively contribute towards taking the company on the next level with my diligence, integrity and expertise. I am keen to employ my knowledge and experience to enhance the business growth of the company and adding value to its operations.
Key Skills
- Creative yet methodical with an eye for detail and an efficient approach to work.
- Possess natural flair for operations management, customer service and achieving optimum level of Service Level Agreements.
- Competent and result-oriented professional; ability to grasp work process quickly and identify areas that require improvement.
- Determined and effective under pressure; able to adapt quickly to the new environment.
- Excellent time management skills with proven ability to work accurately and quickly prioritize coordinate and consolidate tasks.
- A prolific team player with good communication skills capable of working on several tasks at once.
Career Contour
- Capita India Private Ltd, Mumbai
Senior Executive - Insurance (SP Servicing & Collections via Standing
Orders & Direct Debits – Phoenix)
Duration : April 2008 till date.
- Attended Scottish Provident – SP Servicing process training in Glasgow for 6 months.
- Prepared own process manuals during training in onshore. Also kept track of different scenarios and highlighted them to Team Manager.
- Worked with onshore CSM and with onshore SME to come up with the required changes in the C-DEV letter while training in onshore.
- Successfully migrated SP Servicing process from onshore.
- Taken care of Licensing tracker and quality report at the time of migration.
- Currently training SP Servicing tasks to new trainees and refresher training for team members.
- Responsible for queue management in the absence of Team Manager.
- All escalation cases, exception report completed accurately and reported in time.
- Allocation of work in absence of my Team Manager.
- Make sure that all work is completed within TAT.
- Currently also investigating Verbal and Formal Complaint as an additional task for SP Servicing.
- Analyzing referrals and generating ideas to reduce referrals.
- Process improvement raised via TCF suggestions/Change request process.
- Monitoring pre and post quality checks.
- Created data bank of exceptional cases to reduce query level.
- Coordinating with the onshore team regarding updates & process related issues.
- Updating process relevant tracker in the absence of Team Leader.
- Setting up standing order and direct debits for premium payments and solving customer queries regarding premium positions on their policies.
- Got cross trained in direct debits process and handling complex cases of investigations.
- Supervised coached and counseled new joiners; solved all process related queries of team members.
- Carried out various quality checks on cases processed by team members to ensure the correct procedures have been carried out and to identify any training requirements.
- Identified & implemented process improvement by reducing the unmatched cases count file.
- Refunding payments if any excess paid by policyholder(s).
- Created Direct Debit excel calculator which reduces the time for calculating the amount paid into the policy.
- Handling complex complaints cases from customer and resolved queries and escalations from onshore.
- Sharing knowledge and encouraging development of others to achieve specific team goals.
- Handling high volume of authorizations of Central Payment Systems and Cheque authorizations.
- Took additional responsibility of indexing for standing orders, general archive & file note queues.
- Working pro-actively with team manager & process associates and maintained awareness of upcoming events.
- Proven ability to apply exceptional attention-to-detail with the ability to meet
aggressive deadlines.
- Highly skilled in organizing and prioritizing competing time demands (Such as handling work queues, escalation mailbox, formal and verbal complaints and breaches investigations
- Takes on the conventional and the most unconventional challenges to deliver results that exceed expectations; possesses strong interpersonal and leadership skills
- Able to work under pressure and learn quickly the procedures and processes of over 10 different work queues
- Acted as super user and assisted team mates in Excel, Microsoft Office, for various process reports and client’s correspondence
- Providing a wide variety of administrative support to a team.
- Dealing with journal reports, escalations and complaints with tact
- Consistent and timely customer service provided to both team mates and Onshore
- Handle sensitive and confidential matters relating to the policyholder’s data with tact, discretion and focus on supportive resolution
- managing and reviewing policy information on the systems, updating and correcting system records whenever required
- To ensure quality and accuracy procedures are maintained and administered; to be a custodian of knowledge and ensue accurate documentation of product/process knowledge; to coach mentor and train the team on client and company procedures and to become the first point of contact for process related escalation and participate in process improvement initiatives
- Process and manage all standardized and non standardized client escalations by conducting research/fact-finding and coordinating with the Capita onshore team whenever required;
- Provide expert service and scheme knowledge to key contacts in high value cases;
- Identify, recommend and facilitate the implementation of process improvement initiatives to improve efficiency;
- Train and share knowledge with Team Members to meet SLAs;
- Responsible for providing Quality Customer Service and processing in the areas of Life insurance, queries such as Death Beneficiary, Refunds, Cancellation, Fund Transfer Out and managing Income from the policies of Customers from the UK.
- Processing includes setting up the clients Income, change in Income Payments, preparing quotes, maintaining income payment, drafting letters and adhering to UK policies like Data protection Act, Treating customers fairly, Anti Money Laundering, Breach, Financial Services Authority etc.
- Accredited in most of the process as well as part of the Authorization team to get the work authorized for team members.
- Responsible for productivity, SLA targets and quality on daily basis.
- Take up designated responsibilities in a BCP situations
- Provided training to new joiners and analyzing processed cases to maintain quality of process and work towards customer satisfaction.
- A good team player and work within the team for the development and growth of the team.
- Provide subject matter expertise to the team members on the floor for process related queries.
- Quality check the work that is processed by the team members and new trainees
- Identify training areas and co-ordinate with Training team for the necessary trainings
- Understand the changes/ updates from onshore and communicate the same to the team members
- To comply with Capita policies, Data securities and FSA clearance and any other compliance related policies
- Monitor workflow to plan the work schedule as per SLA requirement and the volumes forecasted
- To conduct weekly refreshers on topics identified during quality feedbacks/ PKTs etc.
- Task oriented, carrying out activities clearly defined with in a role. Responsible for individual performance targets and contribution towards team performance targets, ensuring doing the right thing for the customer
________________________________________
- Wipro BPO Limited, Navi Mumbai
Senior Executive - Client Support (United Health Care Process)
Duration : January 2006 till April 2008.
- Monitoring and responding to Clients Mails and queries.
- Troubleshooting software and preparation and submission of Project reports, Weekly reports, Error reports & Daily outstanding reports to the Management.
- Identifying the areas within the existing system which requires improvement and introduce automation.
- Maintained existing websites; Implemented new functionalities.
- Handled Automated Web Testing.
- Responsible for providing Quality Customer Service and processing in the areas of Insurance Claim Adjudication.
- Also worked in Closed and Denial complaint dept.
- Accountability to Quality in Service Delivery Work, queue management and Audit of performance of the team.
- Managing the Training and Quality of Process.
- Assume complete ownership of all projects/assignments, with a strong commitment to quality and customer satisfaction.
-
________________________________________
- Caliber Point Business Solutions Ltd, Navi Mumbai
Service Delivery Executive - Customer Support (Pre-Processing & Provide
Maintainace)
Duration : September 2004 till January 2006.
- Imparting Process training to New Associates.
- Making outbound calls and verifying the Doctor’s license. Managing provider maintenance work solely and was responsible for resolution of issues, documenting fraud doctors in the system.
- Indexing the claims as per the product and patient coverage.
- Handling exception work queue problems.
- Was responsible for Comparison of data provided by the doctors.
- To recheck whether the data correctly indexed in QC (Quality Check).
- Responsible for generating reports on productivity and quality on daily basis for team members.
- Provided training to new joiners as well as auditing to maintain quality of process and work towards customer satisfaction.
Academia
- Bachelor of Commerce (B.Com.) from Mumbai University, March 2004.
- Higher Secondary Certificate (HSC) from Maharashtra State Board, February 2000.
- Secondary School Certificate (SSC) from Maharashtra State Board, March 1998.
I.T Proficiency
- A’SENT 2000 (CMC’s Certified e-commerce Profession) Duration – 1 year.
- MS Office- Word, Excel, PowerPoint.
- A/c Packages : Tally Versions 5.4,
- Languages : Visual Basic, C, SQL, FOXPRO.
Achievements
Capita India Private Ltd, Mumbai
- Best Performer Gold award for the month of April 2008.
- Best Associate award for the month of September 2008.
- Special recognition award for quarter 3 of 2008 for Special performance within the team.
- Star of the month for the month of January 2009.
- Best Player award Indian Pearl League year 2008 & 2009.
- Star of the month for the month of April 2010.
- Star of the Quarter – Quarter 2 – 2010.
- Star of the month for the month of March 2011.
- TCF Award – Quarter 2 & Quarter 3 in 2011.
Wipro BPO Ltd, Navi Mumbai
- Star of the month award for the month of June 2006.
- Outstanding performer award for the month of March 2007.
Caliber Point Business Solutions Ltd, Navi Mumbai
- Star of the month award for the month of October 2005.
- Outstanding performer award for the month of December 2004.
________________________________________
I hereby declare that the above information is true to best of my knowledge and belief.
Date : Sapna S Koli

[Unregistered]

Dear sirs,

I am aged 57 yrs,
Qualification : MA, MBA, AIII

** Workd for United India Insurance as Divl.Manager
** VRS optee.
** Rich experience in Admn, mrktg,
** I expect a placement in Corporates with a salary package of Rs.50k +

Kindly reply,