1. Megha Patil
Post Add : 41/19 Sakarwala CHS. S.M. Marg,
Nr. Rohidas Hall, Sainath Chowk, Kurla, Mumbai –70.
Mobile: 9892010741 ~ Email: megha.padman01@gmail.com
To employ my knowledge, skills and competent experience in a proficient manner to the betterment of the
Organisation and personal development
PROFESIONAL OVERVIEW
Result Oriented, proactive and hardworking professional with a Bachelor’s degree in Commerce and 9
Years of achievement driven experience in Insurance and Customer Service Industry.
A dynamic professional with over experience in Operations, Team Management & Co-ordination.
Professional Strengths include:
• Quality Adherence & control.
• Team Co-Ordination.
• Process improvement / Innovation.
• Team management.
• Teamwork supervision.
• Ms Excel & Word proficiency.
Professional Experience:
Bajaj Allianz Life Insurance Co.Ltd, MUMBAI
(Since March 2008 till date)
Banc assurance/ Broking / NBFC Department
Executive – Sales Support (Co-ordinator)
New Business MIS & Co-ordination:
□ Maintain Business Tracking MIS.
□ Preparing & circulating contest MIS as per request.
□ Review Presentation data which cover business figure, Manpower count, Renewal
Persistency.
Pending and Issuance
□ Monitoring pending closely and maintain issuance ratio on every month (above 95%)
□ Coordinate with Operation & Sales for the conversion purpose.
□ Monitoring & Maintaining Issuance MIS for the incentive calculation & pay-out process.
Quality Control & Coordination
□ Timely closure of Internal as well as External queries.
2. □ Assuring quality check measures are implemented.
□ Coordinate with sales and operation for internal & external queries Co-ordinating with
Operations, Sales Staff as well as Head Office at PAN India level.
Review ,Presentation & Campaign MIS:
□ Maintain Performance data YOY, MOM basis which cover business figure, Productivity,
Manpower count, Renewal Persistency.
□ Preparing Quarterly campaign MIS and data.
□ Preparing and maintaining goal sheet for team leaders.
□ Reviewing team leader’s performance.
Process Set-up – New tie-up
□ Design Proposal Form (If required any extra details as per request)
□ Set-up NB process (Scrutiny—Calling--Login—Pendency Ratio—Issuance)
□ Suggesting process improvements and preparing process notes for implementation.
Administrative support to Business Unit Head and Team
□ To facilitate smooth operational functioning of office and coordination with the team in
various Communications & internal activities.
□ Manage the correspondence and communication - includes proper documentation, filing
and retrieval of Data Calendar & Mail Management.
□ Manage all travel arrangements effectively.
□ Attending and screening the phone calls.
□ Organize and Coordinate appointments, meetings & maintain daily log.
□ Preparation of minutes of all the meetings.
□ Maintain good relations with the key contacts with various external and internal Business
Associates of the Group.
□ Providing functional and administrative support to the Business Unit Head & other team
members.
Operation Department - NB & Insurance Policy Processing
Customer Support Executive (March 2008 - April 2011)
o Involved in Policy Issuance and Processing Process.
o Co-ordinating for issuance of Policy with Head Office.
o Handling Renewals and Refund of Policies.
o Handling Internal and External Customer queries.
o Non-Medical Underwriting allowed for less than Rs. 5 lakhs
o Responsible for Policy bond printing and sending to customer.
o Responsible for all Policy Servicing such as Fund Switching, Corrections in Policies.
3. o Change in mailing address, Payment method, Package, Term, Sum Assured.
o Change in Nomination, Assignment, Re-assignment.
o Maintaining TAT for completion ratio that is above 95%.
Achievements:
Awarded by BRAVO BALIC Awards for Excellence 2013-14
Awarded by BRAVO BALIC Awards for Excellence 2012-13
MA FOI Management Consultant- C/O Bajaj Allianz Life Insurance Co. LTD
Designation: C.S.R (Customer Service Representative)
(Since Dec. 2006 to Feb 2008)
Interact with customers to provide information in response to inquiries about products and services and
to handle and resolve complaints
o Handling walking customer and complaints which is escalated to channel
partner.
o Preparation of Root Cause Analysis of the customer complaints.
o Providing end-to-end resolution to the customer‘s complaint within the
stipulated time limit
o Interacting with customer and channel partner for understanding their
complaints.
o Co-ordination with various internal departments to ensure timely
completion of the work assigns.
o Conducted sessions to pre-collate information about new product and
processes.
o Preparation of consolidated Team MIS.
V.V. Khare & Co. - CA Firm (From May 06 to Nov 06)
Designation: Auditor
Accounts assistant in Audit Department. (Internal and External Audit)
Maintaining purchase and sales register.
Petty cash book.
Error rectification.
Payroll statement checking.
Circulation of reports.
Checking Final accounts.
Handled audit of Sarswat Bank, Janakalyan Bank, Bank of Maharashtra.
4. Janakalyan Co-Op Bank Ltd. (Duration 4 Months)
Designation: Clerk
Banking operations
Customer Service & Query solution
Handling Customer Complains
Handled SB & FD Department.
Handling cash transactions, Vault Custodian, DD, Pay order issuance, Internal
Transfers, inward / outward clearing cheques
EDUCATION QUALIFICATION
Bachelor of Commerce
K. J. Sommaiya College in 2005-06 (Secured 57%)
Class XII
K. J. Sommaiya College in 2002-03 (Secured 60%)
Class X
D. S. High School in 2000-01 (Secured 63%)
COMPUTER PROFICIENCY
Completed basic computer course.
Windows 98, MS word, MS Excel, C- Programming, MS- Dos, Internet, Multimedia, and Visual
FoxPro.
MS CIT (Secured 84%)
PERSONAL SKILLS
Keen and quick learner with an ability to imbibe new technology with ease
Ability to handle stress & deadlines effectively
Good communication skills
Result oriented
Good Team player
PERSONAL VITAE
Date of Birth : 23rd April 1985
Status : Married.
Languages known : English, Hindi, and Marathi
