Pooja Samant
B/407 Ekta Woods, Raheja Estate, Kulupwadi, Near National Park, Borivali (E), Mumbai 400066.
Email ID: samant...
 Annually coordinating & managing end to end processing of MDRT documents of FCs including
FC’s MDRT, COT & TOT registrat...
Distinctive Highlights:
 Assisted in Fixed Deposits, Inbound & Outbound queries
 Regular analysis of query handling pert...
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Pooja Samant

Published on: Mar 4, 2016
Source: www.slideshare.net


Transcripts - Pooja Samant

  • 1. Pooja Samant B/407 Ekta Woods, Raheja Estate, Kulupwadi, Near National Park, Borivali (E), Mumbai 400066. Email ID: samantpooja@rediffmail.com Mobile: 9820250281 Dynamic professional poised to leverage education & experience towards commencing a successful career in managerial level assignments with a company seeking an articulate team player committed to support company objectives. Location Preference: Mumbai. Career Synopsis 1. Finance Professional with 10 years of experience in the areas of Banking & Insurance sector. 2. Currently associate with HDFC Standard Life Insurance Company Ltd, Mumbai as Deputy Manager in DPPM (Rewards & Recognition) department. 3. Rich experience in coordinating & managing end to end activities including preparation, consolidation & maintaining of various records. 4. Proven track records in streaming work procedures, standardization internal process & controls & formulating cost benefit solutions. 5. Sound knowledge of process coordination. 6. Contributing in overall Company’s performance. Areas of Strength 1. Team Player 2. Good Communicator 3. Confident 4. Detailed Oriented 5. Service Skill 6. Organizational Skills. Professional Experience Since November 2007 with HDFC Standard Life Insurance Company Ltd, Mumbai as Deputy Manager (re designated from Executive).  End to end handling the Contest preparation for the various sales channels including, informing the sales channel regarding the new contest through mails, Connect portal & SMSs. The MIS team prepares the MIS which is shared through mails, Connect portal & SMSs, for motivating & business achievement to the target audience, assisting in providing the rewards & recognition to the end qualifier, arranging trips & settlement of the vendor bills. With the SAP software, records are maintained in the form of excel sheet & hard copies for audit requirements.  Through PZ portal, end to end processing of the reimbursement documents received from PAN India level, based on Star Performance Club (SPC) to Financial Consultant (FCs) including scrutinizing of the documents, approvals of the seniors, coordination with Accounts department & cheque dispatch to the respective branches. Records are maintained in the form of excel sheet & hard copies for audit requirements.  End to end processing of GM/CDO Club felicitation ceremony, every quarter including coordinating with the Procurement team & various vendors for venue, negotiating the event cost in line with the agreed budgets, coordinating with the qualifiers for travel arrangement, publicizing the event ,managing the event flow, settlement of vendor bills, preparing presentations etc. With the SAP software, records are maintained in the form of excel sheet & hard copies for audit requirements.
  • 2.  Annually coordinating & managing end to end processing of MDRT documents of FCs including FC’s MDRT, COT & TOT registration, coordinating with MDRT, USA, coordination with accounts department for registration payment and with travel team for the Management & FCs travel for the Annual Meet in USA. Assisting in providing the rewards & recognition to the end qualifier & settlement of the vendor bills. Assisting for the National event arrangement. Records are maintained in the form of excel sheet & hard copies for audit requirements.  Points Management for redemption on Privilege Zone (PZ) catalogue, regular updates on point expiry data, point’s management & calculation, contest upload, vendor coordination & supported for overall site development.  Handling a project of FC contactibility wherein coordinating with the call center team for updating the FC’s personal details in the system which the Company will be in position to provide essential & confidential information to them. Coordinating with sales team to provide the basic information of FCs in order to guide the call center team. Submitting monthly/standard reports to the management.  End to end preparation & coordinating for Sales Kit, which assist the Sales team to share with the clients for sales pitching. Distinctive Highlights:  Managing the helpdesk including the TDS certificates queries of FCs, liaising with the Commission team, attending to the mails & calls effectively.  On a constant basis managing to support contest related activities and assisted in various team goals including multiple presentation designing, mailers and communication activities, sending SMSs to the FCs & sales team, mail merge & submitting monthly/standard reports.  Maintain close interactions with different business units, handling internal & external audit & process related queries & statutory requirements.  Supported for preparation of Group Term Insurance (GTI) of FCs by coordinating with MIS, Actuarial & Group Operation teams. Regular follow-ups with the sales team to collect the data, collating, analyzing & providing the summary of the same.  Miscellaneous activities like IPL tickets data collation, various contest updates, feedbacks from FCs & sales team, end to end arranging quarterly VCs with FCs & Management, assisting colleagues for GRN in SAP are effectively & efficiently done. Supervising & monitoring the work allotted to the support staff. Awards:  Certificate of Excellence for an outstanding performance in FY 13-14 (9m).  Gladiator Award for exemplary performance in June 2010.  Certificate of Appreciation on excelling in Qualifier round of Mission in genius 2009-10.  Spark Award for Idea of Documentation Process in March 2008.  Certificate of Achievement for achieving First position in Internal Table Tennis Women’s Singles & Mixed Doubles Tournament 2011.  Certificate of Achievement for achieving First position in Internal Table Tennis Women’s Singles & Runner Up in Mixed Doubles Tournament 2010. May 2005 to October 2007 with Standard Chartered Bank, Mumbai as Officer. Handling the preparation of:  Managing & monitoring Account Openings of Institutional Bankers, Corporate, Middle Markets & Vendors & queries related to it.  Managing & monitoring signature updation for Corporate & Institutional Bankers.  Closures of accounts are managed.  Records were maintained in the form of excel sheet & hard copies as audit requirements.  Submitted monthly/standard reports to the management.
  • 3. Distinctive Highlights:  Assisted in Fixed Deposits, Inbound & Outbound queries  Regular analysis of query handling pertaining to Mutual Fund/ Dividend credits by all investors.  Handling calls received by Institutional Banking Customers pertaining to issues & escalations. Internship Prepared & completed the project on Working Capital Management at Raymond Ltd, Mumbai from April 2004 to June 2004. Distinctive Highlights:  Calculation of working capital, operating cycle, and various ratios relating to working capital  Analysis of the working capital trends for the past three years.  Study of management of cash, inventory, receivables and payment structure.  Secured second prize for the best summer project in Thakur Institute. Academic Credentials  PGDBA from Thakur Institue of Management Studies & Research in 2005 (secured 65%).  MCom from M.L.Dhanukar College of Commerce in 2009 (secured 56%).  BCom from M.L.Dhanukar College of Commerce in 2003 (secured 75%).  HSC from M.L.Dhanukar College of Commerce in 2000 (secured 75%).  SSC from Our Lady of Remedy High School in 1998 (secured 80%). Computer Proficiency  Web Designing Course from Image Institute (Borivali)  Basic MS Office from SSI. Personal Dossier Date of Birth : 27th May, 1982. Languages known : English, Marathi, Hindi. Interests : Playing badminton, listening to music, reading comic and mystery books. Marital Status : Single.

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