1. Resume
Sukhwart Singh
H.no.37, DashmeshColony,
Zirakpur,SASNagar, Punjab.
Contactno:7696266665.
E-Mail:- sukhwart.singh@gmail.com
CARRER OBJECTIVE
To joinan organizationwhichvaluesenthusiasm,professionalism andcommitmenttoperformance and
offerssignificance authority,responsibilityandopportunityforgrowthandlearning.
Summary of Skill organizational Experience
Reliance JioInfo Comnn Ltd.
Workingas onboradinglead(Sr.Exec) inCSDDepartment( CustomerService Delivery) 1st
Nov
2015 till date at Baddi (H.P).
3 Activationoffice workingundersupervision.Basedatdifferentretail outletof the company.
2nd
level KYCcheckdone atonbaordingleadlevel.Responsible forthe correctaddressand
contact detailsof the customer. Forwardingthe leadtothe DistributionHUBfor furthercourse
of action.
Handlingbackoffice includingsalesreportingandauditatretaileroutlet.Onboardcheckof the
mobile instrumentprovidedtothe retailerforthe activationof the connection.
Handlingretailermanagementi.ecreationof the new vendorcode inthe systemforthe new
assigned/identifiedretailer.All KYCneedstobe checkedwithoriginalsbeforemakingany
attemptinthe system.
1st
recruitmentlevel beginsfromonboardinglead.Post assessmentof the activationofficer
furtherforwardedforthe secondround.
Impartingtrainingtothe new activationofficers/retailersandteammates.
Applicationbeingusedunder this profile:-
HT Webpage: Initial customerdataentry/deletionof the existing customerprofiledone byactivation
officer.Postcheckingall the mandatoryfieldsthe same isbeingapprovedinthe systembyonboard
leader.Postthatinflowsautomaticallyinthe system.
CMS Securitas Ltd. WorkingwithTATA AIA Life Insurance CompanyLimited June 2011 to Oct 2015 as
branch Cashier. Detail of the profile:-
2. Handling of new businesslogin and renewalpremiumof the policies. The modeof receipt is
cash/cheque&DD
GivensystemRightsforCRMin whole ( PCHH) for handlingcustomerenquiriesandcapturing
customerRequestinsystem.
AlsoAttendingcustomersforthere BasicQueriesrelatedtoProductsetc.
Takingcare of Branch NEFT,RYP , AndAuto PayTargets andhelpingthemtoachieve numbers
With Full CustomerSatisfaction.
Handlingof receiptingof Agentlicensingandrenewal of the licence.
Handlingof branch pettycashand branch salesbudget.
Handlingcashhandoverandcheque pickupactivities.
Custodianof branchcash room keyand safe key.
Filingof EOD reportsandmaintenance of variousbranchcash andcheque trackers.
Bankingof cash depositedatbranchand lodgmentof renewal cheques.
HandlingEnhirascanningat branchlevel fornew business.Transferof the scanimagestothe
database forthe data entry.
Cash collection at the counter where in cash checked to find the fake notes at the counter.
Counting of the cash and EOD to match it will the total collection of the day. The same to be
verified and counted by the branch operations manager. Responsible for the shortage and
excesscash for all day collection. Handling for postage stamp and revenue stamps available at
branch. Proper tracker maintained and entry to be made in tracker with policy number for
whichthe postage stampis usedand for revenue stamp aswell.Responsibleforthe auditreport
findings.
Maintenance of all branch cash trackersand pettycash trackerwhichneedtobe sharedwith
Finance andaccounts at the endof the month.
Trainingnewcashiers.
Undertakingtill balancing &administrationactivitiesinanefficientmanner
Identifying potential sales leads and referring them to colleagues.
All the activitiesperformedabove mentionedare beenstrictlymonitoredbythe branch
Operation mangeraswell asby the Regional Headof operationsandremotelybythe
centralizedauditteamatZone.
Handing the renewal callingdatabase forthe monthendactivities.Dataisbeenprovidedbythe
branch to followupwiththe HNI/nonHNIcustomerbase forwhomthe renewal isfallinginthe
currentmonth.
Key responsibilityareawhenworked with differentorganizations:-
Responsible forthe propercheckingof CAFreceivedfromthe distributor. Responsibleforthe
communicationforeveryincomplete documentation to the customeras well tothe
distributor.Responsibleforthe verificationof the KYC forms.
Responsible forall the branchcash/cheque relatedentries.Adheringtothe IRDA and RBI
guidelinesduringreceiptof cashandcheque.Nothirdparty cheque tobe acceptedand forcash
above than50k pan card of the payerneedto be taken.
Processingof everybounce cheque inthe systemonT+1 day of receiptof the bounce cheque.
Reconciliationof all the premiummismatchentriesforthe daywithreason.
Processingforpettycashexpensespostgettingthe appropriate approvalfromthe departmental
head.
3. Maintainingthe branchbankingfile whichneedtobe sharedthe branch operationsmanageron
the banksdedicatedmail id.
Responsible forfilingof EODreportsand EOD trackerswhichmaintainedonthe dailybasis.
Filesandtrackersto be sharedwiththe BOM/ROH and withauditoras and whenasked.
Qualitycheckof the all newbusinessapplicationformsandScanningof the same postQC done.
Pastingof the scan imagesonthe data pathprovidedonthe commondrive.Thisactivityneedto
be done on the T dayof receivingthe applicationform.
Handlingof queriesof the customeratthe cashierdesklike,renewalof the policy,rider
reinstatement,Fundvalue statement,ownershipchange request,mode change,NEFT&ECS
request,addresschange andpolicypayoutquery.
Handlingof the agentquerylike reinstatementandrenewal of the licence.
Forwardingof the newbusinessleadtothe salesteam.
Mostly usedsoftware and packages:-
NELITO: Applicationusedtoenterthe applicationformdetailsandIDproof detailsof the personwho
had appliedforthe newprepaidcollection.Pendingof the formwill be sharedwiththe customerand
distributorcommentsneedtobe capture inthe remarksentrysystem.
CAMS: Applicationusedforthe receiptingof new agentapplicationformandforthe renewal of the
agentlicence. Generationof the reportondailybasisevenif the entryisnil.
CMS: Collection management System. The system is used for the receipting of the new insurance
applicationformandforthe renewal of the policypremium. Systemenable to provide the information
incase the policyislapse or inAPH/APLmode.Informationprovidedtothe customerincase of shortage
or excessof the premium.Systemsdonotallow to pass the entry in case premium deposited prior one
month of the due date.
CRMnext: Customer relationship management. This is 360 degree customer portal which gives the
details of the policy since inception. All the detail of the past premium, request of the customer,
nominee, agent details, fund value, surrender value, NEFT details are available in this application.
Branch Control Tracker. Pre prescribed format for branch control tracker which need to be update on
daily basis manually. Below are the various trackers:
Branch Entry Tracker, cash room entry Tracker, Cheque bounce tracker, Petty Cash usage
tracker, Revenue/postage usage tracker, Stamp paper tracker, Agent commission cheque
tracker, Agent Cash tracker & Branch Sales budget tracker.
Mynd Solutions Pvt Ltd.
An outsource company of TATA Teleservices. Worked with an outsource of TATA
Teleservices from Feb 2009 to Dec 2009. The profile was tohandle the qualitycheck for the
customerapplicationformreceivedbythe distributor.Use toverifyall the basicinformationand
checkwiththe documentsprovidedsuchasidentity and address proof of the applicant. In case
of any pending found we call to the customer/ distributor for incomplete documentation.
Educational Qualifications:-
10th
from PSEB 2006
4. 12th
from PSEB 2008
BSC IT from PTU 2011
Professional Qualification:-
Eight month diploma from Jetking in basic hardware maintenance.
Proficient command in MS Office.
Strengths:-
Hardworking with efficiency.
Punctual.
Self confident and strong determination.
Ability to stretch on working times.
Personal Profile:-
Father’s Name : Hardeep Singh
Mother’s Name : Parmjet kaur
Gender : Male
DOB : 04-05-1991
Marital Status : Unmarried
Nationality : Indian
Language Known : English,Hindi,Punjabi
Hobbies :ListeningMusic, Singing,Digital Arts ,PlayingMusicalsInstruments,puzzles,Reading
, Volleyball etc.
Permanent Address : H.no 37 Dashmesh Colony Zirakpur SAS Nagar (Punjab)
My strong point being satisfactory accomplishment of sometimes attempt the abilities which I have
inheredinme will benefityourorganizationinthe longrunandI stronglybelieve thatthe trainingIhave
occurredwill helpme Idischarge higherresponsibilityandherebyIdeclare thatabove mentioned every
statement is true.
Date: Yours Truly
Place: Sukhwart Singh