AMIN SHAIKH

• Roles and Responsibilities – Group Affinity Operations: ·

New Business Operations- Oversee the administration of group affinity new business processing.

· Process Improvement- Identify areas for process enhancements, implementing changes to increase efficiency, accuracy, and customer satisfaction.

· Partner Management- Build and maintain relationships with group affinity partners, including Master policy holders, brokers, consultants, and corporate clients.

Compliance and Risk Management- Ensure adherence to regulatory requirements, industry standards, and company policies related to group operations.

· Performance Metrics- Track and analyze key performance metrics, including customer satisfaction, quality management.

· Stakeholder Management- Work closely with cross-functional teams, including sales, Product, Claim, Actuaries, underwriting, Renewal, Policy Servicing and customer service.

· Team Management- Lead and manage a team of operations professionals to achieve business objectives.

· Reporting and Analytics- Provide insights and recommendations to senior leadership through data-driven reporting and analysis on group operations performance.

· Vendor Management- Oversee vendor relationships, ensuring effective delivery of services related to group operations.

• Roles and Responsibilities – Project Management:

Project Initiation and Planning- Guide project initiation, scope definition, and planning phases, ensuring clear objectives, timelines, and resource allocation.

Project Execution and Monitoring- Oversee project execution, monitoring progress, identifying and mitigating risks, and ensuring quality deliverables.

Project Portfolio Management- Oversee the project management by ensuring alignment of projects with company strategic objectives.

Project Governance- Establish and maintain project governance frameworks, policies, and procedures.

Stakeholder Management- Foster effective communication and collaboration among project stakeholders, including senior leadership, business partners, and vendors.

Stakeholder Management- Foster effective communication and collaboration among project stakeholders, including senior leadership, business partners, and vendors.

Resource Allocation and Management- Manage project resources, including allocation, utilization, and development of project managers and team members.

Methodology and Standards- Develop, implement, and maintain project management methodologies, standards, and best practices.

Reporting and Analytics- Provide project performance metrics, insights, and recommendations to senior leadership.

Change Management- Lead organizational change management initiatives, ensuring successful adoption of project deliverables.

• Industries Served – Manufacturing, IT Trainings, FMCG, Real Estate, Media & Film Production
• End-to-End HR Operations, Talent acquisition with strategic manpower planning to support organizational goal, Goal Setting and PMS Management, Designing Implementation of HR Policies & Process, Conducting regular HR Audits, HRMS Management, Coordinating with Statutory consultant and payroll consultant, Regular Visits at client office and factories for maintaining healthy work environment as per HR guidelines, Managing employee engagement, learning and development as requested by the client, Providing outsource/daily wages employees on basis of request received from client

• Responsibilities & Job Profile: Customer Relationship & Revenue Generation,

Managed 5 supporting staff for CRM & Revenue generation process, Responsible for set up & designing CRM & Revenue process for organization, Handling The Residential Township project in Mumbai, Assigning daily & monthly targets to the team member for collection of outstanding amount from customer, Building and maintaining healthy business relations with HNI and corporate clients, Assisting management in developing guidelines & planning for special recovery of projects, Assisting management in monitoring past due accounts and contacting customers to make collections attempts, Achieving monthly collection targets by timely following with team, Following up & Assisting team to Manage the entire customer life cycle i.e

Issuance of Welcome letter, Receipts, Agreement, Demand notices, Collections, Cancellations, Transfer of unit, Loan documents, Alterations in property till the final handover of property, Responsible for collections/receivable as per company norms, Control and tracking of customer dues monitoring outstanding payments & collection targets and motivating team for Client Retention, Responsible for resolving complaints of customers with proper grievance redressal, Responsible for providing daily, weekly & monthly reports & Dashboards to head of department & higher Management, Liaising with various banks for project approval and disbursal, providing construction progress report to bank / clients for disbursement of loan

• Responsibilities under Business Development (HSBC India ):

· Ensured work closely and jointly with the regions to facilitate all processing in relation to SP Licensing | Renewals | Update Planner movements | Data analysis.

· Preparing and maintaining various data cuts, needed for bespoke sales dashboards, basis specific requirements of NSM | ZSM | RSM across Pan India.

· Preparing Weekly, Monthly INM | NSM dashboard – to facilitate business review calls.

· Following up with Central UW team/Sales team for Issuance of cases.

· Internal liaising with various functions: Training, UW, Service Delivery, SSBD etc. with regards to resolution of specific issues highlighted by internal sales teams.

· Coordinating for Reports | Licensing | Hierarchy management | Bespoke data cuts – daily, weekly, monthly.

· within deadline.

· Support HSBC Bank for implementation of CA guidelines as per new regulation mandated by IRDAI from 01-April-2016.

· Also support HSBC Bank for record keeping, licensing procedure & preparing compliance Dashboard as per new CA guidelines.

Responsibilities under Customer Service & Branch Operations:

· Managing 3 on-roll & 5 off roll staff for operational & scanning process.

· Responsible for underwriting of new business proposals at branch.

· Processing of Policy Servicing request within given TAT’s

· Processing of New Business and renewals as per Hub SOP.

· Handling and execution of process of Operation Management.

· Addressing client’s complaints to Complaint Redressal Unit and seeking resolution within TAT.

· MIS preparation for branch and Zone as well. (Daily, weekly, fortnightly & Monthly )

· Conducting meetings and trainings within a team and sales team for awareness of new update and guidelines.

· Initiative taken for Process updates and responsible for Process Standardization.

· Coordinating with sales team for SP licensing.

· Responsible for compilation of Validation Call to the customer for Mumbai Location.

· Conducting Internal Audit at Branch level on Branch Operations and SOP adherence

· Ensure the implementation and adherence of TAT assigned for the process

· Responsible for admin activities, vendor management and branch petty cash.

· Responsible for fixing medical s with the help of RMC & TPA since inception of company

Managing HR Activities like Joining & Reliving formalities.

· Manage Internal and External Audit

Responsibilities:

Process New business :-Responsible for Daily New business policies setup at RPC (regional processing centre) & reporting it on MIS .

· Process Document Scrutiny :-Checking the proposal forms as per the regular AML (anti money laundering) guidelines received from IRDA.

· Process Quality Check of policies created :-Quality checking the policies created at new business & reporting it on MIS to service quality team.

• Job Responsibilities: Managed team of 15 supporting staff, Monitored the overall productivity of the shop & error rates, Conduct various surprise audits and ensured proper checks and controls are in place, Resolved the open entries in Disbursement A/c, Initial Payment A/c, Reconciliation Entries & tracking of receipt of disbursed files from the branches, Maintained the TAT (disbursement files to Authorization), Provided training to the supporting staff which includes quality improvement, awareness on launch of new product, roll out of new schemes, circulars & policies, Provided various types of MIS to the bank staff on monthly productivity, branch errors, rebooking and daily status in terms of number of files received, boarded, authorized, and pending for inputting and authorization, Managed Rebooking, reschedulement & Cancellation, Were resolving of queries for all discrepant cases by liaising with the branches & concerned units, Ensured timely dispatch of Welcome letters, Maintained records, implemented & strictly following the process as per the laid ISO guidelines,

• Job Responsibilities:

Handle retrieval team were in the request from topmost clients (ICICI HFC, SBI Life Insurance Co, ICICI PRU., etc.) & Resolve the queries from the clients in given TAT, Maintained MIS and reconciliation of physical files on daily, weekly & monthly basis, Handle printing and dispatch dept

Of barcode were in requirement of Barcodes by all branches of the company was taken care, Successfully handled an interim and annual operation Audit of the company