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KUNAL GUPTAKUNAL GUPTA
Email: [email protected]; [email protected]: 9864237579(M)9864237579(M)
Career ObjectiveLooking forward to a long-term association with a people oriented organization where individual talent, honesty, sincerity and initiatives are recognized and which provides conducive and stimulating work culture that encourages creativity and career development.Professional Profile A result oriented professional with 4 Years+ experience in Branch Operations & Customer Service. Presently associated with Kotak Mahindra Old Mutual Co. Ltd. as Assistant Manager – Branch Operations since March 2014. Possess excellent interpersonal, communication and organizational skills with proven abilities in Operational processes & customer servicing.
Professional Qualification MBA – Marketing from JRN Rajasthan Vidyapeeth University Masters Honours in Management & Entrepreneurship – Finance from Darwin School of Busness, Guwahati. Diploma in Business Entrepreneurship from Darwin School of Business, Guwahati.
Education B.Com from Tinsukia College, Dibrugarh UniversityOrganizational Experience Kotak Mahindra Old Mutual Life Insurance as Assistant Manager-Branch Operations
(Promoted) from April 2015 till date. Kotak Mahindra Old Mutual Life Insurance as Branch Operations Executive, March
2014 – March 2015. ICICI Prudential Life Insurance as Customer Service Executive, December 2010 – March
2014. B. Stationers (FMCG Distributor & Wholesaler) as Office Assistant, August 2010 –
December 2010. Kotak Mahindra Old Mutual Life Insurance as Channel Marketing Officer, June 2010 –
July 2010.
Key Deliverables at Kotak Mahindra Old Mutual Life Insurance Co. Ltd. (Branch Operations)Scrutiny of the forms and abiding by the underwriting norms to avoid discrepancies; To abide by KYC/AML guidelines; To Login new business and take responsibility for 100% issuance; Promptly processing and resolving all the complaints & queries raised by internal and external clients within TAT; Training & Development of newly joined BOEs in Tinsukia branches; To comply the process and policies laid down by the company; Surrender Retention of new and existing clients; Cash & Cheque receipting of premium collection from customer for renewal; Monitoring daily MIS dissemination; Managing Distribution Operations (DOPS) process for new & existing Advisors; Own all branch-operation objectives & overall branch supervision &
administration; Informing both internal & external customers about the benefits of ECS/Direct-Debit & Go-Green, OPM & e-Insurance facilities; Review Branch Operations reports & MIS dissemination; Doing regular RISK check analysis of New Business & DOPS Forms; Ensure compliance with Insurance & Financial sector Regulations & Procedures; etc.
Key Deliverables at ICICI Prudential Life Insurance Co. Ltd. (Branch Operations)Scrutiny of the forms and abiding by the underwriting norms to avoid discrepancies; To abide by KYC/AML guidelines; To Login new business and take responsibility for 100% issuance; Promptly processing and resolving all the complaints & queries raised by internal and external clients within TAT; Maintain cordial relation with internal and external clients; To comply the process and policies laid down by the company; Managing customer walk in the branch; Managing various software applications for operational processes; Doing regular cross-selling & up-selling; Surrender Retention of new and existing clients; Cash & Cheque receipting of premium collection from customer for renewal; Monitoring daily MIS dissemination for Surrender-Retention on behalf of Jorhat team, Contribution in revenue generation through Renewal/revival tele-calling; Managing Distribution Operations (DOPS) process for new & existing Advisors; Managing & resolving customer grievances; Informing customer & sales personnel for their due renewal premiums; Own all branch-operation objectives & overall branch supervision & administration; Key Customer Relationship Management; Review Branch Operations reports & MIS dissemination; Doing regular RISK check analysis of New Business & DOPS Forms; Ensure compliance with Insurance & Financial sector Regulations & Procedures; Managing Wealth Visits, etc.
Key Deliverables at B. Stationers (Distributor & Wholesaler)Responsible for overall office administration; Scrutiny of official documents; Data entry in MS Excel; Preparing of bills for goods sold over the day.
Key Deliverables at Kotak Mahindra Old Mutual Life Insurance Co. Ltd. (Channel Marketing)Ensure achievement of deliverables of sales promotion activities and recruitment activities; Plan, organize and implement activities and HO programs to ensure the deliverables are achieved within given budgets; Ensure timely reporting of programs implemented in the formats required by HO; Ensure communication, MIS dissemination, fulfilment of Rewards & Recognitions programs & schemes & query resolution; Aid the senior marketing team in the design, communication & fulfilment the local sales schemes as directed by senior management; Aid the senior marketing team in the planning & organizing of area, regional & branch conventions; Implementation of regional & national HO initiatives & projects.; Monitoring the effective use of budgets allocated for different activities; Monitoring all the BTL & group marketing activities & ensure adherence to timelines; Managing different official web portals for Advisors; etc.
ProjectsINTERNSHIP :Organization : IDBI Capital Market Services Ltd., GuwahatiTopic : Structural and Behavioural Habits of Investors in the Indian Stock MarketsDuration : 3 Months (September – November, 2008)
CertificationDiploma in Information System Management (DISM); Accounts Pro; SWIFT India; Ankanshree (Senior Diploma in Painting)Personal Information Date of Birth : 30th September, 1984Address : Durgabari Road, Opp. Post Office, Rangagora Road, Tinsukia – 786125, Assam.
