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									JANE D’SOUZA
E-mail: 9820899880

Ambitious finance professional with strong track-record of delivering top performance.
Possess large spectrum of experience in financial operations and treasury finance.
Worked on developing a Financial Management System, which has helped automating all
the processes in the Financial Operations vertical. Can undertake difficult mandates and
meet tight deadlines. Personal qualities include: rigorous, positive, good problem-solver,
autonomous, persistent, adaptable, and driven.
BIRLA SUNLIFE INSURANCE COMPANY LTD.                                         Feb 10-Present
Designation: Process Leader- Banking and Treasury
 Responsible for arranging banking services across BSLI and fund management.
   Ensuring that the various collection and payments accounts are duly funded. Ensuring
   that all fund transfer instructions are authorized within the time limit.
 Arrangement for optimum utilization of funds available and utilizing idle funds into
   placing fixed deposits which give higher rate of returns. Managing Short term
   borrowings through short term instruments for meeting the needs of new business.
   Investments done in Fixed Deposits for weekly basis, investments done on best return
 Liasioning / coordinating with the banks for availing best & competitive rates for FD
   Preparation of operational cash flow on monthly basis, daily basis and trading the
   Monitoring daily bank balances & informing the Treasury Head & Accounts Head
    about the usable balance on daily basis
   Monthly tracking of stale cheques and calculation of funds available for investment.
   Posting of appropriate accounting entries and ensuring proper and timely
    reconciliation of assigned accounts so as to ensure smooth closure of accounts.
   Actively involved in addressing the banking related concerns at our branches, zonal
    offices and HO. Liaised between banking institutions to handle missing deposit
    investigations, facilitating communication for issue resolution. Monitoring of
    availability of cheque and cash pickup at branches. Zero escalation of cheque and
    cash pickup related queries.
   Looking after implementation of new banking channels identified for increasing the
    efficacy of the collection and payment processes.
   Making arrangements to open new accounts with banks, solving the employees’
    banking related concerns like creating new ID’s for viewing, uploading transactions
    on to the bank sites.
   Ensuring that the banks perform as per agreed SLA’s. Preparation of monthly MIS of
    all the banks to analyze collection done by banks and service fees charged. Tracking
    monthly banking MIS for credit lag, cheque returns, etc.
   Processing employee reimbursements which include salary arrears and increments,
    reimbursement processing, claims processing and addressing employee concerns
    regarding reimbursements.
ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD.                           Dec 07-Feb 10
Designation: Process Leader- Financial Operations
  Responsible for managing the training and quality of a team of 20 members.
    Ensuring the team members are updated with latest developments within the process.
  Managing all functional processes related to policy payments. This entails
    processing of Payouts (Pre – Issuance, Post Issuance & Policy Benefits) within the
    stipulated TAT. YTD sigma has been 5.1 with quality scores at 98%.
  Processing large volumes of policy payments with average processing time of less
    than half the committed TAT.
  Handle all escalated emails and complaints received from Contact Center, Branch
    Operations and Customer Service teams PAN India and provide required solutions.
  Maintaining and publishing data required for monthly Dashboard Analysis.
  Maintaining exception reports, activity checklist and efficiency matrix for Policy
    Payments and preparing necessary discrepancy reports pertaining to process gaps to
    be rolled out to branches across.
ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD.                               Jan 07-Nov 07
Designation: Associate- Financial Operations
  Ensuring all Electronic payments are processed and uploaded in Bank site within the
    said TAT. Increasing electronic payouts from 30% to 60%
  Ensuring closure of any audit non-conformance within the committed time.
  Reconciliation of Payouts account with Bank accounts in Life Asia (As-400), Post
    Dated Cheque and ensured Quality controls to verify the accuracy of appropriate
  Processing Doctor Payments in SAP module on monthly basis and monitoring
    reconciliation for the same. End - to - end processing of all the Doctor Payouts right
    from empanelment to final payout.
  Monitor and analyze balances lying in Company Suspense & Premium Suspense and
    take necessary action.
  Involved with the team for smooth launch & implementation of the Workflow
    project, and processing refunds through workflows.

ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD.                        April 06-Dec 06
Designation: Executive- Financial Operations
  Calculation of NAV for freelook and surrender policies. Monitor that all unit linked
    products are processed with the correct value based on the working of the share
  Monitoring all annuities and maturity products are processed under correct options
    based on Customer requests. Automation of Maturity Payouts, which reduced
    manual errors & ensured smooth payment processing.
  Responsible for ensuring Quality and Efficiency in the process through Quality
    Audits and Daily MIS prepared based on SQL Queries & Microsoft Access
CITIGROUP                                                                 Jan 06-April 06
Designation: Junior Processing Officer – Custody, Forex/CSU
Handling Chartered Accountants desk, this includes
  Reporting to the Chartered Accountants the inward/outward remittances, Securities
    transaction tax (STT) amount and Brokerage amount. And follow-ups for tax
    certificates, solving their queries.
  Involved in various activities related to opening accounts for Foreign and Domestic
   clients on systems like Flexcube, Secore, SAM and NSDL.
  Maintenances of accounts on SAM.
  Sending intimations to clients about accounts opened using SAM.
 Application of UCC, NSE codes.
 Keep own knowledge up to date in relation to Servicing / Processing / Compliance
   activities (Based on SEBI Guidelines).

CITIBANK N.A.                                                              Jan 05-Jan 06
Designation: Junior Processing Officer – Custody, Product
Independent responsibility to generate and circulate various Management Information
reports generated by the business. The reports includes
 Generate daily analysis of custody balances.
 Responsible for ensuring Quality and Efficiency in the process through Quality
   Audits and Daily MIS.
 Prepare daily notes on the trades conducted by the FII’s and compiled on the basis of
   the reports from BSE, NSE and SEBI
 Prepare reports on the statistics of capital market. Source-SEBI bulletin.
 Prepare reports on NSDL transactions statement.
 Prepare MIS for the FII’s registered through SEBI and maintained Tracker for the
   applications sent to SEBI.
 Assisting Sales Head in coordination with SEBI for follow-up.
 Prepare MIS for the accounts opened with Citi Bank.
CGI MANTRA                                                             April 04- Jan 05
Designation: Human Resource Officer
  Assisted managers with hiring procedures, Identifying candidates, Screening,
    Conducting Written Tests, scheduling interviews, and issuing offer and appointment
  Reference checks and cross verification of candidates with previous organizations.
  Completing of all joining formalities and maintaining the personal files of new
  Managing the referral data in case of internal references to ensure timely pay out of
    referral bonus.
  Computed yearly, quarterly, and monthly benefits and payroll totals for employees.
  Coordinated orientations and exit interviews for part-time and temporary employees.
  Grievance, Query handling & coordination with departments for disciplinary action

FULFORD (INDIA) LIMITED, MUMBAI                                     June 00- Jan 01
Designation: Administrative Officer
  Worked in HR Department for 4 months – Maintained all business forms (customer
    information cards, employee time sheets, schedules, employee leave sheets,
    appointment calendars and others.)
  Maintain client and employee database for mailing and communication purposes.
  Prepare correspondence; maintain phone and correspondence logs.
  Worked in Finance Department for 2 months – General office duties, including
    answering phones, filing, preparing correspondence
  Compiling daily sales reports
Master of Business Administration [M.B.A] in Finance –A Grade                     2008
          - Institute of Business Management Studies
Post Graduate Diploma in Human Resource Management-70%                            2005
         - NMIMS
(GNIIT) Specialization in Software Architecture-79%                               2004
         - National Institute of Information Technology
Bachelors of Commerce-50%                                                   2004
          - S.N.D.T Women’s University (Santacruz)

Diploma in Administration Management-70%                                    2001
        -   S.N.D.T Women’s University (Santacruz)
S.S.C-59%                                                                   1999
        - Mary Immaculate Girls High School
Seminars: Fraud Awareness ~ Anti-Money Laundering & General Compliance Training
Program ~ Comparing Workshop.

 Highly proficient in MS Office.
 On Hand Experience on Customized Software’s Like Life Asia (AS400), Workflow
  Imaging Systems, Heat (Gold Mine), SPAARC, Secore, SAM, Flexcube, S.A.P,
  CAMS, Oracle, Lotus notes.
 GNIIT with Specialization in Software Architecture. Includes: Microsoft SQL 7.0,
  Java, J2EE, C++, Linux, VB.NET, Visual C++, HTML, XML, and WAP.

Date of Birth       : 3rd April 1983
Languages Known     : English, Hindi, Kannada, Konkani and Marathi.

Reference available upon request

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