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Brijesh Jaiswal
PHONE : +91-9860878444, 9167704525
EMAIL : brijesh_keylin@yahoo.com
DOB:-26th
Mar, 1985. Male
Passport No : G3356737
ADDRESS:
H-21/8 Ordnance Estate Ambernath,
Near MPF Ground, Dist Thane,
Mumbai, Maharashtra (India) – 421502
CTC – 5.00 Lacs
Objective:
Seeking a challenging position in a multinational company aimed at future growth where I can be part of a team that will use my
educational background and experience for our mutual benefit.
SUMMARY OF WORK EXPERIENCE:
1) Currently working with Principal Retirement Advisors Pvt. Ltd. Mar-15 to till date.
Department –Operations Designation –Manager - Operations Support
Operational Process: -
 Ensuring accurate and prompt processing of applications at business centers. Processing and tracking of new and
ongoing business to ensure business is issued as soon as possible and follow up on delivery is done.
 Organizing files, marketing materials, forms and information to increase the efficiency of the PRP (Principal
Retirement planners) Ensuring proper handling and safeguarding of classified, confidential, private or sensitive
information including record keeping of documents. Keeping track of existing inventory and its use.
 Provide administrative support to the planners and client through authorized and corporate office appointed vendors, for
example, courier pick-up of transaction related documents along with any other office and administrative support.
 Coordinating with compliance and risk control in the business center such as monitoring compliance reporting,
coordinate office audits etc.
 Arranging Meetings and trainings for Planners and keeping the notes of the queries and suggestions for resolution.
 Maintaining Daily MIS for Client on boarding and advisory fee received, newly joined PRPs and keeps the records of
the same. Incentive Payout support through timely reports on PRPs Fee contribution.
 Coordinating with AMC, Assisting Clients and sales team for Investments, Insurance, and KYC Requirements etc.
Internal & External Support:-
 Assisting Director of Recruitment head for setting up of DSA Channel, fixing the meetings with the DSAs and also
helping in recruitment and separation process of PRPs and empanelment of Referral Partners.
 Ensuring to have proper documentations for joining formalities, Background verification, CIBIL check, Enrolment for
the Examination of NISM (Mutual Fund Distributors Certification Examination) and Insurance Examination for PRPs.
 Coordination for resolution of all retirement planners and client service issues that can be addressed at the business
center level. Working on assigned Leads and calling to customer and taking appointment and assisting to regional
director for assigning the same and updating status of the same to marketing team.
 Assisting the Retirement Planners with setting appointments, preparing for meetings/client appointments and
explaining the Draft reports to Clients.
 Coordinating with marketing Team for creating prospects for processing initial inputs in the system.
2) Worked with DHFL Pramerica Life Insurance Ltd. (Corporate Office) - Nov-12 to Feb-15.
Department – DHFLBU Designation – Senior Executive - Operations
Operational Process: -
 Managed PAN India branch and Group operations process and ensure process standardization and adherence at all
branches spread across 200 locations and Coordinating with all (Old and New) Corporate Partners and ensuring a
healthy and mutually beneficial relationship with them.
 Coordinating with the branches for clearing discrepancies and WIP cases for faster issuance of the cases.
 Ensuring Daily data transfer, Premium entry and uploading in Insurance Module, Remittance through RTGS,
Cheque Preparation and maintenance of the record in the system.
 Handled Refund processing for Insurance rejections, loan Foreclosure, Freelook or withdrawal and coordinating
with the central accounts team for credit of the refund amount in the branch account within TAT for refund to the
customer or for adjustment in the loan account.
 Managed Weekly as well as monthly reconciliation activities of financial transactions and also Driving efforts for
reconciliation with corporate partners for insurance billed cases for raising invoices on issuance, follow up for
payment, tracking of received & Accruals.
 Managing walking customer at corporate office and ensure better customer support and policy servicing.
 Ensured smooth functioning of in-house critical to business systems like Insurance Modules, Websites, Report
Modules, the core business processing system of the organization, also Coordinating with IT team for product changes

and modifications in the system.
 Managed Internal and External regulatory audits.
Business Analysis & MIS Reporting :-
 Spearheading efforts for handling Business Analysis & MIS Reporting (Cross Sell & MRTA (Mortgage reducing term
assurance Product) viz. analyzing performance of business levels and providing key insights on the business progress.
 Forecasting and projecting possible trends based on past performance and projections/estimates received from line
manager and Generating informative reports based on system reports and channel partner MIS by building various
scenarios
 Supported line managers by being SPOC (single point of contact) for development of new MIS and regular MIS
analysis. Providing critical inputs for improving business levels (for e.g. Login days, contests, sales support)
 Preparing Graphical presentation for Monthly & Weekly business comparative Reports on MoM, QoQ & YoY on
Logins and issuance, Reconciliation on renewal business, Produce comparative statements on the above.
 Updating Penetration Report on Disbursement and Sanction business to track Amount and file penetration against
Insurance products.
 Preparing Loan Segmentation report and Pan India MRTA Analysis to track Retail asset business. (Housing Loan,
Non Housing Loan and SME business)
Sales Support:-
 Preparing monthly payout reports for Insurance team and also tracking various contest and result publication, sharing
payout details with HR team and ensure to smoothly release of the payouts and incentives.
 Coordinating with the various vendors for arranging Domestic and International tours or Rewards such as
Vouchers, gift cards, Petro cards, etc as an incentive for Sales team and also ensure to have approvals and inform the
cost of it to Admin Team and documenting the same for Audit purpose.
3) Worked with E-nxt Financial Limited – A Tata Enterprises –Dec-09 to Nov-12
Department – Wealth Management Designation - Executive – Investment Products (For Tata Capital Financial Services
Limited – Corporate Office)
Job Profile:-
MIS Reporting:-
 Entrusted with the responsibility of Preparing a variety of MIS reports for Investment Products (Mutual Fund, Fixed
Deposits, Bonds, PMS, PE, Insurance, Assets, Equity Broking, Real Estate Business) for the branch network on
national/ regional/ branch and even individually for RMs & Investment Specialists.
 Analyzed data on a Weekly, MOM and YOY basis to provide key insights on the business progress and Followed
up with branches/WMs on Submission of the Applications/policies/case cancellation and pending that affect issuance as
well as and subsequent booking of revenue.
 Assisted for preparing graphs and PPTs for business reviews, Forecasting for the estimated monthly closing by
coordinating with the RSMs and Reconciliation with RTA and CAMS data.
 Coordinating with the Channel Partners to clear debtors and Provisioning ageing
Liaising with internal departments:-
 Handled CRE Incentive problems, provided account statements to IFA Managers for their clients, pending payouts
for IFAs and for MIS with Ops.
 Coordinating with finance to raise debit notes towards channel partners for the income and also ensuring to get the
payments and update the same to the finance within TAT.
 Coordinating with the Operations department for AMC and RTA data.
 Provided the Provisioning numbers to finance for the month for all products
 Worked on Project with Advisory team for creating product in the system (Miles) and also created a customer’s
portfolio.
Sales support:-
 Provided Incentive Payout support through timely reports on CRE/RMs revenue contribution, Followed up on
pending and issuance of policies and for Brokerage rate with Channel Partners.
 Coordination with the Regions for Correct credit to the sales staff. Also prepare weekly/monthly pipelines
 Prepared CREs and Wealth RMs incentives for Investment Products and Handled Responsibility for Corporate ARN
registration for all WM and RMs

4) Worked with Bharti-Axa Life Insurance Co Ltd (Corporate Office) From January 2008 To December 2009
Job Profile:-
Department – New Business Designation: New business Executive
Process: Freelook:-
 Prepared monthly MIS of Freelook cases for different sales channel and sharing the same with sales channel and
Complaints department
 Prepared refund vouchers and taking necessary approvals as per the grid and sending the same to the finance team
and following with the finance team for issuance of the refund cheques for the freelook cases.
 Handled complaints query regarding freelook, updating complaints of the customer regarding Services or sales in the
CRM & CHS (Complaints Handling System) to share the cases with complaints resolution unit.
 Processed the cases as per the mail received from Complaints unit and updating the same in CHS to close the case and
intimating to them.
 Liaised with the contact center for Freelook Cancellation cases & Query and resolving the same within the TAT and
updating the same to the Contact center team.
 Constant follow up with the Branch Operations, sales, Contact center and with the complaints unit to process the
cases within TAT and providing better customer service.
Department – Channel Operations Designation: Channel Operation Executive
 Responsible for maintaining daily logins reports in proposal tracker of all channels and publishing the data to the
channel heads and Maintaining Daily MIS Report to track the discrepancy in the policy at the branch level regarding
AML, ECS & BI related and intimating the same about their regional and branch heads.
 Prepared monthly branch performance report and publishing the data to the AVP and Regional Heads and medical
tracker report for medical pending cases of branch.
 Followed Up for discrepancy cases from branches and with new business for issuance of Policy. Processed Vendor
Bills and claim of the branches and follow up from finance for their payments.
5) Worked with Reliance BPO PVT. LTD. At (DAKC) Navi Mumbai - From January, 2007 to December 2007
Designation: Customer service Associate
Inbound Process : Front Office
EDUCATIONAL QUALIFICATION:
 PGDBA-Finance{ Year 2011 Symbiosis University}
 B.Com Graduate {Year 2006, Mumbai University.}
 H.S.C {Year 2003, Maharashtra Board.}
 S.S.C {Year 2001, CBSE Board.}
ADDITIONAL QUALIFICATION:
 Passed NISM-Series-V-A: Mutual Fund Distributors Certification Examination.
 Diploma in Multimedia Application {DIMA} From P.C. Point with ‘A’ Grade.
 Passed MS-CIT with 66%
 Tally 7.2 Packages.
PERSONAL/TECHNICAL SKILLSET:
Skills/ Competencies
Planning Ability, Coordination Skill, Networking ability, persuasive and tenacious, analytical
ability, Proficient in Excel, Communication and presentation skill.
Software Packages
MS Excel, MS Word, MS PowerPoint, Outlook Express, Lotus Notes, Adobe Software’s,
SAP, CRM, Internet applications, Insurance and Loan Modules
Office Documentation & Business
Correspondences
Very well versed with office documentation, Word processing and Business Correspondences
& Communication.
Business Skills
Functional expert with commercial flair. Ability to gain confidence across multiple divisions,
persuasion skills and financial acumen. Fast learner. Good in Resource management.
Language Proficiency English, Hindi, Marathi, Punjabi and Thai(Beginner)
DECLARATION:

I hereby declare that the information furnished above is true to the best of my knowledge and belief till date.
Date :
Place : Mumbai (Brijesh Jaiswal)

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Brijesh Jaiswal

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