Pooja CV

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Curriculum Vitae

Mrs. Pooja Kunal Tiwari


9156579078
Rajouriyapooja280@gmail.co
m 28-Mar-94
Q-501, Jade Residencies, Wagholi, Pune.
Objective
I am looking for an opportunity where I can use my talent and skills to grow and expand the
company. Currently having a total experience of 9 years in banking, finance and insurance.

Education Qualification:
Year Of
Course Institute/College/School University/Board Percentage
Passing
Bhagat Singh Barkatulla
62.00%
B.C.A College, h
2016
Pipariya University,
Bhopal
MCHS College, Pipariya MP Board 69.00% 2013
H.S.C

PPS School, Pipariya


S.S.C MP Board 68.00% 2011

Work Experience
Name of Company: Max Life CAT-Axis
Designation: Deputy Manager
Location: Pune
Experience: Mar 2023 - Till date

Job Responsibilities:
⮚ Tied with Axis Bank where bank provides data for all type of insurances.
⮚ Generating calls/leads based on data available.
⮚ Ensuring to give proper customer service from generating insurance to end settlements.
⮚ Special segment for NRI customers.
⮚ Make sure to have track on team members for customer meetings and field visits.
⮚ Maintained positive, professional working environment to optimize staff and customer satisfaction.
Name of Company: RBL Bank
Designation: Deputy Manager
Location: Bhopal, MP
Experience: Dec 2021-Apr 2022

Job Responsibilities:
⮚ Budgeting, recruitment & management of field officers for mandideep branch.
⮚ Leading from front by providing product training to branch team members.
⮚ Also make sure to groom team members so that they excel in their respective fields.
⮚ Fully responsible for all banking operations and sales.

Name of Company: Annapurna Finance Pvt. Ltd.


Designation: Branch Manager
Location: Narsinghpur, MP
Experience: Feb 2021-Dec 2021

Job Responsibilities:
⮚ Managing day to day operations and ensure that team is achieving their daily targets/SLAs in timely
manner.
⮚ Make sure to complete audit compliance and overall work operations including daily reporting, team
meeting and providing proper services to customers.
⮚ Managing All Groups By Monthly Meeting CGT, GRT, Branch Disbursement, Branch NPA Recovery.
⮚ Learning ,training and monitoring performance of the team members for maintaining excellence in the
service operations.

Name of Company: Jana Small Finance Bank


Designation: Assistant Manager
Location: Pipariya, MP
Experience: Sept 2018-Jan 2021

Job Responsibilities:
⮚ Managing the over all functioning of cash ,identifying improvement areas and implementing adequate
measures to maximize customer satisfaction level.
⮚ Managing all the branch operation related queries and emphasis on customers satisfaction.
⮚ Processing branch disbursement pertaining to micro finance loan, agriculture loan and gold loan.
Name of Company: Star Union Daiichi
Designation: Assistant Manager
Location: Pipariya, MP
Experience: Jul 2017-Aug 2018

Job Responsibilities:
⮚ Handling multiple branches for life insurance and general insurance.
⮚ Visiting multiple branches to meet customer queries related to life insurance and general insurance.
⮚ Also make sure that customer is getting full settlement of his/her sum covered which includes death claim
settlement, accident claim settlements, etc.

Name of Company: HDFC Bank


Designation: Sales Officer
Location: Pipariya, MP
Experience: Aug 2016-Jun 2017

Job Responsibilities:
⮚ Proficient in handling overall Branch Operation and Branch Sales Operations to enhance the profitability.
⮚ CASA, FD, RD, LI, GI, Mutual Funds handling and selling all these products.
⮚ Managing all the branch operation related queries and emphasis on customers satisfaction.

Key Skills:
✔ Oracle (CBS & SFDC) & Windows vista10

✔ Team Management

✔ Recruitment

✔ Sales expertise

✔ Strategic decision-making

✔ Staff coaching

Achievements

- Pan India topper-Gold Loan


- 16 times topper in MP CG in Jana bank gold loan product
- National LI Contest Winner highest life insurance DB amount in MP CG central zone
- FD RD GI health insurance all national contest many times qualify
Personal Proficiencies
Hobbies: - Cooking, Painting, Dance.
Technical Skills: - Oracle (CBS&SFDC) &Windows vista10. MS Office Suite XP(Word ,Excel &PowerPoint)
&Tally 7.2 & 9.2

Declaration
I hereby declare that all the information provided by me is correct up to my knowledge and I bear the
responsibility for the correctness of the above mentioned particulars.

Date:
Place:

(POOJA KUNAL TIWARI)

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