Prateek Shukla profile photo 1 on Tal

Prateek Shukla

Assistant Branch Manager | Insurance & Banking Operations | Client Relationship & Compliance | MBA Finance | Open to Dubai Roles

Sonbhadra

9+ years of work experience

Oct 20232 yrs 9 mosPresent

Shaktinagar Sonbhadra

Leading a team of 17 employees and 316 agents to enhance branch performance and customer satisfaction. Conducting in-depth financial analysis, generating timely reports to aid decision-making. Ensuring strict adherence to compliance and regulatory policies, minimizing operational risks. Collaborating with interdepartmental teams to resolve customer concerns and streamline policy execution. Driving strategic initiatives to optimize processes and improve operational efficiency.
Nov 20221 yrOct 2023

Shaktinagar Sonbhadra

Spearheaded branch compliance with industry regulations, reducing compliance risks. Managed branch accounts and financial operations to enhance administrative efficiency. Strengthened client relationships by providing accurate, timely information and assistance. Oversaw claims processing, ensuring accuracy and adherence to policy terms.
Mar 20175 yrs 9 mosNov 2022

Barabanki, Uttar Pradesh, India

Analyzed financial data and policy records to generate actionable insights for business decisions. Improved operational workflows by optimizing office procedures and documentation systems. Acted as a key liaison between departments, ensuring seamless policy execution. Enhanced stakeholder communication to facilitate dispute resolution and policy adherence.
Oct 20232 yrs 9 mosPresent

Directed a workforce of 17 employees and 316 agents, optimizing branch efficiency and ensuring superior customer engagement for sustained client satisfaction. Delivered comprehensive financial performance reports, equipping senior management with insights to enhance decision-making, cost optimization, and business profitability across operations. Coordinated with multiple departments to resolve client concerns promptly, ensuring seamless policy execution and adherence to organizational service-level commitments. Ensured complete regulatory adherence by monitoring branch activities, mitigating potential operational risks, and strengthening internal audit compliance standards consistently. Provided guidance, coaching, and support to junior officers, developing their potential for higher responsibilities and strengthening team capabilities.
Mar 20175 yrs 8 mosOct 2022

Generated detailed financial and operational reports, identifying performance gaps and driving data-driven strategies to support branch business growth. Streamlined operational workflows and enhanced documentation practices, improving turnaround time and compliance accuracy for policy-related tasks significantly. Maintained policy documentation, compliance records, and reports, ensuring accessibility and error-free data for effective decision-making. Collaborated with stakeholders to implement policy changes and resolve disputes efficiently, ensuring seamless coordination across branch operations. Ensure strict adherence to internal audit, compliance policies, and regulatory frameworks to mitigate risk and uphold governance standards.

Education

insurance institute of india

Fellow, Insurance

insurance institute of india

20174 yrs2021
Integral University, Lucknow, Uttar Pradesh

Master of Business Administration - MBA, Marketing & Sales

Integral University, Lucknow, Uttar Pradesh

20192 yrs2021

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Headline

Assistant Branch Manager | Insurance & Banking Operations | Client Relationship & Compliance | MBA Finance | Open to Dubai Roles

About

I am passionate about driving strategic policy execution and regulatory compliance within the insurance sector, ensuring operational excellence and business growth. With over 8 years of experience, I have successfully optimized administrative processes, enhanced branch performance, and implemented industry-standard practices to improve efficiency and customer satisfaction. My expertise lies in policy administration, risk assessment, and financial operations, allowing me to contribute to an organization’s success by aligning business objectives with regulatory frameworks. Throughout my career, I have demonstrated strong leadership in managing teams, fostering customer relationships, and streamlining policy management processes. I excel at analyzing complex challenges, making data-driven decisions, and implementing solutions that enhance operational effectiveness. My goal is to leverage my expertise in policy execution and compliance to drive innovation and efficiency in the insurance industry while ensuring seamless policy administration and risk mitigation strategies. I am currently looking for new ways to advance and contribute to a dynamic organization. Feel free to contact me if you know of any opportunities that match my skills or if you want to connect. Thank you for visiting my profile! You can contact me at +91 7376971956 or via email at prateek.rocks1994@gmail.com

Location

Sonbhadra

Work experience

Assistant Branch Manager at Life Insurance Corporation of India, Oct 2023 - Present · 2 yrs 9 mos, Shaktinagar Sonbhadra, Leading a team of 17 employees and 316 agents to enhance branch performance and customer satisfaction. Conducting in-depth financial analysis, generating timely reports to aid decision-making. Ensuring strict adherence to compliance and regulatory policies, minimizing operational risks. Collaborating with interdepartmental teams to resolve customer concerns and streamline policy execution. Driving strategic initiatives to optimize processes and improve operational efficiency.

Assistant Administrative officer at Life Insurance Corporation of India, Nov 2022 - Oct 2023 · 1 yr, Shaktinagar Sonbhadra, Spearheaded branch compliance with industry regulations, reducing compliance risks. Managed branch accounts and financial operations to enhance administrative efficiency. Strengthened client relationships by providing accurate, timely information and assistance. Oversaw claims processing, ensuring accuracy and adherence to policy terms.

Administrative Assistant at Life Insurance Corporation of India, Mar 2017 - Nov 2022 · 5 yrs 9 mos, Barabanki, Uttar Pradesh, India, Analyzed financial data and policy records to generate actionable insights for business decisions. Improved operational workflows by optimizing office procedures and documentation systems. Acted as a key liaison between departments, ensuring seamless policy execution. Enhanced stakeholder communication to facilitate dispute resolution and policy adherence.

Assistant Branch Manager at LIC OF INDIA, Oct 2023 - Present · 2 yrs 9 mos, Directed a workforce of 17 employees and 316 agents, optimizing branch efficiency and ensuring superior customer engagement for sustained client satisfaction. Delivered comprehensive financial performance reports, equipping senior management with insights to enhance decision-making, cost optimization, and business profitability across operations. Coordinated with multiple departments to resolve client concerns promptly, ensuring seamless policy execution and adherence to organizational service-level commitments. Ensured complete regulatory adherence by monitoring branch activities, mitigating potential operational risks, and strengthening internal audit compliance standards consistently. Provided guidance, coaching, and support to junior officers, developing their potential for higher responsibilities and strengthening team capabilities.

Policy Assistant at LIC OF INDIA, Mar 2017 - Oct 2022 · 5 yrs 8 mos, Generated detailed financial and operational reports, identifying performance gaps and driving data-driven strategies to support branch business growth. Streamlined operational workflows and enhanced documentation practices, improving turnaround time and compliance accuracy for policy-related tasks significantly. Maintained policy documentation, compliance records, and reports, ensuring accessibility and error-free data for effective decision-making. Collaborated with stakeholders to implement policy changes and resolve disputes efficiently, ensuring seamless coordination across branch operations. Ensure strict adherence to internal audit, compliance policies, and regulatory frameworks to mitigate risk and uphold governance standards.

Education

Fellow, Insurance, insurance institute of india

Master of Business Administration - MBA, Marketing & Sales, Integral University, Lucknow, Uttar Pradesh