1. MONIKA BHOWMIK
Mobile: 09594078040
E-Mail: monikabrg@gmail.com
Seeking assignments in Operations Management/MIS Reports & Data Analysis/ Strategic Planning /Vendor
Management with a leading organization of repute
Sector: Banking/Finance & Insurance
Location Preference: Mumbai
PROFILE SUMMARY
A result-oriented professional with over 8 years of experience in:
- Operations Management -MIS Reports & Data Analysis -Vendor Management
-Customer Support -Strategic Planning -Liaison & Coordination
 Last associated with Essel Finance (An Essel Group Enterprise) as an Assistant Manager in Operations & MIS
 Previously associated with IDFC Mutual Fund as MIS Executive
 Prior to that associated with Birla Sun Life Insurance Co. Ltd. as an Associate in Operations & MIS
 Experience in managing operations in coordination with internal/external departments for smooth process
 Expertise in data crunching, evaluating, establishing & maintaining MIS development policies and procedures
 Excellent in MS Excel (lookup’s, Pivot Table & Pivot Table Chart, Text-to-column, Macro & Data validation)
 Experience in report creation through in-depth analysis and producing the actionable information
 Skilled in managing documents for streamlining systems to facilitate achievement of business goals
 An effective communicator with excellent communication, interpersonal and problem solving skills
CORE COMPETENCIES
 Managing operations inclusive of implementing short & long term plans with focus on excelling business targets and
service delivery metrics
 Keeping the files & documents updated; monitoring the process to ensure operational efficiency in the best interests of the
company
 Gathering requirements through client interaction, to understand their requests and needs and thereby providing best
solution possible
 Analyzing impact of change with the existing structure and implementing the same on the system with Business Teams
 Developing & implementing databases, analyzing content and quality of databases and recommending data management
procedures
ORGANIZATIONAL EXPERIENCE
From Jun’15 to Jan17 Essel Finance Wealth Zone Private Ltd. (An Essel Group Enterprise)
Reporting – Business Head
Department: Distribution-Operations & MIS
Role: Assistant Manager:
 Worked as a start-up in Analytics for Distribution Channel for Retail & Corporate segment for financial products –
General/Life Insurance and Mutual Fund.
 Managed to designvarious types of MIS/Reports for all Financial Product as well as maintained their database time to
time.
 Generated and Published 3 Channel’s (Retail, Corporate, NBFC) MIS & Report on daily/weekly/monthly basis
 Generated and Published AMC’s wise AUM for Retail and Intuitional verticalson daily/weekly/monthly basis
 Generated&published MIS reports for fresh purchase/additional purchase/redemption on daily/weekly/monthly basis
 Generated and PublishedIncome/Revenue MIS/Report for all channel/segment on monthly basis
 Identify & analyze Distribution Channel Expenditure component and do Cost Analysis on same on monthly basis
 Prepared SOP’s for Retail & Corporate channel for operational activities from application login to issuing policy copies
 Calculated & Prepared RM’s wise productivity for Management
 Maintaining database to renewal the policy for corporate & Retail channel
 Assertively done follow-ups for all operational activities with our channel partner and sales team
 Generating leads from Essel group employees (Internal) and sharing the same with our sales team for business closure
 Prepared and published Login, Pending for Issuance, Issued or Rejected MIS on daily/weekly/monthly basis

2.  Prepared and published Target v/s Achievements MIS/Report for all financial products in Distribution Channel
 Managed to do all analysis, data mining, MIS and operationalactionslike claims for Group Term Life (GTL)& Critical Illness
(CI) policies for Corporate Channel and General/Life insurance and Mutual Fund products forRetail Channel
 Coordinating at PAN India levelwith RM/SM/ASM/RH related to business figures and data.
 Coordinating & Processing additional/deletion endorsement for GTL & CI Policies for Corporate Channel
 Coordinating with channel partners& sales team for policy issuance and for all supporting/relevant documents
 Coordinating with our channel partners as well as corporate client to re-solved all types of queries
 Providing start to end service to the channel partners related to processes, products, complaints, issuance, documentation,
trainings, event management, reward & recognition, contest, etc.
 Calculated premium for Motor policies for Retail/Corporate Channel through motor quote calculator
 Reconciled data and prepare MIS to release commission
 Responsible for all documentation for IRDA License for sales team
 Successfully completed the process of Empanelment with 12 AMC’s to boost our AUM
 Responsible for maintaining day-to-day operations like TAT, Accuracy & Productivity (100%)
 Handled multiple reports, working with formulas, pivot tables & pivot charts, and various other excel sheet components
for accurate data
 Keep the manager informed of task accomplishment, issues and status;timely escalation to the senior management
From Oct’14 to May’15 IDFC Mutual Fund (HO)Lower Parel
Reporting – Associate Vice-President
Department:MIS
Role:MIS Executive:
 Handling branch & sales related queries through e-mail & telephonic on daily basis
 Maintaining Corpus &FUM(Fund Under Management) on daily basis; maintaining industry wise AUM(Assets Under
Management)in Cr. on monthly basis
 Identify & analyze high volumes of data for MIS preparation; mapping and updating PAN India RM Sales Tracker
 Preparing & maintaining MIS on EUIN and ARN
 Preparing & maintainingMIS for vertical Institutional, Retails and Direct on daily basis
 Tracking count and sum of systematic registered and triggered SIP’s
 Responsible for downloading varioustype of data from CAMS(MFDEX) like schemes/location/investors/distributors wise
file for the industry
 Using eisc for generating client’s account statement, checking folio details and for registered SIP’s
 Collating, formatting, functioning on 100 to 300 MB files and amalgamate 500 to 800 files through advance excel
 Generating & publishing end-to-end MIS for PAN India daily/weekly/monthly and sharing the same with the senior
management
 Generated&publishing MIS reports for fresh purchase/additional purchase/redemption on daily basis
 Generated&publishing MIS reports for Citi, HDFC, ICICI & Axis Bank on daily basis.
 Generated& publishing Gross Sales MIS reports distributors & scheme wise weekly/monthly
 Generated Internal Reports (location wise performance/target achieved report, schemes wise report, distributors wise,
switch-in, switch-out, etc.) for management.
 Publishing management dashboardIDFC AMC vs CAMS
 Calculating the Mutual fund business achievement percentagefor PAN India and preparing presentation and pie chart
 Creating / recording macro and using Advanced-excel functions for fastest resolution
From Aug’08 to Sep’14 Birla Sun Life Insurance Co. Ltd., (HO)Lower Parel
Reporting – Senior Manager
Growth Path:
Jun’12 to Sep’14 Associate
Aug’08 to May’12 Unit Sales Support (Pre &Post-Sales Support)
Jun’12 to Sep’14
Department:Customer Service-Auto Payment (ECS, Direct Debit, Credit Card)
Role: Associate:

3.  Managed the customers & branch queries through e-mail & telephonic on daily basis within TAT; handled complaints like
auto payments queries, renewal payment, policy lapse, bank change, mis-selling, fraud, etc.
 Developed & uploaded pre-debit email intimation alerts and pre/post SMS logs
 Identified & analyzed high volumes of data for premium collection as per the dues
 Studied & generated various types of MIS / Data for Head of Department (HOD); collated & uploaded success and failure &
decline reasons
 Generated previous transaction success MIS reports on weekly basis, sharing the same with vendors for further
investigation and took precise action on their outcome.
 Prepared success & failure ratio-branch, channel & location wise
 Published technically failure MIS, success/failure MIS to senior management and PAN India
 Published auto payment dashboard
 Reconciled data for premium received v/s premium dues
 Coordinated with vendor for transaction & mandate related issues and with branches, CS/projects, customer service and
compliance for quick resolution of service requests requiring any IT, Branch, customer or compliance intervention.
Aug’08 to May’12
Department:Alternate Channel-TPD
Role:Unit Sales Support:
 Developing logins and generating MIS for PAN India (quarterly, monthly and daily basis)
 Generating Internal Reports (location wise performance / target achieved report, cheque dishonor report, policy pending
report, product mix report, free look report, etc.) for management.
 Analyzing data / reports in proper format for various business strategy
 Setting the target for sales manager, area sales manager & unit manager (Sales Team) and calculating the business
achievement percentage and preparing presentation zone & location wise
 Providing start to end service to the channel partners related to processes, products, complaints, issuance, documentation,
trainings, event management, reward & recognition, contest, etc.
 Liaising with different departments for pending medicals & underwriting/new business requirements
 Carrying out training session for sales team and financial advisors (Processes & Products)
 Accountable for tracking policy issuance by coordinating with New Business & Underwriting Team; tracking
delivered/undelivered policy documents from system & database
 Developing presentation on MBR (Monthly Business Review) and business achievement v/s target for senior managers &
channel partners
 Preparing policy account statements, re-instatement quotations, premium due statements & tax certificate for Sales Team
 Supervising & maintaining R&R (Reward & Recognition) Programs and processing payments through Account’s Team
related to contest
Highlights:
 Deftly streamlined the hard copy of bulk letters for success transaction, failure reason, ECS activation by taking the step of
auto generated bulk emails; uploading data into the system and saved the paper cost & courier cost of the organization
 Successfully IntroducedDirect Debit(for remote areas) process of automated tools, programs and systems to enhance
efficiency.
 Prepared SOP’s for Retail & Corporate channel to streamline the operational activities for fastest business closure
Jun’07 to Jul’08 ICICI Bank Co. Ltd., Chandivili
Reporting –Manager
Role:Back Office Team Member
 Generated & maintained MIS reports for all loan products on a monthly basis
 Developed MOP'S (Measurement of Performance) Charts of analytics departments on monthly basis
 Accountable for analyzing the data in a proper format and maintained the Root Cause Analysis (RCA) for the same
 Handled debit & credit card, IBG (International Business Group), infinity, AML-cards & liabilities, acquiring, e-commerce,
dispute management & investigation, FFI (Forensic Fraud Investigation) & fraud reporting measuring (MOP) TAT (Turn
Around Time) ratio, reverse mapping and closure & quality Oversaw the sampling of loans, mortgages & cards measuring
(MOP) TAT (Turn Around Time) of sent cases on field, etc.

4. EDUCATION
2011 Post Graduate Diploma in Business Administration from Symbiosis (SCDL), Pune
2008 M.Com. from Mumbai University, Kalina
2005 B.Com. from Mumbai University, Malad
ITSKILLS
 Well versed with MS Office and Internet Applications
PERSONAL DETAILS
Date of Birth: 23rdJune, 1984
Marital: Married
Languages Known: English, Hindi, Marathi and Bengali
Contact Address: Bhayandar – 401105