Atanu Guin is an ambitious, energetic person with over 11 years of experience in branch administration, customer service, compliance management, and training in the insurance and mutual funds industries. He currently works as an Operations Officer for Karvy Fintech, where he verifies KYC documents, processes mutual fund and insurance applications, and manages teams. Previously, he held roles as Assistant Branch Manager for two other companies, where he was responsible for underwriting, processing proposals, managing branches, and giving product training. He is seeking new opportunities to further develop his skills and make a difference.

1. I am an energetic, ambitious person who has developed a mature and responsible approach to any task that I
undertake, or situation that I am presented with. As a graduate with 11 years of experience in Branch
Administration, Customer Service & Operation, Compliance Management & Process Enhancement and Training &
Development in Insurance and Mutual Fund, I am excellent in working with others to achieve a certain objective
on time and with excellence.
Looking forward to the opportunity in an organization where I can make difference, and not just be another
number on the payroll and that may help me to upgrade my knowledge and inherent skills.
1. Job Title : Officer ( Operations )
Company Name : Karvy Fintech Pvt Ltd.
Company Profile : Register & Transfer agent of AMCs and financial service provider .
Location : Kolkata ( W.B ).
Period : April 2017 to till present
Job Profile : Job Responsibilities :
 Verification & scrutinisation of KYC Documents and reporting in the KRA modules.
 MIS reporting, scrutinisation and Back-end operations of Mutual fund applications.
 Interact with customer and handling customer queries .
 Processing of Cigna TTK General Insurance proposal forms.
 Team management : KYC, MFU and BSE StarMF process.
 Training & Process support to branches for KYC & MFU transactions.
2. Job Title : Assistant Branch Manager ( Operations )
Company Name : Abira Management Services ltd.
Company Profile : Corporate Agent of Insurance & Mutual Funds Companies.
Location : Amritsar ( Punjab ).
Period : November 2012 to November 2016.
Job Profile : Job Responsibilities
 Scrutinizing & branch level underwriting of proposal forms & KYC documents.
 Online receipting of life & general insurance and mutual fund proposal forms.
 Maintaining Pretty Cash exp Accounts CMS processing of cash & cheque business.
 Branch’s stationery, prize stock & office equipments maintenance & management.
 Manage & motivate field workers to achieve their target quota.
 Set & review the business strategy to achieve the branch’s business target.
 Claim handling of life & general insurance companies.
 Follow up of POS, customer & agent queries, requirements and maintaining TAT.
 Giving product training to field persons and process training to branch staffs.
 Managing branch administration & supervising all operational functions of branch.
 Maintenance of database in ms-excel, data analysis and preparation of MIS.
3. Job Title : Assistant Branch Manager ( Operations )
Company Name : SolutionZ.
Company Profile : Corporate Agent of Insurance & Mutual Funds Companies.
Location : Amritsar ( Punjab ).
Period : December 2011 to October 2012.
AATTAANNUU GGUUIINN
Personal
Profile.
Career
Objectives
Employment
History
Permanent Address
Benepara, Vill + Po : Pandua,
Dist : Hooghly, West Bengal, Pin - 712149.
Contact Details
8591382145 / 8872188172
guin_atanu@yahoo.co.in / atanu.email.id@gmail.com
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2. 4. Job Title : Trainee Executive, Executive and Assistant Branch Manager ( Operations )
Company Name : GTFS Multi Services Ltd.
Company Profile : Corporate Agent of Insurance & Mutual Funds Companies.
Location : Srikakulam, Palasa, Vijiyanagaram & Mahboobnagar of Andhra
Pradesh, Sikanderpur of Uttar Pradesh and Amritsar of Punjab.
Period : May 2007 to November 2011.
Job Profile : Job Responsibilities : Same as Job Title 2.
5. Job Title : Article Clerk
Company Name : M/S M.C Bhandari & Co.
Company Profile : Audit Firm.
Location : Kolkata.
Period : October 2000 to August 2002 .
Job Profile : Bank Audit ( Internal, Revenue & Concurrent )
IIBI, Union Bank India, Union Bank of India, Uco Bank, Allahabad Bank ,
Central Bank of India, Dena Bank, Punjab & Sind Bank, Punjab National Bank,
Indian Overseas Bank.
Company Audit ( Stock & Wages )
ONGC, Kesoram Reyon.
Qualification Board / University Marks Obtained Passing Year
B.Com ( H ) Burdwan University 51.00 % 2000
12TH
W.B.C.H.S.E 55.00 % 1997
10TH
W.B.B.S.E 66.00 % 1995
 Diploma in Advance Software Technology from CMC.
 Series V-A : Mutual Fund Distributor Certification from NISM .
 UIDAI - Supervisor Certification from NSEIT.
 NISM-Series-II-B : Registrar and Transfer Agents (MF) Certification Exam
 Licentiate, Associateship & Fellowship from Insurance Institute of India.
 Obtained highest marks in Fellowship paper no : IC-24 & IC-71.
Name : Atanu Guin.
Father’s Name : Late Dinabandhu Guin.
Mother’ Name : Late Malina Guin.
Date of Birth : 06-03-1978
Marital Status : Unmarried.
Nationality : Indian.
Religion : Hindu.
Language Known : Bengali, Hindi, English.
Playing Suduku, Surfing Internet, Listen to Music, Watching Movie & Cricket, Excel Programming.
I hereby declare that the above written particulars are true to the best of my knowledge and belief.
I understand that any discrepancy found in the above information will render me liable for appropriate action.
Date : ......................................
Place : ………………………….
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` ( Atanu Guin )
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