Priya D’Souza
Dubai
Summary
Proficient in developing and executing management strategies, aligning teams with business requirements, tasks, dependencies, deliverables, risks, and issue resolution. Expertise in contract preparation across operational areas with a commitment to maintaining 100% accuracy. Implementation of quality systems and procedures to ensure high-quality service while adhering to SLAs and business requirements. Well-regarded Advisor highly effective at analyzing data and trends to make timely, useful and effective recommendations. Well-versed in operating in complex, dynamic environments under tight deadlines. Prepared to leverage 6 years' experience to take on new position.
Overview
6
6
years of professional experience
3
3
years of post-secondary education
Work History
Advisor
Willis Towers Watson
06.2020 - 09.2023
- Software Skills: Service Hub, Eclipse, FINMAR, Data Management Systems, Contract Builder
- Job Description & Responsibilities:
- To draft Market Reform Contracts for insurance and reinsurance business on behalf of our clients located in the United Kingdom
- To conduct operational Evidence of Coverage for various insurance policy options, tailored to meet the specific premium amounts requested by our clients
- To efficiently complete tasks and respond promptly to client requests, demonstrating a keen sense of urgency as a Subject Matter Expert in operations
- To undertake responsibilities that necessitate the skills of reading, comprehending, and effectively conveying processes to new employees and audiences, while also demonstrating self-management and initiative in meeting strict deadlines
- Regularly organizing team huddles, documentation meetings, and query resolution sessions with stakeholders in the United Kingdom
Senior Officer
ICICI Bank
09.2019 - 03.2020
- Overseeing customer interactions within the Home Loan department
- Preparing projected balance sheet and P&L accounts for loan purpose
- Prepared, verified and processed invoices, prepared receivable statement, credit notes & reports, updated mode of payments, daily cash & cheque deposits to bank, prepared & posted receipts
- Responsible in handling maintaining the day-to-day accounts, bookkeeping, account payable and receivable.
Senior Process Executive
Tata Consultancy Services
08.2017 - 08.2019
- Managing sales team and revenue
- Coordinating with sales and accounts team for quick delivery
- Managing sales and customer relations teams for 100% customer satisfaction, Oversee day-to-day accounting operations, including accounts payable/receivable, payroll, and general ledger
- Reviewing client’s financial statements and categorizing their chosen retirement plans and considered investments
- Prepare and analyze financial statements, ensuring accuracy and compliance
- Affiliated with a prominent company in the U.S
- Retirement services sector, TIAA (The Teachers
- Insurance and Annuity Association), operating within the BFSI (Banking, Financial Services, and Insurance) domain
- Member of the Central Advisory Group (CAG), responsible for creating investment portfolios for our clients based on life goal analysis and delivering complete investment plan
- Overlooking, managing and training new joiners as a senior expert
- Crafting investment portfolios for U.S
- Clients by extracting data from Siebel, and organizing the information systematically, encompassing their financial goals, retirement savings, and investments in different stocks Microsoft Excel Siebel, SharePoint, Eclipse, Tally ERP 9
Education
Bachelor of Commerce - Banking And Insurance
06.2014 - 03.2017
Skills
Technical Skills
Accomplishments
- Documented and resolved queries from UK stakeholders which led to appreciation and being employee of the month several times.
- Achieved 100% quality through effectively helping with high volumes.
- Collaborated with team of 6 in the development of Service Hub.
- Successfully scored an overall Band 7 in IELTS
Timeline
Advisor - Willis Towers Watson
06.2020 - 09.2023
Senior Officer - ICICI Bank
09.2019 - 03.2020
Senior Process Executive - Tata Consultancy Services
08.2017 - 08.2019
L.S. Raheja College of Arts And Commerce - Bachelor of Commerce, Banking And Insurance
06.2014 - 03.2017
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