michelle dsouza, Assistant Manager - Strategic Alliances & Initiatives

michelle dsouza

Assistant Manager - Strategic Alliances & Initiatives

Union Insurance Company PSC

Location
United Arab Emirates - Dubai
Education
Master's degree, Commerce
Experience
9 years, 6 months

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Work Experience

Total years of experience :9 years, 6 months

Assistant Manager - Strategic Alliances & Initiatives at Union Insurance Company PSC
  • United Arab Emirates - Dubai
  • May 2012 to March 2018

Union Insurance Company PSC, Dubai
Assistant Manager
May 2012 till Mar 2018
Job Profile.


Maintaining and analysing the business figures generated by the team

Constant follow ups with the banking partners and internal parties for declarations to ascertain business figures and the invoicing thereof

Email and telephonic correspondence with clients based in Oman and Qatar

Follow up and closing business with regards to Medical insurance leads.

Assisting the Team with marketing information by preparing up to date market comparisons of all products

Supervising and assisting with all admin requirements of the Team

Supporting research for new strategic tie ups.

Assisting with vetting of insurance product policies.

Supporting and identifying new products features.

Supervising the financial reimbursements of the team..

Sharing the latest markets news to enable the senior team to identify leads.

Liaising with both internal and external parties for signing NDA'S, MOU's and other agreements.

Identifying insurance companies in the international markets and providing them with key contacts for further business discussions.

Preparing consolidate list of requirements from the product team and its regular follow up.

Sending list of product renewals to team for pitching in new business portfolios.

Intimating the team about various shows, concerts for building business relationships.

Relationship Officer - Bancassurance at Oman Insurance Company
  • United Arab Emirates
  • March 2010 to April 2012

Oman Insurance Company, Dubai
Relationship Officer
- Bancassurance
March 2010 - April 2012
Job Profile

➢ Assistant to the Senior Manager
➢ Vetting of complete policy documents and seeking clarifications before releasing them to clients.
➢ Follow up for monthly declarations (premium booking statements) and preparing a month on month portfolio analysis on performance of various products.
➢ Preparing market intelligence grids of various products vis - a - vis similar product offerings in the market.
➢ Sharing latest market news on banks to enable tap in new business and keep track of new developments in existing banks and insurance companies to keep a tap on competitor activities.
➢ Making arrangements for international business trips for the team.
➢ Handling customer queries on Mashreq golden shield and ENBD smart saver products and verifying all requirements in the applications for Mashreq golden shield and ENBD smart saver and approving or rejecting before feeding into the system.
➢ Preparing maturity documents for matured polices and sending the same to accounts for payment disbursal to the clients.
➢ Preparing asset valuation reports for several clients and advising them of their performances when asked for.

Process Executive at Deutsche Bank Operations International
  • India
  • July 2008 to October 2009

Deutsche Bank Operations International, India
Process Executive
Business Development
July 2008 - October 2009
Job Profile
➢ Portfolio Reconciliations.
➢ Researching and resolving breaks in accounts
➢ Handling direct claims from brokers through calls and mails

Internship at Punjab National Bank
  • India
  • October 2005 to October 2005

Internship: Punjab National Bank, Mumbai, India
October 2005 Internship with Account opening department.

Computer Literacy
✓ MS Excel, MS Word and MS Outlook Express

Education

Master's degree, Commerce
  • at Mumbai University
  • April 2011

Masters in Commerce (M.Com) at Mumbai University, Mumbai, India, 2011.

Bachelor's degree, banking and Insurance
  • at Sydenham College of Commerce and Economics
  • April 2008

Bachelors of Banking and Insurance from Sydenham College of Commerce and Economics, Mumbai, India, 2008.

Diploma, Commerce and Economics
  • January 2005

2003 - 2005 High School Certificate (HSC) Mitibhai Collge of Commerce and Economics Mumbai, India

Specialties & Skills

Team Coordination
Documentation
Administration
operations
Market Research
ACCOUNTS FOR
ARRANGEMENTS
BUSINESS DEVELOPMENT
CLIENTS
CREDIT CARD
GREETINGS
RECONCILIATIONS
vetting documents

Languages

English
Expert

Hobbies

  • online research