Operation Manager
metlifealico
Total years of experience :16 years, 10 Months
• Managing the Pension, credit life, customer service, broker and agency units.
• Managing & monitoring of operational aspects from Policy inception to renewal or termination by using tools implemented across distribution channels - Agency, Brokers, Direct Distribution
• Resource optimization through system and work flow integration.
• Monitor team performance and realign resources as required to ensure agreed TAT are met
• Manage implementation of new systems and enhancements to gain operational efficiencies and build capacity with same resources.
• Establish and manage rigid audit controls and processes across all units.
• Build capacities for projected business growth - people, systems and processes.
• Develop processes and timelines in sync with market & client requirements.
• Work on implementation of Quality tools for department across all lines of business and processes.
• Extend training to new & current staff on various products, processes across functions.
Union national Bank \[Since September 2006-April 2011\]
Private Banking & Wealth Management Division
The positions held at the Bank are as follows:
AVP & manager of Institutional & International Equity Desk (since July 2010)
• To establish institutional business within the private banking division
• To manage the International Brokerage and investment relationships in the Team’s portfolio, and to maximise the returns and meet client requirements.
• Enhance business relationships and elevate the level of service provided.
• Run the day-to-day functions of the Desk, and ensure compliance with the prevailing rules and regulations.
• Enhance the Wealth Management proposition through on going relationship management and by providing proactive investment advice to customers.
• Monitor the trading activity and submit daily and periodical reports on the same.
• Manage the relationship with the HNW Individuals and provide advice(s) to increase and their portfolios.
• Facilitate large block trades and execute complex option strategies.
