Dipak C Soni

Dipak Soni Mobile No:- Email ID: -, - Career Objective: To begin career as a successful Finance Professional in the real corporate world and eventually grow to a decision making position in the organization. Work Experience: 1. Name of Company: HDFC Life Insurance Co Ltd.(From 15thApr,2018 to 1stApr,20) Designation : Associate Manager (Customer Relation) Last CTC : 3.36 lakhs P.A. 2. Name of Company: Market Creators Ltd. (From 1st Dec,2007 to 14th Apr,2018) Designation: Assistant Manager (Operations) Job Description:  Advanced Excel, VLOOKUP, MATCH, INDEX, INDIRECT, TRIM EXCEL FUNCTIONS.  Python for Finance: Investment fundamentals & Data Analytics  Attend Branch walk-in customers; understand their requirements and guide them to fulfill their queries/concerns.  Understand customers' requirements and create opportunities to cross sell relevant products/ services.  Ensure addressing all customer queries/grievance on time; constantly reduce customer grievances escalated to HO.  Engage in creating awareness about appropriate loan utilization/savings to the customers.  Reviewing insurance Policies, Checking proposal forms, processing claims.  Identify and address problems and opportunities for the company.  Build alliances and partnerships with other organizations.  Develop, implement and review operational policies and procedures.  Checking policies to ensure it covers claims, updating records etc.  Ensuring premiums are paid, sending letters etc.  Operational- Financial & Non-financial, advising customers.  Passing on any suspicious, complex or high value claims to management. Assists the Financial Services Manager with preparation and consolidation of annual Statements. Prepares monthly Board of Health finance report. Process Account opening and post account updating within specified time.  Providing guidance to the team & Problem resolution.  DP, KYC, Pay in-Pay out etc.  Preparing MIS, DRF data sheet, Maintain DIS etc. Academic Projects Undertaken: Study and interpret the Ratio analysis of Infosys Technology Ltd. Study the Cost sheet of dinesh mills Ltd. Study the procedure of the Grievance handling and disciplinary action taken by the Plastic manufacturing company. Study model blood group in a Jamnabai Hospital. Educational Dimensions: Degree Board/University Percentage/ Grade Year of Passing M.B.A. (Finance) The ICFAI University, Dehradun 6.05(10) May 2007 P.G.Diploma in Applied Corporate Finance The Maharaja Sayajirao University of Baroda 51.00% July 2007 B.com The Maharaja Sayajirao University of Baroda 53.08% April 2005 NCFM Modules :( NSE Certificates in Financial Market) Capital Market (Dealer) Module with 74.5% AMFI – Mutual Fund (Advisor) Module with 66%. NSDL – Depository Operations Module with 66.75%. Derivative Market (Dealer) Module with 72.75%. NCMP (NSE Certified Market Professional) Certificate – Level 1 Certificate. NISM – Series VI- Depository Operations Module with 79.5% Summer Internship Program: Study Customer acquisition analysis for ICICI Web Trade Ltd. Strengths: Enthusiastic, creative and willing to assume increased responsibility. Sincere and ability to learn and cope with change. Personal Details: Date of Birth: 6th November, 1984 Marital Status: Married Address : F-102, Fortune Glory, Behind Billabong International School, Nr Vadsar Bridge, Vadsar Road, Vadodara-390010 Declaration: I hereby declare that the information furnished above is true to the best of my knowledge & belief. Thank You, Dipak Soni