Namita Shindolkar

Sold fixed deposits, life insurance, loans and new accounts by understanding customer needs and recommending suitable products. Guided customers through loan applications end to end, resolved 95% of complex escalations, and reduced KYC/AML compliance errors by 40%.

Adjudicated medical insurance claims against European healthcare guidelines and policy terms, meeting productivity, quality and turnaround targets. Resolved pended claims by coordinating with cross-functional teams and built performance and SLA dashboards in Excel and Tableau.

Managed end-to-end accounting across 3 business units (retail clothing, fuel station, distribution). Verified supplier invoices, coordinated vendor payments and performed account reconciliations.

Served as primary point of contact for 40+ students on courses, curriculum and admissions. Supported onboarding of new admissions, organised workshops and training sessions, and maintained attendance records.

Conducted 2 internal audits annually alongside statutory audits, including a Central Bank of India branch audit. Prepared GST and Income Tax returns and maintained audit documentation.

Currently pursuing Data Analytics, Financial Analysis and Fundamental Analysis.

Completed AI For All certification.

Completed The Private Bank Job Simulation certification.

Completed McKinsey Forward Program.

Completed Positioning SAP Customer Loyalty Management certification.

Completed General Management Communication Skills certification.

Completed Tally Professional certification.

Completed Bachelor of Commerce degree from Bharatesh College of Commerce in 2014.

Completed CAMS Certified Transaction Monitoring Associate (CTMA) certification.

Completed IRDAI certification.

Completed Information Technology Training Course.