Summary
Overview
Work History
Education
Skills
Detailed Work Experience
Behavioral Skill Sets
Skill Sets
References
Languages
Timeline
Generic

Jitesh Ganatra

Sydney,NSW

Summary

Reliable Shift Leader experienced in quality control, ensuring customer satisfaction through training employees properly and adhering to company policy. Consummate professional who motivates employees and leads by example. Consistently delivers strong sales and service results through years of experience in food industry.

Overview

8
8
years of professional experience

Work History

Crew Member Team Leader

Subway
03.2023 - Current

Crew member

  • Achieved consistently high-quality standards by emphasizing attention to detail and adherence to company policies.
  • Managed inventory levels effectively, minimizing waste while maintaining adequate stock for daily operations.

Picker Packer

Best & Less
01.2023 - 03.2023

PICK AND PACKER

Claims Officer

Prudential Insurance (UK) - Tata Consultancy Services
02.2018 - 11.2022
  • Claim Settlement, Process of claims, Surrender of policy Calculation of claim values, maturity value, Bonus ( terminal and interim ) Preparation for review of Business Activity Statements and Instalment Activity Statements taxation advice Auditing claims process Customer document verification
  • Preserving and retrieving KYC documents ( Know Your Client) Enquiries responded to within agreed time frames Claims settled within agreed timeframe with no policy breaches System Bancs Salas
  • Proven ability to learn quickly and adapt to new situations.
  • Excellent communication skills, both verbal and written.
  • Worked well in a team setting, providing support and guidance.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.

Angel Broking Pvt Ltd
09.2016 - 07.2017
  • Selling Financial products ( DMAT accounts , Mutual funds, Health insurance, Life Insurance) Onboarding clients Supporting clients to diversify portfolio and update on new investments papers
  • After sales services to customers
  • Systems Trade.angel broking.com Angel one app Angel bee Angel Speed pro.

Education

Master’s in finance - International Finance

Western Sydney University
Sydney, NSW
04.2025

Accounting And Finance

Mumbai University (Thakur College of Science And Commerce)
India
04.2016

Skills

  • Dress Code Enforcement
  • Employee Motivation
  • Team Management
  • Workload balancing
  • Meeting facilitation
  • Employee Training
  • Problem-Solving
  • Punctual and Dependable

Detailed Work Experience

  • Prudential Insurance, Tata Consultancy Services Limited, Leading Insurance company based in United Kingdom having outsourced business process engagement with Tata Consultancy Services in India., Claim Settlement, Process of claims, Surrender of policy, Calculation of claim values, maturity value, Bonus (terminal and interim), Preparation for review of Business Activity Statements and Instalment Activity Statements, Taxation advice, Auditing claims process, Customer document verification, Preserving and retrieving KYC documents (Know Your Client), Enquiries responded to within agreed time frames, Claims settled within agreed timeframe with no policy breaches, Bancs, Salas
  • Angel Broking Pvt Ltd, Major Financial entity offering broking and advisory services to retail and corporate clients., Selling Financial products (DMAT accounts, Mutual funds, Health insurance, Life Insurance), Onboarding clients, Supporting clients to diversify portfolio and update on new investments papers, After sales services to customers, Trade.angelbroking.com, Angel one app, Angel bee, Angel Speed pro
  • Part time, Scanning of products and pack them in Containers and deliver to stores (Clothing industry), Customer service and Handling entire store

Behavioral Skill Sets

  • Active learner
  • Critical thinking
  • Understanding internal and external systems
  • Always enthusiastic to take up new challenges and initiatives

Skill Sets

Finance and Insurance professional with over 5 years of progressive experience, aspiring to achieve excellence through efficient use of knowledge, abilities, and skills. Currently pursuing Master of Finance from Western Sydney University. End to End process from onboarding of clients to claim settlement. Adhere to process SOP, co-ordination between teams to ensure smooth functioning of process. Financial reporting and technical analysis of statements. Client engagement onshore and offshore. Proficiency in MS Excel, and systems.

References

CA Hemant pareek, 0468394073, Cahemant1982@gmail.com

Languages

Swahili
Elementary

Timeline

Crew Member Team Leader

Subway
03.2023 - Current

Picker Packer

Best & Less
01.2023 - 03.2023

Claims Officer

Prudential Insurance (UK) - Tata Consultancy Services
02.2018 - 11.2022

Angel Broking Pvt Ltd
09.2016 - 07.2017

Master’s in finance - International Finance

Western Sydney University

Accounting And Finance

Mumbai University (Thakur College of Science And Commerce)
Jitesh Ganatra