Take-charge professional delivering executive support and team leadership to business operations. Dependable and detail-oriented to manage multiple tasks and priorities. Broad experience includes office management, accounting, accounts receivable, invoicing, dispatching, database management, vendor negotiations and contract management. Recognized for exemplary management, execution, customer service and team collaboration. Business-minded tackling any job task with gusto and precision. Determined Front Office Supervisor delivering exceptional service and responding to questions and inquiries quickly. Demonstrates positive attitude and readiness to adapt to different situations.
Overview
18
18
years of professional experience
Work History
Additional Managing Director & CFO
Sonali Life Insurance Company Limited
Dhaka, Bangladesh
08.2013 - 03.2024
Served as 2nd person to Managing Director & CEO throughout the term since 2013
Took charge as acting CEO (C.C) whenever CEO was absent from his duties
Achieved highest yearly performance rating every year since joining
Overall Monitoring of all functions and operating activities
Investment Management
Asset management
Monitoring and reviewing all operations of finance & accounts department
Reporting and Communicating with Chairman, Directors, MD and higher management on the daily progress and issues along with income, expense, hr, admin, claim, development and marketing activities
Communicating and reporting to IDRA, BIA, RJSC, BSEC, DSE, CSE
Analyze financial information to produce accurate yearly, monthly budget forecasts
Adjusting the budget as per the actual trends in the company
Interpret data affecting programs to seek future trends in investment risks
Coordinating, communicating and maintaining high value clients
Providing management and financial Training to new recruits
Deal with merchants and ensure their payments are made accordingly
Reconciling transactions daily and preparing the financial statements for management review
Created, Coordinated and Successfully implemented a Budget Forecast accuracy project for all sections
Planning action for future investments based on financial analysis
Collaborate with Investment bankers to attract new clients
Real Time Monitoring and decision making based on real time impacts
Recommend investments and investment timing to the Management Team
Track and analyze multiple data
Assist company officers and senior staff members in the development and formulation of long and short-range planning, policies, programs and objectives
Produce daily, weekly, monthly ad-hoc reporting to assist management in monitoring centre, team and representative performance
Maintaining and monitoring share portfolio
Overseeing and monitoring Statutory Audit, Internal Audit, Money Laundering
All compliance and regulatory requirements of IPO and related queries
Preparing Journals, Cash flows, Annual Reports and Auditing
Accounts and Bank updates, reconciliations, future and daily expense planning
Budgeting and forecasting of financial & investment activities
Costing analysis for company, branches and development organizations
Branch approvals and closures
Development of Corporate culture and discipline and ensure implementation
Reviewing employee activities and processes
Error checking and daily reconciliation
PR/OR Updates and reconciliations
Commission procedures and reconciliations
Claim daily status updates
Claim payment planning and allocation
Claim settlements and decisions
Group term setup, procedures and status updates
Group Alterations and invoices
Group communications
Group receivables and adjustments
Monitoring GTLI Certificates delivery
Underwriting daily updates
Reviewing underwriting procedures
FPR and policy schedule delivery Status
Policy & Revenue stamp monitoring
Medical files monitoring
Due payments, Renewal & Lapse update and monitoring
Total IT Infra and online branches reviewing, monitoring and maintaining
Research of new and innovative service delivery systems through IT
Sonali Life Mobile App creation and implementation
All online services creation and implementation
Software Training, Tracking, research and development
Overall Company Marketing Campaign creation and implementation
Business development strategy and performance evaluation
Liaising with development personnel and business performance monitoring
Dev Admin monitoring and reviewing
Agent Hierarchy structure and monitoring
Policy Services monitoring and efficiency
Dispute resolution and problem solving
Formulating and Implementing company marketing, promotion and business development strategies
Branch control monitoring and best practice procedure implementation
Total HR and Admin functions monitoring and updates
Leave and resource management
Reinsurance monitoring and reporting
Establishment, Purchase and Store update and monitoring
Training and development of employees in all aspects
Pay scale formulation and implementation
Change Management for all company processes
Creation of Company service rules, HR guidelines, operational processes along with development administration manuals
Process analysis and innovation
People management and motivational training
Yearly business performance target allocation, incentives and ACR
All employee career training, growth mentoring and development
Company provident fund creation and implementation
Ensuring compliance and adherence to KPIs and statutory regulations
Arranging and overseeing Board Meetings
AIT, VAT & TAX implementation, monitoring and reporting
Communication with all clients and high value customers.
Increased efficiency, effectiveness and profitability by managing team productivity, costs and budgets.
Contributed to profitability through expense control and pricing practices for products and services.
Formulated strategic vision to drive mission and goals while stimulating revenue, profitability and growth.
Performed sales and support activities to meet client needs and maintain service levels.
Liaised with senior leaders to recommend strategy and new initiatives based on in-depth understanding of business.
Fostered strong internal and external networks to achieve business objectives.
Developed rapport and instilled confidence with clients to develop credibility and earn trust.
Cultivated deep understanding of market, customer and competitor landscapes to identify growth opportunities.
Used expertise to cultivate relationships with existing clients, develop new client relationships and win business.
Maximized efficiency of operational systems by updating internal frameworks and controls.
Contributed to professional development of client staff through effective training and mentorship.
Built collaborative and functional teams to create highest value for stakeholders.
Broke down strategic problems and analysis to provide insights and recommendations.
Evaluated performance management systems and devised improvements to strengthen controls and optimize results.
Developed product and service expertise across groups to deliver desired client experience.
Advocated for organization at legislative sessions, committee meetings and formal events.
Leveraged monitoring and control reports to verify data, manage risk and minimize losses
Identified potential risks associated with operations and developed mitigation strategies.
Facilitated meetings between stakeholders to discuss issues and resolve conflicts effectively.
Reviewed reports from departments to identify areas of improvement in operational efficiency.
Participated in development activities such as product launches or promotional events.
Developed budgeting models used in forecasting future revenues and expenditures.
Cultivated strong relationships with customers through periodic meetings and follow-ups.
Directed strategic planning to develop and implement corporate goals, objectives, policies, and procedures.
Performed regular reviews of operational processes to reduce costs while maintaining quality standards.
Implemented process improvements initiatives across various departments within the organization.
Negotiated contracts with vendors and suppliers to maximize cost savings for the organization.
Managed external communications such as press releases, media interviews.
Coordinated with senior leadership teams to develop long-term growth plans for the organization.
Created strategies for increasing revenue streams by leveraging existing customer relationships.
Provided guidance to team members on project management principles and best practices.
Evaluated staffing needs based on organizational goals and objectives; recruited personnel accordingly.
Ensured compliance with applicable laws, regulations, policies, and procedures related to business operations.
Analyzed industry trends to identify opportunities for expanding market share.
Established performance standards and monitored progress towards achieving them.
Cultivated relationships with customers, vendors, partners and other external stakeholders.
Developed action plans to ensure that all organizational objectives are met in a timely manner.
Monitored financial performance of the organization and initiated corrective actions as needed.
Oversaw day-to-day operations of the company while coordinating with staff members.
Oversaw daily operations, optimizing efficiency and productivity.
Developed and implemented operational policies and procedures.
Managed budgets, financial forecasting, and analysis.
Coordinated with HR to recruit, train, and retain staff.
Led cross-functional teams to achieve business goals.
Implemented continuous improvement initiatives for process optimization.