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Otgontsetseg Batsaikhan

Licensed Insurance Provider

  • Boasting over 16 years of rich experience in the banking and financial services sector, this professional excels in driving innovation and leadership across diverse roles.

  • Emphasizes the significance of the Insurance Producer License from the California Department of Insurance as a pivotal credential, underscoring not only a wide-ranging expertise in insurance practices but also a strict adherence to the highest industry standards, elevating her profile significantly within the professional community.

  • Founder of Doctor of Financial LLC since January 2024, revolutionizing customer service strategies to boost sales and offering comprehensive insurance and financial advisory services.

  • Served at the State Bank of Mongolia from November 2011 to January 2024, significantly enhancing profitability and efficiency through strategic financial management and customer service excellence.

  • Earned a Master of Business Administration with a focus on Information Technology Management from the University of the Potomac, complemented by a Bachelor of Arts in Business Administration from the Seruuleg Institute of Mongolia, underscoring a commitment to continual learning and development.

  • Awarded prestigious accolades for exceptional contributions to marketing, leadership, and business development, underscoring a track record of excellence and recognition in multiple sectors including the State Bank's Appreciation Letter and prestigious medals for leadership in marketing and project management.

  • Active membership in leading professional organizations such as the Financial Fitness Association and the National Association of Insurance and Financial Advisors, illustrating a commitment to professional growth and networking.

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Experience

January 2024 - Present Doctor of Financial LLC California, US

A start-up specializes in optimizing customer service strategies for enhanced organizational sales.

Founder
November 2011 - January 2024 State Bank of Mongolia Ulaanbaatar, Mongolia

The State Bank of Mongolia, established in 2009. A wholly state-owned entity aimed at stabilizing the banking and financial market, safeguarding consumer interests, and providing risk-free services.

www.statebank.mn

March 2016 - December 2017 Loan Economist at the Branch Accounting Center

Major accomplishments:

  • Successfully processed loan applications exceeding the branch center's authority and presented them to the Central Bank's relevant departments for analysis and approval, securing loan approvals of up to 1 billion MNT.
  • Contributed to the bank's profitability by creating quality loan packages and attracting low-cost deposits, thereby increasing the active user base and enhancing the branch accounting center's loan package by 20-30% each quarter.
  • Improved the bank's operational profitability by acquiring new clients and organizations, providing loan product training to employees and clients, and expediently resolving loan requests, increasing the loan package by 20%.
  • Successfully repaid non-performing loans within the assigned loan portfolio, achieving a 10-15% bonus from the total repaid non-performing loans balance each quarter.
August 2013 - March 2016 Specialized Teller Supervisor for District Branches

Major accomplishments:

  • Successfully managed over 30 senior tellers and tellers across 3 district branches.
  • Organized cultural, sports, and outdoor activities for all branch employees on a quarterly basis to promote team cohesion and productivity.
  • Enhanced the branch's profitability by 20-30% through effective negotiation and management of international payment systems transactions (e.g., Western Union, SWIFT) and foreign currency exchange.
  • Ensured error-free operations across managed accounting centers, contributing significantly to the bank's service delivery and customer satisfaction.
  • Organized quarterly training for 20-30 new tellers on accounting practices and cash management, leading to recognition as an outstanding trainer and specialized teller.
  • Successfully advocated for and implemented changes in the dress code for tellers, enhancing professional appearance and compliance with bank standards.
November 2011 - August 2013 Teller, Branch Accounting Center

Major accomplishments:

  • Recognized as the top teller among all transaction staff for executing the highest number of error-free transactions.
  • Achieved 100% bonus for two consecutive quarters by attracting high-yield, low-cost deposits to the branch.

For Individuals

Personal Accident Insurance
Protect yourself and your loved ones against unforeseen accidents with our personalized accident insurance coverage.
Life Insurance
Safeguard your family's financial stability and secure their future with our customizable life insurance plans.
Health Insurance
Access quality healthcare without financial worry through our range of health insurance options, ensuring you and your family are protected against medical expenses.
Pension Fund
Plan for a secure retirement with our pension fund services, tailored to meet your long-term financial goals.
Disability Insurance
Receive financial support in the event of temporary or permanent disability, ensuring your financial obligations are met even during challenging times.
Long-Term Care Insurance
Prepare for the future by securing coverage for long-term care needs, preserving your assets and providing for your care requirements.
College Foundation
Invest in your children's education with our college foundation plans, designed to provide financial assistance for higher education expenses.
Long-Term and Short-Term Disability Insurance
Protect your income and maintain financial stability in the face of disability, whether short-term or long-term.

For Groups

Vision Insurance
Enhance employee benefits packages with our vision insurance offerings, promoting wellness and ensuring access to vision care services.
Group Dental Insurance
Support employee well-being with comprehensive dental coverage, fostering a healthy workforce and reducing out-of-pocket expenses for dental care.
Group Life Insurance
Provide valuable financial protection for employees and their families with our group life insurance plans, offering peace of mind and security.
Auto and Home Insurance
Protect assets and mitigate risk with our range of auto and home insurance products, offering comprehensive coverage and tailored solutions for group needs.
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Media Journals

Professional Experience

PROFESSIONAL PROJECTS

  • Best Teller Competition Project
  • State Bank Transaction Employee Uniform Update Project

PROFESSIONAL LICENSES

Insurance Producer License

Valid: February 2024 - February 2026

License Number: 4357248

Issuing Authority: California Department of Insurance

PROFESSIONAL MEMBERSHIPS

  • Financial Fitness Association
  • National Association of Insurance and Financial Advisors
  • JCI Mongolia

PROFESSIONAL CERTIFICATES

PROFESSIONAL AWARDS

  • Financial Fitness Association
  • National Association of Insurance and Financial Advisors
  • JCI Mongolia

NON-PROFESSIONAL RECOGNITIONS

• State Bank's Branch Accounting Centers' Football Championship Bronze Medal (2017)
• State Bank's Branch Accounting Centers' Handball Championship Bronze Medal (2015)

Get In Touch With Me

Contact Address
  • Address: Dublin CA 94568.
  • Mobile: + 202-430-4225
  • Email: otgontsetseg141@gmail.com
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