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Neeraj Joshi

Customer service/Relationship professional offering 6 years of diversified experience. Excellent communication and problem solving skills


To get a challenging position this leads to a successful professional carrier and reach the pinnacle in finance industry as a Relationship Manager. Customer service/Relationship professional offering 6 years of diversified experience. Excellent communication and problem solving skills. Dedicated to achieving customer satisfaction as well as meeting or surpassing company expectations in Sales and Customer Advisory. 

Work experience

Oct 2014Jan 2015


Vasco Worldwide India Pvt. Ltd.

Job Title-Senior Customer Experience Expert


  • Travel Insurance and Life Insurance Services.
  • Customer Follow up to build Relationship with them and to Increase sales.

Apr 2014Sep 2014

Assistant Manager

Max Life Insurance Co.Ltd

Job Title-Assistant Manager in Customer Advisory Team


  • Relationship Manager of 950 existing Clients from Orphan base.
  • Achieving monthly sales G-3 Target (Premium Value >= 20K)
  • Getting new business from existing clients by resolving their queries.
  • Renewal of Policy in Lapse Mode by showing Importance and relating it with their financial Goals.
  • Handling the HNI Client’s, Getting Referrals from the clients to increase our customer’s base and to get new business from them.
  • Lead Generation by customer’s personal references and self resources.
Oct 2012Mar 2014

Sr Customer Relationship Officer(Renewals)

DLF Pramerica Life Insurance Co.Ltd. Securitus Financial Services Ltd

Job Title-. Sr Customer Relationship Officer(Renewals)


  • Renewal collection from Due, Grace and Lapse Bucket minimum premium of 25K
  • Customer Advisory Services, Generation leads and getting new business
  • Renewal of Lapsed Policy from Lapse Bucket
  • Preparing Weekly Reports, updating MIS of orphan base

Handling the HNI Client’s and Visit if there is any issue related to Policy

May 2010Aug 2012

Business Development Manager

Securitus Financial Services Ltd

Job Title-Business Development Manager(M. F./Insurance)


  • As a Relationship Manager for Mutual Funds and Insurance Clients of the company
  • Policy Servicing(Documentation)
  • Mentoring two Executives
  • Getting New Business and Increase sales from self source and data provided by the company.


Nov 2008Mar 2010

Take Over Manager Moradabad

Karvy Insurance Broking

Job Title-Take Over Manager Moradabad


  • Achieving Budget in given Territory
  • Making venue sales of 2 Lacs, Implementation of Marketing Strategies.
  • Employee of the Year(Sales) in Financial Year 2008-2009
  • Venue based selling to customers invited by telecalling team.


Jul 2008May 2010




Language C & C++

Internet and Hardware Knowledge

Aug 2001Jun 2004

B.Sc - Mathematics/Chemistry

K.G.K. College, Moradabad

Applied Mathematics, Algebra, Calculus.

Physical and Organic Chemistry


Relationship Management, Portfolio Management, Customer Services.
Insurance Advisory Services, Mutual Funds
MS-Office, Effective communication, Able to work under pressure, Hardworking, self-motivated and Honest
IRDA Insurance advisor License
 Retention of Policies, MIS Knowledge


Refrences available upon request

Personal Information

Date of Birth                :23-Dec-1981

Father’s Name            :Late Mr. Umesh Chandra Joshi

Permanent  Address :66, Milan Vihar, Moradabad

Marital Status              :1996 – 1997