Apr 2014 - Present
Senior Customer Experience Expert
Vasco Worldwide India Ltd
- Business Development, HNI Customer’s acquisition, selling General and Health insurance to walk-in customers.
- To Improves service marketability and profitability by identifying and capitalizing on opportunities.
- Insurance sales and Services to HNI Base of the Company.
- Lead generation through cold calling, Customer Follow up to build Relationship with them to Increase sales
- Achieving business through the services offered by company;
- Handling the HNI Client’s and Visit if there is any issue related to Policy.
Oct 2012 - Mar 2014
Senior Customer Service Officer
DLF PRamerica Life Insurance Co.Ltd.
- Client Acquisition and Getting new business from existing clients by resolving queries& complaints
- Relationship and Service Manager of existing Clients from Orphan base
- Achieving monthly Renewal Target (Premium Value >= 20K) from Due, Grace and Lapse buckets and surpassing company expectation by 150% increment
- Renewal of Policy in Lapse Mode by showing Importance and relating it with their financial Goals, Lead Generation
- Getting Referrals from the clients to increase our customer’s base and to get new business from them.
- Recovery of 25% and retention of HNI clients in lapse bucket.
May 2009 - Mar 2012
Asst Wealth Manager
Securitus Financial Services
- Portfolio manager Financial Advisory to Customers( Investment in Debt Instruments, Insurance)
- As a Financial planner/Relationship Manager for existing HNI Clients of the
- General Insurance and Health Insurance sales from July 2010-March 2012.
- Target General Insurance >=70K and at least 5 no OF policies.
- Getting New Business and Increase sales from self source and data provided by the company.
Aug 2008 - Apr 2009
Business Development Associate
Karvy Insurance Broking
- Business Development and Insurance Products to walk-in customers.
- Venue based selling to customers invited by telecalling team.
- Monthly sales target of 75 thousands, Implementation of Selling skills.
- Employee of the Year (Sales& Business Development) in consecutive quarters from Oct 2008-March 2009.
- Generation of leads by cold calling and through referrals.
2008 - 2009
Diploma in Computers Application
Indira Gandhi Open University
2001 - 2004
K.G.K. College, Moradabad
Jan 2000 - Jan 2001
Intermediate- PCM, Computers
Modern Public School, Moradabad