Neeraj Joshi

  • DL
Neeraj Joshi

Work History

Work History
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.

Education

Education
2008 - 2009

Diploma in Computers Application

Indira Gandhi Open University
2001 - 2004

B.Sc- Mathematics

K.G.K. College, Moradabad
Jan 2000 - Jan 2001

Intermediate- PCM, Computers

Modern Public School, Moradabad

Skills

Skills

customer service

MS/OFFICE

Domicile

communications

ENGLISH