Executive Relationship Officer - CANARA HSBC LIFE INSURANCE - Kolkata
(2024-07)
Advised clients on life insurance and financial products, analyzed their needs, recommended appropriate solutions, and ensured execution of client requests while promoting organizational offerings and upholding service excellence.
- Joined as Relationship Officer in July 2024.
- Promoted to Senior Relationship Officer in January 2025.
- Further promoted to Executive Relationship Officer in July 2025.
- Developed and maintained strong relationships with individual and corporate clients.
- Onboarded new clients and delivered personalized after-sales service.
- Constantly achieved targets, resulting in rapid promotions from Relationship Officer (03/07/2025), to Senior Relationship Officer (January, 2025), and Executive Relationship Officer (July, 2025).
- Addressed client queries, handled policy servicing, and resolved escalations efficiently.
- Promoted company products and achieved record sales, leading to multiple awards including CASA Champion 2024-2025 (East Zone, Kolkata), Top 10 Highest Collection 2024-2025, and multiple competition accomplishments.
Relationship Manager - ICICI BANK
(2023-06 - 2024-05)
Advise retail clients on their personal financial needs and objectives by analysing their financial needs and objectives, recommend suitable in-house 'off the shelf' financial solutions, and execute clients' instructions on their banking and financial transactions.
- Maintain good relationships with clients so that the business can maximize the value of those relationships.
- Responsible the needs of customers and provide personalized service.
- Provide information on the company's products or services and generate interest in the offer.
- Upsell products and services.
- Research needed information using available resources.
- Conduct risk assessments on the investment options and report them to the client.
- Identify any issues that customers might be struggling with.
- Report on customer feedback.
- Manage & update customer databases.
- Update the customers and clients on their portfolio success and activity.
Data analyst (Title Examiner in NPS National Streamline) - Intelligent Image Management Ltd.
(2021-06 - 2023-01)
Worked as Title Examiner for our client First American Title insurance company
- Searched online County Clerk websites as well as some Data Base Management Softwares like DATA TRACE, DATA TREE, TIMS for property records including any type of liens against the property and or persons.
- Determined what liens and or mortgages apply to the property.
- Have a good Experience of current owner search in multi states like California, Washington, New York, Ohio, Colorado, Kentucky, Pennsylvania, Massachusetts etc.
- Assisted co-workers when manager was unavailable.
- Used High degree of accuracy with attention to detail.
