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Asif Eqbal

Asif Eqbal

Phone Banking Officer & Senior Health Insurance Advisor

Talent
KolkataMember since August 3, 2026
Customer Call HandlingCustomer Complaint ResolutionProduct ExplanationCross-SellingSales Target AchievementHealth Insurance ConsultationLead ConversionCustomer Follow-up
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Customer Call HandlingCustomer Complaint ResolutionProduct ExplanationCross-SellingSales Target Achievement

About

To work in a challenging and dynamic environment towards a successful career in Electrical industry by making the best out of my abilities and interpersonal skill. Total Experience: 3 Years.

Experience

Senior Health Insurance Advisor - Concentrix Daksh India Services Pvt Ltd - Kolkata, West Bengal

(2023-11 - 2026-01)

  • Call customers who have shown interest in health insurance
  • Understand their health insurance needs, family size, age, budget, and coverage requirements
  • Recommend suitable health insurance plans
  • Explain policy features, benefits, exclusions, waiting periods, and claim processes
  • Compare different insurance plans available on the platform
  • Clarify customer doubts regarding premiums and coverage
  • Convert leads into policy sales
  • Achieve monthly and quarterly sales targets
  • Follow up with prospective customers to close sales

Phone Banking Officer (PBO) - ICICI Bank Ltd - Bhubaneswar, Odisha

(2022-07 - 2023-07)

  • Answer inbound customer calls
  • Assist customers with account-related queries
  • Resolve issues related to savings accounts, current accounts, debit cards, credit cards, loans, internet banking, and mobile banking
  • Investigate customer complaints
  • Provide quick and accurate resolutions
  • Escalate complex cases to the appropriate department when necessary
  • Explain banking products and services
  • Guide customers regarding deposits, loans, insurance, investments, and digital banking facilities
  • Identify customer needs during calls
  • Promote suitable products such as Credit Cards, Personal Loans, Home Loans, Fixed Deposits, Insurance Products, Investment Products
  • Meet sales and revenue targets

Education

B. Tech - Electrical & Electronics Engineering - MITS, Rayagada (2014)

12TH - NIOS Jharia (2009)

10TH - D A V Cent. Public School (2007)

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