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)