Customer Experience Executive - Star Union Dai-ichi Life Insurance
(2025-08)
- Make WIP and share to sales team. Coordinate and follow up discrepancy cases with Sales team & RC and resolved that cases.
- Persistency data flash and follow up 12M, 13M, 14M and15M take remarks to sales officer and connecting to customer
- Persistency not ready to pay cases in visit customer place & retained for pay premium
- Handling branch visit customer
- New applied cases Qc
- Coordinating with Sales and HO Team (UW, QC, IT) members for issuance of NB Cases
- Ensuring 95% target to be achieving in M0 Bucket (Same month Issuance)
- Process Policy Service request and adhering to process successfully
- NB and Renewal cases cheque receipting
Operation Executive (Zonal) - Axis Max Life Insurance Company Limited- IMF Channel
(2023-10 - 2025-07)
- Make WIP and share to sales team. Coordinate and follow up discrepancy cases with Sales team & RC and resolved that cases.
- Coordinating with Sales and HO Team (UW, QC, IT) members for issuance of NB Cases
- Ensuring 95% target to be achieving in M0 Bucket (Same month Issuance)
- Process Policy Service request and adhering to process successfully
- Persistency data flash and follow up 12M, 13M, 14M and15M take remarks and Share Sales Vice President and Ops. Senior Manager try achieved 80%
Operation Executive (Regional) - Axis Max Life Insurance Company Limited
(2019-09 - 2023-10)
- Make WIP and share sales team. Coordinate and follow up discrepancy cases with Sales team and resolved that cases.
- Coordinating with Sales and HO Team (UW, QC, IT) members for issuance of NB Cases
- Ensuring 95% target to be achieving in M0 Bucket (Same month Issuance)
- Process Physical login manual data entry
- Process Policy Service request and adhering to process successfully
- Persistency data flash and follow up 12M, 13M, 14M and15M take remarks and Share Sales Vice President and Ops. Senior Manager try achieved 80%
Data entry operetor officer - Karvy Forde Search Private Limited
(2017-10 - 2019-07)
- Document checking of CKYC and processing of CKYC, handling query from AMC and its solution of CKYC
- Data entry of purchase, redemption all financial transaction and non-financial transaction.
- Handle MFU and BSE star platform of mutual fund.
- Maintain good relationship with IFA and national distributor query solution within time frame
- Maintain proper sheet of all data of CKYC process and excel sheet on daily basis.
D Navinchandra Export
(2017-05 - 2017-10)
No PF Deduction
Shah Manufacturers
(2016-12 - 2017-04)
GN Brothers
(2016-08 - 2016-12)
