Chetan Makar 21

Client servicing and relationship management professional with 1+ years across insurance and consumer-brand verticals, managing a 150+ account portfolio and coordinating cross-functionally with underwriting, product, and partner teams to resolve queries, track servicing timelines, and ensure seamless client experience. PGPM in Marketing with strong analytical ability, stakeholder communication, and attention to detail — seeking to bring this client servicing and coordination experience to a Client Service Analyst role, gaining deeper exposure to wealth management, fund operations, and investment-related processes.

Assistant Manager — Sales & Client Relationship Management at Oneinsure.com (Robinhood Insurance Ltd.) (2025-04 – 2026-06)

• Managed a 150+ client account portfolio across onboarding, servicing, and issue resolution — coordinating with 4 major insurer partners (HDFC Life, Axis Max, Aditya Birla, ICICI) for policy issuance, claims support, and query resolution.
• Acted as the coordination point between insurer partners and internal underwriting teams, tracking cases end-to-end and ensuring timely, accurate handoffs — comparable to tracking releases and resolving stakeholder queries in a fund servicing environment.
• Structured tailored product proposals across Life & Health lines, translating technical policy and fee-related details into clear, accurate client-facing documentation and reporting.
• Maintained consistent client relationship health through proactive account reviews and issue tracking, contributing to ₹18L+ in portfolio revenue as an outcome of strong servicing discipline.

Brand Partnerships & Business Development Intern at Thebabybo (2024-02 – 2024-05)

• Owned the full partner onboarding lifecycle for 21 B2B partners (18% conversion from 115+ prospects) — from initial outreach through commercial coordination to catalog/system integration.
• Built and presented partnership proposals to prospective brand partners, coordinating terms and ensuring accurate documentation and activation.
• Served as primary post-onboarding relationship owner, tracking partner activation status and resolving queries to ensure continued engagement.

PGPM in Marketing & Sales – ICFAI Business School (2023 – 2025)

BMS – Anna Leela College of Commerce & Economics (2019 – 2022)

HSC – B.K. Birla College, Kalyan (W) (2018 – 2018)

SSC – C.R.M. Oak High School, Kalyan (W) (2016 – 2016)