Branch relationship executive - Randstad India Pvt Ltd (SBI Card)
(2021-06 - 2022-10)
- Managed customer relationships within branch banking channel to promote and sell SBI credit card products.
- Identified potential customers through branch leads and walk-ins, ensuring achievement of monthly sales targets.
- Explained card features, benefits, fees, and reward programs to customers to drive product awareness.
- Assisted customers with application processing, documentation, and KYC verification.
- Coordinated with branch staff to generate referrals and strengthen business partnerships.
- Ensured compliance with company policies and regulatory guidelines during onboarding.
- Maintained accurate records of leads, conversions, and follow-ups in CRM systems.
- Resolved customer queries related to credit cards, billing, and service requests.
Senior process executive - Cognizant technology solutions
(2022-10 - 2026-02)
- Researched property tax details using county assessor and tax collector websites across multiple US states Verified ownership, parcel numbers, legal descriptions, and tax status.
- Identified tax liens, delinquent taxes, and payment history relevant to title review
- Coordinated with county tax offices via calls and emails to obtain missing information.
- Processed and tracked tax payments, ensuring accuracy and timely completion.
- Processed a high volume of USA mortgage loan applications, ensuring adherence to all federal and state regulations.
- Coordinated effectively with US clients through calls and emails, facilitating seamless communication and issue resolution.
- Processed escrow-based tax payments and verified county tax data.
- Prepared and maintained daily tax amount reporting completion report for management review.
- Provided critical process support, enhancing team efficiency and operational flow.
- Supported team members in managing daily workflows.
- Ensured rigorous accuracy and compliance in documentation, safeguarding process integrity.
- Handled US mortgage property tax payment and research activities.
Senior corporate agency manager - HDFC LIFE
(2026-03)
- Managed and developed relationships with banking partners to drive insurance sales and achieve business targets.
- Led, trained, and motivated bank sales teams on HDFC Life products, sales strategies, and compliance requirements.
- Identified customer financial needs and recommended suitable life insurance solutions.
- Achieved monthly and quarterly sales targets through effective lead generation and customer engagement.
- Conducted joint sales calls, customer meetings, and branch-level promotional activities to increase policy conversions.
- Monitored sales performance, prepared business reports, and implemented action plans to improve productivity.
- Ensured adherence to IRDAI guidelines, company policies, and regulatory compliance.
- Built long-term customer relationships by providing post-sales service and resolving customer queries efficiently.
- Coordinated with internal teams to ensure smooth policy issuance and customer onboarding.
