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Devadath K L

Devadath K L

Financial Service Consultant

Talent
Changanacherry, Kerala, IndiaMember since June 29, 2026
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About

To work in a firm with a professional work driven environment where I can utilize and apply my knowledge, skills which would enable me to grow while fulfilling a organizational goal.

Experience

Financial Service Consultant at ICICI Prudential Life Insurance (2024-05 – 2024-09)

  • Acted as the primary point of contact for clients, addressing inquiries and concerns.
  • Provided expert financial advice to clients on banking products, investments and insurance services.
  • Conducted regular follow-ups to enhance customer engagement.
  • Maintained accurate records of customer interactions, transactions, and sales activities.

Business Manager at Niravath Jublly Chits India Pvt Ltd (2025-02 – Present)

  • Managed daily chit fund operations, collections, and payouts.
  • Maintained customer records and ensured compliance with chit fund rules.
  • Supported subscriber onboarding and answered customer queries.
  • Coordinated team activities and monitored monthly target achievement.

Education

M.Com in Finance – ST BERCHMANS COLLEGE

B.Com in Finance and Tax – ST BERCHMANS COLLEGE

Skills

Financial Service Consultant

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