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
