Kasimbee Rasool

Accomplished banking employee aiming to obtain a challenging role that allows me to utilize my expertise in financial services, business development, and operational management.

Deputy manager - Axis bank limited - Axis Virtual Centre

(2022-01)

• Managed customer interactions through virtual banking channels including voice, video, and digital platforms.
• Handled customer queries related to banking products, accounts, loans, credit cards, and digital banking services.
• Delivered high-quality customer service while ensuring compliance with bank policies and RBI guidelines.
• Assisted customers in resolving complaints, service requests, and transaction-related issues within defined TAT.
• Promoted and cross-sold banking products such as savings accounts, insurance, loans, and investment solutions to achieve business targets.
• Monitored customer satisfaction levels and ensured effective relationship management with existing customers.
• Coordinated with internal departments to resolve escalations and improve service efficiency.
• Maintained accurate customer records and updated CRM systems regularly.
• Supported team operations by mentoring junior staff and ensuring adherence to process standards.
• Achieved productivity, quality, and sales KPIs as defined by management.
• Ensured data confidentiality and followed information security protocols during customer interactions.
• Contributed to process improvement initiatives to enhance customer experience and operational efficiency.

Financial service consultant - Icici prudential life insurance

(2021-01 - 2022-12)

• Advised customers on life insurance, savings, retirement, and investment products based on their financial goals.
• Generated leads through customer references, field visits, tele-calling, and relationship-building activities.
• Explained insurance plans, policy benefits, premium structures, and investment options to clients.
• Achieved sales targets through effective financial planning and customer acquisition strategies.
• Built and maintained long-term relationships with customers to ensure policy renewals and repeat business.
• Conducted need-analysis meetings to recommend suitable insurance and protection plans.
• Assisted customers with policy documentation, application processing, and claim-related support.
• Coordinated with branch teams and banking partners to increase business opportunities and customer engagement.
• Ensured compliance with IRDAI regulations and company policies during sales and servicing activities.
• Maintained accurate customer records and updated CRM systems regularly.
• Participated in promotional campaigns, financial awareness programs, and sales initiatives.
• Provided after-sales service and addressed customer queries to improve satisfaction and retention.

Process associates - LSR technologies

(2020-01 - 2021-12)

• Handling daily operational or back-office processes
• Data entry, verification, and maintaining accurate records
• Processing customer/client requests and resolving queries
• Following SOPs (Standard Operating Procedures)
• Meeting productivity and quality targets
• Coordinating with team members and other departments

MASTER of Business Asminstation - Business Administration - Mallareddy college of Engineering and technology (2017)

Mims Degree & Pg college - Kakatiya university (2015)

Board of intermediate - Prerana junior college (2012)

SSC - Zph school (2009)