Muthu Mathi

Organized clerk skilled in managing sensitive and confidential data with discretion. Maintains strong commitment to accuracy and drives progress through effective task management. Methodical office worker with understanding of financial processes. Translates technical jargon into accessible advice or reports. Offers fantastic skills in customer service, financial reporting and office administration.

ERO (EXECUTIVE RELATIONSHIP OFFICER) at CANARAHSBC LIFE INSURANCE (2024-01 – Present)

• Managed client relationships and conducted client meetings.
• Promoted and sold all types of life insurance plans.
• Generated new business and achieved sales targets.
• Advised clients on suitable insurance products.
• Assisted with policy documentation, renewals, and claims.
• Maintained customer records and provided after-sales support.
• Coordinated with internal teams for smooth policy processing.

CAM (HDFC LIFE INSURANCE) at HDFC BANK - PORT BLAIR (2023-03 – 2024-08)

• Followed and enforced stringent lending policy in line with internal and mandated lending standards and regulations.
• Delivered comprehensive and supportive customer service to all clients using exceptional customer service skills.
• Reported regulatory breaches, managing and resolving incidents effectively and efficiently.
• Researched and investigated loan application lists to prevent loaned defaulting on repayments.
• Recorded daily operations, highlighting incidents and identifying trends for ongoing business improvements.

CUSTOMER RELATION MANAGER at RIO NISSAN SERVICE CENTER - NEW PHARAGAON (2022-05 – 2023-03)

Highlighted financial discrepancies and interfaced with customers to resolve problems and meet diverse needs. Cultivated long-term relationships with clients to accurately quote prices and terms, achieving customer objectives

ASST.ACCOUNTANT at M/S.BABU&BADAT CHARTERED ACCOUNTS - PORTBLAIR (2022-01 – 2022-01)

ASST.ACCOUNTANT at MR MOTORS (2017-01 – 2019-01)

Bachelor of commerce in Commerce – JNRM Collage - Port Blair, Andaman And Nicobar Island (2015-01 – 2015-01)