Rajeshwari Kotian

Looking for an opportunity to utilize my skills and knowledge in the field of management and to grow in my career path.

Insurance Executive - Kanchana Motors TVS Showroom - Mangalore, Puttur and Udupi

(2020-03)

• Follow up customers by calling and convincing them to Renew Auto Rickshaw Insurance

Customer care Executive (CCE) - Sundaram BNP Financial Services (SBFS) - Mangalore and Mangalore City Branches

(2018-06 - 2019-12)

Backend Operations work

• Servicing the Visiting Customers in Branch – About SIP, Lumpsum, Switch, Redemption and Non Financial Transactions
• Inwarding, Scanning and Uploading the day to day Applications to HO(Chennai) which receives from Sundaram AMC (Asset Management company) and from both Mangalore and Mangalore City branches
• Data Entry/MIS for all vertical like Mutual fund, Motor Insurance, Non-motor Insurance, Life Insurance, Vehicle Finance and Home loan
• Sending Daily routine mails which includes- Day to day Branch count, Dispatch details, Weekly Reports, Month End Reports, Both Branches Attendance to HO on monthly basis
• Maintaining Records- Challan deposit register, Filing the response of daily challan, Courier Register, Attendance Register of both branches, Time Stamp register

Financial Service Consultant (FSC) - ICICI Prudential Life Insurance

(2017-08 - 2018-06)

• Selling life insurance policy to ICICI Bank customers

MBA - Finance - MSNM Besant Institute of PG studies Bondel, Mangalore (2015 - 2017)

B.COM - Besant women's College, Kodialbail, Mangalore (2015)

PUC - Besant Girls PU College, Kodialbail, Mangalore (2012)

SSLC - Cascia High school, Jeppu, Mangalore (2010)