CRM - INDUSIND NIPPON LIFE - Guwahati
(2026-01)
- Lead Management & Conversion: Capturing prospects from multiple channels (web forms, referrals) and using lead scoring to prioritize high-value individuals based on demographics like age, income, and insurance needs.
- Policy Lifecycle Administration: Managing every stage of a policy from initial quote to issuance and settlement. This includes tracking premium due dates and coordinating with underwriters to resolve application issues.
- Renewal & Retention Management: Proactively alerting clients about upcoming policy renewals and sending automated payment reminders to prevent coverage lapses, which is more cost-effective than acquiring new customers.
- Claims Processing Coordination: Acting as a bridge between the customer and the claims department to ensure documents are verified quickly and settlements are processed efficiently, directly impacting customer satisfaction.
- Cross-Selling & Upselling: Identifying opportunities to offer additional or complementary coverage—such as adding a critical illness rider or moving from term to whole life—based on lifestyle changes like marriage or a new home.
Assistant manager - AXIS BANK - Guwahati
(2022-08 - 2026-01)
SRO (Grade – Officer Sales) operating in Guwahati catchment catering to clients within the city and its periphery.
- Establishing contact and onboarding individual and institutional clients.
- Cold calling with client for lead generation and conversion with focus of cross sell opportunities.
- CA, SA fresh business sourcing with emphasis on CASA Funding and fund retention.
- Collaborating with other vertical team members to tap and cater for a wide variety of client requirements.
- Cross selling and TPP products business namely (Retail Term Deposits, Systematic Investment Plan, Axis Direct Demet Account, POS Machine, Gold Loan, General Insurance, Life Insurance, Health Insurance)
- Sourcing assets and CECV files i.e (CC, OD, WCTL, SME, Housing/Mortgage Loan, TWL, Auto Loan, PL)
- Daily 20 ETB/NTB Customer visits for fresh lead generation.
- Daily ETB/NTB Calling for fresh and potential leads and exploitation of cross selling opportunities.
Direct Marketing Executive - CEEKAY ASSOCIATES - Guwahati
(2021-11 - 2022-03)
DME (Grade- Marketing Executive) operating in FMCG sector dealing in specifically female hygiene products.
- Direct marketing campaigns for Whisper in institutional entities specifically over a wide geographic area.
- Product demonstrations with view to create potential customer base.
- Sales order creation in target customer locations.
- Gathering feedback for streamlined marketing campaigns.
- Measuring metrics of campaigns performance with view to enhance better campaign success.
Relationship Officer - BANDHAN BANK LTD - Guwahati
(2017-09 - 2021-11)
Relationship Officer (Grade –Officer) operating in rural geographies in the micro finance vertical catering to the economic requirements of the target customer base.
- Fresh customer acquisitions and conversions for Joint Liability Group Loans.
- Sourcing and disbursals of various asset products (Micro Bazar Loan, Samriddhi Loan, and other potential GB loans)
- Sourcing of Retails Term Deposits, Recurring Deposits.
- Ensuring timely disbursements and EMI collection of loans. Prevention of SMA I/OD/NPA slippage of existing client.
- Branch Operations (AOF Processing, Fund Disbursement/Recovery Top Sheet Planning, Denomination/Transaction Record Book updation, JLG Loan Disbursement/Collection Registers, and Deceased Personal Registers Maintenance)
