Rojee Shaikh
Customer-focused professional with over 5 years of experience in banking, insurance, and customer service
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About
Customer-focused professional with over 5 years of experience in banking, insurance, and customer service. Seeking a challenging opportunity where I can leverage my communication, problem-solving, and relationship management skills to deliver excellent customer experiences and contribute to business growth.
Experience
Elite Banker - First Wealth (VRM - Sales) - IDFC First Bank
(2025-11-19 - 2026-04-23)
- Managed a portfolio of affluent and retail banking customers through virtual relationship management.
- Built strong customer relationships and provided personalized financial solutions to enhance customer satisfaction and retention.
- Cross-sold banking products including CASA, Fixed Deposits, Loans, Credit Cards, Insurance, and Investment products to achieve business targets.
- Conducted Video KYC (VKYC), resolved customer queries, and ensured compliance with banking regulations.
- Collaborated with internal teams to deliver seamless customer service and achieve monthly sales and revenue goals.
Sr.Corporate Agency Manager (FLS) - HDFC Life
(2024-04-18 - 2025-10-29)
- Handled outbound sales calls to promote HDFC Life insurance products.
- Sold Traditional, ULIP, Participating (Par), and Non-Participating (Non-Par) insurance plans based on customer needs.
- Achieved monthly sales targets and ensured policy issuance by completing documentation and follow-up.
- Provided end-to-end customer support from lead generation to policy issuance.
Senior Executive - Adecco Pvt Ltd
(2022-05-26 - 2024-04-08)
Delivered exceptional customer onboarding and account opening services while ensuring a seamless banking experience.
- Drove business growth by cross-selling CASA, Credit Cards, Personal Loans, Fixed Deposits, Insurance, and Investment products.
- Built strong customer relationships through personalized financial solutions and proactive engagement.
- Consistently achieved monthly sales targets while ensuring compliance with banking policies and service standards.
Customer Service Representative - Sincetely Pvt Ltd
(2020-09-23 - 2021-08-31)
- Conducted outbound calls to inform customers about eligible credit card upgrades and their benefits.
- Persuaded customers to upgrade to chargeable credit cards by highlighting additional advantages and successfully converted them into lifetime-free cardholders.
- Generated leads and contributed to the expansion of the credit card portfolio.
