Rojee Shaikh

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.

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.