Shivam Pandit

Seeking a higher level position to develop my knowledge and skills with the profit of the organization.

CRM Executive - Paramount TPA Health Services Ltd

Highly motivated and results-driven professional with approximately 3 years of experience as a CRM Executive. Proven track record in customer relationship management, claims processing, and team collaboration. Skilled in handling customer queries, resolving issues, and providing excellent service. Proficient in managing and analyzing customer data to drive business growth and improve customer satisfaction.

• Manage insurance claims processing
• Coordinate between hospitals and insurers
• Verify policy details and coverage
• Process pre-authorization requests for cashless hospitalization
• Handle customer queries and grievances

BPO Executive - Qconnect

2 years experience in BPO handling multiple discount brokers, bank-based brokers, and full-service brokers. Selling demat account calls to customers for Demat account opening and benefits. Tracking customer process on dashboard and managing document verification.

• Selling demat account calls to customers for Demat account opening & there benefits
• Interested clients to proceed for further Update KYC on ZOHO CRM
• Track Customer process on Dash-board
• Check all documents updated by customer
• Check all details and documents in proper manner before verification
• Send for Document verification for backend team
• After verification doing last stage SEBI portal NSDL verification with aadhar link verification
• Client id updated in excesheet as well as ZOHO sheet
• Refers for the investment team

Diploma - S.H Jondhale college, domibivali (2019)

H.S.C - Gyan sarita college, mulund west (2016)

10th - S.V.P.V (2014)