Shivam Pandit

Seeking a higher level position to develop my knowledge and skills with the profit of the organization. Highly motivated and results-driven professional with approximately 5 years of experience (3 years as CRM executive in Paramount TPA & 2 years customer service 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.

CRM Executive - Paramount TPA Health Services Ltd

(2019-01)

Highly motivated and results-driven professional with approximately 3 years of experience as a CRM Executive at Paramount TPA Health Services Ltd. 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
• Handling multiple corporate policy in PAN india Spoc
• Receive documents from HR & clients and refer to Inward department for further Medical & claims department review
• Cross check with hospital Tariff and policy T&C

Customer Service Executive / BPO - Qconnect

(2021-01 - 2023-01)

2 years of experience in BPO working with 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 verifying documents.

• 5Paisa LTD (discount broker)
• HDFC securities (bank based broker)
• Motilal oswal financial securities LTD (full service broker)
• Selling demat account calls to customers for Demat account opening & benefits
• Update KYC on ZOHO CRM
• Track Customer process on Dashboard
• Check all documents updated by customer
• Verify all details and documents in proper manner before verification
• Send for Document verification for backend team
• SEBI portal NSDL verification with aadhar link verification
• Update client id in excesheet and ZOHO sheet
• Refer 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)