Simi
Financial Services | Insurance | Client Relationship | Investment Support
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About
Finance and client-focused professional with 2 years of experience in insurance services, customer relationship management, investment-related customer support, and office coordination. Hands-on exposure in health insurance, motor insurance, customer handling, policy assistance, client follow-ups, documentation, and financial service support. Experienced in customer communication, office administration, and maintaining strong client relationships with sound computer proficiency.
Experience
Financial Services Executive at Wealthy Way Financial Services (2024-06 – 2026-07)
- Assisted clients with health insurance and motor insurance services, renewals, and customer support
- Handled customer communication, follow-ups, and policy-related coordination
- Guided customers regarding financial services, investment awareness, and service processes
- Managed client onboarding support, documentation, and record maintenance
- Maintained customer relationships and resolved service-related queries professionally
- Supported office operations, calls, coordination, and administrative work
Gold Counselor (Banking Related) at ICICI Bank (Gold Loan Related Work) (2023-11 – 2024-05)
- Assisted customers regarding gold loan-related processes and customer support
- Managed documentation, customer communication, and process support
- Coordinated with customers to ensure smooth service and query handling
Front Office Executive ( Computer based Work) at Amazing Institute of Information Technology Pvt. Ltd. (2022-10 – 2023-10)
- Handled front office operations, visitor and client interaction at head office
- Maintained data records and reports using MS Excel
- Handled official email correspondence and communication
- Recorded and managed daily work data on MS Sheets
Education
Bachelor of Arts (B.A.) in Mathematics & Economics – Swami Premanand Mahavidyalaya, Mukerian (2021)
