Sovan Maji

Experienced in customer handling, onboarding, and documentation across income protection and financial services, with a strong focus on compliance, service quality, and operational accuracy. Proven ability to understand customer needs, explain financial products clearly, and support business growth while maintaining process discipline in competitive environments. Seeking opportunities in banking operations and sales, leveraging strengths in customer service, branch support, documentation control, and relationship management.

Unit Manager - ICICI Prudential Life Insurance Co. Ltd.

(2025-08)

• Managed customer acquisition and financial product sales through lead generation, client meetings, and structured product presentations to ensure consistent business growth.
• Coordinated with insurance agents / advisors for policy sourcing, documentation accuracy, and end-to-end support, ensuring smooth business processing.
• Conducted customer need analysis to recommend suitable life insurance & financial solutions, improving customer satisfaction and product fit.
• Ensured KYC verification, policy documentation, and compliance accuracy, maintaining smooth operational workflow aligned with regulatory guidelines.
• Provided post-sales service, including policy servicing, renewal follow-ups, customer queries, and coordination with branch operations for timely resolution.

B.Com. (Hon's.) - Commerce - Raja Rammohun Roy Mahavidyalaya (B.U.) (2023)

XII - Baradongal R.N Institution (W.B.C.H.S.E) (2020)

X - Mayal K.C Roy Institution (W.B.B.S.E) (2018)