Yøgêsh Shârmâ

To continue my career with an organization that will utilize my MANAGEMENT, SUPERVISION & ADMINISTRATIVE skills to benefit mutual growth and success.

AGENT at Aditya Birla Sun Life Insurance Company Limited (2021-07 – 2022-06)

An Aditya Birla Sun Life Insurance (ABSLI) Agent/Advisor acts as a financial consultant, selling life insurance, retirement, and health plans while offering flexible, commission-based income potential. Key responsibilities include prospecting clients, assessing financial needs, explaining policy features, assisting with claims, and maintaining compliance, typically requiring 12th-grade education and mandatory IRDA training.

SENIOR ASSOCIATE at ICICI BANK Limited (Payroll of I Process Services India Limited) (2025-07 – Present)

• Loan Lifecycle Management: Handling the entire process from application login in the system to disbursement.
• Documentation & Verification: Verifying borrower documents, managing KYC, and coordinating with Field Investigation (FI) agencies.
• Credit Analysis: Analyzing financial data, conducting risk assessments, and validating loan deviations against bank policy.
• Customer/Channel Interaction: Interacting with customers for queries and coordinating with sales/business teams for file movement.
• MIS Management: Maintaining daily MIS reports for log-ins and tracking File Investigation status.

10th – Baldeep Junior High school Rasoolpur Firozabad (2016)

12th – PD Jain Inter College Firozabad (2018)

BSc – JS University Shikohabad Firozabad (2021)

D.EL.ED – Pariksha Niyamak Pradhikari Prayagaraj (2025)