Experience

Angel one money maker's

• India
• Financial Services
• 1 - 100 Employee

• Service Manager

  • Aug 2020 - Present

  • Servicing the queries of WMS Team B2B channel and Identifying the root cause analysis of all complaints and work with stakeholders across the organization to eliminate causative factors and prevent recurrence. • Working on the production development issue for Mutual fund channel, Raising Jira’s and track closure once the issue is raised with tech. • Handling IFA All over PAN India. • Empanelment of New ARN Sub brokers POSP and Non POSP for insurance as well. • Working on new Client acquisition. • Getting in touch to BSE exchange for order rejection, payment confirmation and unit’s allotment also raising complaint on CRS and tracking the response on daily basis. • Guiding support team in addressing customer problems and manage overall resolution TAT and ensure 100% adherence to agreed turnaround time. • Coordinating with cross functional team. • Analyse customer suggestions and recommend product revisions and Implement those observations with the Product Manager. • Working on strategy development to enhance user experience • Working with development teams to learn existing projects and different use cases. Show less



Policybazaar.com

• India
• Insurance
• 700 & Above Employee

• Associate Financial Advisor

  • Jan 2020 - Aug 2020

  • Handling online customer's through online channel • Handling various companies’ products which are in the market • Working on traditional policy's as well as Unit link insurance plan products. • Handling online customer's through online channel • Handling various companies’ products which are in the market • Working on traditional policy's as well as Unit link insurance plan products.



Edelweiss Tokio Life Insurance

• India
• Insurance
• 700 & Above Employee

• Sr. Relationship Manager

  • Dec 2018 - Dec 2019

  • Working with Online Sales Team where we sell Insurance and Investment Policies • Working to get Closure on the assigned lead and cross selling. • Working with Online Sales Team where we sell Insurance and Investment Policies • Working to get Closure on the assigned lead and cross selling.



ICICI Prudential Mutual Fund

• 1 - 100 Employee

• ICICI Prudentail Mutual Fund

  • Jan 2017 - Dec 2018

  • Working on client’s portfolio and helping them in diversification of investments. • Handling HNI Customer’s. • Prepare presentation for clients for investment & opportunities in equity market. • Working on client’s portfolio and helping them in diversification of investments. • Handling HNI Customer’s. • Prepare presentation for clients for investment & opportunities in equity market.