Worked with HSBC Global Resourcing Center, a renowned organization in India which is operated in Hyderabad, Telegana. Worked as Sales and Customer Service agent and also worked in MIS analyst field, which deals with timely reports to management, dashboards and presentations.Skilled in Microsoft Excel, Microsoft Powerpoint and Microsoft Word.
Presently working as an Insurance advisor with 0.9 years experience with AlFuttaim Orient in inside and outside sales. Innovative and attentive to details with outstanding follow-through.
As an advisor, I am thevprimary connect between the customers and Orient Life Insurance.
Main function is to solicit life insurance business on behalf of the company. At the same time need to gain trust of the prospect and advise clients suitably, keeping his insurance needs in mind.
Required to interact with individuals and families to
Understand their insurance protection and investment needs
Identify and recommend solutions that best fit their requirements
Offer customers a complete product portfolio
Complete the formalities necessary to get the policy issued
Keeping in touch with customers to ensure that their service requests towards policies are managed properly.
Prepare timlely Sales Report to the management
Prepare easy tracker to track the Daily, Weekly and Monthly Sales Analysis
Well equipped in prepare and publish on demand and ad-hoc reports required by management. Conducting various audits for the department to ensure data protection and compliance
Heading conference call for the department with stakeholders and business partners for various operational needs
Worked closely with Project Management and facilitate deployment of various products at customer premises. Worked on a project that was related to improvement on customer satisfaction parameter and also provided required data for the testing and migration of servers internally
Well versed in Microsoft Excel , Had prepared various reports like Leave Tracker , Performance matrix, etc for the department
Exposure and experience in contact center and transaction processing shops within HSBC
Handled inbound calls in blend environment to resolve customer queries on various financial products
Expertise in Team Handling, Coaching, Training, Resolving customer queries and escalations
Trained new batches that joined the process and assigned them getting Business as usual
Responsible for relationship management
Reviewed company compliance with all applicable laws and procedures
To strengthen relationship with customers brought on-board in order to generate leads for different business domains as well.
Acted as central point of contact and be responsible to ensure customer service issue resolution and service satisfaction for all customer enquiries, actions and complaints
Experience in selling Term Life Insurance over the phone to US based customers and also has experience in selling Personal and Mortgage Loans in the same portfolio
And Marketing, Audits, Center Sales, Coaching, Customer Service, Data Protection, Deployment, Excel, Financial Services
In Sales, Increased Sales, Leads, Life Insurance, Loans, Mortgage, Mortgage Loans
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