Sales Customer Service

RAKESH SINGH

H NO -**, Ram Nagar,Baloki Road

Nr. Green Avenue,

Haibowal kalan,Ludhiana

MOBILE NO- 981-***-****

E-mail **************@**********.***

OBJECTIVE :

* ** **** * ************ organization, learn constantly and deliver my full potential

and thereby grow with it, to reach top-level management & with sheer hard work and

constant adaptation to changing times.

QUALIFICATION :

GRADUATE IN BBA IN FINANCE

ACHIEVEMENTS :

Persistency target achieved in March 2010

Lowest CFR (Call for requirement) target achieved.

Vasant Vihar Contest qualify

Issuance Target Achieved (100%)

PROFESSIONAL SUMMARY :

Over 8 years of experience in operational Area and 1 years in sales in Alternate chhannal.

A Very good and in depth knowledge of various service sectors like Life Insurance and Finance

Sector.

Technically sound in computer, have good knowledge of Windows family, MS Office & Internet

Applications.

Ability to understand major aspects of an operational work.

Excellent temperament to multi-task and coordinate various activities under high pressure and

time constraints.

WORK EXPERIENCE :

Working with Karvy Comtrade Ltd in Ludhiana as Commodity Dealer Punjab Region

Sept-13 to till Date

Handling Client of Punjab Region of Commodity

Handling Equity and commodities sales in ludhiana region ( Mutual Fund, FD,

General Insurance, Demat A/C )

Deal With Client and Generate the Brokerage to the client.

Worked with Geojit BNP Paribas in Ludhiana as Commodity Dealer Punjab Region

Apr 2013 to Sept-2013.

Handling Client of Punjab Region of Commodity

Handling Equity and commodities sales in ludhiana region ( Mutual Fund, FD,

General Insurance, Demat A/C )

Deal With Client and Generate the Brokerage to the client.

Working with HDFC Life Ins. Co. ltd as sales Development Managar in Ludhiana Jun-

12 to Apr-2013

Handling Corporate Agencies in Ludhiana.

Handling all kind of Quries of Corporate agency.

Corporate Agency Generating the Leads and go with the Agencies and closed the leads.

Directly deal with the customer for new business.

Worked with ICICI PRUDENTIAL LIFE IND.CO LTD as a Associate Financial Service

Manager (AFSM) JULY.11 to Jun 2012

Handling 8 Corporate Agencies in Ludhiana.

Handling all kind of Quries of Corporate agency.

Corporate Agency Generating the Leads and go with the Agencies and closed the leads.

Directly deal with the customer for new business.

Reliance Life Insurance Co. Ltd. Ludhiana

Dec .07 to Jan 11 Worked as a Customer Care Executive (Department – Operations)

ROLE & RESPONSIBILITIES AT RELIANCE LIFE :

New Business :- Documentation checking of New Business and intial level underwriting of

proposal forms.

Taking care of all proposals till Contract Issuance and making followup if issuance pending due

to some U/W requirments or anyother reasons.

Customer Service :- Effective resolution of all customer queries & policy servicing requests

received at branch thru walk-ins, mail, telephone or advisor, as per prescribed guidelines &

coordination with HO for the same wherever required. Responsible to taking care of all

customers request, querry,

Handling the finance. (Handling the petty cash, Petty cash bills, claims, vendor Payment

and all financial transaction etc.)

Handling the admin department.

Handling the HR department (New joining, attendance, etc)

Handle the Customer request ( Policy document not received, DGH form,

Data Entry of Application on Life Asia, AS-400 platform IBM Software.

Client creation, Contract creation, Receipting, issuance, in Life Asia

Handling the chq bounce tracker/Vendor Tracker maintaining

Handling Renewal persistency

PREVIOUS EXPERIENCE :

Aug. 2005 To Dec-2007 ICICI Prudential Life Ins Co. Ltd. At Ludhiana

Position Operation coordinator

Profile: Responsible for handling new business, banking and cash

management

renewals, policy servicing & training of systems and processes at

the branch level.Underwriting of proposals received at branch.

Follow up of requirements with field & clients Speedy issuance of

case Acceptance of cash & Cheque for new business & renewals.

Effective resolution of all customer queries

PREVIOUS EXPERIENCE :

Reliance communication as customer care executive in Mar-2004 to Aug-2005

Handling customer and resolve the customer Query.

Sales Post paid Connections

Maintained MIS

STRENGTHS :

Logical Approach

Positive & Do it Now Attitude

Working By Deadline

Able to work on own initiative or as part of a team and can deal with administrative

duties competently

PERSONAL PARTICULARS :

Favorite Pastimes : Making friends, Surfing on Internet, Listening to music.

Cricket,

Ideology : Love to lead and think positively in every possible

activity.

Father’s Name : Sh. Ram Singh

Date of Birth : 21-Aug-1985

Marital Status Married.

Gender : Male

Languages Known : Punjabi, Hindi and English.

(RAKESH

SINGH)

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