Customer Service Sales

BETUL MARWAH

MOB.NO. 981-***-****

E-mail – *****.********@*****.***

Career Objective:

“To work as a dedicated professional and enhance my skills while contributing towards the success of the organization and seeking a dynamic career”.

INDUSTRIAL EXPOSURE

Mar’13 – till date: Working at Investors Clinic Infratech As “Senior Executive-Operations

Maintaining lead tracker for Sales associates calling. Ensuring the same is updated with latest comments.

Maintaining booking forms tracker and lead tagging per booking.

Verification of all booking forms to ensure all the documents attached are correct such as price list, costing, Identification proofs.

Ensuring all booking forms logged in have been accepted for revenue calculation, if not, working with booking validation team for resolution.

Maintaining all sales associate attendance and verifying their whereabouts for the day in case on field.

May’08 – Jan’13: Worked at Future Generali India Life Insurance. As “Senior Executive-Operations” & was handling the team of two off role executives. (Joined as Executive-Operations and got promoted as Senior Executive in April 2011)

Branch Operations-Key Responsibilities Includes:

FTR (First Time Right) – Ensuring all recruitment and Policy Application forms logged in the branches should be cleared at one go.

Proper Scanning – All proposal forms received in branches should be proper scanned at Vendor locations.

Pending Requirements – Regular follow-ups with sales team to reduce the pending requirements and to get the cases processed for issuance.

Maintaining TAT – Ensuring all the cases logged should be issued in the TAT.

Cash Handling – Ensure banking of all cash/cheque receive at branches.

Compliance – Handling audits scheduled in the branches with adherence of the processes.

Customer Service- Solving Customer Queries at Branches & provide 100 % resolutions to all internal and external customers.

Claims/ Query/Complaints/Requests - Handling all kind of death Claim cases at branch. Handling all kind of Grievances of the customers like Mis-Selling, policy servicing related matters like revival, minor & major alteration, unit link transactions, looking cancellations etc.

Persistency/Renewal Management- Handling renewal collection in branch and driving the monthly as well yearly targets with the calling and persistent follow-ups with customers.

Coding and Licensing – Proper follow-ups with HO for coding and licensing of advisors.

Achievements

1. Achieved 100% issuance in OND Quarter 2010 and got appreciation from HOD.

2. Achieved 90% renewal Collection in March 2011 and received Certificate from Zonal Operations Manager.

Nov’06 – April’ 08: Worked at Met Life India Insurance Co Ltd as “Sales Coordinator”

Key Responsibilities Included:

Maintaining Issuance and renewal MIS

Effectively Handling,filling documentation process

Fixing Medicals with UHC

Processing the bills of Managers

Coordinating with Head Office regarding Renewals & Claims

Solving Customer Queries of branches & Broker Channels

Follow-up with ops for Issuance of cases

Jan’06 – Oct’ 06: Worked at Max New York Life Insurance Co Ltd As “Zonal Coordinator”

Key Responsibilities Included:

Login of new business after checking proper documentation

Making Daily MIS on new business and renewals

Maintaining all kind of trackers

ACADEMIC QUALIFICATION

MBA(HR) from Sikkim Manipal University, New Delhi in (2009)

BBA from Sikkim Manipal University, New Delhi in (2005)

Professional Qualification

Expertise in Basic Operations of Computers

Expertise in Handling Internet and Windows

PERSONAL DETAILS

Date of Birth: 22nd July 1984

Father’s Name: Sh. R P Marwah

Martial Status: Married

Nationality: Indian

Present Address: G-12 Chander Nagar Near Mother Dairy Delhi-110051

Languages Known: English, Hindi & Punjabi.

DATE:

PLACE: Betul Marwah

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