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Customer Service Life Insurance

Location:
Brooklyn, NY
Posted:
December 17, 2023

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Resume:

*** ******* **** **

Basking Ridge

Rachapudi Sridevi New Jersey 07920

USA

908-***-****

Career Objective: To work with a reputed Company in areas of Customer Service, Relationship management, Front office or Administrative roles Skills Summary:

• Quick learner with a Positive Attitude and a high sense of Responsibility

• Optimistic and willing to take risks

• Good Communication and Inter-Personal Skills

• Team player and Open to feedback

Work Experience: Over 3 yrs of work experience across various Industries ranging from Investment Banking/ Financial BPO/ Life Insurance & Financial Accounting I Company: ABN AMRO- ASSES, Mumbai

Period: September 2005 till date

Designation: Officer

Department: Investment Banking Operations- Euro –Domestic Settlements Markets Handled: Belgium, Greece, Netherlands, Norway, Sweden, Finland, Spain,Denmark

Work Profile:

• To Co-ordinate with Traders/Agents/Counter-Parties (Banks like Duetsche Bank, J P Morgan, Morgan Stanley, State Streets, Barclays, HSBC etc) & ABN- Amro -London for Trade- Settlements

• Re-alignment of Euro Bonds

• Reconciliation of Stock & Cash trades on a daily basis.

• Pre-Matches, Amendments and Confirmation of Trades

• Crystallization of Bonds of different currencies

• To train subsequent Team-Members

Achievements:

• Timely interventions by self enabled ABN-Amro-London settle 103 million Euros

• Part of the team which was adjudged the “BEST in ASIA –PACIFIC”

• Appreciation mails from Agents (Belgium & Greece) II Company: Hongkong Shangai Banking Corporation- HDPI-Vishakapatnam Period: February 2005 till August 2005

Designation: Customer Service Executive

Work Profile: Data Processing in DSC Transaction Resolution- UK based

• To resolve transactions escalated from UK pertaining to Cheques/Direct

• Process Debits/Standing Orders and manage Debits/Credits of Current A/cs

• To meet the Performance Criteria- Measured on a RPH of 36 transactions with Zero Percentage of Errors

Achievements: Was awarded the Top Quality Performer for Quarter II; 2005 III Company: HDFC Standard Life Insurance-Vishakapatnam Period: June 2004 till February 2005

Designation: Financial Advisor

Work Profile: To promote HDFC Standard Life Insurance Products To thoroughly analyzing the customer requirements and suggest a relevant policy specific to customer’s requirements

To meet the month’s targets- Insurance and Premium Achievements: Sold policies worth 10 lakhs in Visakhapatnam IV Company: Muskan Software Pvt Limited- Hyderabad Period: June 2003 to Feb 2004

Designation: Customer Service Representative

Work Profile: Telesales of Products/Services of US & UK Companies

• Handled tele-sales campaigns of Major companies like AT & T, SPRINT, Liberty Wireless, Vodafone.

• Handled campaigns related to Yellow Pages, Resorts and Mortgages Achievements: 40 files closed for Mortgage services; 20 connections for Liberty Wireless; 30 ads for Yellow Pages

Worked for 7 months with Rao Auto Agencies, Visakhapatnam and handled their Company accounts

Academic Qualifications:

• Masters in Business Administration from Andhra University, 2001-2003;

• Bachelors in Commerce form Andhra University, 1998-2000;

• Technical Qualification: Typewriting Lower English MS-Office

Tally

Training Undergone:

• Soft Skills training from HSBC (Next Consultancy)

• IRDA training from HDFC Standard Life

• Sales training for Insurance Products called Disha

• Linguistics training from Muskan Software Pvt Limited Personal Details:

Date Of Birth: February 03, 1980

Marital Status: Married

Languages Known: English/Hindi & Telugu

Extra-Curricular Activities/Hobbies: Participating and Organizing Cultural Events Painting (all forms), Baking, Music

*References Upon Request



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