Akriti Rai
Greater Noida
Summary
Business driven and innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management.
Overview
7
7
years of professional experience
Work History
Relationship Manager
ICICI Lombard General Insurance Company Limited
New Delhi
09.2022 - Current
- Issuing fire, marine, health and other general insurance policies
- Endorsements
- Handling and resolve client queries
- Creating MIS report & Corporate client servicing and resolving service issues
- Documents QC
- Interdepartmental Coordination with other departments such as U/W, Claims & Operations.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
- Monitored customer feedback and generated reports to identify areas of improvement.
- Collaborated with cross-functional teams for seamless management of high-profile accounts, resulting in improved customer satisfaction.
- Mentored junior team members on best practices in relationship management techniques, contributing to overall team success and growth within the company.
- Coordinated efforts between various departments such as sales, credit assessment, operations teams for smooth delivery of services to clients.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
- Collaborated with internal teams to resolve client issues quickly and efficiently.
Senior executive
HDFC ERGO general insurance company limited
Noida
10.2019 - 08.2022
- Handling repeat emails of the customer
- Taking care of death claims, issued against home and personal loan base policies
- Taking escalation calls when customer write to CGO/MD
- Proficiency in Documentation in claim process according to policy requirements.
- Evaluated employee performance and conveyed constructive feedback to improve skills.
- In case of final settlement of all respective claims, Validation of NEFT documents and provides the best
co-ordination to customer and Finance team till amount credited into customer’s accounts. - Validation of KYC documents of all eligible customer’s for refund case.
- Direct Endorsement processing through customer service in case of correction under Name / DOB / Pan
Card / Passport details/Contact details. - Provide the assistance to customer Eligibility of Premium for Deduction u/s 80D of the Income Tax Act,
1961. - Providing Team co-ordination across all departments for best customer support.
- Always Team performance discussion with my Respective Manager for best productive with excellent
quality. - Taking end to end follow up from the respective team for health/motor/home/travel/group and corporate
insurance related policies to provide complete resolution and information with customers within the
specified turn around time. - Good Professional communication skills and Team work in corporate sector.
- Willing to work towards Extra Initiative in our process out of box.
Customer Service Manager
Religare Health Insurance Company limited
11.2017 - 10.2019
- Working in customer service and direct communication with all customers via Emails / Escalation Calls
- Proficiency in Documentation in claim process/ endorsement/cancellation according to policy requirements
- Assisting OJT batch
- Providing Team co-ordination across all departments for best customer support
- Coordinating with other internal departments (Product, claim, finance etc.) for collecting required information related with customer queries for providing better customer service.
Operations Executive
Aegis Global ltd
03.2017 - 10.2017
- Providing customer support via Calls to Vodafone postpaid customers
Education
MBA -
S.I.E.T.
01.2016
Graduation -
Ewing Christian College
01.2013
Intermediate -
K.M.G Inter college
01.2010
High School -
K.M.G Inter college
01.2008
Skills
- Adaptability to work in any circumstances
- Having a persuasive personality & focused on achieving goals
- Possessing a confident and articulate telephone manner
- Adaptive to change and ability to multi-task
- Well spoken, Resilient and Proactive
- Ability to stay calm under pressure
- Able to react quickly and effectively when dealing with challenging situations
- Client relationship Management
- Relationship building and management
Accomplishments
- Customer Relations - Earned highest marks for customer satisfaction, company-wide.
- Top performer in 2020 at HDFC ERGO general insurance company limited.
- Contributed to excellent customer service.
Personal Information
- Father's Name: Mr. Vijay Rai
- Mother's Name: Mrs. Shakuntala Pandey
- Date of Birth: 06/05/94
- Marital Status: Single
Disclaimer
I, hereby declare that above particulars are true and complete to the best of my knowledge and belief.
Timeline
Relationship Manager
ICICI Lombard General Insurance Company Limited
09.2022 - Current
Senior executive
HDFC ERGO general insurance company limited
10.2019 - 08.2022
Customer Service Manager
Religare Health Insurance Company limited
11.2017 - 10.2019
Operations Executive
Aegis Global ltd
03.2017 - 10.2017
MBA -
S.I.E.T.
Graduation -
Ewing Christian College
Intermediate -
K.M.G Inter college
High School -
K.M.G Inter college