Anurag Mishra

• Leveraged industry events to network with potential clients, generating significant brand exposure and driving new business acquisition efforts.
• Championed corporate social responsibility initiatives that positively impacted community relations while bolstering the company''s reputation as a responsible corporate citizen.
• Negotiated lucrative contracts with suppliers and vendors, securing favorable pricing and terms for the company.
• Consistently met or exceeded monthly quotas through diligent prospecting efforts, relentless follow-up activities, and expert negotiation skills.

• Managed a diverse portfolio of high-net-worth clients, ensuring their financial goals were met.
• Developed strong rapport with customers, leading to increased referrals and expanded business opportunities.
• Identified new business opportunities through active networking and relationship building within the community.
• Leveraged market research to identify trends and make informed recommendations for investment opportunities.
• Increased client satisfaction with timely and accurate responses to inquiries and concerns.

As a Team Lead at Utkarsh Small Finance Bank, I spearheaded a dynamic team focused on providing exceptional customer service and driving sales in the insurance sector.

• My role involved efficiently resolving customer queries, utilizing CRM systems for lead management and updates, and serving as a transaction assistant to ensure seamless interactions with clients.
• Additionally, I took charge of complaint handling processes, swiftly addressing any issues to maintain high levels of customer satisfaction. My dedication to teamwork, proficiency in resolving queries, adeptness in insurance selling, and proficiency in CRM utilization were instrumental in achieving departmental objectives and fostering positive customer relationships.
• Contributed to the growth of the branch''s assets under management by consistently meeting sales targets.
• Managed a portfolio of high-value clients, ensuring their financial needs were met through tailored investment strategies.
• Improved client onboarding experience by streamlining documentation processes and setting clear expectations from the outset.

During my tenure at Kotak Mahindra Bank as a Team Lead of the Home Loan Team, I was responsible for providing exceptional customer support through both inbound and outbound calls.

• As a key player in the team, I effectively managed escalated issues and collaborated with colleagues to streamline processes and improve overall service delivery.
• Furthermore, I actively engaged in sales lead conversations, leveraging my expertise to identify opportunities and convert leads into successful home loan applications.
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• Maintained team efficiency by keeping all equipment in excellent condition.
• Worked varied hours to meet seasonal and business needs.
• Managed customer relations through communication and helpful interactions.

As a dynamic and results-driven professional, I spearheaded the Loan Processing Team at IDFC First Bank, where I excelled in leading a team of dedicated individuals towards achieving operational excellence and customer satisfaction.

• A key aspect of my responsibilities included resolving complex queries and addressing customer concerns promptly and effectively, leveraging my expertise in insurance selling and comprehensive knowledge of various loan products offered by the bank.
• In addition to my leadership role, I actively participated in complaint handling, demonstrating strong interpersonal and communication skills to resolve issues to the satisfaction of all parties involved. My commitment to continuous improvement drove me to stay updated with industry trends and regulations, enabling me to implement best practices and drive positive outcomes for both customers and the organization.

As a CRM at, I spearheaded a dynamic team in delivering exceptional customer service through both inbound and outbound calls.

Key Responsibilities:

• Manage inbound and outbound calls to assist customers with inquiries, concerns, and product-related information.
• Lead a team of customer support representatives, providing guidance, training, and performance feedback.
• Resolve customer queries promptly and efficiently, ensuring a positive customer experience.
• Facilitate insurance selling and renewal processes, adhering to company policies and regulatory requirements.
• Collaborate with cross-functional teams to address escalated issues and improve service delivery.
• Maintain accurate records of customer interactions and transactions using CRM software.
• Implement strategies to optimize team performance and meet KPIs, such as call resolution time and customer satisfaction ratings.
• Stay updated on product knowledge, industry trends, and best practices in customer service and insurance sales.

Achievements during the Job are as follows:

• Received two GEM (Going the Extra Mile) award.
• Received certificate for selling maximum vehicle insurance in a year.

• Working as an accountant of the coaching institution.