Arjun Kumar
Chennai
Summary
I have a clear, logical mind with a practical approach to problem solving and a drive to see things through to completion. I have a great eye for detail. I am eager to learn and enjoy overcoming challenges.
Seeking a position to utilize my skills and abilities in the company that offers professional growth while being resourceful, innovative and flexible.
Overview
5
5
years of professional experience
Work History
Senior Customer Relationship Executive
A & A Dukaan Financial Services Pvt. Ltd (Bankbazaar.com)
12.2018 - 02.2022
- Played a key role as a senior customer relationship officer in BANKBAZAAR.COM in the personal loan department
- Had good cold calling experience
- Collected details from customers who have applied for personal loans from different banks
- Had sales experience in personal loans, working with different bank partners like HDFC Bank, Kotak Bank, Incred, ICICI Bank, Induslnd Bank, Citi Bank, Tata Capital
- Also worked with credit cards process in BANKBAZAAR.COM for banks.
- Initiated upselling opportunities through regular check-ins with clients, driving revenue growth.
- Managed a portfolio of key accounts, ensuring client retention and fostering long-term partnerships.
Assistant Manager
Pioneer Insurance & Reinsurance Brokers Pvt Ltd
08.2023 - Current
- Managed and administered group medical with a focus on cost-effective and comprehensive coverage solutions
- Successfully negotiated and implemented retail insurance policies to provide clients with tailored coverage options, resulting in increased customer satisfaction and retention
- Developed and maintained strong relationships with insurance providers and underwriters, ensuring competitive pricing and swift claims processing
- Conducted regular policy reviews and audits to identify areas for improvement, resulting in enhanced policy compliance and risk mitigation.
- Implemented staff training programs, enhancing product knowledge and improving customer service skills.
- Enforced company policies consistently while handling disciplinary actions when necessary with fairness and respect.
Wealth Manager
Aditya Birla Capital
03.2022 - 08.2023
- Financial Planning: Assessing clients' financial situations, understanding their goals, and developing comprehensive financial plans to help them achieve those goals.
- Investment Management: Creating and managing investment portfolios tailored to clients' risk tolerance, time horizon, and financial objectives. This includes selecting specific investments, monitoring performance, and making adjustments as needed.
- Risk Management: Identifying and mitigating potential risks to clients' financial security, such as market volatility, inflation, or unexpected life events.
- Tax Planning: Helping clients minimize their tax liabilities through strategies such as tax-efficient investing, retirement account contributions, and charitable giving.
- Estate Planning: Assisting clients in planning for the distribution of their assets after death, including the use of trusts, wills, and other estate planning tools.
- Retirement Planning: Developing strategies to help clients save for retirement, including setting retirement savings goals, choosing retirement accounts, and creating income streams in retirement.
- Client Communication: Regularly communicating with clients to provide updates on their financial plans and investments, as well as to address any questions or concerns they may have.
- Compliance: Ensuring that all investment recommendations and actions comply with regulatory requirements and industry standards
- Spearheaded the retail health insurance division at Aditya Birla Capital, overseeing a diverse portfolio of health insurance products tailored to meet the unique needs of individual clients
- Managed end-to-end processes for retail health insurance, ensuring seamless customer onboarding, policy issuance, and claims processing while maintaining high levels of customer satisfaction
- Played a pivotal role in enhancing the company's life insurance offerings, implementing strategic initiatives that led to increased product awareness and sales growth.
Education
BBA (Marketing And Finance) - undefined
Institute of Management & Engineering
Higher Secondary Examination - undefined
R C N D Intermediate College Kanti Muzaffarpur (Bihar)-843128
SSLC Examination - undefined
R K S D High School Tengrari Muzaffarpur (Bihar)-843128
Skills
I am optimistic, self motivated personI can adopt to any kind of environmentI am a good listener and quick learner
Personal Information
- Age: 24
- Father's Name: Mahesh Prasad
- Mother's Name: Maya Devi
- Date of Birth: 01/03/2000
- Gender: Male
- Nationality: Indian
Contact No
9631767781
Personal Skills And Traits
- Open to changes and challenges.
- Good learn ability & adaptability.
- Positive attitude.
- Time management, Smart working etc.
- Got best employee award for handling the calls and email support related to customers queries in Bankbazaar.com.
- Interested in all Kind Sports
- Listening Music
Disclaimer
I hereby declare that the details given above are true to the best of my knowledge.
Timeline
Assistant Manager
Pioneer Insurance & Reinsurance Brokers Pvt Ltd
08.2023 - Current
Wealth Manager
Aditya Birla Capital
03.2022 - 08.2023
Senior Customer Relationship Executive
A & A Dukaan Financial Services Pvt. Ltd (Bankbazaar.com)
12.2018 - 02.2022
BBA (Marketing And Finance) - undefined
Institute of Management & Engineering
Higher Secondary Examination - undefined
R C N D Intermediate College Kanti Muzaffarpur (Bihar)-843128
SSLC Examination - undefined
R K S D High School Tengrari Muzaffarpur (Bihar)-843128