ASHWITHA N H
Summary
Results-driven professional with 7+ years of experience in client relationship management, customer engagement, and back-office operations across the insurance and financial services sectors. Demonstrated ability to streamline processes, improve client satisfaction, and ensure team efficiency. Proficient in handling policy servicing, financial transactions, and administrative operations with a commitment to excellence.
Overview
5
5
years of professional experience
2015
2015
years of post-secondary education
2
2
Languages
Work History
Executive - Customer Engagement
Max Life Insurance Co. Ltd.
05.2023 - 07.2024
- Followed up on new business proposals, ensuring timely issuance of policies
- Resolved advisor queries and online client S2D issues within defined TAT
- Managed policy retention, pre-look cancellations, and financial services including withdrawals and payouts
Client Relationship Manager
Geojit Financial Services
10.2020 - 03.2021
- Managed client accounts, ensuring seamless portfolio updates, fund transfers, and transaction support
- Scheduled regular client meetings, resolving issues and improving satisfaction levels
- Supported sales teams in upselling/cross-selling financial products like SIPs, mutual funds, and insurance
Back-Office Executive
Edelweiss Tokio Life Insurance
03.2019 - 08.2020
- Supervised policy issuance, servicing, and branch administration operations
- Ensured smooth process execution and timely revival of lapsed policies
- Prepared MIS reports on daily logins, proposals, and branch activities for senior management
Education
B.B.M -
Women's College
PUC - undefined
PU College for Girls
SSLC - undefined
Girls High School
Skills
- Client Relationship Management
- Customer Engagement & Support
- Operations & Back-Office Management
- Policy Issuance & Servicing
- Team Leadership & Training
- MIS Reporting & Documentation
- Financial Transactions & Claims Processing
- Cross-Selling & Business Retention
- Tally ERP 9
- MS Office Proficiency
- MS Office Suite
- Tally 9
Disclaimer
I hereby declare that the details furnished above are true to the best of my knowledge and belief.
Personal Information
- Hobbies: Reading Books, Listening to Music, Watching News
- Date of Birth: 05/14/95
- Nationality: Indian
- Marital Status: Married
Timeline
Executive - Customer Engagement
Max Life Insurance Co. Ltd.
05.2023 - 07.2024
Client Relationship Manager
Geojit Financial Services
10.2020 - 03.2021
Back-Office Executive
Edelweiss Tokio Life Insurance
03.2019 - 08.2020
PUC - undefined
PU College for Girls
SSLC - undefined
Girls High School
B.B.M -
Women's College
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