Biplav Mallik
Haryana
Summary
Dynamic Senior Associate at Policy Bazaar AE with a proven track record in client engagement and market research. Expert in CRM and risk assessment, I excel in delivering tailored insurance solutions while fostering strong B2B relationships. Recognised for exceptional performance, I drive efficiency and enhance customer satisfaction through strategic collaboration.
Skilled in understanding complex corporate needs, conducting competitive market analysis, and delivering tailored end-to-end solutions. Adept at building lasting relationships with clients and ensuring seamless service delivery in a B2B environment.
Overview
1
1
year of professional experience
Work History
Senior Associate
Policy Bazaar AE
Gurugram
01.2024 - Current
- Engaged B2B Clients over UAE to understand insurance needs and provide tailored solutions.
- Collaborated with team members to enhance customer experience.
- Utilised CRM software to track client interactions and manage follow-ups efficiently.
- Conduct in depth market research on products, service efficiency and competitiveness to offer optimal solutions.
- Managing end to end client onboarding to issuance and servicing.
- Lead engagement with mid to large size corporate clients to assess their needs.
- Collaborating with internal underwriting and servicing team to ensure prompt and efficient solutions.
- Promoted to senior consultant for exceptional performance and client management.
Education
Bachelor of Arts - Social Sciences
Delhi University
07-2025
Skills
- Market research
- Data analysis
- Customer relationship management
- Project management
- Regulatory compliance
- Account reconciliation
- Practice management
- Preparing reports
- Client engagement
- Proficient in [software]
- Negotiation skills
- Active learning
- Multilingual communication
- Client onboarding
- Risk assessment
- Underwriting calculations
Accomplishments
- Got certificate of appreciation for consistently meeting targets and exceeding expectations at Policy Bazaar AE.
- Promoted to senior consultant within a short period of time.
- Awarded for various internal challenges and recognised for delivering seamless onboarding experience to a large corporate client.
Affiliations
- Podcast listening
- Travel and exploration
- Personal development
- Cooking
Timeline
Senior Associate
Policy Bazaar AE
01.2024 - Current
Bachelor of Arts - Social Sciences
Delhi University