Faruk Shaikh
Bareilly
Summary
Dynamic Customer Experience Executive with a proven track record at Star Union Dainichi Life Insurance, leveraging Excel and Salesforce CRM to enhance operational workflows and drive revenue growth. Skilled in data analysis and client relationship management, I excel in delivering actionable insights and fostering team collaboration to achieve business objectives.
Overview
6
6
years of professional experience
5
5
Certifications
Work History
Customer Experience Executive
Star Union Dainichi Life Insurance
12.2023 - Current
- Managed renewal collections and operational datasets with Life Asia and Salesforce CRM, enhancing data integrity.
- Oversaw large policy datasets, ensuring accuracy in financial reporting and compliance with regulations.
- Streamlined internal reporting workflow through Excel data analysis, resulting in quicker access to critical insights.
- Performed reconciliation and created operational reports using Excel.
Relationship Manager
Policy Bazaar
02.2022 - 11.2022
- Utilized CRM and Excel to analyze data and identify revenue growth opportunities.
- Managed client datasets and generated performance reports to track progress and inform strategy.
- Analyzed customer financial data to identify cross-sell and upsell opportunities.
Associate Financial Service Manager
ICICI Prudential
02.2020 - 11.2020
- Tracked policy performance using Excel reports to ensure alignment with client goals.
- Developed data-driven recommendations for insurance products to optimize client satisfaction.
- Analyzed customer insurance portfolios to identify financial needs and enhance coverage options.
Education
PG Diploma - Data Science & Engineering
Great Lakes Institute of Management
Delhi01-2023
Bachelor of Commerce -
L.V.H College Panchavati
Nashik01-2017
Skills
- Salesforce CRM
- Excel reporting
- MIS & Business Reporting
- Data analysis
- Data cleaning
- Power BI Dashboards
- Python
- SQL
- MySQL
- Matplotlib & Seaborn
- Dataset management
- Report generation
- Operational workflow
- Excel functions
- Financial analysis
- Growth strategies
- Problem solving
- Team collaboration
- Staff training
- Organizational skills
- Microsoft office expertise
- Senior leadership support
- Team collaboration
Accomplishments
Outstanding Performance of the Month - North Zone.
Data Analytics Project
Loan Default Prediction, Using Python machine learning models., Performed data cleaning, exploratory analysis, and feature engineering., Built predictive models achieving ~80% accuracy., Python, Pandas, NumPy, Matplotlib, Seaborn, Scikit-learn
Certification
Data Visualization with PowerBi
Timeline
Customer Experience Executive
Star Union Dainichi Life Insurance
12.2023 - Current
Relationship Manager
Policy Bazaar
02.2022 - 11.2022
Associate Financial Service Manager
ICICI Prudential
02.2020 - 11.2020
PG Diploma - Data Science & Engineering
Great Lakes Institute of Management
Bachelor of Commerce -
L.V.H College Panchavati