Vinay Kumar

• Requested customer feedback to drive client satisfaction and retention while quickly remedying issues.
• Worked with branch partners to maximize sales efforts to business customers and cross-sell other products and services.
• Collaborated with internal teams to deliver comprehensive wealth management services, maximizing client satisfaction and loyalty.
• Developed customized financial strategies for clients by thoroughly analyzing their current situations, goals, and risk tolerance levels.
• Meeting with clients for resolution of their queries on regular intervals. • Conducted Employee and HR Orientations following policy updates to ensure smooth integration and compliance.
• Conduct quarterly business reviews to assess performance and strategize operational improvements. • Resolving escalations of corporate clients with reference to their product related Grievance resolution.
• Help with the evaluation of workflows, operational protocols, processes, and documentation needs.
• Conduct account activity reconciliations to maintain accuracy and transparency. • Being responsible for the flow of day-to-day operations.

• • Coordination with corporate clients regarding their GMC and GPA Policy.
• Meeting with clients and brokers for resolution of their queries on regular intervals.
• Resolving escalations of corporate clients with reference to their claims, Grievance resolution.
• Handling escalations from brokers/clients that are not resolved by subordinates.
• Assuring processing of claims as per policy terms & condition and within TAT.
• Interaction with sales team and broker regarding existing services.
• Pro-actively managing of corporate claims from notification to closure and investing the necessary level of involvement required for each claim.
• Being responsible for the flow of day-to-day operations.
• Foster or maintain a collaborative relationship with internal and external stakeholders to ensure satisfaction and profitability.
• Developed and maintained relationships with customers and suppliers through account development.
• Achieved departmental goals by developing and executing strategic plans and performance metrics.
• Ensuring quick response to any query from the broker or client (HR).

• Accountable for wholesale distribution within the district – Rural and Urban both.
• Complete end to end service in inward team, starting from prospect client up to delivery-E2E process.
• Making calls & mails to customers for new prospects.
• Visiting clients, convincing with the benefits to be part of our business.
• Responsible for each and every issue related to Pre and post sales.
• Placing order gauging demand and delivery ending with post sales services.
• Skilled at working independently and collaboratively in a team environment.
• Managed time efficiently in order to complete all tasks within deadlines.
• Assisted with day-to-day operations, working efficiently and productively with all team members.

• Accountable for PAN India claims servicing.

• Complete end to end service in inward team, starting from intimation to claim processing.

• Making calls/e-mails to customer/broker for the pending claims settlements.

• Co-ordination with different teams to provide cashless claims.

• Coordination with various internal departments like sales, Servicing, Providers, Medical,

• Investigator and finance for hassle free claim settlement.

• Maintaining TAT of processing claims, as agreed with the corporate clients.

• Coordinate with prospect clients to open a Saving and Current Account. • Managed all account inquiries from customers to help.

• Developed professional relationship with all retail partners.

• Understanding the needs of customers and advising appropriate products.

• Managing large number of inbound and outbound calls in a timely manner

• Participated in talent acquisition activities such as screening resumes, conducting interviews, providing input on hiring decisions, and facilitating onboarding processes for new hires.

• Responsible for selling Term Insurance to customers over the calls/emails.