Jonal Das
Kolkata
Summary
Dynamic professional with nearly 9 years of experience in financial solutions and customer relationship management. Demonstrated success in improving client retention rates and leading projects to completion. Expertise in financial analysis and team training to surpass performance goals, ensuring high service quality and operational efficiency.
Overview
9
9
years of professional experience
Work History
Sr. ITES Executive -Projects
iMerit
Kolkata
09.2025 - Current
- Tailored financial solutions for medical billing to optimize treatment and payment arrangements.
- Provided chat, voice, and email support to financially constrained patients seeking assistance.
- Delivered comprehensive solutions addressing medication needs for affected patients.
Sr. Associate
GROUP BAYPORT
Ahmedabad
02.2024 - 08.2025
- Coordinated email, chat, and voice assistance for international financial brands across USA, UK, AU, CA, and NZ.
Corporate Account Manager
TATA AIA LIFE INSURANCE CO. LTD.
Shillong
11.2022 - 01.2024
- Collaborated with bank staff to strengthen sales of insurance and supplementary financial products, enhancing customer acquisition efforts.
Senior Agency Manager
ADITYA BIRLA HEALTH INSURANCE CO. LTD.
Shillong
06.2021 - 11.2022
- Established a team of financial advisors achieving results beyond sales targets in health insurance and various financial offerings.
Team Leader
TELEPERFORMANCE
Indore
03.2020 - 05.2021
- Oversaw a high-performing support team, facilitating reviews and coaching in the MasterCard process.
- Drove initiatives focused on improving call quality and increasing customer satisfaction.
- Partnered with QA and training departments to enhance operational effectiveness.
Quality Assurance Analyst
TELEPERFORMANCE
Indore
04.2019 - 02.2020
- Monitored calls for compliance, performance, and service quality in MasterCard process.
- Provided actionable feedback and coaching to enhance agent performance.
- Developed trend reports identifying training gaps and suggesting process improvements.
Subject Matter Expert
TELEPERFORMANCE
Indore
04.2018 - 03.2019
- Established standard operating procedures to guide teams in MasterCard process.
- Provided domain expertise to support teams in navigating complex scenarios.
Technical Service Executive
TELEPERFORMANCE
Indore
04.2017 - 03.2018
- Delivered comprehensive customer support for financial inquiries within MasterCard process.
- Resolved technical issues utilizing CRM tools while ensuring data confidentiality.
Education
Bachelor of Arts - Mass Communication & Video Production
ST. ANTHONY'S COLLEGE
Shillong05-2018
Commerce -
ST. EDMUND'S COLLEGE
Shillong05-2014
Skills
- Financial analysis and data analysis
- Customer relationship management
- Sales and business development
- Project management
- Client retention strategies
- Insurance sales expertise
- Training and onboarding programs
- Quality assurance practices
Timeline
Sr. ITES Executive -Projects
iMerit
09.2025 - Current
Sr. Associate
GROUP BAYPORT
02.2024 - 08.2025
Corporate Account Manager
TATA AIA LIFE INSURANCE CO. LTD.
11.2022 - 01.2024
Senior Agency Manager
ADITYA BIRLA HEALTH INSURANCE CO. LTD.
06.2021 - 11.2022
Team Leader
TELEPERFORMANCE
03.2020 - 05.2021
Quality Assurance Analyst
TELEPERFORMANCE
04.2019 - 02.2020
Subject Matter Expert
TELEPERFORMANCE
04.2018 - 03.2019
Technical Service Executive
TELEPERFORMANCE
04.2017 - 03.2018
Bachelor of Arts - Mass Communication & Video Production
ST. ANTHONY'S COLLEGE
Commerce -
ST. EDMUND'S COLLEGE