Kajol Gopal Singh
Mumbai
Summary
To secure a professional position in a dynamic organization where I can leverage my expertise to drive innovation and success. I am seeking a role that aligns with my passion for the broking, insurance, and banking industry, and offers opportunities for growth and development. I hold an Global MBA in Business Administration and have nearly 5 years of experience working in the banking and insurance sectors.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Sr Executive
HDFC Life Insurance
11.2021 - 08.2022
- As a customer-centric professional, I excel in resolving complex issues for walk-in clients regarding their life insurance policies, ensuring seamless experiences and fostering positive relationships. Key responsibilities include:
- Provided personalized support and guidance to clients, effectively addressing queries and concerns related to life insurance policies.
- Managed customer feedback through CSAT, driving continuous improvement and service excellence.
- Generated new business leads through policy issuance, leveraging in-depth product knowledge to highlight benefits and alternatives to policy surrender.
- Identified opportunities for clients to utilize policy loans or partial withdrawals to meet financial needs.
- Built and nurtured relationships with potential Financial Advisors to support business growth.
- Maintained accurate records and tracked progress using Excel files.
- Trained new joiners, setting clear expectations and maintaining high standards.
- Led teams to achieve targets while upholding quality standards.
- Demonstrated strong analytical, presentation, and communication skills.
- Participated in internal audits, managed refunds, processed death claims, and handled other servicing activities.
- Adaptable and reliable team player who thrives under pressure, embraces new challenges, and continuously seeks growth opportunities.
Customer Relationship Officer
Canara HSBC OBC Life Insurance Company
12.2020 - 10.2021
- Supported channel partners to enhance productivity and ensure the smooth process from submission to issuance within mutually agreed timelines.
- Managed customer relations on ongoing basis to maximize customer retention.
- Improved customer satisfaction by addressing and resolving their concerns in a timely manner.
- Built long-term, loyal customer relations by providing top-notch service and detailed order, account, and service information.
- Made customers aware of current and new programs and services.
- Effectively managed channel partner expectations and strengthened relationship management quality.
- Drove business development initiatives to achieve sales objectives.
- Provided mentoring and coaching to channel partners for skill and performance improvement.
- Executed and implemented sales tactics and strategies to meet organizational goals.
- Built and maintained strong relationships with channel partners to foster long-term collaboration.
Service Manager
ICICI Prudential Life Insurance Company
09.2019 - 12.2020
- Supported Bank LGs by organizing and accompanying them on sales calls to drive business growth.
- Ensured customer satisfaction by delivering high-quality service across all interactions.
- Efficiently handled customer complaints received via email and phone, ensuring prompt resolution.
- Delivered exceptional customer service to policyholders, maintaining high service standards.
- Strengthened relationships with existing clients by providing regular market updates and investment options.
- Managed the delivery of policy documents to clients post-issuance, ensuring timely and accurate distribution.
- Conducted market analysis based on client requirements and proactively updated industry knowledge.
- Met with customers to discuss service needs and offer available solutions.
- Increased repeat business by fostering strong client relationships through personalized service and frequent follow-ups to ensure satisfaction.
- Increased overall revenue by upselling additional services and products during routine maintenance visits.
Education
MBA - Business Administration
De Montfort University
Leicester05-2024
Graduation - Bachelor of Banking & Insurance
N.R. Swamy College of Commerce & Economics
Mumbai, India04-2019
High School Diploma -
N.R. Swamy College of Commerce & Economics
Mumbai05-2016
Secondary School Certificate -
Fatima High School
Mumbai, India06-2014
Skills
- Operational efficiency
- Cross-functional team coordination
- Effective communication
- Technical: MS Excel, PowerPoint, Word,
- Outlook, Internet & Social Media Proficiency
- Claims & Process Coordination
- Teamwork
- Interpersonal skills
Certification
- Certified in English Communication Skills
- MS-CIT (Maharashtra State Certificate in Information Technology)
- Certified in Employability Skill Training and Placement Training, offered by Technoserve under the sponsorship of HBD Financial Services.
Hobbies
To Fight With Known People.
Always Make Others Feel Down.
Can Go To any level for money.
No respect to anyone.
Focused and Committed to Pandey.
Languages
English
Advanced (C1)
Hindi
Advanced (C1)
Marathi
Advanced (C1)
Timeline
Sr Executive
HDFC Life Insurance
11.2021 - 08.2022
Customer Relationship Officer
Canara HSBC OBC Life Insurance Company
12.2020 - 10.2021
Service Manager
ICICI Prudential Life Insurance Company
09.2019 - 12.2020
MBA - Business Administration
De Montfort University
Graduation - Bachelor of Banking & Insurance
N.R. Swamy College of Commerce & Economics
High School Diploma -
N.R. Swamy College of Commerce & Economics
Secondary School Certificate -
Fatima High School
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