Kalpesh kashinath bhokare

Student Admissions: Managing the full student admission process, from initial inquiry to final registration.

CRM Management (Pulse): Utilizing Pulse CRM to track and maintain accurate lead and student data, ensuring up-to-date records.

Data Maintenance: Maintaining student and lead information in data sheets and CRM for smooth workflow and easy access.

Follow-ups: Conducting timely follow-ups with prospective students to ensure all their queries are answered and that they remain engaged through the admissions process.

Technical Expertise:

Knowledgeable in IT fields such as Data Science, Data Analytics, Artificial Intelligence, SQL, Java, Python, and related technologies.
Applying technical skills to improve data-driven decision-making and process optimization.
Digital Marketing: Assisting with or managing digital marketing efforts to reach potential leads and boost student admissions.
Presentations & Meetings: Conducting presentations for prospective students through Google Meet and other platforms, providing them with the necessary information, and answering questions during meetings.

• Managed inbound and outbound customer calls related to banking services and insurance products.
• Sold YES BANK credit cards, performing eligibility checks, KYC collection, and application submissions.
• Promoted health insurance and accidental plans to individual and High Net Worth Individuals (HNI).
• Built strong relationships with HNI clients through customized financial solutions.
• Upsold additional services such as card protection plans and balance transfer offers.
• Addressed customer queries regarding billing, card limits, and policy terms.
• Maintained detailed call logs and conversion records in CRM software.
• Met and exceeded monthly sales and service quality targets.

• Assisted customers with home loan applications, eligibility assessments, and documentation verification.
• Explained various loan products, interest rates, and repayment options to clients.
• Coordinated collection and verification of KYC, income proofs, and property documents.
• Facilitated communication between clients, builders, and legal teams for efficient loan processing.
• Ensured timely disbursement of loans following thorough verification and approvals.
• Maintained precise data entry in loan management system (LMS) for all loan files.
• Achieved monthly targets for loan disbursement and lead conversions.
• Provided post-disbursement support addressing repayment queries and top-up loan requests.

• Handled large volumes of inbound and outbound calls efficiently.
• Identified customer needs, researched issues, and provided effective solutions.
• Upsold and cross-sold various insurance products to enhance client portfolios.
• Maintained and updated customer databases for accuracy and reliability.
• Utilized Zoho CRM to track client interactions and ensure data integrity.
• Sold diverse insurance products from leading insurers, including Star Health and HDFC Life.

• Company Overview: Health insurance sector
• 1 year experience in ASHAR IT in health insurance sector as teleperformance.
• Health insurance sector
• Handled end-to-end processing of health insurance policies and claims.
• Maintained accurate policy and client data using CRM tools.
• CRM Management (Aspect): Utilizing Aspect CRM to track and manage client data, ensuring all information is accurately maintained and up to date.
• Provided end-to-end support for pre-policy medical tests, endorsements, and premium payments.
• Verified by Insurance Regulatory and Development Authority of India (IRDAI)
• Authorized to sell, service, and advise on health insurance products
• Completed mandatory training and successfully passed IRDAI licensing exam