MILAN KUMAR

• Educate clients on insurance products and coverage options.
• Conduct regular policy reviews and suggest adjustments.
• Meet sales targets and business development goals.
• Ensure adherence to compliance and regulatory requirements
• Coordinate with PNB Bank Branches and Source new Business
• Manage client relationships to ensure service excellence.
• Handle client concerns and escalate technical issues as needed.

• Established long-term client relationships through consistent delivery of high-quality products and services.
• Enhanced customer satisfaction by streamlining communication channels and improving response times.
• Developed innovative solutions to complex problems, resulting in improved organizational performance.
• Mentored junior staff members for accelerated career growth, developing future leaders within the organization.
• handling the banch operation and customer Services
• Customer Service like surrender, partial, loan and customer policy modification request Accept and lock in Talishma software
• EOD, VOULT,BDC Record register maintain hard copy in file

New Business Policy documents checking and Login.

Received cash, DD, Cheque on cash counter from clients and receipt generate.

Handing call to customer regarding renewal payment conformation

• Increased customer satisfaction by resolving complex issues and providing exceptional service at all times.
• Customer Service like surrender, partial, loan and customer policy modification request Accept and lock in Talishma software
• EOD, VOULT,BDC Record register maintain hard copy in file
• New Business Policy documents checking and Login Received cash, DD, Cheque on cash counter from clients and receipt generate

Handing call to customer regarding renewal payment conformation . Weekly wise new policy report generated documents send to bear office though courier