Summary
Overview
Work History
Education
Skills
Certification
Hobbies and Interests
Training
Languages
Personal Information
Timeline
Generic
Neha Mankoti

Neha Mankoti

New Delhi

Summary

An analytical and result driven Insurance professional with 6+ years of experience in optimizing process, reducing cost, and enhancing productivity, proven track record of leading teams to achieve operational excellence and meets organizational goal. Seeking to leverage expertise in to drive professional efficiency and drive business success.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Manager Client Servicing

3-Dimensional Insurance Brokers India
New Delhi
06.2025 - Current
  • Facilitated policy issuance, renewals, and endorsements, ensuring accuracy and compliance with underwriting guidelines.
  • Handled policy changes, claims processing and billing inquiries promptly and efficiently to maintain client satisfaction
  • Collaborated with underwriters and claims adjusters to expertise claim resolution and mitigate client dissatisfaction.
  • Implemented risk mitigation strategies in collaboration with underwriting teams to optimize policy offerings and minimize losses.
  • Managed and resolved complex client issues, ensuring timely solutions and maintaining strong client relationships.
  • Analyzed client feedback and service metrics to continuously improve client servicing processes and performance.
  • Conducted training sessions for client servicing staff to uphold service quality and compliance standards.
  • Developed and implemented client engagement strategies that enhanced retention rates among high-net-worth individuals.
  • Collaborated with cross-functional teams to identify and seize cross-selling opportunities, enhancing revenue growth for the client servicing department.

Relationship Manager Yes Premia

Yes Bank
Delhi
07.2024 - 01.2025
  • Managing relationships with premium banking clients under the Premia banking segment.
  • Offering tailored banking wealth management services to HNI customers
  • Driving cross sell opportunities across assets liabilities and third-party products
  • Monitored market trends and competitor activities to provide clients with up-to-date investment advice.
  • Developed and maintained long-term relationships with HNI clients to maximize customer retention and satisfaction.

Senior Executive Hero Insurance

Hero Insurance Broking
Okhla, New Delhi
05.2022 - 06.2024
  • Facilitated policy issuance, renewals, and endorsements, ensuring accuracy and compliance with underwriting guidelines.
  • Handled policy changes, claims processing and billing inquiries promptly and efficiently to maintain client satisfaction
  • Collaborated with underwriters and claims adjusters to expertise claim resolution and mitigate client dissatisfaction.

Senior Business Executive

SBI Life Insurance
Connaught Place, New Delhi
11.2020 - 04.2022
  • Conducted comprehensive risk assessment for clients to identify their insurance needs prior to sale.
  • Collaborated with sales team to create tailored insurance solution for client based on their risk profiles and financial goals.
  • Educated clients on various insurance products and coverage options to help them make informed decisions.
  • Assisted in the preparation of insurance quotes and proposals for potential clients.

Associate Sales Consultant

Policy Bazaar
Gurgaon
12.2018 - 10.2020
  • Provided administration and operation support.
  • Managed customer inquiries via phone, emails, and inperson interactions, ensuring prompt and satisfactory resolution.
  • Assisted in the preparation of sales presentations, proposals, and contract for potential clients.
  • Collaborated with internal department and finance to coordinate sales efforts and ensure alignment with organizational objectives.
  • Conducted regular data analysis to track sales performance, identify areas for improvement, and support strategic decision-making.

Education

B.Sc -

IGNOU University
01.2019

Diploma - ECE

Guru Tegh Bahadur Polytechnic Institute
01.2018

12th -

CBSE Board
Delhi
01.2015

10th -

CBSE Board
Delhi
01.2013

Skills

  • Problem solving
  • Policy issuance
  • Claims processing
  • Risk assessment
  • Client relationship management
  • Cross-selling strategies
  • Customer engagement
  • Compliance standards
  • Effective communication
  • Team collaboration
  • Client training
  • Performance analysis
  • Strategic thinking
  • Pre Sale Support
  • Post Sale Support
  • Market analysis

Certification

IRDA certification, 08/16/24 - 08/15/27

Hobbies and Interests

  • Music
  • Travelling

Training

Two months, Certified training of Solid physics laboratory in DRDO, 06/01/17, 07/31/17

Languages

  • Hindi
  • English

Personal Information

  • Father's Name: Balwant Singh Mankoti
  • Date of Birth: 07/17/97
  • Gender: Female
  • Nationality: Indian
  • Marital Status: Unmarried
  • Religion: Hindu

Timeline

Manager Client Servicing

3-Dimensional Insurance Brokers India
06.2025 - Current

Relationship Manager Yes Premia

Yes Bank
07.2024 - 01.2025

Senior Executive Hero Insurance

Hero Insurance Broking
05.2022 - 06.2024

Senior Business Executive

SBI Life Insurance
11.2020 - 04.2022

Associate Sales Consultant

Policy Bazaar
12.2018 - 10.2020

B.Sc -

IGNOU University

Diploma - ECE

Guru Tegh Bahadur Polytechnic Institute

12th -

CBSE Board

10th -

CBSE Board

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Neha Mankoti