PRITIPRAJNGYA JENA

Educated clients on banking products and services available, such as loan options, credit cards, and investments. Analyzed customer requirements and recommended efficient investment products.

Axis Bank Ltd.

• Forex Card Program — [September'24 to December'24]

Managed end-to-end Forex Card operations, including issuance, activation, and reloading for retail and corporate customers.

Collaborated with internal teams for process automation, improving turnaround time, and reducing manual errors.

• TATA AIG Health Insurance Co. Ltd. — [January'24 to March'25]

Provided end-to-end health insurance policy operations, assisting customers with policy issuance, renewals, and claim-related guidance.

Ensured all sales activities complied with internal audit standards.

• Niva Bupa Health Insurance Company Ltd — [April'25 to September'25]

Managed end-to-end policy operations, including issuance, renewal, and endorsement of health insurance policies.

Achieved and exceeded monthly and quarterly sales targets, contributing to branch revenue growth.

Recognized as a Top Performer in regional sales for customer acquisition and policy renewals.