RAGHU M
Doddaballapur
Summary
Hardworking and motivated Client Support with 12 years of experience and record of success Insurance And Mutual Fund industry. Solid history balancing team performance, customer service targets and business objectives. Dedicated to working closely with employees to maximize productivity and optimize procedures. Decisive leader with good planning and organizational skills.
Overview
12
12
years of professional experience
Work History
Manager – Client Support
Konfido Advisors Pvt Ltd
Bangalore
06.2019 - Current
- Preparation of Valuation Report, Inwarding transaction application to AMC’s Maintaining daily transaction tracker, Handling online transaction in Bombay Stock Exchange Platform.
- Ensured adherence to service level agreements between the company and its clients through regular follow ups with clients regarding their service experience.
- Assisted clients with troubleshooting hardware and software related issues.
- Provided technical support to customers via phone, email and online chat.
- Generated monthly performance metrics reports for client support team members.
- Analyzed customer data in order to identify areas where additional resources were needed.
- Completed day-to-day duties accurately and efficiently.
Assistant Manager – Sales Support (Fleet)
Ideal Insurance Brokers Pvt Ltd
Bangalore
05.2017 - 03.2019
- Preparing Quotation, Inwarding Files to Insurance Company for Policy Issuance, Maintaining Daily Sales Report, Maintain Business Report, Coordinate with Client for quires, Handling Existing Clients for Renewals.
- Evaluated performance of sales staff based on clearly defined metrics to meet departmental milestones and comply with company policies.
- Organized monthly meetings with the sales team to review performance metrics.
- Managed daily sales operations, including order entry and invoice processing.
- Resolved customer complaints regarding sales and service.
- Monitored customer feedback to ensure customer requirements are met promptly.
- Supported sales team members to drive growth and development.
Operations Executive
Landmark Insurance Brokers PVT LTD.
Bangalore
11.2014 - 05.2017
- Cover note Issuance, Underwriting, Submission of File to insurance company And co-ordinate for policies, Endorsement and Refund process, Issuing policies And Handling Cash.
- Understood and followed oral and written directions.
- Completed day-to-day duties accurately and efficiently.
- Created and updated operational documents and database records.
Executive Assistant – Customer Service
SBI General Insurance LTD.
Bangalore
03.2013 - 11.2014
- Quote punching, Receipting, Deposit of cash and Cheque, Quality check, Maintaining Daily MIS, Endorsement process.
- Tracked customer payments and issued invoices as needed.
- Checked documentation for appropriate coding, catching errors and making revisions.
- Prepared detailed reports on policy changes, cancellations, renewals, and adjustments.
- Maintained historical data by organizing and filing statistical reports.
Back Office Support
Bharti AXA General Insurance Company Ltd.
Bangalore
10.2011 - 02.2013
- Issuing e-motor policies, E-Receipting, Deposit Cash and Cheque, Quality check.
- Checked documentation for appropriate coding, catching errors and making revisions.
- Planned and completed group projects, working smoothly with others.
- Prioritized and organized tasks to efficiently accomplish service goals.
Education
B.B.M -
Dr. N. S. A. M First Grade College Yelahanka, Bangalore
BangalorePUC -
Sri Kongadiyappa Pre-University College
SSLC -
Sri Kongadiyappa High School
Skills
- Complex Problem Solving
- Team Work
- Good in Excel
- Customer Relationship & Honesty
- Sales Support
- Effective Customer Communication
- Data Analysis
Timeline
Manager – Client Support
Konfido Advisors Pvt Ltd
06.2019 - Current
Assistant Manager – Sales Support (Fleet)
Ideal Insurance Brokers Pvt Ltd
05.2017 - 03.2019
Operations Executive
Landmark Insurance Brokers PVT LTD.
11.2014 - 05.2017
Executive Assistant – Customer Service
SBI General Insurance LTD.
03.2013 - 11.2014
Back Office Support
Bharti AXA General Insurance Company Ltd.
10.2011 - 02.2013
B.B.M -
Dr. N. S. A. M First Grade College Yelahanka, Bangalore
PUC -
Sri Kongadiyappa Pre-University College
SSLC -
Sri Kongadiyappa High School
Similar Profiles
Pawan KumarPawan Kumar
Senior Executive HR at DA Toll Road Pvt. Ltd, Cube Highways and Transportation Assets Advisors Pvt. LtdSenior Executive HR at DA Toll Road Pvt. Ltd, Cube Highways and Transportation Assets Advisors Pvt. Ltd
Sai Sindhu MiryalaSai Sindhu Miryala
Accounts Executive at Guardian Capital Investment Advisors Pvt LtdAccounts Executive at Guardian Capital Investment Advisors Pvt Ltd
Durba ShomeDurba Shome
External POSH Consultant at FinTeller Advisors Pvt. Ltd.External POSH Consultant at FinTeller Advisors Pvt. Ltd.
Ashoka B RAshoka B R
Stores Executive at Legion energy product Pvt LtdStores Executive at Legion energy product Pvt Ltd
HEMANTH S MANJUNATHHEMANTH S MANJUNATH
Project Assistant at Aeronautical Development Agency, Ministry of DefenceProject Assistant at Aeronautical Development Agency, Ministry of Defence