Results-oriented AVP with 22 years of experience in enhancing customer experience across voice and non-voice channels (inbound and emails). Renowned for driving initiatives that improve customer satisfaction, resolve complex issues, and ensure first-time right resolutions. Proven track record in managing Priority Desks for top distributors and NRI clients, providing tailored solutions and exceptional service. Successful in leading digital transformation projects, including automation and AI, to streamline operations and enhance service quality. Recognized with the Digital Champion Award for innovative solutions in customer engagement and digitalization. Skilled in vendor management, budget oversight, and project management, with a focus on creating exceptional customer journeys and achieving high Net Promoter Scores (NPS). Seeking a Senior or Director-level role to apply extensive experience in elevating customer experience and driving strategic improvements.
· Customer Service and Upselling: Assisting clients with policy-related queries, claims processing, and policy renewals while identifying opportunities to upsell financial products such as riders, investment plans, and additional coverage options.
· Sales and Administrative Support: Providing support to the sales team by processing new business applications, issuing policies, and maintaining accurate records and documentation.
· Financial Transactions and Compliance: Handling premium payments, issuing receipts, reconciling accounts, and ensuring all processes comply with regulatory requirements.
· Operational Efficiency: Implementing standard operating procedures to enhance efficiency and reduce turnaround times for various processes, including customer service and financial transactions.
· Reporting and Coordination: Preparing regular performance reports, liaising with internal departments to resolve issues, and maintaining strong customer relationships to ensure high levels of satisfaction and loyalty.
PMP Certified
Completed Certificate and Projects in digital customer and Distributor onboarding Journey