Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Rakhi Chopra

Customer Service Operations Manager
Lucknow

Summary

Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.

Overview

18
18
years of professional experience

Work History

Manager II

ICICI Prudential Life Insurance
04.2024 - Current
  • Branch Incharge for Lucknow, Sultanpur, Raebarely, Faizabad and Gonda
  • Process Training delivery for the state
  • Meeting desired branch KPI parameters and hence taking branches' ranking to standard level
  • Checker for Basic hygiene, Audit,FTR
  • Regulating branch escalations fraud, grievances

Manager 1

ICICI Prudential
04.2021 - 03.2024
  • Branch Incharge for two branches Faizabad and Raebareilly
  • Renewal SPOC for the State
  • Handling NRI customers fund management and providing suggestions for wealth growth
  • Portfolio Management of high profile customers
  • Providing end to end resolution to employees regarding customer's queries/requests/complaints at their branches

Assistant Manager

ICICI Prudential
04.2017 - 03.2021
  • Handing entire Customer Service Desk and providing end to end services and solutions to walk in customer's requests, complaints and queries
  • Maintaining quality service, strengthen customer relationships and hence improving their satisfaction levels
  • Major focus on Fair, Accurate, Consistent and Transparent services to customers and hence maximizing Customer Delight
  • Taking customer's feedback for improving service quality, along with collecting references
  • Proper advice to customers for timely premium payment, switching top-ups and opting for Term and Health plan
  • Handling Death and Health Claims queries and documentation part

Senior Associate

ICICI Prudential
04.2013 - 03.2017
  • Responsible for Entire Service desk handling HNI/Escalated customers, Gold/premier advisors
  • Focus on Renewal, Revenue, Retention
  • Increasing customer contactability, Mandate attachments
  • Managed Entire cash payment/reconciliation of the branch
  • Handling Priority Claim Desk of the branch

Customer Service Associate

ICICI Prudential
04.2008 - 03.2013
  • Handling customer and advisor serving of 9 branches (8 spokes and 1 main branch)
  • Maintaining Quality of Closure to 100% for requests/complaints of customers and advisors
  • Making proper decision of issuing policies that are equitable to the client deliverable by the advisors and profitable to the company
  • Managing risk and ensuring that an impaired life is not offered assurance at a standard premium rate.
  • Stamping cases limit - Non Medical Sum Assured 15 Lacs & Mortgage Reducing Term Assurance limit upto 25 lacs

Customer Service Executive

ICICI Prudential
03.2007 - 03.2008
  • Handing all level 1 escalations related to underwriting and reconciliation
  • Responsible for Eod reconciliation
  • Handling complete credit check with ICICI bank company account
  • Significant contribution for achieving six sigma standards for the branch
  • Underwriting Non Medical cases, limit upto 15 lacs

Education

Bachelor of Education -

Lucknow University
Lucknow, India
04.2001 -

MBA - IT

Sikkim Manipal University

Diploma in Information Technology - undefined

Govt Polytecnic Lucknow

Intermediate - P.C.M.

Bal Vidya Madir Sr. Sec. School-CBSE Borad

High school - undefined

Bal Vidya Mandir Sr. Sec. School

Skills

  • Focused ,Optimistic approach

Team leadership

Operations management

Strategic planning

Time management

Staff development

Financial management

Customer relationship management (CRM)

Staff training and development

Problem-solving abilities

Team collaboration

Accomplishments

  • Awarded with TATVA
  • EXTRA MILER
  • RISING STAR
  • BEST PERFORMER IN BRANCH
  • BEST RETENTION
  • Certified with Insurance Quotient level 1 by ICICI PRU

Timeline

Manager II

ICICI Prudential Life Insurance
04.2024 - Current

Manager 1

ICICI Prudential
04.2021 - 03.2024

Assistant Manager

ICICI Prudential
04.2017 - 03.2021

Senior Associate

ICICI Prudential
04.2013 - 03.2017

Customer Service Associate

ICICI Prudential
04.2008 - 03.2013

Customer Service Executive

ICICI Prudential
03.2007 - 03.2008

Bachelor of Education -

Lucknow University
04.2001 -

MBA - IT

Sikkim Manipal University

Diploma in Information Technology - undefined

Govt Polytecnic Lucknow

Intermediate - P.C.M.

Bal Vidya Madir Sr. Sec. School-CBSE Borad

High school - undefined

Bal Vidya Mandir Sr. Sec. School
Rakhi ChopraCustomer Service Operations Manager