Swati Mishra
Allahabad
Summary
Dynamic professional with a proven track record at Axis Max Life Insurance Ltd., excelling in customer service and relationship management. Adept at problem-solving and data analysis, I consistently enhanced customer satisfaction and streamlined policy processing, contributing to team success and operational efficiency.
Overview
6
6
years of professional experience
Work History
Assistant Manager
Axis Max Life Insurance Ltd.
11.2025 - Current
- Coordinated with banca channel partners and internal teams for seamless policy processing.
Resolved customer queries via calls, emails, and chat support to enhance satisfaction.
Managed documentation for policy issuance and renewal follow-ups to ensure compliance.
Handled customer service and back-office operations for insurance policies efficiently.
Maintained accurate records and reports related to policy status and customer requests.
Assisted in training new team members to improve overall team performance.
Supported team members in achieving service and operational targets consistently. - Assisted in managing daily operations and team schedules for smooth workflow.
- Coordinated client meetings and maintained communication with policyholders.
- Supported compliance initiatives by reviewing documentation for regulatory standards.
Junior Associate
Kotak Mahindra Bank
07.2022 - 03.2025
- Review and analyze credit reports, income documentation, and employment verification to determine creditworthiness.
- Conduct comprehensive credit assessments for credit card applications, evaluating applicants' financial histories, credit scores, and repayment capacity.
- Collaborated with underwriters and senior management to make informed credit decisions, influencing credit limit assignments and interest rate calculations.
- Monitor and assess existing credit card accounts, identifying potential risk factors and proposing solutions to mitigate credit losses.
- Managed credit card account portfolios, analyzing usage patterns and suggesting strategies for increasing cardholder engagement and usage.
- Conducted periodic credit reviews and recommended credit limit adjustments for eligible clients.
- Implemented retention strategies that minimized cardholder attrition and improved overall customer satisfaction.
Telesales Executive
Ankur and Company
02.2020 - 06.2022
- Sold B2B and B2C financial products to diverse clients.
- Contact potential or existing customers to effectively communicate product or service benefits.
- Ask questions to understand customer requirements and close sales.
- Extended efforts to exceed sales quota and foster long-term customer relationships.
- Take and process orders in an accurate manner.
- Directed prospects to the field sales team.
- Address grievances to maintain customer satisfaction and uphold company reputation.
Education
Bachelor of Commerce -
Chhatrapati Shahu Ji Maharaj University
Allahabad03.2016
Skills
- Effective communication
- Problem-solving
- Teamwork
- Attention to detail
- Data analysis
- Customer service
- Accuracy and precision
- Relationship management
Personal Information
- Date of Birth: 03/30/93
- Marital Status: Married
Hobbies and Interests
- Cooking
- Singing
- Traveling
- Exploring new cultures
- Art
- Photography
Disclaimer
I solemnly declare that the information furnished above is free from errors to the best of my knowledge and belief.
Languages
- English
- Hindi
Achievements Awards
- Awarded two certificates in Credit Card sales from Kotak Mahindra Bank
- Awarded gold medal in Credit Card sales from Kotak Mahindra Bank
Timeline
Assistant Manager
Axis Max Life Insurance Ltd.
11.2025 - Current
Junior Associate
Kotak Mahindra Bank
07.2022 - 03.2025
Telesales Executive
Ankur and Company
02.2020 - 06.2022
Bachelor of Commerce -
Chhatrapati Shahu Ji Maharaj University