SARADA PRASAN MOHAPATRA

IndusInd Nippon Life Insurance (INLIC) is a major private life insurer in India, formed from Reliance Nippon Life after IndusInd International Holdings partnered with Nippon Life, blending Indian financial heritage with global Japanese expertise to offer protection, savings, retirement, and investment plans for individuals and groups. They focus on simplifying insurance with customer-centric, innovative solutions like ULIPs, offering wealth growth, child education, and retirement security, backed by a 10-day settlement guarantee for eligible claims.

• Presently working at Dhenkanal Branch and Making cooperation with 18 nos of operation executive in my Region/State for any type of issues.
• Responsible for Scrutiny, Login, Under Writing and Issuance of new applications in the branch.
• Responsible for Lead generation, Cross Selling and Conversion of New Policies from branch Walkin and renewal calling customers to achieve my WRP Target.
• Responsible for achieving more than 110% Branch Renewal Collection with 87% persistency and New Business Coversion
• Underwriting the proposals according to the various guidelines in the branch level.
• Making Policy Issuance of the Non-Medical Proposals up to Sum Assured of Rs.10 Lacks at Branch level in decentralized mode.
• Coordinating with the Sales Team for “Call for Requirement” cases like medicals, Cheque Bounce or other documentation so that the cases are not been stuck.
• Providing various after sales services to the clients like alterations, renewals, fund change etc,Cross Selling,Lead generation with New Business Conversion.
• Processing all types of Claims, Maturity, Surrender at branch & follow up with the HO for their early settlement.
• Generating Pay In Slip & Pay In Slip Control Statement at the end of the day after tallying with the actual Instrument for CMS banking.
• Maintaining the auditable issues and updated documentation for the audit and quality.
• Imparting training to Sales Team on AML Guidelines, documentation, forms filling and also underwriting.
• Providing various Reports to HO and Regional Office, also maintaining various dashboards and trackers of the Branch. Acting as a “SPOC” for various reporting.
• Responsible for checking of the new advisor recruitment forms & online data entry at Branch level for Code generation till Licensing.
• Responsible for Daily updation of Branch attendance in online site & “SPOC” for all HR related issues at Regional Level like New Joining, Salary Query, Employee Mapping, Employee Code generation etc.
• Responsible for all Operational, HR, IT & Administrative work for the branch office.

ICICI Securities Limited is one of the largest share broking and commodity trading organization in India as well as in out side of India.

• Handling all types of customer Queries which includes Trading in different products of ICICI, Giving Demo's (Training) to the new customer, working in Finale Customer Relationship Management. (FCRM).
• Preparing MIS of all customers on daily basis and sent all the MIS to our corporate office. Mumbai.
• Exceptional communication and presentation skills with demonstrated abilities in solving of customer queries including INDIAN as well as NRI customer and driving front liners.
• Giving trading demo to newly coming customers as well as walking customers.
• Acknowledging and managing all kinds of problems in the whole dept of trading of shares and commodities.
• Dispatching the Post Disbursement Documents and maintaining lowest possible pending level.

SAHAS SPECIAL SOLUTION PVT LTD was one of the corporate agent of SBI Life Insurance Company Ltd.

• Primary job is scrutiny of files and maintaining of records.
• Doing telecalling to leading customers for doing insurance.
• Updating the records of customers and providing them with special plans & schemes.
• Updating of Daily Business Report in offline for the corporate office.

GPA: 71%

GPA: 58%

GPA: 48%

GPA: 73%