SHAIK RUKSANA BEGUM
Anantapur
Summary
Insurance domain specialist with 8+ years of experience in Life Insurance, Customer Service, Digital Platforms, and Sales Operations. Skilled in requirement gathering, customer journey analysis, process mapping, and supporting digital insurance systems. Strong ability to translate business needs into functional requirements, coordinate with stakeholders, Seeking a role as an IT Business Analyst – Insurance Domain to leverage domain expertise in system enhancement and digital transformation.
Overview
10
10
years of professional experience
2
2
Certifications
Work History
Sales Manager
Kotak Life Insurance
12.2023 - 10.2025
- Interacted with bank teams and customers to understand financial needs and map them to suitable solutions.
- Guided customers on digital platforms (SmartSell, GENI, MKL) and helped them complete servicing journeys.
- Collaborated with internal teams to resolve customer issues and ensure smooth policy servicing.
- Analysed customer complaints and identified recurring issues to improve service workflows.
Agency Development Manager
Niva Bupa Health Insurance
06.2021 - 01.2022
- Conducted requirement discussions with agents to understand service gaps and improve onboarding.
- Supported sales operations by coordinating with channel partners.
- Helped customers navigate digital health insurance workflows.
Development Manager
Max Life Insurance
01.2016 - 08.2020
- Managed recruitment, onboarding & training of agents.
- Ensured compliance through IRDA training & process management.
- Worked with branch teams to improve agent performance through structured guidance.
- Enabled smoother operational flow by coordinating with cross-functional teams.
Customer Service Executive
Muthoot Fincorp
06.2012 - 02.2013
- Handled customer queries & transactions while maintaining high service quality.
- Performed gold appraisal with precision for secure loan processing.
- Supported customers with policy servicing and promoted financial products.
Education
MBA -
S.K. University
01.2015
Graduation -
S.V. University
01.2010
Skills
Requirement Gathering & Analysis
Certification
PGDBM
Accomplishments
- MDRT Qualifier – Winner of International Pride Member Trip
- 90% Persistency Award – 2022 & 2023
- Recognized multiple times for top performance
Timeline
Sales Manager
Kotak Life Insurance
12.2023 - 10.2025
Agency Development Manager
Niva Bupa Health Insurance
06.2021 - 01.2022
Development Manager
Max Life Insurance
01.2016 - 08.2020
Customer Service Executive
Muthoot Fincorp
06.2012 - 02.2013
MBA -
S.K. University
Graduation -
S.V. University