Summary
Overview
Work History
Education
Skills
Languages
Awards
Timeline
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Shashi Kumar

Patna

Summary

Highly motivated and results-oriented professional with a proven track record in banking and insurance sales. Known for combining analytical insights with interpersonal skills to drive customer satisfaction and revenue growth. Passionate about delivering impactful solutions and fostering long-term relationships with clients.

Overview

4
4
years of professional experience

Work History

Senior Development Manager

ICICI LOMBARD
PATNA
06.2026 - Current
  • Advised clients on health insurance options and benefits packages.
  • Maintained up-to-date knowledge of industry trends and regulations.
  • Provided information about healthcare reform regulations to employers and employees.
  • Calculated premiums and established payment methods.

Senior Health Insurance Counsellor

Niva Bupa
Patna
07.2024 - 05.2026
  • Built and maintained strong client relationships, increasing repeat business by delivering personalized solutions.
  • Conducted in-depth needs assessments, matching clients with optimal insurance plans.
  • Supported claim processes, achieving a high resolution rate and positive client feedback.
  • Consistently exceeded monthly targets through strategic upselling and cross-selling initiatives.

Assistant Manager

Bandhan Bank
10.2022 - 05.2024
  • Analyzed customer data to identify new market segments, boosting lead conversions.
  • Collaborated with cross-functional teams to enhance digital banking services.
  • Designed and implemented client onboarding processes, reducing service time by 15%.

Education

MBA -

GL Bajaj Institute of Management
Greater Noida
01-2023

B.A -

Magadh University
Patna
01-2020

Intermediate in Science -

BSEB
01-2017

Higher Secondary -

BSEB
01-2015

Skills

  • Computer Operations & CRM Tools
  • Problem-solving & Decision-making
  • Interpersonal & Communication Skills
  • Emotional Intelligence
  • Teamwork & Collaboration
  • Healthcare regulations compliance
  • Insurance benefits analysis
  • Policy structuring

Languages

  • English, Fluent
  • Hindi, Native

Awards

  • Google Digital Marketing Certification
  • GTT Barclays Communication Training
  • NISM Quiz Participation

Timeline

Senior Development Manager

ICICI LOMBARD
06.2026 - Current

Senior Health Insurance Counsellor

Niva Bupa
07.2024 - 05.2026

Assistant Manager

Bandhan Bank
10.2022 - 05.2024

MBA -

GL Bajaj Institute of Management

B.A -

Magadh University

Intermediate in Science -

BSEB

Higher Secondary -

BSEB
Shashi Kumar