SHUBHAM KUMAR
Insurance & Financial Services Professional
Chapra Patna Bihar,BR
Summary
Finance and Insurance professional with experience in insurance project coordination and financial services sales. Skilled in insurance operations, customer relationship management, sales support, lead generation, documentation, MIS reporting, field coordination, and data management. Experienced in handling customer queries, maintaining records, coordinating field activities, and achieving business targets. Seeking an opportunity in the insurance and financial services sector to utilize my skills and contribute to organizational growth.
Overview
2
2
Certifications
2
2
years of professional experience
Work History
Block Coordinator – PMFBY Project
Bajaj Allianz General Insurance Co. Ltd.
09.2025 - Current
- Coordinated crop-cutting experiments (CCE) for PMFBY project to assess crop yield and inform future planning.
- Managed field survey activities and led coordination with survey teams to ensure data accuracy and compliance.
- Coordinated with farmers, government officials, and project stakeholders.
- Facilitated communication and collaboration among farmers, government officials, and project stakeholders to align project objectives.
- Prepared reports and ensured the timely submission of project data.
- Maintained records while following company and project guidelines.
- Worked with Quess Corp Ltd. on off-roll assignments.
Personal Loan Sales Executive
Nimbus BPO Limited
05.2024 - 08.2025
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Generated leads through targeted field and customer outreach activities, enhancing sales pipeline.
- Promoted and sold personal loan products to prospective customers.
- Assisted customers with loan applications and documentation.
- Cultivated strong customer relationships to consistently achieve monthly sales targets.
- Researched and identified sales opportunities to exceed sales goals and drive revenue growth.
- Researched sales opportunities and possible leads to exceed sales goals and increase profits.
Education
Bachelor of Science -
Jai Prakash Narayan University Chapra
Chapra Bihar 04.2001 -
Intermediate (12th) - Bihar Board
Hotilal Ramnath College Amnour
Patna Bihar06-2018
High School (10th) - Bihar Board
Nepal Singh High School Gawandri Saran
Patna, Bihar 05-2016
Skills
Insurance Sales & Operations (Life, General, Health & Motor Insurance)
Customer Relationship Management (CRM)
Lead Generation & Customer Follow-up
Policy Documentation & Verification
Insurance Claim Support & Coordination
MIS Reporting & Data Management
Field Survey & Verification
Customer Handling & Service Support
Sales Target Achievement
MS Excel & MS Office
Team Coordination
Communication Skills
Certification
Advance Diploma In Computer Application
IF & OTHERS
- Knowledge of Life Insurance, Health Insurance, Term Insurance & General Insurance Products
- Basic Understanding of Investment Products and Financial Planning
- Customer Need Analysis and Product Recommendation
- Insurance Policy Documentation & Customer Support
- Lead Generation and Client Relationship Management
- Financial Services Sales & Advisory Support
- MIS Reporting and Data Management
- Languages Known: Hindi, English
- Computer Skills: MS Excel, MS Word, Internet Applications
MUSIC , CRICKET
- Languages Known: Hindi, English
- Computer Skills: Basic knowledge of MS Word, MS Excel, and internet applications
- Strengths: Customer handling, communication skills, field coordination, and quick learning ability
- Interests/Hobbies: Learning new skills, interacting with people, and staying updated with financial services
Timeline
Block Coordinator – PMFBY Project
Bajaj Allianz General Insurance Co. Ltd.
09.2025 - Current
Personal Loan Sales Executive
Nimbus BPO Limited
05.2024 - 08.2025
Bachelor of Science -
Jai Prakash Narayan University Chapra
04.2001 -
Intermediate (12th) - Bihar Board
Hotilal Ramnath College Amnour
High School (10th) - Bihar Board
Nepal Singh High School Gawandri Saran