Shuchi Prasad
Patna
Summary
Professional with strong skills in training and community outreach. Known for delivering impactful workshops that enhance team capabilities and improve client engagement. Ready to leverage expertise in relationship management to drive business growth.
Overview
3
3
years of professional experience
5
5
Certifications
Work History
Life Insurance Advisor
Kotak Mahindra Life Insurance
Kolkata
06.2021 - 06.2022
- Evaluated market trends to inform product offerings and client recommendations.
- Collaborated with team members to refine sales strategies for increased policy uptake.
- Delivered multiple training and development workshops, improving team capability and performance outcomes.
- Participated in community outreach programs to raise awareness about life insurance benefits.
- Reviewed policy documents for accuracy and compliance with industry regulations.
Customer Relationship Manager
Bandhan Bank Private Limited
Darbhanga
04.2019 - 07.2019
- Managed relationships with HNI/UHNI clients and delivered personalized investment advisory.
- Analyzed investment portfolios and recommended suitable products.
- Developed tailored customer engagement strategies to enhance satisfaction and loyalty.
- Represented Bandhan Bank at quarterly District Magistrate banking meetings.
- Monitored account activities to identify opportunities for upselling and cross-selling products.
Education
PGDM - Marketing Management
Chandragupta Institute of Management Patna
Patna04-2019
Bachelor of Commerce - Business And Finance
Patna Womens College
Patna04-2017
Skills
- Talent acquisition, employee relations, engagement strategy, performance management
- Project management, communication, data interpretation, presentation
- Tools: MS Excel, MS PowerPoint, Tableau
Languages
English
Proficient (C2)
C2
Hindi
Native
Native
Certification
People Analytics-PwC Academy in association with upGrad(2025)
Internships and Projects
- Capstone: Generational differences in employee value proposition, human resource management, and analytics, IIM, Kozhikode, India
- Marketing strategy analysis: Outlook Magazines Private Limited, New Delhi
- Recruitment process study – Central Coalfields Ltd, Ranchi
- Training and development study - Northern Coalfields Ltd, Madhya Pradesh
- Organizational Communication Study- Coca-Cola Beverages.Patna
- Business Plan Development: Coconut Virgin Oil Market Entry strategy
Timeline
Life Insurance Advisor
Kotak Mahindra Life Insurance
06.2021 - 06.2022
Customer Relationship Manager
Bandhan Bank Private Limited
04.2019 - 07.2019
PGDM - Marketing Management
Chandragupta Institute of Management Patna
Bachelor of Commerce - Business And Finance
Patna Womens College