Sneha N

• Sharing performance report with the advisor on daily bases.
• Escalation handling with regards to loan related queries.
• Data allocation on daily bases.
• Hiring and staffing new joiners.
• Employment relationship management.
• Managed the team of 50-60 loan officer’s into successful processing of over GMV of 70 ~ 80 Cr in a month.
• Including process leads and subject master expertise.
• Improved mentor retention rates through regular communication, support, and recognition of their contributions.
• Implemented robust assessment tools to gauge the effectiveness of mentoring programs, providing valuable insights for continuous improvement.
• Provided support during peak selling seasons, ensuring adequate staffing levels in the allocation department for timely merchandise processing tasks.
• Utilized project management skills to successfully coordinate multiple projects simultaneously under tight deadlines.
• Consistently met project deadlines through effective time management skills and diligent work ethic.

• Managed a team of 30 advisors in service to sales department.
• CSAT-provided service to the customer based on premium query, foreclosure of the policy, grace period of the policy and health insurance related queries.
• Managing day to day activity & Real time monitoring (Teams Productivity & Performance).
• Refresher on product & process on Bi- Weekly basis.
• Sharing real time feedback to the team.
• Checking the adherence & Improvement.
• Bottom performance management- Coaching & guiding the bottom performers & giving the special attention to make sure they perform.
• Training New hires & managing OJT.
• Escalation handling.
• Follow up for closure with Field on regular basis
• Preparing performance tracker for weekly & monthly review
• Collaborating with clients based on policy closure's
• Identifying and addressing any issues or obstacles that may arise in the teams operations, and finding solutions to overcome them.
• Skilled at working independently and collaboratively in a team environment.
• Worked well in a team setting, providing support and guidance.
• Managed time efficiently in order to complete all tasks within deadlines.
• Passionate about learning and committed to continual improvement.
• Assisted with day-to-day operations, working efficiently and productively with all team members.
• Organized and detail-oriented with a strong work ethic.
• Learned and adapted quickly to new technology and software applications.
• Strengthened communication skills through regular interactions with others.

* Developed and maintained relationships with over 100 Clients ,resulting in a 90%customer satisfaction rate and 25% increase in policy renewal.

*Analyzed clients current insurance policies and recommended additional coverage resulting in a 15% in policy premium and 10% increase in cross selling opportunity.

*Negotiated terms and conditions of lnsurance policy,resulting 20% increase policy premium and 15% increase in policy renewal.

*Educated clients on insurance policy and coverage,resulting in. 15% increase customer satisfaction 10 % increase in policy renewal.

* Based on customer premium paying term and policy term following up with the customer’s for additional coverage on the policy with related to health insurance.

• Maintained high standards of customer service by building relationships with clients.
• Cross-sold insurance products to existing clients to reach sales targets.