Reading, Traveling, Networking, Personal Development, Financial Literacy
Suchitra Ghosh
Chabua Dibrugarh
Summary
Financial services professional with 10 years of experience in insurance operations and sales, including 7 years at ICICI Prudential Life Insurance. Expertise in policy servicing, financial product advisory, and documentation management, with a proven track record in client relationship management and achieving business targets. Strong communication and problem-solving skills enhance operational efficiency and customer satisfaction. Seeking opportunities in banking or financial services to leverage experience and drive business growth.
Overview
11
11
years of professional experience
4
4
Languages
Work History
Relationship Manager
PNB METLIFE INDIA INSURANCE CO LTD
06.2022 - 03.2026
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
- Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
- Strengthened client relationships through regular, personalized communication, ensuring high levels of client satisfaction and retention.
- Conducted in-depth market research to identify new business opportunities and potential areas for expansion.
Branch Operations Manager
ICICI PRUDENTIAL LIFE INSURANCE CO LTD
06.2015 - 05.2022
- Managed daily branch operations for optimal productivity and customer satisfaction.
- Supervised a team of employees, fostering a positive work environment and emphasizing professional growth.
- Performed monthly compliance checks.
- Contributed to ongoing process improvements that led to increased efficiency across various aspects of branch operations.
- Monitored financial transactions to detect any suspicious activity or potential fraud.
- Improved branch efficiency by streamlining operations and implementing new processes.
- Enhanced customer experience by providing exceptional service and addressing concerns promptly.
Education
Master of Commerce - Accountancy
Guahati University
Guwahati09-2013
Bachelor of Commerce - Accountancy
Gauhati University
Bongaigaon College06-2011
Skills
Relationship building
Customer relationships
Relationship management
Customer service
Relationship building and management
Excellent communication
Client engagement
Service support
Issue resolution
Client acquisition
Sales reporting
Customer portfolio management
New business generation
Portfolio growth
Team leadership
Time management
Interests
Declaration
I hereby declare that the information provided above is true and correct to the best of my knowledge and belief.
Place:
Date:
Signature:
Timeline
Relationship Manager
PNB METLIFE INDIA INSURANCE CO LTD
06.2022 - 03.2026
Branch Operations Manager
ICICI PRUDENTIAL LIFE INSURANCE CO LTD
06.2015 - 05.2022
Master of Commerce - Accountancy
Guahati University
Bachelor of Commerce - Accountancy
Gauhati University