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Samuel Edward Raj

Financial Consultant

3+ years

InvestmentManagement FinancialPlanning RetirementPlanning TaxPlanning EstatePlanning RiskManagement CashFlow Management PortfolioAnalysis InsurancePlanning AssetAllocation

Nandhakumar Gopalakrishnan

customer service associate

3+ years

Effective communication and negotiation skills for interacting with clients and internal teams. Detail-oriented approach to ensure accuracy in financial transactions and records. Problem-solving abilities to address complex billing issues and payment discrepancies.keep track of the unpaid insurance claims and the receivables that the insurance companies owe the organisation customer service entails several qualities like active listening empathy problem-solving and communication.

Senior Manager

1+ years

customer dealing General Insurance corporate handling crm management

Shailender Bisht

channel sales manager

2+ years

sales sales and marketing customer relationship insurance sales

Pavithra Ashokan

Client Associate

1+ years

Bengaluru, India

Insurance MS word MS Excel MS PowerPoint Email Chat process Insurance Renewal Insurance Master template creation Insurance Coverages renewal and recreate

1 (current)

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