Sudip Pal

Experience

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  Max Life Insurance Company Limited

  Mar 2018 - Apr 2021

  Operation Executive

  • Engage in the procedure of scrutinizing the new business proposal form before logging in, following underwriting guidelines and documentation practices. Resolve discrepancies promptly and follow up for issuance.• Maintain a Management Information System (MIS) for the Daily and Monthly Logins Tracker, categorized by Sales Manager, NOP (New Business Premium) wise, APE(Annualized Premium Equivalent) wise, Recruitment wise, Activation wise, Inforce wise, and Pending wise cases.• Collecting cash and cheques for both renewal and new business premiums.• Handling all kinds of customer service face-to-face and over email. Providing solutions to branch visitors and online customers for any related queries with due respect and processing their financial requests accordingly.• Wrote emails to online customers on behalf of the organization and was recognized by senior management for achieving customer delight.• Maintaining good customer relations and referring customers to the appropriate salesperson for new services or cross-selling.• Taking referrals from existing clients and distributing them accordingly among the sales team for new business.• Improving team performance, providing training, and ensuring client satisfaction.• Conducting periodic sessions for new agents/employees to help them understand the company’s policies and various etiquettes published by the Head Office.• Banking of Instrument–RTF Creation.• Ensuring accuracy while entering both cash and cheque instruments into the system..• Taking care of all declined entries and following up on them with agents, advisors and Sales Manager or Branch Manager.• Maintaining business leakage data and publishing the MIS for the same for further follow-ups.• Performing intermediate duties and providing support related to branch operational activities. Developed and implemented business plans.• Established operational goals and objectives for the product line, contributing to the overall success of the project. Show less

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  PMIT Group Of Colleges

  Nov 2021 - Nov 2023

  Back Office cum Recovery executive

  • Execute adequate and timely collection and instigate recovery activities.• Communicate with students by telephone and in writing to manage students and arrears process.• Negotiating payments while continuing to build a positive relationship with students.• Identify quality adjustment requests and utilize organization underwriting guidelines to approve or reject the request.• Resolving student queries regarding course and fees structure.• Maintaining excel and daily report to the management.• Managed collection effort with a high level of persuasiveness and professionalism.• Established operational goals and objectives for the product line.• Handling student complaint/Grievance Cell.• Maintain confidentiality with crucial data of the organization.• Ensured product line operations are carried out in an ethical manner.Worked with honesty and integrity.• Entering and updating information into databases or computer systems.• Ensuring accuracy and completeness of data.• Responding to emails and handling routine correspondence.• Coordinating with other departments for information exchange. Show less

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  Starone Poles Group

  Jan 2024 - now

  Client Relation & Operations

  Overseeing the PCC and PSC pole purchase order process, making sure that it is accurate and in line with manufacturing capacity. In addition to arranging pre-shipment inspections and planning delivery and inspection dates, other duties include supporting efficient communication with clients and internal teams and guaranteeing on-time delivery. In addition, the job entails checking production progress, billing clients, addressing damaged goods, and giving regular reports.