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About

IRDAI-certified insurance advisor with nearly 3 years of experience in policy issuance operations and cross-selling insurance plans to customers. Manages proposal documentation, document verification, application processing, and WIP (work-in-progress) case resolution to support timely policy issuance, while cross-selling ULIP and other insurance plans, achieving 115% of target at Silaris Information and approx. 143% at Byr Insurance Brokers. Works closely with customers and internal teams to keep every case moving from the sale through to the issued policy.

Experience3

  1. Issuance Operations & Sales Executive

    Mar 2026 — Present

    Ziraya Business Solutions

    Prepare proposal documentation and process applications to move cases toward policy issuance. Resolve WIP cases by coordinating with customers and internal teams. Track customers, sales, and cases using PhonePe Internal CRM, Freshdesk, Google Sheets, and Excel. Cross-sell ULIP plans through outbound calls and consultative selling; achieved ₹14.83 lakh against a ₹15 lakh target.

  2. Issuance Operations & Sales Executive

    Dec 2024 — Mar 2026

    Silaris Information

    Prepared proposal documentation, processed applications, and resolved WIP cases by verifying customer documents and coordinating with internal teams. Supported customers throughout the sales and issuance journey. Recorded sales and issuance status in Axis Max Life Internal CRM. Exceeded sales target with ₹23 lakh against ₹20 lakh (115%) by cross-selling insurance plans. Converted interested customers into 20–25 policies monthly through outbound calls and follow-ups.

  3. Business Development Executive

    Jan 2024 — Dec 2024

    Byr Insurance Brokers

    Surpassed sales target with ₹4.3 lakh against ₹3 lakh (approx. 143%) through outbound prospecting and insurance sales. Made 200–250 calls per day, producing 40–50 policies per month via lead qualification and follow-up. Built customer trust by addressing objections and recommending suitable plans; coached new team members.

Education3

  • Bachelor of Computer Applications

    Film Institute of Emits

  • Senior Secondary (Class XII, Science)

    UP Board

  • Secondary (Class X)

    UP Board