Shiv Kumar Updated Resume - 1719811290694 - Shiv Kumar

Shiv Kumar
DOB: 11/08/2000 | E-mail: aaryanshiv9734@gmail.com | Phone: 7678618641
DESCRIPTION
I have a clear, logical mind with a practical approach to problem-solving. I have more than 3 years of experience in life and motor
issuance. I am eager to learn, enjoy overcoming challenges and seek a position in dynamic organization that provides me with
the opportunity to apply my educational and creative skills and challenge me to expand my field of knowledge.
EDUCATIONAL QUALIFICATIONS
Course/Examination Institution/University Year of Passing Performance
Master of Business
Administration (finance) Himachal University Pursuing (2022- 2024) ------------------
Bachelor of
Business L.N Mishra College of Business
2020 72.92%
Administration (finance) Management, Muzaffarpur
PROFESSSIONAL SUMMARY
• Strong analytical, interpersonal and communication skills.

• A dynamic go-getter & quick learner with ability to work under pressure and meet deadlines.
• Skilled in English, management, teamwork, and team leadership skills.
• Innovative, Positive Attitude, and highly motivated with great amount of enthusiasm.
WORK EXPERIENCE
PnbMetlife- [Jan 2024 – present]
I am working with PnbMetlife as a Senior relationship manager, assisting in financial planning to account holders of Punjab
National Bank in variety of investment and future protection. My work included but isn’t limited to-
 Developing and maintaining strong relationships with existing clients to ensure satisfaction and retention.
 Achieve the business targets given by the organization time to time.
 Identifying and pursuing opportunities to upsell or cross-sell additional products or services to clients.
 Providing personalized financial product to clients based on their individual needs and goals.
 Collaborating with internal teams, such as underwriting and claims, to ensure seamless service delivery to clients.
 Monitoring and analyzing client portfolios to identify potential risks and opportunities for improvement.
 Keeping update of industry trends and changes in regulations to provide clients with the most up-to-date information.
 Representing the company at industry events and networking functions to expand the client base and enhance the
company's reputation and business targets.
Policy Bazaar [UAE process] [July 2022- dec 2023]
I worked with policy bazaar in UAE process as Associate Service Consultant, making quotes and issuing policy of all type of vehicles
for gulf countries Dealers, on portals of insurance companies of UAE. My work included but isn’t limited to-
 Assisting customers in sale of a range of financial products of motor insurance by providing them quotes of different companies
to provide them cheap and best.
 Reaching productivity that meets job standards, while working with speed and accuracy.
 Maintain data of all issued policies in database by making the lead and book and close them.
 Meeting and exceeding targets as assigned periodically.
 Ability to learn about products and services and describe/explain them to prospects.
 Understanding customer requirement and closing service requirement.
 Responding in a timely and effective manner to all internal communication.
 Providing customer support over the phone and email.
 Reviewing clients' needs to identify suitable insurance packages.
 Maintaining daily MIS on pending & completed cases.
RenewBuy [Jan2022 - July2022]
I worked with RenewBuy as an Operational Executive.

 Policy issuance of all type of commercial vehicles on portal.
 Handling all online and offline cases with proper documentation.
 Quality check of documents and updating the same in the system.
 Maintaining daily MIS on pending & completed cases.
 Timely response to queries and requests (Phone/ email).
 Ensuring open queries are followed and escalated wherever require
 Ensuring all the deliverables are attended to and closed within the Standard TAT to optimize operational efficiency.
Real Insurance Brokers pvt ltd [Oct 2020 – dec 2021]
 Policy Issuance at different portals of all types of vehicles.

 Work directly with the insurance agents, team members, and policyholders to modify, update, and process insurance policies.
 Review and verify personal information including names, addresses, ages, assets, and other data to ensure the accuracy of
insurance company records.
 Calculate and issue policyholders’ premiums, refunds, and adjustments, as needed.
 Complete recordkeeping and data entry to maintain accurate client information.
SKILL SET
● Excellent Communication Skills
● Verbal and Written Formal Communication
● Problem Solving
● Administrative skills
● Teamwork
HOBBIES
 Listening music
 Photography

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Shiv Kumar

DOB: 11/08/2000 | E-mail: aaryanshiv9734@gmail.com | Phone: 7678618641

Course/Examination Institution/University Year of Passing Performance

• Strong analytical, interpersonal and communication skills.

PnbMetlife- [Jan 2024 – present]

Policy Bazaar [UAE process] [July 2022- dec 2023]

I worked with RenewBuy as an Operational Executive.

Real Insurance Brokers pvt ltd [Oct 2020 – dec 2021]

 Policy Issuance at different portals of all types of vehicles.

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