Ramika Bhattacharjee

Service Manager, Sales Support

GuwahatiInsurance and banking
4roles
20skills
2education

About

MIS and insurance operations professional with about 17 years of experience in customer service, business tracking, training, data analysis, renewals, policy issuance, audit requirements, and sales support.

Experience

Collection Department

ICICI Bank

2007 to 2009

Called customers; tracked payments; conducted settlement day activities; maintained repo register; maintained records for bank audits.

Gargya Toyota

April 2009 to May 2010 · Guwahati

Collected after-sales service feedback; addressed customer complaints; shared customer queries with the sales team; tracked daily business; shared customer feedback with Toyota head office.

Deputy Associate Manager (Operations), L8

Mahindra Insurance Broker Ltd

June 2010 to August 2023 · Guwahati

Conducted III Licentiate training for sales managers; provided product training; prepared insurance quotations; handled customer complaints; coordinated with sales teams for renewal on 70% of the base; managed claim documentation and coordination between customers and partner companies; supported dealers in policy issuance; cross-sold MLS and MAS products; performed data analysis.

Service Manager, Sales Support – North East, Odisha, Jharkhand

Kotak Mahindra Life Insurance

August 2023 to present · North East, Odisha, Jharkhand

Supported Bandhan Bank, ESAF Bank, and Jana Small Finance Bank; met bank and KLI requirements; tracked daily business; analyzed market-share gaps; handled customer complaints; managed policy login; followed up with sales teams and banks for renewal on 85% of the base; met audit requirements; called renewal customers; cleared underwriting requirements for policy issuance; performed data analysis and daily business reconciliation.

Education

Frankfinn Institute of Aviation and Hospitality

Certificate, Aviation and Hospitality

Passed from Frankfinn Institute of Aviation and Hospitality.

B.Com, Management

Management major.

Skills

MISPMS developmentTraining and developmentEmployee engagementMicrosoft ExcelMicrosoft PowerPointPivot tablesFormulasData analysisBusiness trackingCustomer relationship managementInsurance quotationsClaims documentationPolicy issuanceRenewal trackingBusiness reconciliationAudit requirementsSales supportProduct trainingLIC training