Jalanela Srinivas
Customer Relationship Executive
About
Customer-focused professional with over 6 years of experience in customer relationship management, loan processing, insurance, and back-office operations.
Experience
Customer Relationship Executive
Team4 Space Lite LLP
May 2024 – Present
Verified booking forms, KYC documents, customer profiles, cost sheets, token payments, cheque details, and CRM entries. Created leads and booking entries in In4 Velocity CRM, generated payment receipts, processed sale and banking documentation, and coordinated with customers, banks, sales, legal, and finance teams through loan documentation, property registration, and related processes. Addressed customer queries and ensured timely issue resolution.
Process Associate
Kurakulas Staffing Solution Pvt Ltd
November 2022 – April 2024
Processed Home Loan, Loan Against Property, and Personal Loan applications; evaluated customer profiles and eligibility; verified KYC, income, and property documents; coordinated with banks; and managed applications through sanction and disbursement.
Insurance Executive
Raam Group
March 2022 – July 2022
Handled motor insurance renewals, prepared quotations, explained policy benefits and premiums, collected payments, processed renewals, resolved customer queries, and assisted with insurance claims.
Insurance Executive
Talwar Hyundai
December 2019 – October 2021
Handled motor insurance renewals and new vehicle insurance sales, generated quotations, explained coverage and premiums, collected payments, processed policy issuance and renewals, resolved queries, and supported insurance claims.
Education
ISBM University
B.Com
2024
Sri Aadarsh Junior College (NIOS)
Intermediate
2021
Prathibha High School
SSC
2014