Summary
Overview
Work History
Education
Skills
Languages known
Extra-Curricular
Hobbies
Timeline
Generic

Janet Johnson

Mira Road

Summary

To work in learning and challenging environment and to serve world class organization with my knowledge and skills, and to learn and grow as a part of my organization.

Overview

9
9
years of professional experience

Work History

Wealth Relationship Manager

Nuvama Wealth
05.2024 - Current
  • Establish and maintain strong client relationship, generating business and referrals to meet sales target.
  • Sell various financial products, including mutual funds, life and health insurance and other products as per clients requirement.
  • Mange and review client portfolios, focusing on client servicing and advisory.
  • Optimized portfolio performance through continuous analysis of market conditions, adjusting strategies accordingly to ensure alignment with client objectives.
  • Provide consultancy on financial planning , Retirement planning and Goal based planning.

Senior Executive

HDFC ERGO General Insurance
11.2022 - 05.2024
  • Net Promoter Score RCA audit.
  • Root cause analysis is done for 100% detractors.
  • Issues and process gaps are identified and highlighted to different stakeholders.
  • Contact Center data analysis for review PPT.
  • Team productivity report is shared within the team.
  • Team: Customer Experience Management- NPS Team

Deputy Manager

Kotak Mahindra General Insurance
10.2018 - 07.2022
  • Email handling.
  • Grievance cases.
  • Net Promoting Score project.
  • Analyzing detractor data.
  • Sharing of NPS data with all stakeholders and analyzing the gaps and fixing the issues.
  • Ensuring timely renewals of High Priority Customers.
  • Ensuring smooth functioning of all platform on website.
  • Increasing digital penetration. (Webchat BOT & WhatsApp Chat BOT)
  • Analyzing BOT failure and fixing the same in production.
  • Performing UAT and Production testing for all digital touch points.
  • Sharing customer care requirement with IT team for development.
  • Coordinating with IT to fix bugs in UAT and Production.
  • Team: Contact Center – Projects Team

Assistant Manager

Kotak Mahindra General Insurance
06.2017 - 03.2018
  • Assisting Customer for Claim Registration.
  • Handling Escalation calls
  • Handling Website Queries
  • Outbound Welcome Calls
  • Team: Contact Center

Customer Associate

Accenture
08.2016 - 06.2017
  • Health Claim Settlement

Education

BMS -

Sinhgad College of Commerce
01.2016

HSC - Commerce

St. Xavier’s High School & Juniour College Bhandup
Mumbai
01.2013

SSC - undefined

St. Xavier’s High School, Bhandup
01.2011

Skills

  • Software Packages: MS Office (Word, PowerPoint, and Excel)
  • Good Communications skill
  • Excellent communication
  • Team collaboration
  • Self motivation
  • Client engagement
  • Relationship building

Languages known

English
Hindi
Marathi
Malayalam

Extra-Curricular

Elected as Vice president for Powai Youth Group for 2years. 

Participated in Intercollege Cricket, Football, Volleyball and Throw ball Competition.

Participated in dance competition in different cultural events. Worked as a Volunteer in college Fest.

I

Hobbies

Love for Dance & Travelling.

Sports Throwball, Volleyball, Football and Cricket.

 Make Chocolates.

Timeline

Wealth Relationship Manager

Nuvama Wealth
05.2024 - Current

Senior Executive

HDFC ERGO General Insurance
11.2022 - 05.2024

Deputy Manager

Kotak Mahindra General Insurance
10.2018 - 07.2022

Assistant Manager

Kotak Mahindra General Insurance
06.2017 - 03.2018

Customer Associate

Accenture
08.2016 - 06.2017

SSC - undefined

St. Xavier’s High School, Bhandup

BMS -

Sinhgad College of Commerce

HSC - Commerce

St. Xavier’s High School & Juniour College Bhandup
Janet Johnson