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AJITHA KAJENDRA PERUMAL PERUMAL, CRM-CLIENT SERVICE AND ADMINISTRATION

AJITHA KAJENDRA PERUMAL PERUMAL

CRM-CLIENT SERVICE AND ADMINISTRATION·Canara HSBC OBC Life Insurance

Kuwait

High school or equivalent, RESOURCE MANAGEMENT)

Work experience

Total years of experience: 5 years, 9 months

CRM-CLIENT SERVICE AND ADMINISTRATION

June 2022 - April 2023

Canara HSBC OBC Life Insurance

Kanniyakumari, India

June 2022 - April 2023

• Managed end-to-end customer onboarding, policy servicing, and
retention activities.
• Built and maintained strong client relationships through regular
follow-ups and personalized support.
• Handled administrative tasks including documentation, data
entry, and compliance reporting.
• Coordinated internal communications, meetings, and operational
workfows to support branch effciency.
• Ensured regulatory compliance and audit readiness through
accurate recordkeeping and timely updates.

Company industry:
Insurance & TPA
Job role:
Banking

CUSTOMER SUPPORT&ADMIN COORDINATOR

February 2020 - May 2022

Equitas Small Finance Bank

Kanniyakumari, India

February 2020 - May 2022

• Managed administrative tasks including documentation, data
entry, and record
maintenance.
• Supported daily branch operations by coordinating schedules,
meetings, and internal
communications.
• Ensured compliance with banking procedures and regulatory
standards.
• Assisted in sales support and client onboarding processes to
enhance service delivery.

Company industry:
Banking

Administrative Assistant

August 2017 - January 2020

HDFC Life Insurance

Nagercoil, India

August 2017 - January 2020

• Managed policy documentation and client records with a high degree of accuracy and confidentiality.
• Delivered responsive customer service while coordinating internal communications across teams.
• Supported compliance reporting efforts and maintained organized, audit-ready filing systems.
• Scheduled meetings and led day-to-day office administration to ensure smooth business operations.

Company industry:
Insurance & TPA
Job role:
Administration

Education

ALAGAPPA UNIVERSITY

January 2021

January 2021

High school or equivalent, RESOURCE MANAGEMENT)

India

Alagappa University

January 2021

January 2021

Master's degree, Human Resource Management

India

S.T.HINDU COLLEGE

January 2017

January 2017

Bachelor's degree, Computer Science

India

S.T. Hindu College

January 2017

January 2017

Bachelor's degree, Computer Science

India

Skills

Customer Care
Expert
Customer Care
Expert
Promoting
Expert
Promoting
Expert
Sales
Expert
Sales
Expert
Customer Service
Expert
Customer Service
Expert
Marketing
Expert
Marketing
Expert
sales processes
Expert
sales processes
Expert
team work
Expert
team work
Expert
brand building
Expert
brand building
Expert
Sales
Expert
Sales
Expert
Customer Service
Expert
Customer Service
Expert
Marketing
Expert
Marketing
Expert
Microsoft Excel
Expert
Microsoft Excel
Expert
MICROSOFT OFFICE
Expert
MICROSOFT OFFICE
Expert
ADMINISTRATIVE FUNCTIONS
Intermediate
ADMINISTRATIVE FUNCTIONS
Intermediate
CALENDAR MANAGEMENT
Intermediate
CALENDAR MANAGEMENT
Intermediate
COLLABORATION
Intermediate
COLLABORATION
Intermediate
CUSTOMER SUPPORT
Intermediate
CUSTOMER SUPPORT
Intermediate
DATA ENTRY
Intermediate
DATA ENTRY
Intermediate
DOCUMENT MANAGEMENT
Intermediate
DOCUMENT MANAGEMENT
Intermediate
MICROSOFT OUTLOOK
Intermediate
MICROSOFT OUTLOOK
Intermediate
ORGANIZATIONAL SKILLS
Intermediate
ORGANIZATIONAL SKILLS
Intermediate
RECORD KEEPING
Intermediate
RECORD KEEPING
Intermediate
SCHEDULING
Intermediate
SCHEDULING
Intermediate
ADMINISTRATIVE SUPPORT
Intermediate
ADMINISTRATIVE SUPPORT
Intermediate
CLIENT CONFIDENTIALITY
Intermediate
CLIENT CONFIDENTIALITY
Intermediate
DETAIL ORIENTED
Intermediate
DETAIL ORIENTED
Intermediate
INSURANCE POLICIES
Intermediate
INSURANCE POLICIES
Intermediate
INTERNAL AUDITING
Intermediate
INTERNAL AUDITING
Intermediate
OPERATIONS
Intermediate
OPERATIONS
Intermediate
PROCESS IMPROVEMENT
Intermediate
PROCESS IMPROVEMENT
Intermediate
REGULATORY COMPLIANCE
Intermediate
REGULATORY COMPLIANCE
Intermediate

Languages

Tamil

Native Speaker

English

Expert

Malayalam

Intermediate

Hindi

Beginner