Akhin S Sanju

• Managed and achieved sales targets for life insurance products through Axis Bank, one of India’s leading banks.
• Handled HNI clients and NRI channels, providing customized insurance solutions.
• Built and maintained strong relationships with bank partners, branch staff, and clients to drive business growth.
• Guided clients on insurance plans, bene'its, and policy options for informed decision-making.
• Coordinated with internal teams to ensure timely policy issuance and seamless service delivery.
• Monitored sales performance, prepared reports, and implemented strategies to improve results.
•Conducted client follow-ups to ensure renewals, maximize retention, and enhance customer satisfaction.

• Customer Handling : Managed 30-50 customer interactions daily, delivering accurate service
support in a fast-paced, target-driven environment
• Customer Service : Provided end-to-end customer assistance including consultations,
documentation support, and post-service follow-ups
• Relationship Management : Built and sustained strong relationships with walk-in customers,
bank staff, and internal stakeholders
• Service Accuracy : Ensured accurate data entry, form completion, and adherence to internal
service procedures
• Complaint Resolution : Addressed customer concerns independently to maintain satisfaction
and service quality standards
• Performance Tracking : Monitored daily activities and prepared basic performance
and follow-up reports
• Compliance Support : Followed internal guidelines and documentation standards to ensure
audit-ready records

• Managed office administration and daily operations, including bookings, documentation, scheduling, vendor coor-dination, and team support.
• Created and maintained accommodation and holiday package listings with accurate content, pricing, availability, and promotions across platforms.
• Coordinated hotel and accommodation bookings, handling confirmations, modifications, cancellations, and avail-ability updates.
• Supported rate and inventory management through seasonal pricing updates and package revisions with vendors and management.
• Acted as a coordination link between sales, reservations, operations, marketing teams, and external partners for smooth execution.
• Supported sales activities through lead handling, client consultations, upselling, basic negotiations, and booking conversions.
• Managed client communications, confirmations, special requests, and post-booking support to ensure service quality.
• Maintained operational records, contracts, invoices, vendor documentation, and MIS reports with accuracy and compliance.
• Ensured of'ice areas are organized, clean and compliant with company standards.
•Assisted management and supervisors with daily administrative tasks and ad hoc assignments.

• Cash Handling : Managed daily cash collections from customers, petty cash transactions, and
vendor-related cash payments
• Cash Control : Maintained petty cash registers, vouchers, and daily reconciliation
with supporting documentation
• Salary Support : Assisted in employee salary disbursement and expense reimbursements
with accurate record keeping
• Documentation : Maintained contracts, invoices, receipts, and operational files in line
with internal procedures
• Vendor Coordination : Coordinated with vendors for payments, confirmations, and service
related documentation
• MIS Reporting : Prepared operational and financial MIS reports using Microsoft Excel and
internal records
• Office Operations : Ensured smooth day-to-day administrative operations while maintaining
organized and compliant workspaces

• Promoted and sold premium American Express credit cards to prospective clients, including HNI clients.
• Assisted clients with card applications, queries, and service requests to ensure a seamless onboarding experience.
• Built and maintained strong client relationships to enhance loyalty and retention.
• Conducted market research to identify potential leads and new business opportunities.
• Coordinated with internal teams to ensure smooth application processing and service delivery.
• Consistently achieved individual sales targets while adhering to company policies and compliance standards.

• Customer Engagement : Handled customer interactions for premium credit card products with
a strong service-oriented approach
• Application Support : Assisted customers with application processing, document collection,
and service queries
• Relationship Building : Developed long-term customer relationships to improve retention and
repeat engagement
• Lead Identification : Conducted market research and identified potential customer leads
• Coordination : Worked closely with internal teams to ensure smooth processing and service
delivery
• Performance Delivery : Consistently achieved assigned targets while adhering to internal
policies