Rukshmini Mukherjee — Operations Associate

Dynamic Fintech Professional with a BTech in Electrical Engineering and 7+ years of experience in high-growth digital insurance environments. Expert in Investment Sales, Data-Driven Operations, and Team Leadership, with a proven record of exceeding quarterly targets by 15%. Skilled in streamlining complex operational processes and leveraging CRM tools to improve Customer Experience (CX). Data & Analytics: Advanced Excel (Pivot Tables/VLOOKUP), KPI Dashboarding, Data Visualization, Performance Analytics. Fintech Tools: CRM Systems (Salesforce/LeadSquared), Digital Payment Integration, Policy Management Systems (PMS). Engineering Foundation: Analytical Problem Solving, Systems Logic (leveraging your BTech background ). PROFESSIONAL EXPERIENCE: Policybazaar.com, Gurugram, Haryana Team Leader – Investment Sales | Apr 2025 – Present Strategic Leadership: Directing a high-performing investment sales team, consistently utilizing data-driven performance monitoring to exceed quarterly revenue targets by 15%. Talent Development: Mentoring and training a diverse group of sales agents, focusing on productivity metrics and customer acquisition strategies. Operations Analysis: Monitoring complex KPIs and executing growth strategies to optimize the sales funnel and team output. Subject Matter Expert – Customer Service & Sales | Nov 2023 – Jun 2025 Branch Management: Managed comprehensive operations for the Kolkata branch, spearheading initiatives that directly improved Customer Satisfaction (CSAT) scores. Process Engineering: Designed Standard Operating Procedures (SOPs) for claim resolution and fostered cross-functional collaboration to streamline service delivery. Lifecycle Support: Executed high-level sales support and after-sales service strategies to ensure long-term client retention. Subject Matter Expert – Motor Claims | Apr 2021 – Jun 2025 Efficiency Optimization: Oversaw end-to-end online claims processing, implementing workflows that significantly reduced claim closure Turnaround Time (TAT). SLA Compliance: Managed high-priority escalations while ensuring 100% compliance with Service Level Agreements (SLAs) and regulatory standards. Quality Assurance: Increased claim accuracy and resolution rates through rigorous data auditing and frontline feedback loops. Associate – Motor Claims | Mar 2018 – Apr 2021 Omnichannel Support: Delivered expert frontline motor claims assistance via voice and email channels for a high-volume customer base. Excellence Recognition: Earned consistent recognition for maintaining high CSAT ratings and achieving a minimal escalation record.

Stackforce AI infers this person is a Fintech professional with expertise in investment sales and operational efficiency.

Location: New Delhi, Delhi, India

Experience: 8 yrs 2 mos