Rahul Jacob
SIDCO Company Dammam Saudi Arabia
Dammam
4
Languages
1
Certification
6
years of professional experience
Experienced Front office operation staff with 3 + year experience and also proven success in leading customer service initiatives and creating an efficient team management.
Experienced sales and marketing coordinator with a proven track record of success in developing and executing marketing campaigns.
Experiences sales executive proven success in driving revenue growth and market share expansion and also skilled in developing and implementing successful sales strategies
Work History
Sales Executive
10 Months- Managed customer relationships through consultative sales techniques to attain individual sales goals.
- To achieve the weekly and monthly sales and collection target from customers
- Try to find new customers
Marketing Executive
1 Year- Marketing Research : Study local competitors and track patients trends.
- Digital and Content Management: Support social media channel and update digital healthcare listings.
- Patient Referral and Out reach: Build a good relationship with local general practitioner and clinics
- Reports: We have to track all the campaign results and submit the Reports to the higher authority.
Sales Executive
4 Months- Lead Generation: Prospects for new customers daily through cold calling , network events and referral programs
- Need assessment: Conduct in depth financial consultation to conduct clients assets , liabilities, and family structure
- Solutions customization : Design and present tailored life insurance package including term insurance, life insurance , annuities
- Sales closing: Address clients objections clarify policy terms, deliver accurate quotes and smoothly navigate the onboarding process
- Sales closing: Address client objection and clarify policy term , deliver accurate quotes and smoothly navigate the onboarding process
- Portfolio management :Review existing clients account annually to identify policy updates needs.
Operations Supervisor
6 Months- Claim management: Managed the initial documentation, vetting and verification of death and critical illness claim to ensure smooth case routing.
- Compliance oversight: Maintained strict adherence to Anti Money Laundering and KYC guidelines during onboarding to eliminate regulatory risk.
- Customer Retention: Resolved complex client enquiries like policy premium structures , policy loan and reinstatement procedure's.
- Data Analytics : Generated weekly operations reports on pending pipelines, lapse ratio and premium collections metrics for senior management review.
Operations Officer
2 Years- Communication:Communicated with customers professionally, offering support and enabling access to desired products.
- Greet and assist policy Holders
- Resolve basic issues of customers
- Provide standard forms of policy updates such as changes of phone number , address
- Receive and verify the initial application and onboarding documents for completeness
- Scan and index : physical copy to scan and share to the database system
- Provide the necessary death and critical illness claim claim and paper work
- High skill to handle different sensitive customers
- Strong verbal communication skill to handle the customers
Education
MBA In Finance and Marketing - Finance and Marketing
Bachelor of Arts - B.Com with computer applications
Skills
Professional Skills
Marketing
Computer literate
Other languages
Presentation competency
Personal Skills
Problem Solving
Critical Thinking
Oral and Written Communication
Leadership
Others
Valid Saudi Arabia Driving licence
Languages
Hindi
A1
Beginner
English
C2
Proficient
Malayalam
C2
Proficient
Arabic
A1
Beginner
Interests
Watching Movies
Watching Travel blogging
Listening to music
Certification
Successfully completed the add on course of MS Office
Timeline
Sales Executive
SIDCO Company Dammam Saudi Arabia
08.2025 - 06.2026Read More
Sales Executive
Edelweiss Tokiyo Life Insurance
07.2024 - 11.2024Read More
Marketing Executive
TMM Hospital Thiruvalla
01.2024 - 01.2025Read More
Operations Supervisor
CanaraHSBC Life Insurance
11.2023 - 05.2024Read More
Operations Officer
Maxlife insurance
03.2020 - 03.2022Read More
Kristhu Jyothi college of Arts and Science
Bachelor of Arts from B.Com with computer applications
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CMS College of Management and Science
MBA In Finance and Marketing from Finance and Marketing
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