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atul mahatoAM
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atul mahato

@atulmahato

People-first insurance advisor simplifying financial decisions with zero-pressure, multilingual client guidance.

India
Message

What I'm looking for

I’m looking for a people-first role where I can guide customers through insurance/financial decisions with clarity and empathy, using consultative calls and chat support to build trust, avoid mis-selling, and drive long-term renewals.

I’m a people-first customer advisory professional with 5+ years guiding clients through complex financial and service decisions with clarity, empathy, and zero sales pressure. I’m known for simplifying jargon-heavy topics into language everyday people understand—across telecom, fintech, real estate, and B2B services.

In my recent roles, I provide one-on-one advisory consultations, help clients choose the right plans and add-ons based on their needs, and consistently build trust through transparency and honest guidance. I also handle VIP escalations, mentor junior teammates to communicate complex issues simply, and use consultative conversations to turn pain points into clear, accessible solutions—supporting strong NPS and renewal outcomes.

Experience

Work history, roles, and key accomplishments

NoBroker.com logoNO
Current

Relationship Manager - Postpaid Owner

NoBroker.com

May 2025 - Present (1 year 1 month)

Provided one-on-one advisory consultations to premium property owners, explaining listing options, service plans, and documentation in simple, jargon-free language. Managed a high-value client portfolio focused on trust and transparency, achieving strong NPS and renewal rates through an empathetic, zero-mis-selling approach.

Reliance Jio Infocomm Limited logoRL

Customer Support Executive - JioMoney

Jul 2021 - Jun 2022 (11 months)

Guided customers through digital wallet, payments, and fintech-related service queries by breaking down technical steps into simple actions. Built foundational knowledge of KYC, transaction compliance, and digital payment processes to support financial advisory in a fintech environment.

Education

Degrees, certifications, and relevant coursework

WE

West Bengal Council of Higher Secondary Education

Class XII (Higher Secondary), Commerce & Accounting

Completed Class XII in Commerce and Accounting from the West Bengal Council of Higher Secondary Education in 2019.

WE

West Bengal Board of Secondary Education

Class X (Secondary), Secondary Education

Completed Class X through the West Bengal Board of Secondary Education in 2017.

Tech stack

Software and tools used professionally

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