Richa Prasad
@richaprasad
Finance professional improving client retention, risk management, and operations with data-driven results.
IndiaWhat I'm looking for
I’m a Finance Professional with 3 years of experience focused on client retention, risk management, and operations. In insurance roles, I handled health insurance policy add/delete/renewal and supported documentation and claims, maintaining an 80–90% success rate in claim settlement while ensuring accurate, compliant records.
I manage large client portfolios (500+ clients across 14 branches) by proactively resolving issues and acting as a key liaison between clients, internal teams, and external partners. I also bring recruitment and customer relationship experience—running full-cycle hiring in fast-paced environments and using CRM data to improve retention, guidance, and onboarding through AML/KYC-aligned processes.
Experience
Work history, roles, and key accomplishments
Insurance Executive
Genius HRTech Limited
Feb 2022 - Sep 2023 (1 year 7 months)
Managed health insurance policy administration (additions, deletions, renewals, and audits) and provided documentation and claim support, maintaining an 80–90% success rate in claim settlement. Handled 500+ clients across 14 branches, ensuring high engagement through proactive issue resolution and compliant management of sensitive personal information.
HR Recruitment Executive
MayBright Ventures Private Limited
Feb 2021 - Jan 2022 (11 months)
Managed full-cycle recruitment for Contract, Contract-to-Hire (C2H), and Full-Time non-IT and IT roles by partnering with hiring managers on requirements and timelines. Sourced candidates via job portals and LinkedIn, ran screenings, coordinated interviews, and managed offers and onboarding while tracking recruitment metrics in the ATS.
Customer Relationship Manager
Kochar Tech Private Limited
Sep 2020 - Jan 2021 (4 months)
Analyzed customer data to identify improvement opportunities and supported 500+ customers with product-related queries to increase retention. Built detailed CRM client profiles to tailor recommendations, and developed long-term customer relationships to drive loyalty.
Education
Degrees, certifications, and relevant coursework
Imarticus Learning
Certified Investment Banking Professional, Investment Banking
Completed the Certified Investment Banking Professional program focused on investment banking topics.
Imarticus Learning
Master of Business Administration (MBA), Finance & Human Resources
2018 - 2020
Completed a Master of Business Administration (MBA) with a focus on Finance & HR.
Dr B.C. Roy Engineering College
Bachelor of Business Administration, Finance & Human Resources
2015 - 2018
Completed a Bachelor’s degree in Business Administration with a focus on Finance & HR.
D.A.V. Public School, Koylanagar
AISSCE (CBSE), Life Skills
2013 - 2015
Completed schooling with AISSCE (CBSE) and coursework in Life Skills and Personality Development.
Availability
Location
IndiaAuthorized to work in
Social media
Job categories
Skills
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