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JJ

Joel Jose

Operations and Sales Support Professional

Irinjalakuda, Keralam, India

@joeljose24338348

0 followers

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About

Customer-focused operations and sales-support professional with experience in loan case processing, health insurance workflows, and client-facing banking support. Known for clear stakeholder communication, timely follow-up, and keeping cases moving within turnaround times.

Experience

  • Program Executive
    Talrop Private Limited
    Apr 2025 – May 2026

    Acted as the main point of contact for stakeholders across 3–6 concurrent projects, presented weekly MIS status reports and milestone updates, coordinated with internal and external teams to resolve pending items, owned documentation and SOP maintenance for health insurance workflows, researched insurance workflows including competitor analysis and gap mapping, and built and deployed three web tools.

  • Valuation Officer Assistant (Internship)
    Bank of Baroda
    May 2023 – Jul 2024

    Handled client and branch queries on home and education loan documentation, acted as the main point of contact between branch teams, clients, and internal departments, supported the loan sales process, identified discrepancies early and communicated them professionally, followed SOPs and compliance requirements, and redesigned case-file data formats to reduce manual rework.

Education

  • B.A. Economics
    Christ College (Autonomous), Kerala
    Economics · Apr 2025

Skills

<3 months <3 months Just getting started - under three months. This is also what shows when a level has not been set.
English Time Management Loan processing Database Design Usage Retention Insurance Products Malayalam Language Proficiency

Tools / apps / platforms

1 to 2 years 1 to 2 years A year or two of steady use.
n8n Claude Replit Firebase OpenAI ChatGPT Microsoft Excel

Languages

Native / Bilingual Native / Bilingual Their first language, or as strong as one.
Malayalam Speak
Fluent Fluent Comfortable using it for work.
English Speak

Projects

  • Insurance Claims Database
    Database design

    Co-founded a startup venture building an insurance claims platform and designed the database for policies, claims and related records. The venture did not proceed to launch.

  • Slot Booking Web App

    Built a functional web app from scratch, applying fintech domain knowledge to product design, feature definition and deployment coordination.

  • Personal Finance Manager

    Built a functional web app from scratch, applying fintech domain knowledge to product design, feature definition and deployment coordination.

  • Retirement Planning Tool

    Built a functional web app from scratch, applying fintech domain knowledge to product design, feature definition and deployment coordination.

Courses & certifications

  • Quantitative Research Job Simulation · J.P. Morgan (Forage) · 2026
  • Cyber Job Simulation · Deloitte (Forage) · 2026

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