Harvinder Taank
Sales and Client Relationship Professional
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About
Results-driven Sales and Client Relationship Professional with experience in banking, insurance, and customer service. Skilled in lead generation, business development, client acquisition, cold outreach, consultative selling, and relationship management. Proven ability to build partnerships, exceed sales targets, conduct product presentations, and convert prospects into loyal customers.
Experience
UNIT MANAGER – SALES & CLIENT RELATIONS - Max Bupa Health Insurance
- Generated new business through community outreach, referrals, and relationship building.
- Achieved sales targets by identifying client needs and recommending suitable solutions.
- Built and maintained strong client relationships, increasing customer retention and referrals.
- Conducted sales presentations, negotiations, and follow-ups to close deals.
BANKING ADVISOR - HDFC Bank
- Promoted financial products through consultative sales conversations and customer needs assessments.
- Developed long-term client relationships, resulting in increased referrals and customer satisfaction.
- Identified cross-selling opportunities and supported branch revenue goals.
BANKING ADMINISTRATIVE ASSISTANT - Axis Bank
- Provided front-line customer service and resolved client inquiries professionally.
- Maintained accurate records and supported client communication activities.
VISA COUNSELOR / APPLICATION OFFICER - Edge International & Career Craft Consultants, India - India
- Managed a high-volume client portfolio and provided personalized consultation services.
- Conducted follow-ups, built client trust, and generated referrals through excellent service.
Education
Master of Commerce - Banking & Insurance - India (2020)
