Key Relationship Manager at ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD (2023-09 – Present)
- Good relationship with credit and sales team for increasing business.
- Achieving monthly targets credit life and retail.
- Conducting product training sessions monthly.
- Visiting multi branches & follow up the sales team for business.
Associate Relationship Manager at HDFC SALES PVT LTD (2019-02 – 2023-07)
- Reporting day to day business sourced to Team Manager on daily basis.
- Products are Group insurance products, Life insurance, General Insurance, Mutual funds and Fixed Deposits.
- To build a strong relationship with Home loan Executives for home loan leads.
- Fixing an appointment with customers by calling, meeting them to explain about the products available with us.
- Cross sell the Health and Motor Insurances to loan insurance customers as per customer interest.
- Building a relationship with Existing customer's to get new references.
Customer Relationship Executive at TATA CAPITAL FINANCIAL SERVICES LTD (2018-02 – 2018-12)
- Building relationship with promoter by meeting and speaking with them regularly to generate new business.
- Cross sell the Product extended warranty and product Insurances to the customers as per their interest.
Sr' Business Development Officer at CAPITAL FIRST LIMITED (2016-10 – 2018-01)
- Building relationship with promoter by meeting and speaking with them regularly to generate new business.
- Selling EMI cards and explaining the benefits of the emi cards to customers.
- Cross sell the Product extended warranty and product Insurances to the customers as per their interest.