Niharika Pareek

Dynamic B.com graduate with 1 year of experience within the financial services sector. Proven expertise in managing clients portfolio and providing tailored financial solutions. I am now looking for a new opportunity where i can use my experience in the financial sector to contribute in the growth of the organisation along with personal career growth.

Relationship Manager - Pnbmetlife Ins India Ltd

(2025-07)

• Develop and maintain strong relationships with bank branch staff to drive sales through the banca channel.
• Identify customer needs during bank interactions and offer suitable products.
• Achieve monthly sales targets by generating leads, conducting follow-ups, and closing insurance policies.
• Conduct product training and motivation sessions for bank employees to ensure active participation.
• Ensure timely policy issuance, documentation, and customer service support.
• Maintain MIS reports and share regular updates with reporting manager.
• Focus on customer retention, cross-selling, and upselling

Bachelor of commerce - Maharaja Ganga Singh University (2023 - 2025)