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Simran Goswami

Simran Goswami

RELATIONSHIP MANAGER (Classic on phone)

Talent
MumbaiMember since May 26, 2026
Risk managementFinancial planning
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Risk managementFinancial planning

About

Self-driven, hardworking and passionate to learn new technologies and to excel innovative business applications. Seeking a challenging position which will enable me to learn, create and simultaneously contribute to the short and long term goals of the organization effectively using technological and managerial skills.

Experience

RELATIONSHIP MANAGER (Classic on phone) - Aditya Birla Sunlife Insurance

(2020-12 - 2023-02)

Responsible for professionally managing the sales cycle of customer from Relationship manager, screening, development of Financial & analyzing performance for drawing sales action plans and closing.

  • Researching current industry/market trends & using knowledge for business improvement.
  • Establishing strong & long term relationship with Relationship manager along with existing and potential clients.
  • Developing business requirements through HDFC customers.
  • Arrange business meetings, promoting the suitable product and closing the deal.

SENIOR RELATIONSHIP MANAGER (BRANCH BANKING) - TATA AIA LIFE INSURANCE

(2023-02)

Insurance professional with 2.5yrs in Tata aia life insurance Branch Banking channel Induslnd Bank proven track record of exceeding sales target by implementing effective sales strategies, providing exceptional customer service, and expertly advising clients on insurance products and coverage options.

  • Skilled in risk management and financial planning

Education

Bachelors of management studies - HR - Viva College (Mumbai university) (2020)

Skills

RELATIONSHIP MANAGER (Classic on phone)

Reviews

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