Hi, I’m
Ali Abbas
Gurgaon
Summary
Dynamic and results-driven professional with experience in business development, operations, and customer relationship management across industries like insurance, banking, education, and logistics. Skilled in credit card operations, backend support, insurance advisory, sales strategy, and compliance management. Adept at handling customer queries, risk assessment, fraud prevention, and process optimization while ensuring regulatory adherence.
Proven ability to identify business opportunities, build strong client relationships, and drive revenue growth through consultative sales and effective communication. Experienced in handling financial products, operational workflows, and cross-functional collaboration to enhance business efficiency.
Seeking to leverage my expertise in financial services, sales, and operations to contribute to a dynamic organization’s success.
Overview
5
years of professional experience
Work History
Canara HSBC Life InsuranceGurgaon
Senior Relationship Officer
12.2024 - Current
Job overview
- Educate clients on life insurance products, including Savings Plans, Retirement Plans, Child Insurance Plans, ULIPs, iSelect Guaranteed Future Plus, and Guaranteed Assured Income.
- Build and maintain strong relationships with clients to understand their financial needs and recommend suitable insurance solutions.
- Provide expert guidance on investment-linked insurance policies to help customers achieve long-term financial goals.
- Conduct financial assessments to identify customer requirements and offer personalized insurance solutions.
- Drive sales through proactive client engagement, lead generation, and consultative selling.
- Ensure high customer satisfaction through transparent communication and post-sales support.
- Stay updated on industry trends, competitor products, and regulatory guidelines to provide informed advice.
SBI CARD-TeamLease Services LimitedGurgaon
Operations Executive
09.2022 - 12.2024
Job overview
- Provided backend support for credit card operations, ensuring smooth processing of applications and transactions.
- Verified and processed credit card applications, ensuring compliance with banking policies and regulations.
- Managed customer account updates, including limit modifications, card replacements, and dispute resolutions.
- Assisted in fraud detection and risk assessment, monitoring transactions for anomalies.
- Ensured data accuracy and documentation, maintaining reports for audits and compliance.
- Coordinated with internal teams and departments to resolve operational issues efficiently.
- Handled billing discrepancies, chargebacks, and service requests through backend processing
BYJU'S-Think and Learn Pvt. LtdGurgaon
Business Development Executive
01.2021 - 08.2022
Job overview
- Engaged with potential customers through lead generation, cold calling, and direct consultations to promote BYJU’S educational products.
- Conducted product demonstrations and explained course benefits to students and parents to drive subscriptions.
- Identified customer needs and recommended personalized learning solutions to enhance student engagement.
- Managed end-to-end sales processes, including follow-ups, negotiations, and closing deals.
- Built and maintained strong customer relationships to ensure high retention and referrals.
- Collaborated with cross-functional teams to improve sales strategies and customer experience.
- Achieved and exceeded monthly revenue targets through effective sales planning and execution.
LorryDeck Logistics India Pvt LtdGurgaon
Business Development Executive
07.2020 - 12.2020
Job overview
- Identified and acquired new clients and business opportunities in the logistics and transportation sector.
- Developed and maintained strong relationships with transporters, shippers, and corporate clients to drive business growth.
- Managed end-to-end sales processes, including lead generation, negotiation, and deal closure.
- Conducted market research to analyze industry trends, competitor activities, and customer needs for strategic planning.
- Collaborated with operations and customer support teams to ensure smooth service delivery and client satisfaction.
- Achieved and exceeded sales targets by implementing effective business development strategies.
- Provided regular reports and insights on business performance, revenue growth, and market expansion opportunities.
Education
Chhatrapati Shivaji Maharaj University KanpurRaebareli UP
Bachelor of Arts from Political Science
03-2021
University Overview
- Relevant Coursework and Training Programs:
Skills
- Portfolio management
- Relationship management
- Service support
- Effective customer communication
- Relationship building and management
- New business generation
- Problem solving
- Soft communication
- Customer portfolio management
- Client acquisition
- Analytical problem solving
- Product recommendations
- Customer education and consulting
- Financial services
- Eligibility determination
Languages
English
First Language
Hindi
Proficient (C2)
C2
Urdu
Proficient (C2)
C2
Affiliations
- Team Collaboration: Worked with different teams in events and projects, improving coordination and communication skills.
- Learning & Growth: Attended workshops and seminars on business, finance, and self-improvement.
- Social Initiatives: Participated in community service activities like blood donation camps and awareness drives.
- Sports & Fitness: Engaged in outdoor sports and fitness activities, promoting a healthy and active lifestyle.
- Creative Interests: Enjoy writing, reading, and exploring new ideas through blogs and discussions.
Additional Information
- Learning & Growth: Enjoy exploring new ideas through books, courses, and discussions.
- Languages: Hindi and English.
- Hobbies & Interests: Like traveling, listening to music, Playing Cricket and trying new experiences.
- Personal Strengths: Adaptable, positive, and always eager to learn.
Timeline
Senior Relationship Officer
Canara HSBC Life Insurance
12.2024 - Current
Operations Executive
SBI CARD-TeamLease Services Limited
09.2022 - 12.2024
Business Development Executive
BYJU'S-Think and Learn Pvt. Ltd
01.2021 - 08.2022
Business Development Executive
LorryDeck Logistics India Pvt Ltd
07.2020 - 12.2020
Chhatrapati Shivaji Maharaj University Kanpur
Bachelor of Arts from Political Science
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