ANNALIPSA JENA
INVESTMENT AND FINANCE BANCA INSURANCE
Bengaluru
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
8
8
years of professional experience
Work History
Deputy Cluster Manager
Max Life Insurance Company Pvt Ltd
04.2020 - Current
- Developed strategies for business growth, resulting in increased revenue and market share.
- Implemented trending initiatives to help drive sales across cluster.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Clarified customer issues and determined root cause of problems to resolve product or service complaints.
- Responded to customer requests for products, services, and company information.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
- Developed a comprehensive knowledge of product offerings to better assist customers with informed recommendations.
Assistant Relationship Manager
TATA AIA LIFEINSURANCE (PVT) LTD. RKL
01.2019 - 04.2020
- Participated in weekly team meetings to discuss progress towards goals and share best practices for improved performance outcomes.
- Assisted Relationship Managers in managing a diverse portfolio of clients, ensuring optimal satisfaction levels.
- Collaborated with Relationship Managers to develop tailored financial strategies for each individual client, maximizing investment returns.
- Strengthened client relationships by providing consistent support and addressing their financial needs.
Financial Services Consultant
ICICI Prudential Life Insurance (Pvt) Ltd. Rkl.
09.2017 - 01.2019
- Increased portfolio performance for clients by developing customized investment plans based on individual risk tolerance and goals.
- Educated clients on a wide range of topics including retirement planning, college savings strategies, estate planning considerations, and more.
- Improved client financial strategies by conducting comprehensive assessments and recommending tailored solutions.
- Worked with clients to provide competitive commercial banking solutions and retail financing plans.
- Worked with clients and finance companies to find optimal solutions for financing.
- Enhanced overall client experience by consistently providing timely, accurate, and relevant information during meetings and consultations.
- Delivered comprehensive tax planning services to minimize liabilities while maximizing deductions for eligible expenses.
- Provided support during times of market volatility by offering objective guidance grounded in long-term financial goals rather than short-term fluctuations.
Advisor
MAX LIFE INSURANCE
08.2016 - 01.2017
- Built and maintained relationships with clients to provide ongoing support.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
- Gathered and analyzed customer feedback to inform product and service improvements.
Education
Matriculation -
ST. JOSEPH HIGH SCHOOL
ROURKELA , ODISHAHigher Secondary -
KALYANI RAY MAHAVIDYALAYA
ROURKELA,ODISHAGraduation -
NEELA SHAILA MAHAVIDYALAYA
ROURKELA,ODISHASkills
Corporate Communications
Expertise
Dedication to job, ability to work in stress condition, lead effectiveness in working as a part of team, consulting, and pitching and closing deals, build client relationship in the long term, having a lot of patience flexibility in job strong communication skill.
Tools
Tally ERP 9
Personal Information
- Father's Name: Sri. Aranya Kumar Jena
- Date of Birth: 11/04/89
- Gender: Female
- Nationality: Indian
- Marital Status: married
- Religion: Hindu
Languages
Odia, Hindi, English
Advanced (C1)
Acknowledgement
I do hereby declare that all statements made in this application are true complete all the information furnished above is true to the best of my knowledge. Necessary document will be produced as and when required.
Timeline
Deputy Cluster Manager
Max Life Insurance Company Pvt Ltd
04.2020 - Current
Assistant Relationship Manager
TATA AIA LIFEINSURANCE (PVT) LTD. RKL
01.2019 - 04.2020
Financial Services Consultant
ICICI Prudential Life Insurance (Pvt) Ltd. Rkl.
09.2017 - 01.2019
Advisor
MAX LIFE INSURANCE
08.2016 - 01.2017
Matriculation -
ST. JOSEPH HIGH SCHOOL
Higher Secondary -
KALYANI RAY MAHAVIDYALAYA
Graduation -
NEELA SHAILA MAHAVIDYALAYA
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