Arti Pawar
New Delhi
Summary
Hardworking relationship manager proficient at devising personalized solutions to meet all types of customer demands. Positive and upbeat team player and clear communicator with demonstrated success several years of experience.
Overview
7
7
years of professional experience
Work History
Executive Premier Relationship Manager
Kotak Life
New Delhi
11.2023 - Current
- Developed and maintained relationships with high-net-worth clients to identify their financial needs and objectives.
- Provided tailored advice on investments and insurance planning as per their goals and investment capacity.
- Managed client communication through regular meetings and phone calls.
- Monitored market trends and identified potential opportunities for clients' investments.
- Coached junior staff members in delivering exceptional customer service standards.
- Organized seminars on financial literacy topics for prospective customers.
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
Key Relationship Manager - Direct Channel
Future Generali
New Delhi
09.2018 - 08.2023
- Developed and maintained strong relationships with key clients to ensure customer satisfaction.
- Created and implemented strategies for expanding the client base and increasing sales opportunities.
- Researched potential customers, identified their needs, and created customized solutions to meet those needs.
- Conducted regular meetings with clients to discuss progress on projects, address any issues that arose, and review customer feedback.
- Assisted with the development of marketing materials such as presentations, brochures, webinars.
Business Development & Sales Manager
SBI Cards
New Delhi
07.2017 - 09.2018
Education
Bachelor of Arts -
Gargi College - Delhi University
New Delhi, India07-2017
Skills
- New business generation
- Client acquisition
- Customer Education and Consulting
- Effective customer communication
- Excellent Communication
- Relationship building and management
- Operational Efficiency
- Operations Management
Languages
English
First Language
Hobbies
- Travel
- Dance & fitness
- Reading
Timeline
Executive Premier Relationship Manager
Kotak Life
11.2023 - Current
Key Relationship Manager - Direct Channel
Future Generali
09.2018 - 08.2023
Business Development & Sales Manager
SBI Cards
07.2017 - 09.2018
Bachelor of Arts -
Gargi College - Delhi University
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