Boishakhi Bera Jasu
Relationship Manager
Hyderabad
Summary
Dynamic Relationship Manager with proven expertise in enhancing customer satisfaction and retention. Strong communicator with a track record of delivering tailored solutions and building trust with clients.
Overview
4
4
years of professional experience
3
3
Languages
Work History
Relationship Manager
Axis Max Life Insurance LTD
09.2024 - Current
- Developed and maintained strong client relationships to enhance customer satisfaction and retention.
- Identified client needs and provided tailored insurance solutions, resulting in increased sales opportunities.
- Collaborated with cross-functional teams to streamline processes and improve service delivery efficiency.
- Conducted regular client meetings to assess satisfaction and address concerns proactively.
- Assisted in training new team members on customer service best practices and company policies.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Relationship Manager
Bajaj Allianz Life Insurance Co
11.2022 - 09.2024
- Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
- Utilized CRM systems to track client interactions and ensure timely follow-ups on inquiries.
- Supported marketing initiatives by providing client feedback to drive product development strategies.
- Participated in industry seminars to stay updated on market trends and enhance professional knowledge.
- Maintained knowledge on banking products and distribution to provide optimal service support.
Education
MBA - Human Resources Management
Mantra School of Business Management
Hyderabad, India 05.2001 -
Bachelor of Commerce - Commerce
Radhe Krisna Women's Degree College
Hyderabad, India 05.2001 -
Higher Secondary Examination - Arts
Khanjapur Union High School
Ghatal, India 05.2001 -
Secondary Examination - General Studies
Khanjapur Union High School
Ghatal, India 05.2001 -
Skills
Client relationship management
Investment and wealth planning
Financial product knowledge
Product cross-selling
Customer satisfaction
Problem resolution
Client meeting facilitation
Time management
Excellent communication
Relationship building and management
Relationship management
Multilingual proficiency
Wealth planning
Exploring
Travel and cultural exploration, with a focus on understanding regional customs and local economies.
Avidly exploring behavioral economics literature to better understand consumer decision-making patterns.
local history and architecture during weekend travels, which helps me practice keen observation and analytical thinking.
Timeline
Relationship Manager
Axis Max Life Insurance LTD
09.2024 - Current
Relationship Manager
Bajaj Allianz Life Insurance Co
11.2022 - 09.2024
MBA - Human Resources Management
Mantra School of Business Management
05.2001 -
Bachelor of Commerce - Commerce
Radhe Krisna Women's Degree College
05.2001 -
Higher Secondary Examination - Arts
Khanjapur Union High School
05.2001 -
Secondary Examination - General Studies
Khanjapur Union High School
05.2001 -