Diksha Girap

• Resolved customer issues through knowledgeable, friendly service to promote satisfaction.
• Identified and addressed customer needs promptly and efficiently.
• Delivered exceptional service during face-to-face and phone interactions.
• Assisted customers with inquiries and requests to improve experiences.
• Engaged customers using effective interpersonal skills and proactive discussions.
• Collaborated with cross-functional teams to achieve shared objectives.
• Maintained current knowledge through ongoing education and specialized training.

Cultivated strong client relationships through personalized service and consistent communication.

• Analyzed client needs to recommend suitable life insurance products and services.
• Facilitated training sessions for new employees on effective relationship management techniques.
• Coordinated with underwriting teams to ensure timely issuance and updates of policies.
• Resolved client inquiries and concerns efficiently, improving customer satisfaction.

Worked as a Personal Banker (sales).

• Assisted clients with account opening and maintenance processes.
• Provided personalized financial advice to help clients achieve their goals.
• Processed loan applications and conducted credit assessments for customers.
• Educated customers on banking products and services to enhance satisfaction.
• Collaborated with team members to streamline banking operations effectively.

Acquired new business through targeted market strategies and cross-selling of financial products.

• Cultivated strong client relationships via consistent communication and personalized service.
• Managed customer accounts to ensure satisfaction and timely resolution of inquiries.
• Conducted market research to identify potential clients for business expansion.
• Collaborated with internal teams to create customized financial solutions for clients.

Dealing with General Insurance as a Bancassurance partner for HDFC Bank. Handling 33 branches in North Goa. Products such as health insurance, motor insurance, fire insurance, and commercial vehicle insurance are the main products that help activate the branch.

Dealing with fresh sales of CASA insurance and other cross selling products such as auto loan, personal loan, demat & securities. Customer relationship management. Getting business and maintaining relationships with existing customers, as well as getting references and procuring fresh business.

Generated sales for preventive health check-ups by recruiting and training sales personnel for Indus Health Plus Pvt. Ltd.
Facilitated early identification of health issues through promotion of preventive health check-ups.
Executed off-role, incentive-based strategies to enhance sales performance.