Summary
Overview
Work History
Education
Skills
Websites
Languages
Affiliations
Accomplishments
Timeline
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Dixit Panchal

Surat,India

Summary

Result driven and hard working with over 10 years of experience of Branch Banking in managing high volume customer service operation in credit, insurance, loans and finance. Able to balance customers need with the company's needs, highly skilled in achieving productivity and performance targets, ability to resolve credit settlements through effective negotiation. Looking better job opportunity in company.

Overview

5
5
years of professional experience

Work History

Lead Partnership Distribution

CHOL MS GENERAL INSURANCE CO. LTD
SURAT
07.2023 - Current
  • Sales and business development of general insurance and product though Govt bank AND private sector bank
  • Achieve Monthly target assigned and have to achieved through incentive structure earned
  • Knowledge of insurance products like auto, home, life, and health insurance. Experience with underwriting, claims processing, or risk assessment.
  • Computer proficiency.
    Leadership experience.
    Communication skills.
    Organizational know-how.
    People skills.
    Collaboration talent.
    Problem-solving abilities.
  • Teamwork. With effective teamwork, teams are more productive, deadlines are met, relationships with team members are stronger and knowledge is shared
    Problem solving
    Communication
    Adaptability
    Critical thinking
    Time management
    Interpersonal

Customer Relationship Manager

DETOX GROUP ( OPERATED BY VEOLIA PARIS )
SURAT, INDIA
12.2022 - 04.2023
  • Detox group is waste management company, recycling of chemical product via landfilling and water purifying
  • Provide services to indian chemical company generate hazardous chemical to recycling product via landfilling and water purifying, majorly working in SAP HANA software
  • Have been providing recycling solution to major chemical company

Sales Executive

AU SMALL FINANCE BANK
12.2021 - 12.2022

• This is front-line sales position in consumer cards sales team, and is responsible for driving business, achieving monthly sales targets, and acquiring new customers through cultivate selling of our card’s products via defined channels of acquisition (Retail, Corporate, Venue-Sales)

• Prospecting for new customers through exciting leads and cold calling and maximizing lead generation.

Branch Relationship Executive

BANK OF BARODA FINANCIAL SOLUTION
SURAT , INDIA
07.2019 - 12.2021

• Leveraged insurance sales expertise to promote products and capitalizes on upsell opportunities.

• Maintained detailed record of customer information and policy sales.

• Recommended products to customers, thoroughly explaining details.

• Sales insurance, credit card and loans through branch support and open market.

• Offered advice and assistance to customers, paying attention to special needs or wants.

• Collected customer feedback and made process changes to exceed customer satisfaction goals.

• Responded to customer requests for products, services, and company information.

• Customized existing insurance programs to suit individual client needs by analyzing specific requirements.

Education

MBA - FINANCE

GUJARAT TECHNOLOGICAL UNIVERSITY
AHMEDABAD
03.2013

BBA - BANKING AND INSURANCE

ROFFEL COLLEGE
VAPI
03.2009

Skills

  • Business development
  • Sales training
  • Demand generation marketing
  • Internet and e-mail marketing 
  • Sales goal attainment
  • Relationship management
  • Market and competitive analysis
  • Account management
  • Time management
  • New account development
  • Payroll administration
  • Knowledge of SAP software
  • Leadership
  • Marketing campaign management

Languages

English
Intermediate
Hindi
Native
Gujarati
Native

Affiliations

  • cricket, football, yoga, cycling , travelling, cooking,

Accomplishments

Inter college Table Tennis champion. Many certificates received from banking target achievement

Timeline

Lead Partnership Distribution

CHOL MS GENERAL INSURANCE CO. LTD
07.2023 - Current

Customer Relationship Manager

DETOX GROUP ( OPERATED BY VEOLIA PARIS )
12.2022 - 04.2023

Sales Executive

AU SMALL FINANCE BANK
12.2021 - 12.2022

Branch Relationship Executive

BANK OF BARODA FINANCIAL SOLUTION
07.2019 - 12.2021

MBA - FINANCE

GUJARAT TECHNOLOGICAL UNIVERSITY

BBA - BANKING AND INSURANCE

ROFFEL COLLEGE
Dixit Panchal