GARGI R
CHIEF BANCASSURANCE MANAGER
Alappuzha
Summary
Dynamic Relationship Manager with a proven track record at Ageas Federal Life Insurance, excelling in client engagement and service support. Expert in financial services, I consistently enhance client satisfaction through tailored solutions and proactive communication, driving new business generation and fostering long-term relationships. Committed to delivering exceptional results in a competitive landscape. Professional relationship specialist with track record of enhancing client satisfaction and retention. Background in developing strategic plans and successfully implementing client-centric initiatives. Known for collaborative approach and adaptability in dynamic environments, leveraging skills in communication and problem-solving to drive results.
Overview
7
7
years of professional experience
Work History
Chief Bancassurance Manager
Ageas Federal Life Insurance
07.2024 - Current
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Wealth Manager
Star Union Dai-Ichi Life Insurance Company
08.2023 - 07.2024
- Delivered exceptional client service through prompt communication, proactive problem-solving, and a commitment to always putting the client’s interests first.
- Increased client satisfaction by providing personalized wealth management solutions and tailored financial strategies.
- Managed a diverse portfolio of high-net-worth clients, ensuring optimal asset allocation and risk management.
- Provided ongoing portfolio monitoring services to ensure alignment of investments with changing market conditions or changes in client’s circumstances.
Digital Relationship Manager
HDFC Securities
01.2022 - 07.2023
- Proactively addressed potential security concerns related to online banking platforms, ensuring the highest levels of protection for both clients and company assets.
- Optimized web content for search engines, driving organic traffic growth and increasing overall website performance metrics.
- Collaborated with IT department to develop user-friendly online banking interfaces, leading to improved customer experiences.
- Developed tailored financial solutions with a focus on individual client needs, resulting in increased sales opportunities.
Business Development Associate
Quest Innovative Solutions
09.2020 - 01.2022
- Developed proposals and presentations that effectively communicated the value of our solutions to potential clients, securing numerous contracts.
- Maintained accurate records of all prospecting activities using CRM software tools for effective lead tracking and follow-up efforts.
- Engaged with customers to build business relationships.
- Contributed to annual sales targets by consistently meeting and exceeding individual performance goals across various territories.
Public Relationship Officer Cum Teller
ESAF Small Finance Bank
11.2018 - 07.2019
- Maintained and built close relationships with clients through regular contact and visits.
- Boosted customer satisfaction levels with timely and effective resolution of concerns and inquiries.
- Led successful marketing campaigns to drive new business acquisition and deepen existing client relationships.
- Monitored, followed-up and escalated cases to meet customer response commitments.
- Managed branch operations like cash, audit assistance, locker dealings & maintaining the files and reports, marketing and sales of liabilities, assets & TPP.
Education
B. Tech - Electrical And Electronics Engineering
Kerala University
03.2018
Board of Higher Secondary Education - undefined
Kerala Board of Public Examinations
03.2014
SSLC - undefined
Kerala Board of Public Examinations
03.2012
Skills
- Relationship management
- Cash handling
- Excellent communication
- Client engagement
- Service support
Timeline
Chief Bancassurance Manager
Ageas Federal Life Insurance
07.2024 - Current
Wealth Manager
Star Union Dai-Ichi Life Insurance Company
08.2023 - 07.2024
Digital Relationship Manager
HDFC Securities
01.2022 - 07.2023
Business Development Associate
Quest Innovative Solutions
09.2020 - 01.2022
Public Relationship Officer Cum Teller
ESAF Small Finance Bank
11.2018 - 07.2019
Board of Higher Secondary Education - undefined
Kerala Board of Public Examinations
SSLC - undefined
Kerala Board of Public Examinations
B. Tech - Electrical And Electronics Engineering
Kerala University
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