Gopika T G
Thrissur
Summary
Proven Senior Financial Services Consultant with a track record of driving business growth for ICICI Prudential Life Insurance Company Pvt Ltd through strategic planning and investment. Excelled in training bank employees, enhancing customer satisfaction, and generating revenue by cross-selling. Skilled in negotiation and risk management, consistently maintaining quality business and establishing strong relationships.
Overview
6
6
years of professional experience
Work History
Senior Financial Services Consultant
ICICI PRUDENTIAL LIFE INSURANCE COMPANY PVT LTD
Cochin
01.2022 - Current
- Managing five branches of ICICI and driving business through bank employees by reviewing their customer management.
- Conducting training and helping bank employees plan their weekly, monthly, and yearly targets.
- Understanding customer needs and recommending suitable life insurance products to them.
- Acquire new clients with the help of leads provided by the bank, and generate quality business revenue by actively cross-selling or upselling products to the existing customers.
- Providing service to existing customers, solving their queries and concerns, and ensuring that quality business is maintained consistently.
- Reviewing the portfolio of existing customers and suggesting better options to them.
- Analyzed data from various sources to create comprehensive reports for clients.
- Established strong and positive working relationships within organization to contribute to team success.
Accountant
R V Associates
Cochin
01.2019 - 01.2021
- Process and record daily financial transactions, including purchase and sale entries.
- GST filing.
Education
Bcom - Finance
Calicut University
Thrissur12-2019
Commerce
NHSS ENGANDIYUR
Engandiyur04-2015
Skills
- Multitasking and organization
- Handling objections
- Negotiation
- Investment planning
- Risk Management
- Training & Development
- Planning
Hobbies and Interests
- Traveling
- Listening to music
- Sewing
Personal Information
- Date of Birth: 03/06/1998
- Gender: Female
- Nationality: Indian
- Marital Status: Single
References
- Mathew M. P, ICICI Prudential Life Insurance Company, mathew.mp@iciciprulife.com, 974-460-3330
- Stephen Rebello, Branch Manager, ICICI Bank, stephen.rebello@icicibank.com, 984-719-6229
Languages
Malayalam
First Language
English
Upper Intermediate (B2)
B2
Hindi
Beginner
A1
Accomplishments
- A1 rating for the last two financial years (2022-23 and 2023-24), with target achievement above 200%
- Qualified Contests: Super achievers meet in Mumbai on June 23
- Two-Day Cruise Trip (Dec 23)
Timeline
Senior Financial Services Consultant
ICICI PRUDENTIAL LIFE INSURANCE COMPANY PVT LTD
01.2022 - Current
Accountant
R V Associates
01.2019 - 01.2021
Bcom - Finance
Calicut University
Commerce
NHSS ENGANDIYUR
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