Heena Singh
Diva East, Thane
Summary
Service-oriented Relationship Officer dedicated to driving new business by presenting valuable solutions to client needs. Competitive and intelligent to identify and secure new accounts. Hardworking Relationship Manager proficient at devising personalized solutions to meet all types of customer demands. Positive and upbeat team player and clear communicator with demonstrated success over 13+ years of Banking and Finance experience.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Relationship Officer
Canara HSBC Life Insurance
Mumbai
10.2023 - Current
- Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
- Provided clients with advice on how to best manage their life insurance investments.
- Advised customers on tax implications associated with different types of life insurance investments.
- Assisted customers in selecting the most appropriate coverage based on individual needs and budget constraints.
- Responded promptly to customer inquiries related to their policies or accounts via phone or email communication.
- Explained complicated legal documents related to life insurance policies in plain language for customers' understanding.
- Negotiated terms of contracts with underwriters regarding coverage amounts, premiums, and other factors.
BDM
India first life insurance (Bank of Baroda)
Mumbai
01.2022 - 09.2023
- Managed escalated client enquiries with exceptional professionalism and enthusiasm to maintain trust and reliability.
- Surpassed sales and customer service targets, consistently exceeding established KPIs.
- Experience in understanding customer’s needs and managing to tackle by providing proper children’s plan, retirement plan, pension plan, short term plan, long term plan and various different plans as per different customer needs and according to bank manager suggestions.
- Responsible to provide proper financial services and solutions as per customer requirement and as per instructions given by bank officials. Converting bank leads in to business leads.
SDM
DNS Cooperative bank (HDFC LIFE)
Mumbai
10.2016 - 06.2020
- Worked on customer requirement and providing them with proper plan for various types of needs and achieving sales goal and bank branches annual target. Providing solutions to customers after sales customer services achieved bank officials support for business purposes.
- Appreciated by bank senior officials bank managers for good relationship building and achieved bank branches contests and annuals target completion
- Spoke to customers in multiple languages to resolve problems and answer questions.
- Supervised work of contracted employees to deliver work on schedule.
- Collaborated with team members to achieve target results.
- Managed complaints with calm, clear communication and problem-solving.
Relationship Associate
Max Life Insurance
Mumbai
02.2012 - 02.2016
- Maintaining the day to day front desk insurance work and handling bank customers.
- Responsible for Handling work on front desk approaching bank customers and converting in to business insurance leads provided by senior bank officials.
- Experience in handling three bank branches for sales of financial services and handling bank managers by building good relation and completing bank branches targets.
- Responsible to manage work load by professional skills of handling bank managers, assistant general manager and achieved bank targets
- Responsibility for working on systems, projects, data and managing files and providing same to bank officials.
- Receive Certification as sales achiever
- Receive Certificate as sales winner
Education
Bachelor of Commerce -
L.S. Raheja College Of Arts & Commerce, Santacruz
Mumbai2006
HSC -
L.S. Raheja College Of Arts & Commerce, Santacruz
Mumbai2003
SSC -
Sadhna Education Society, Santacruz
Mumbai2001
Skills
- Customer needs analysis
- Customer retention abilities
- Customer rapport
- Sales closing
- After sales support
- Prospecting and networking skills
- Lead generation
- Relationship development
Certification
- Successfully completed Diploma in software engineering from NIIT on APRIL 2008 (69%)
- MS-CIT, Proficiency in Microsoft Office
Additional Information
- Languages: English, Hindi and Marathi
- DOB: 30th November 1985
Timeline
Relationship Officer
Canara HSBC Life Insurance
10.2023 - Current
BDM
India first life insurance (Bank of Baroda)
01.2022 - 09.2023
SDM
DNS Cooperative bank (HDFC LIFE)
10.2016 - 06.2020
Relationship Associate
Max Life Insurance
02.2012 - 02.2016
Bachelor of Commerce -
L.S. Raheja College Of Arts & Commerce, Santacruz
HSC -
L.S. Raheja College Of Arts & Commerce, Santacruz
SSC -
Sadhna Education Society, Santacruz
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