HEENA RAVINDRA GUPTA
Mumbai
Summary
Experienced Corporate Agency Manager with many years of experience managing company portfolio of agency partners receiving managed services. Developed lead generation targets, designed, and conducted marketing events, provided constant support to clients in developing business strategies and maximizing company service and technology impact and tracked business volume and account revenues. Collaborative professional dedicated to optimizing agency partner outcomes through constant communication and comprehensive support.
Overview
5
5
years of professional experience
Work History
Corporate Agency Manager
HDFC LIFE INSURANCE COMPANY
MUMBA
01.2023 - 07.2024
- Monitored performance metrics to track progress against organizational targets.
- Managed relationships with vendors, suppliers, and other external stakeholders.
- Collaborated with staff members on various projects aimed at increasing customer satisfaction levels.
- Analyzed client data to identify trends in customer needs and preferences.
- Created financial plans for clients and monitored their progress.
Sales Officer
FIN WEALTH SERVICE PVT LTD
Mumbai
07.2019 - 12.2022
- Provided exceptional customer service throughout the entire sales process.
- Generated leads through networking, cold calls, and email campaigns.
- Maintained active sales contacts with assigned accounts to keep communication open and capture consistent revenue.
- Developed a comprehensive understanding of company products and services.
Sales Executive
ARENA ANIMATION
Mumbai
07.2022 - 11.2022
- Generated reports to summarize sales performance metrics and present findings to management team.
- Implemented processes for cross-selling products or services based on customer needs.
Education
Bachelor of Management Studies -
CHINAI COLLEGE
Mumbai, MH06-2022
HSC -
VIVA COLLEGE
Mumbai, MH03-2019
SSC -
GD IDEAL HIGH SCHOOL
Mumbai03-2017
Skills
- Sales management
- Cross-functional Team Coordination
- Relationship Building
- Customer Service
- Task Prioritization
- Problem-Solving
Timeline
Corporate Agency Manager
HDFC LIFE INSURANCE COMPANY
01.2023 - 07.2024
Sales Executive
ARENA ANIMATION
07.2022 - 11.2022
Sales Officer
FIN WEALTH SERVICE PVT LTD
07.2019 - 12.2022
Bachelor of Management Studies -
CHINAI COLLEGE
HSC -
VIVA COLLEGE
SSC -
GD IDEAL HIGH SCHOOL