JUGANDEEP KAUR
Chandigarh
Summary
Skilled Area Manager with experience mentoring and directing new team members. High-performing work with over 7 years of experience delivering successful improvements for business operations, profitability and team development.
Detail-oriented Manager successful in building and motivating dynamic teams while cultivating company culture comfortable for staff and highly productive. Motivated team leader driven to cut company costs and boost revenue through innovative management and sales techniques.
Talented Area Manager offering expertise ensuring customers continue to receive top-notch service within the defined area.
Overview
8
8
years of professional experience
Work History
Area Manager
ADITYA BIRLA SUNLIFE INSURANCE CO. LTD.
Chandigarh
2022.10 - 2023.11
- Analyzed financial data such as sales reports, budgets and payroll records to identify areas of improvement.
- Visiting clients for the portfolio review and service on existing products of the customer.
- Handle my team and distribute the targets according their portfolio.
- Daily reporting from team on new business and gap with their targets.
- Motivate to the team and bank staff .
Senior Relationship Manager
PNB METLIFE INDIA INSURANCE CO. LTD.
Mumbai
2021.07 - 2022.01
- Reviewed financial statements, credit reports, and other relevant documents in order to assess creditworthiness.
- Developed and managed a portfolio of existing clients to ensure long-term customer relationships.
Senior Relationship Manager
IDBI FEDERAL LIFE INSURANCE CO. LTD.
Banglore
2019.08 - 2020.02
- Developed and managed a portfolio of existing clients to ensure long-term customer relationships.
- Conducted regular meetings with customers to discuss their needs and provide tailored solutions.
- Analyzed customer data to identify areas of risk and potential opportunities for growth.
Senior Financial Services Manager
ICICI PRUDENTIAL LIFE INSURANCE CO. LTD.
Chandigarh
2017.07 - 2019.04
- Conducted risk assessment for various investments and advised senior management on optimal investment decisions.
- Analyzed current economic trends and their impact on the organization's finances.
- Developed and implemented financial strategies to maximize profits and reduce costs.
Relationship Manager
PNB METLIFE INDIA INSURANCE CO. LTD.
Chandigarh
2015.07 - 2017.06
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
- Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
Education
POST GRADUATION DIPLOMA IN HOSPITALITY & TOURISM MANAGEMENT -
London School Of Business & Finance (LSBF)
SINGAPORE2022-11
BBA - Finance & Marketing
Punjabi University Patiala
INDIA2012-05
Skills
- Order Management
- Relationship building and management
- Passion with Quality Assurance
- Sincerity to listen others.
- Communication, Time-management and problem-solving skills.
- The ability to work under pressure
Affiliations
- Travelling
- Sports
- Surfing
Accomplishments
- Shine forever - 2019
- Best Achievers - 2021
- Sri Lanka Qualified- 2021
- Team Dum Hai - 2023
Languages
English
First Language
Hindi
Advanced (C1)
C1
Punjabi
Advanced (C1)
C1
Urdu
Elementary (A2)
A2
Social Worker (Orphans)
- Donate clothes and blankets.
- Provide food and grocery items.
- Provide emotional support.
References
References available upon request.
Timeline
Area Manager
ADITYA BIRLA SUNLIFE INSURANCE CO. LTD.
2022.10 - 2023.11
Senior Relationship Manager
PNB METLIFE INDIA INSURANCE CO. LTD.
2021.07 - 2022.01
Senior Relationship Manager
IDBI FEDERAL LIFE INSURANCE CO. LTD.
2019.08 - 2020.02
Senior Financial Services Manager
ICICI PRUDENTIAL LIFE INSURANCE CO. LTD.
2017.07 - 2019.04
Relationship Manager
PNB METLIFE INDIA INSURANCE CO. LTD.
2015.07 - 2017.06
POST GRADUATION DIPLOMA IN HOSPITALITY & TOURISM MANAGEMENT -
London School Of Business & Finance (LSBF)
BBA - Finance & Marketing
Punjabi University Patiala
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